2 air conditioner cooling & heating stocks benefiting from the data center boom
Zack's, December 5, 2025
The Zacks Building Products - Air Conditioner & Heating industry is set for continued growth as demand strengthens for energy-efficient systems, advanced climate-control technologies, and data-center-focused solutions. Sustainability goals and policy incentives are accelerating investment in digitalization, retrofits, and next-generation equipment. Players like Comfort Systems USA FIX and SPX Technologies SPXC are capitalizing on these trends by expanding through acquisitions, upgrading digital capabilities, and building service-driven models aligned with fast-growing segments such as data center cooling.
5 Trends Shaping the Future of the Air Conditioner & Heating Industry
Data Centers & Specialized Cooling Needs: The data center boom, driven by AI, cloud computing, and high-performance computing, is fueling demand for specialized HVAC solutions. Cooling systems for these facilities must deliver precise, reliable performance, which has spurred investment in advanced technologies like liquid cooling and modular units. This segment is becoming a major growth driver for HVAC companies, offering high-margin opportunities and attracting M&A activity. HVAC firms with capabilities in precision cooling and energy-efficient infrastructure are well-positioned to capture share in this fast-expanding niche.
Meanwhile, technology upgrades and strategic acquisitions are driving growth across the industry. Companies are enhancing customer experience through digital platforms and investing in R&D, distribution, and marketing. Acquisitions are expanding product lines and geographic reach. Meanwhile, service-related revenues—such as maintenance and repair—offer steady income, cushioning against construction market volatility.
2 air conditioner & heating stocks benefiting from the data center boom
Comfort Systems added to the S&P 500 in next rebalance. |
