文章核心观点 - 公司的Building Solutions North America和Building Solutions Europe, Middle East, Africa/Latin America (EMEA/LA)业务表现强劲 [1][2] - 公司投资数字化产品OpenBlue平台,提供连接式制冷设备、控制系统等,有助于提升业绩 [3][4] - 公司通过收购FM:Systems拓展OpenBlue的数字化建筑管理能力 [5] - 公司的Global Products和Building Solutions Asia Pacific业务表现疲弱 [6] - 原材料成本上涨导致公司销售成本上升,影响短期盈利能力 [7][8] 根据相关目录分别进行总结 业务表现 - Building Solutions North America和EMEA/LA业务表现强劲,受益于数据中心HVAC平台需求增长、工业制冷和服务业务增长 [2] - Global Products和Building Solutions Asia Pacific业务表现疲弱,受到全球住宅HVAC需求下降、中国市场安装业务疲软等因素影响 [6] 数字化转型 - 公司投资OpenBlue数字化平台,提供连接式制冷设备、控制系统等,有助于优化HVAC系统性能 [3] - OpenBlue平台中的"净零碳建筑即服务"产品,有助于公司实现长期ESG目标 [4] - 收购FM:Systems拓展OpenBlue的数字化建筑管理能力 [5] 成本压力 - 原材料成本上涨导致公司销售成本上升,影响短期盈利能力 [7][8]

Johnson Controls International plc (JCI) recently entered into an agreement with Truelink Capital for the divestment of its Air Distribution Technologies business. JCI’s Air Distribution Technologies business is well known for its innovative air distribution and ventilation solutions for residential and non-residential buildings.Johnson Controls’ shares inched down 0.3% yesterday, ending the trading session at $69.10.Based in Los Angeles, Truelink Capital is a middle-market private equity company that prima ...

文章核心观点 - Truelink Capital 宣布将收购空气分配技术公司(Air Distribution Technologies),这是一家在空气管理和过滤解决方案领域的市场领导者 [1][2][3] - 收购完成后,Air Distribution Technologies将继续由现任CEO Doug Schuster领导 [3] - 这次收购是Truelink Capital自2022年成立以来的第五次收购,Truelink Capital专注于工业和科技服务行业 [4] 公司概况 - Air Distribution Technologies拥有4,500多名员工,在全球25多个地点运营,是HVAC生态系统中设计和制造高性能产品的行业领导者 [2] - Air Distribution Technologies的产品组合包括众多知名品牌,如Koch Filter、Titus、Ruskin、Krueger、PennBarry和Tuttle & Bailey,服务于多元化的客户群 [2] - Air Distribution Technologies于2014年被Johnson Controls收购,此前由加拿大养老金投资委员会拥有 [2] 交易背景 - Johnson Controls出售Air Distribution Technologies业务给Truelink Capital [1][3] - Truelink Capital表示将加大对Air Distribution Technologies的商业和运营投资,以增强公司的领导地位并更好地服务客户 [3] - Air Distribution Technologies的CEO Doug Schuster表示,作为独立的业务,公司将更加敏捷和以客户为中心 [4] - 这次交易标志着Truelink Capital自2022年成立以来的第五次收购 [4]

文章核心观点 - 约翰逊控制公司(Johnson Controls)出售其空气分配技术(Air Distribution Technologies)业务给中型私募股权公司Truelink Capital [1][2][3] - 这是约翰逊控制公司简化和标准化其业务组合,专注于成为商业建筑综合解决方案提供商的战略举措 [2] - Truelink Capital将通过与管理层合作,推动重大商业和运营改善,以加强空气分配技术业务的市场领导地位,更好地服务客户 [3] 公司概况 - 约翰逊控制公司是智能、健康和可持续建筑的全球领导者,拥有近140年的创新历史 [4][5] - 公司在全球拥有10万名专家,提供建筑技术、软件和服务解决方案 [6] 交易细节 - 出售的包括科赫过滤器(Koch Filter)、泰特斯(Titus)、拉斯金(Ruskin)、克鲁格(Kreuger)、PennBarry和特特尔&贝利(Tuttle & Bailey)等知名品牌及其产品线 [2] - 这些产品在美国、墨西哥、印度、泰国和阿联酋等地生产 [2] - 交易预计将于2024年下半年完成,约翰逊控制公司聘请了贝尔德(Baird)作为独家财务顾问,克利尔戈特利布律师事务所(Cleary Gottlieb Steen & Hamilton LLP)作为法律顾问 [3] 买方信息 - Truelink Capital是一家总部位于洛杉矶的中型私募股权公司,专注于技术驱动服务和工业领域 [7] - Truelink Capital将与管理层合作,通过执行战略举措和并购来推动业务增长 [7]

Company veteran Todd Grabowski appointed to lead new global organization focused on delivering integrated data center solutionsGrabowski to report directly to Chairman and CEO George OliverCORK, Ireland, June 5, 2024 /PRNewswire/ -- Johnson Controls (NYSE: JCI), the global leader for smart, healthy and sustainable buildings, today announced the creation of a dedicated Global Data Center Solutions organization, focused specifically on operationalizing Johnson Controls' global scale to provide integrated solu ...

CORK, Ireland, June 4, 2024 /PRNewswire/ -- Johnson Controls International plc (NYSE: JCI) (the "Company" or "Johnson Controls") today announced the Reference Yields for its previously announced cash tender offers (the "Tender Offers"), in the order of priority set forth in the table below, and the increase of the previously announced aggregate tender cap from $90,000,000 aggregate principal amount to $119,000,000 aggregate principal amount (as amended hereby, the "Aggregate Tender Cap") of the outstanding ...

CORK, Ireland, June 4, 2024 /PRNewswire/ -- Johnson Controls International plc (NYSE: JCI) (the "Company" or "Johnson Controls") today announced the early tender results for its previously announced cash tender offers (the "Tender Offers"), in the order of priority set forth in the table below, for up to $90,000,000 aggregate principal amount (the "Aggregate Tender Cap") of the outstanding senior notes listed in the table below (collectively, the "Securities" and each a "series"). The Company also announced ...

The involvement of an activist hedge fund might be what this company needs right now.The news that high-profile activist hedge fund Elliot Investment Management has built a $1 billion position in building controls and heating, ventilation, and air conditioning (HVAC) company Johnson Controls (JCI 0.87%) has sent the stock higher.While some of the moves are, no doubt, down to investors who simply looking to jump on the bandwagon, it's also a reflection that Johnson's management could do a better job of gener ...

公司业绩 - Johnson Controls International plc (JCI) 在 Building Solutions North America 部门表现强劲[2] - JCI 通过收购和股东回报措施加强业务[6] 数字化产品投资 - 公司投资数字化产品，如 OpenBlue 平台，以满足客户需求[4]

Elliott Investment Management在Johnson Controls建立头寸 - Elliott Investment Management已经在Johnson Controls建立了价值超过10亿美元的头寸[4] - 投资者对Elliott可能会采取的行动感到好奇，希望能够提高股价[5] Johnson Controls首席执行官George Oliver的重塑计划 - Johnson Controls首席执行官George Oliver已经在尝试重塑公司组合，寻求出售其价值50亿美元的供暖和通风业务[6] - George Oliver考虑出售其ADT安全资产[6]