Data Center Exposure Boosted HVAC Companies in Q2
The article says Q2 commercial HVAC results were supported by data center cooling demand and energy-efficiency tailwinds, with US-listed peers Carrier (CARR), Johnson Controls (JCI), and Trane (TT) citing high-single-digit to low-double-digit sales growth and higher fiscal 2026 guidance. It also covers residential HVAC weakness and guidance changes at Carrier, Trane, Lennox (LII), and Watsco (WSO).





