Johnson Controls
Schneider Electric’s Saudi Deal Boosts Building Automation 2026
October 1st, 2026Honeywell Technologies Forge Targets 9M Connected Assets by 2028
August 25th, 2026
Liquid Cooling M&A: Deals Reshaping Data Centers in 2026
This Research Note examines the latest acquisitions in liquid cooling technology by the major HVAC and data center infrastructure players over the last 8 months. This updates our November 2025 Research Note on Liquid Cooling Acquisitions: 4 Major Deals Reshape Data Center Market in 2025 and our February 2026 Note on Data Center M&A Surge: […]
Acquisitions Surge in 2026: 46 Smart Building Startups Acquired So Far
In May 2026, Autodesk agreed to pay $3.6 billion for MaintainX, a maintenance and asset management software company founded just 8 years ago, and the largest acquisition in Autodesk’s history. Measured against what the business earns today, that is about 27 times annualized recurring revenue: MaintainX expects to exceed $135 million in ARR for 2026, […]
ADT Spain Sold for $98M: Another Johnson Controls Divestment
In this Research Note, we examine the latest divestment of Johnson Controls’ security business, the sale of ADT Spain to Sector Alarm, the Norwegian alarm monitoring company. We highlight the transaction details and strategic rationale, before commenting further on the overall divestment strategy in Johnson Controls fire and security businesses. Transaction Details Johnson Controls reported […]
8 Incumbents Betting Big on Smart Building Startups in 2026
In the first half of 2026, 23% of strategic investments in smart building startups involved a major industry player, participating either as sole investor or as part of a funding round. The incumbents are no longer observing the startup ecosystem from a safe distance. They are actively shaping it. Our new report, Startups in Smart […]
ADT UK Residential Sold for £180M: Inside Johnson Controls Divestment Strategy
This Research Note examines the latest divestment ofJohnson Controls: the ADT UK residential security monitoring business is being sold to Intelligent Monitoring Group (IMG), a security services provider across Australia and New Zealand. We highlight the transaction details and strategic rationale before commenting on the overall divestment strategy in Johnson Controls fire and security businesses. […]
Bosch Targets Small and Mid-Sized Buildings With SkyQ in 2026
This Research Note examines the strategy of Bosch Home Comfort Group in the smart commercial buildings market. We review the development of its light commercial portfolio for small and medium-sized buildings and its partnership with Hitachi for a suite of AI-powered building management solutions, before commenting on the overall offerings of the Bosch group in […]
Honeywell Technologies Sees Strong M&A Upside After 2026 Spin-Off
This Research Note examines the Building Automation business of Honeywell Technologies presented at their Investor Day on 11th June 2026. This article updates our previous commentary on Honeywell’s automation spinoff in October 2025 and their 2025 results in February 2026. Honeywell Technologies Simplified the portfolio into a pure-play automation leader, spinning off Aerospace and Advanced […]
Johnson Controls Data Center Strategy: 5 Key Moves Since 2021
While Johnson Controls has been primarily focused on portfolio transformation and divestments in recent years, the HVAC giant has also been accelerating its position in the data centers vertical, as the May 2026 partnership and investment in Armada demonstrates. This Research Note highlights Johnson Controls’ acquisitions, strategic alliances, and product launches over the past five […]
