Can a 140-year-old industrial titan rewrite its DNA to capture the infrastructure boom of the century? Founded in 1885 on the invention of the electric thermostat, Johnson Controls spent decades as a sprawling, valuation-discounted conglomerate that used its highly profitable building-controls business to subsidize low-margin automotive ventures. Following a radical, decade-long pruning that culminated in the $8.1 billion sale of its residential climate unit to Bosch, the newly minted pure-play now finds itself at the epicenter of the generative AI gold rush, with a soaring backlog of data center cooling orders. Yet behind the dazzling tailwinds lies a persistent, high-stakes operational puzzle: whether a new chief executive imported from the legendary Danaher Corporation can successfully transplant lean, factory-floor discipline into a massive global field-service army to finally bridge the historical profit-margin gap with its peers.
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