Jim Cramer Discusses Johnson Controls As Some Data Center Peers Slump

Johnson Controls International plc (NYSE:JCI) was among the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors. Cramer highlighted the stock as a data center play. He commented:

Then we spring back to the data center again, this time with Johnson Controls, heating, ventilation, air conditioning. A lot of those companies are still doing well. It makes a host of things for the data center. That’s only the second data center play on the list, and a lot of data center stocks today, [sell, sell, sell] awful.

Johnson Controls International plc (NYSE:JCI) delivers HVAC, refrigeration, fire, security, and smart building technologies. In addition, the company provides energy efficiency solutions, maintenance, and technical services for commercial, industrial, and government clients. When a caller asked for a short and long-term outlook on the stock during the September 18, 2025, episode, Cramer responded:

Johnson Controls has done a very good job of moving into the data center. I do like Vertiv more, but Johnson Controls is a very good company, and it didn’t used to be.

It is important to highlight that the stock has gained 28.5% since the above comment was made.

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