Zacks Investment Research
04 Jun 2026, 18:35 UTC · 2h ago
4 Air Conditioner & Heating Stocks to Buy From the Data Center Cooling Boom
Zacks Investment Research
04 Jun 2026, 18:35 UTC · 2h ago
Story key points
3 claims · impact-rated
The HVAC industry is seeing strong secular growth driven by data center cooling requirements and energy-efficient system demand. — High-growth tailwinds from the AI/data center boom typically lead to significant revenue growth for specialized industrial cooling providers.
+0.60Near-term headwinds for the building products industry include housing market softness, high interest rates, and tariff-related cost pressures. — These factors directly constrain residential construction and increase operational costs, potentially squeezing margins.
-0.40Companies like Comfort Systems USA, AAON, SPX Technologies, and Tecogen are utilizing acquisitions and digital capabilities to expand their market reach. — Active inorganic growth and modernization strategies generally support long-term competitiveness and valuation.
+0.30Ticker attribution
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Model heads
Company is identified as expanding opportunities in a sector supported by strong secular growth drivers.
Company is identified as expanding opportunities in a sector supported by strong secular growth drivers.
Company is identified as expanding opportunities in a sector supported by strong secular growth drivers.
Company is identified as expanding opportunities in a sector supported by strong secular growth drivers.
[mutual] Both companies operate within the Zacks Building Products - Air Conditioner & Heating industry.
[mutual] Both companies operate within the Zacks Building Products - Air Conditioner & Heating industry.
[mutual] Both companies operate within the Zacks Building Products - Air Conditioner & Heating industry.
[mutual] Both companies operate within the Zacks Building Products - Air Conditioner & Heating industry.
[mutual] Both companies operate within the Zacks Building Products - Air Conditioner & Heating industry.
[mutual] Both companies operate within the Zacks Building Products - Air Conditioner & Heating industry.
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