CNBC Television
Cramer's Stop Trading: Johnson Controls
11/5/2025, 3:41:11 PM
Economic Summary
- The ongoing data-center build-out is framed as a major structural trend, driving sustained demand for cooling and infrastructure equipment and benefiting companies like Johnson Controls (JCI) and Vertiv (VRT).
- Johnson Controls reported its best numbers since 2019, indicating resilient HVAC/cooling demand beyond just data centers and suggesting durable revenue strength for industrial/service-oriented firms (JCI).
- Caterpillar (CAT) raising five-year revenue targets points to robust industrial and capex demand, reinforcing cyclical recovery themes that support equipment manufacturers and suppliers.
Bullish
- Johnson Controls showed best results since 2019, signaling strong HVAC/data-center demand
- Vertiv expected to rise on ongoing data-center build-out
- Caterpillar raised five-year revenue targets, signaling stronger industrial demand
Bearish
- Market disliked Eaton's quarter, causing unwarranted sell pressure
- Short-term investor sentiment can punish otherwise strong 'mundane' companies
Bullish tickers
JCIVRTCATETN
Bearish tickers
ETN
JCI
Bullish
Reported best numbers since 2019; seen as a major beneficiary of the data-center build-out and strong HVAC demand.
VRT
Bullish
Expected to go much higher due to tailwinds from the ongoing data-center infrastructure build-out.
ETN
Bullish
Quarter appeared solid despite the negative market reaction; speaker views the sell-off as a mistake and sees upside.
Bearish
Investors reacted negatively to the quarter, causing sell pressure.
CAT
Bullish
Raised five-year revenue targets, indicating stronger industrial and capex demand supporting equipment makers.
People mentioned
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