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WESCO International, Inc.
WCC
2025 Q2
Industrial
2w
Record Data Center Sales Surpass $1 Billion Driven by Secular Growth Trends
Total data center sales reached $1 billion in Q2, up 65% YoY, highlighting the company's leadership in AI-driven data center expansion.
Growth driven by strong performance in CSS and EES, with CSS representing nearly 40% of CSS revenue, up from 30%.
The company’s full spectrum solutions span from power systems to on-site services, supporting the entire data center lifecycle.
Backlog in data centers increased 11% sequentially and 36% YoY, indicating robust future demand.
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Johnson Controls International plc
JCI
2025 Q3
Industrial
2w
Implementation of a New Business System Focused on Simplification, Acceleration, and Scaling
Johnson Controls is developing a new business system anchored in 80/20 principles, Lean methodologies, digitization, and AI.
The system aims to simplify operations, accelerate growth, and scale impact.
Initial examples include doubling sales team engagement time in HVAC and halving lead times for data center chillers.
The goal is to embed this system into the company's culture to drive long-term results and competitive advantage.
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