Carrier Global vs. Owens Corning: Which Industrials Stock Is a Better Buy in 2026?

Carrier Global and Owens Corning are compared as infrastructure investment options. Carrier Global is pivoting toward climate solutions with strong AI data center demand (500%+ growth), while Owens Corning faces headwinds from construction cyclicality and a recent net loss. Carrier trades at a forward P/E of 24x (below sector average of 30.4x), while Owens Corning is cheaper at 12.5x but struggles with weaker residential demand and customer concentration risks.

06/09/2026, 4:06 PM • The Motley Fool

HVAC Market Opportunity Report 2026: Surge in Urban Development, Energy Efficiency, and Smart Technologies Drive Expansion - Growth Analysis and Forecasts 2025-2035

The global HVAC market is projected to grow from USD 524.9 billion in 2025 to USD 1.2 trillion by 2035, driven by rapid urbanization, energy efficiency demands, and smart technology adoption. The air conditioning equipment segment leads with USD 215.8 billion in 2025, while the indirect distribution channel dominates with 74% market share. The U.S. market alone is valued at USD 156.9 billion and expected to grow at 10.2% CAGR.

05/25/2026, 4:42 AM • GlobeNewswire

LiquidStack GigaModular™ CDU Platform Is Now Commercially Available with Expanded 14 MW Capacity

LiquidStack, a Trane Technologies company, announced the commercial availability of its GigaModular™ CDU platform, a modular liquid cooling solution designed for high-density AI infrastructure. The platform scales up to 14 MW with pay-as-you-grow architecture, centralized controls, and support for next-generation GPU platforms. The system has completed multi-module testing and achieved ETL certification, with early customer orders already received.

05/21/2026, 4:00 PM • GlobeNewswire

Vertiv: The Backlog is Massive, the Margin of Safety is Not

Vertiv (VRT), a leader in data center power and thermal infrastructure for AI, has surged 300% in 12 months with a massive $15 billion backlog and improving unit economics. However, the stock trades at a 50.9x forward P/E multiple with only a 1.9% FCF yield, leaving minimal margin of safety despite strong fundamentals and growth prospects. The valuation assumes sustained high growth and successful services transformation, with execution risks from project delays and financing constraints.

05/07/2026, 4:16 AM • Investing

You Just Missed The SanDisk And Micron Memory Trade: These 10 Stocks Could Ride The Next AI Wave

As memory stocks like Micron and SanDisk have already surged dramatically, investors are shifting focus to liquid cooling infrastructure for AI data centers. With AI factories scaling to gigawatt levels and thermal management accounting for $55-82.5 billion of the U.S. market through 2030, companies providing cooling solutions, heat exchangers, and related thermal equipment are positioned as the next major AI beneficiaries.

05/06/2026, 10:31 AM • Benzinga

Heat Pump Water Heater Market to Hit $10.2 Billion at 14.4% CAGR through 2028 | MarketsandMarkets™

The global Heat Pump Water Heater Market is expected to grow from USD 5.2 billion in 2023 to USD 10.2 billion by 2028, at a CAGR of 14.4%. Growth is driven by government policies promoting energy efficiency, renewable energy integration, IoT technology adoption, and increasing consumer incentives. Air-to-air systems and residential applications are expected to lead market expansion.

02/24/2026, 6:30 PM • GlobeNewswire

Commercial HVAC Industry Report 2026: Market Size and Trends, Budget Allocation, Regulations, Key Acquisitions, Competitive Landscape and Forecasts 2025-2033

The global commercial HVAC market is projected to grow from US$ 62.79 billion in 2024 to US$ 120.59 billion by 2033 at a CAGR of 7.52%. Growth is driven by energy efficiency regulations, technological advancements (heat pumps, VRF systems, data center cooling), the rise of Heating and Cooling as a Service (HaaS) business models, and circular economy practices. North America leads with 34.30% market share, while cooling equipment dominates with 54% of the market.

01/30/2026, 1:37 AM • GlobeNewswire

Here's Why Shares in Johnson Controls Slumped Today (Hint: It's Nvidia Related)

Johnson Controls stock fell up to 10% after Nvidia CEO Jensen Huang announced that the company's next-generation Vera Rubin AI infrastructure will use warm-water cooling instead of traditional air cooling. This shift threatens demand for Johnson Controls' and Trane's data center cooling solutions, which represent a mid-teens percentage of their revenue but serve as a key growth engine.

01/07/2026, 7:26 AM • The Motley Fool

HCFO-1233zd Market Projected to Reach US$ 71.34 Million by 2035 | Astute Analytica

The global HCFO-1233zd market is experiencing rapid growth driven by regulatory mandates phasing out high-GWP refrigerants and blowing agents. The market is projected to grow from $38.18 million in 2025 to $71.34 million by 2035 at a 6.4% CAGR. North America leads with 37% market share, while insulation foam blowing agents represent the largest application segment at 51.1%. Major producers are expanding capacity to meet surging demand from construction, data centers, and industrial heat pump applications.

01/05/2026, 11:00 AM • GlobeNewswire

MEP Service Market Set to Reach US$ 301.10 Billion by 2035 as AI Integration and Renewable Energy Infrastructure Drive Accelerated Project Demand Says Astute Analytica

The global MEP service market is projected to grow from $165.16 billion in 2025 to $301.10 billion by 2035, driven by AI infrastructure, data center expansion, and renewable energy projects, with significant opportunities in electrical systems and commercial building sectors.

12/15/2025, 1:00 PM • GlobeNewswire

What's Up With The Rise In Amazon Stock Monday?

Amazon stock rose on Monday following record Black Friday online sales of $11.8 billion, driven by increased AI-powered shopping tools and e-commerce growth.

12/01/2025, 1:15 PM • Benzinga

Trane (TT) Q2 EPS Up 18 Revenue Up 8

Trane Technologies reported Q2 2025 earnings with adjusted EPS of $3.88, beating estimates and showing 18% year-over-year growth. Revenue increased 8% to $5.75 billion, driven by strong performance in Americas Commercial HVAC. The company raised full-year guidance and remains focused on sustainability and innovation.

07/30/2025, 11:21 PM • The Motley Fool

Asia Air Conditioner Market Forecast and Company Analysis Report 2025-2033 Featuring Daikin Industries, Carrier, Electrolux, Emerso, Hitachi-Johnson Controls, Trane, Mitsubishi, Ingersoll-Rand

The Asia Air Conditioner market is projected to grow from $93.59 billion in 2024 to $150.64 billion by 2033, driven by urbanization, rising disposable incomes, and increasing demand for energy-efficient cooling systems across countries like China, India, and Japan.

07/30/2025, 4:57 AM • GlobeNewswire

Indoor Air Quality Monitor Market Size to Hit USD 9.38 Billion by 2032, at a CAGR of 8.09% | Research by SNS Insider

The Indoor Air Quality Monitor Market is expected to grow from $5.03 billion in 2023 to $9.38 billion by 2032, driven by rising indoor pollution, regulatory push, consumer health awareness, smart home integrations, and advanced sensor technology.

06/25/2025, 9:00 AM • GlobeNewswire