Bozeman, Montana - January 05, 2026 - PRESSADVANTAGE - Mountain Heating and Cooling, a family-owned HVAC company

Johnson Controls' Q4 sales +3% and backlog +13% drove margin gains. Click for this updated look at JCI stock and what may come next.

To be fair, both Vertiv and Arista have much smaller net incomes -- of $1 billion and $3.4 billion, respectively -- than the $100 billion-plus net incomes of the tech giants, but the point is that not only are Vertiv and Arista growing revenue faster than Alphabet and Microsoft, they're also growing their profits more quickly.