江森自控股价创历史新高，数据中心与AI业务成关键驱动力

Core Viewpoint - The stock price of Johnson Controls reached a record high of $142.73 on February 11, 2026, with a monthly increase of 26.51% [1] Financial Performance - In Q4 of fiscal year 2025, the company reported a 4% organic revenue growth and a 6% increase in annual sales, with adjusted earnings per share rising by 17%. The backlog reached a record $15 billion, driven by strong demand in data centers and biopharmaceuticals [2] - The company launched products such as cooling distribution units and YVAM magnetic levitation chillers, optimized for energy consumption control in AI computing scenarios, aiming to reduce the Power Usage Effectiveness (PUE) of data centers [2] Business Development - As of February 2, 2026, the company is deepening its focus on advanced manufacturing sectors such as data centers, new energy, and semiconductors, with solutions directly addressing the cooling and energy management needs of AI computing infrastructure [3] Institutional Perspective - Barclays Bank raised the company's target price from $125 to $136 on February 6, 2026, reflecting institutional recognition of the company's business focus [4] Future Development - The stock price's new high is attributed to multiple factors, including strong overall financial performance for fiscal year 2025, a $5 billion share buyback plan, and guidance for adjusted EPS of approximately $4.55 for fiscal year 2026, all of which bolster market confidence [5]