{
  "report_id": "theme_power_scarcity_node_cooling_backup_power_quality",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/power-scarcity-and-grid-load/nodes/cooling-backup-and-power-quality/index.html",
  "title": "Cooling, Backup, And Power Quality",
  "as_of": "2026-07-02",
  "generated_at": "2026-07-04T00:00:00-07:00",
  "freshness": {
    "price_data_as_of": "2026-07-02",
    "daily_ohlc_latest": "2026-07-02",
    "chart_interval": "weekly",
    "knowledge_reviewed_as_of": "2026-07-04",
    "earnings_dates_checked_as_of": "2026-06-13",
    "market_caps_checked_as_of": "2026-06-13",
    "static_setup_levels_as_of": "2026-05-22",
    "active_common_stocks": 5274,
    "filtered_coverage_count": 5008
  },
  "revision": {
    "version": 4,
    "updated_label": "Paper-led rerank from 1GT and SemiAnalysis grid constraints research",
    "metadata_path": "themes/power-scarcity-and-grid-load/nodes/cooling-backup-and-power-quality/report.json",
    "curation_source": "themes/power-scarcity-and-grid-load/nodes/node-data.json",
    "generator_drift": "scripts/build_power_scarcity_nodes.py still emits visible setup paragraph stacks, table-based basket sections, setup tables, and old inline chart metadata; static node artifacts were updated manually per worker scope.",
    "shared_files_deferred": [
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      "themes/power-scarcity-and-grid-load/index.html",
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      "sitemap.json"
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  "node": {
    "slug": "cooling-backup-and-power-quality",
    "order": 3,
    "level": "L2 route/watch node",
    "depth": 2,
    "role": "Routes thermal management, backup generation, UPS, modular power, building systems, onsite power, controls, and power-quality solutions that turn contracted electricity into usable load.",
    "description": "Cooling, backup, and power quality are the equipment and service layer that turns contracted electricity into usable, reliable load at data centers, commercial buildings, factories, hospitals, telecom sites, and critical facilities. VRT has the broadest direct power and thermal system evidence; AAON and GNRC have focused cooling and backup-power conversion evidence; MOD and JCI add larger cooling and building-systems routes; BE, ETN, FCEL, CARR, and TT remain watch or crossover rows where proof depends on contract quality, margin conversion, and source freshness."
  },
  "ticker_baskets": {
    "ranked": [
      "VRT",
      "BE",
      "GNRC",
      "CAT",
      "CMI",
      "ETN",
      "MOD",
      "AAON",
      "FCEL",
      "CARR",
      "TT",
      "JCI"
    ],
    "core": [
      "VRT",
      "GNRC",
      "CAT",
      "CMI",
      "MOD",
      "AAON"
    ],
    "option": [
      "BE",
      "FCEL"
    ],
    "watch": [
      "ETN",
      "CARR",
      "TT",
      "JCI"
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  "basket_metrics": [
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        "value": "Jul 29, 2026 est.",
        "source": "Nasdaq API /api/analyst/VRT/earnings-date",
        "status": "estimated"
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      "latest_quarter_revenue": {
        "value": "$2.6495B",
        "period": "Q1 2026",
        "source": "VRT security lane; Q1 2026 release and 10-Q evidence"
      }
    },
    {
      "ticker": "AAON",
      "rank": 2,
      "market_cap": "$11.4B",
      "next_earnings": {
        "value": "Not confirmed",
        "source": "Nasdaq API /api/analyst/AAON/earnings-date returned no vendor date",
        "status": "not_confirmed"
      },
      "latest_quarter_revenue": {
        "value": "$496.9M",
        "period": "Q1 2026",
        "source": "AAON security lane; Q1 2026 release and presentation evidence"
      }
    },
    {
      "ticker": "GNRC",
      "rank": 3,
      "market_cap": "$15.9B",
      "next_earnings": {
        "value": "Jul 29, 2026 est.",
        "source": "Nasdaq API /api/analyst/GNRC/earnings-date",
        "status": "estimated"
      },
      "latest_quarter_revenue": {
        "value": "$1.059B",
        "period": "Q1 2026",
        "source": "GNRC security lane; Q1 2026 release and 10-Q evidence"
      }
    },
    {
      "ticker": "MOD",
      "rank": 4,
      "market_cap": "$14.4B",
      "next_earnings": {
        "value": "Jul 29, 2026 est.",
        "source": "Nasdaq API /api/analyst/MOD/earnings-date",
        "status": "estimated"
      },
      "latest_quarter_revenue": {
        "value": "FY2026 $3.181B",
        "period": "FY2026",
        "source": "MOD security lane; FY2026 10-K and Q4 FY2026 release evidence",
        "caveat": "Current durable lane summarizes FY2026 total net sales and Data Centers product sales rather than a clean latest-quarter total."
      }
    },
    {
      "ticker": "JCI",
      "rank": 5,
      "market_cap": "$85.1B",
      "next_earnings": {
        "value": "Aug 4, 2026 est.",
        "source": "Nasdaq API /api/analyst/JCI/earnings-date",
        "status": "estimated"
      },
      "latest_quarter_revenue": {
        "value": "~$6.1B",
        "period": "Q2 FY2026",
        "source": "JCI security lane; Q2 FY2026 release and 10-Q evidence"
      }
    },
    {
      "ticker": "BE",
      "rank": 6,
      "market_cap": "$74.2B",
      "next_earnings": {
        "value": "Jul 30, 2026 est.",
        "source": "Nasdaq API /api/analyst/BE/earnings-date",
        "status": "estimated"
      },
      "latest_quarter_revenue": {
        "value": "$751.1M",
        "period": "Q1 2026",
        "source": "BE security lane; Q1 2026 10-Q and release evidence"
      }
    },
    {
      "ticker": "ETN",
      "rank": 7,
      "market_cap": "$155.9B",
      "next_earnings": {
        "value": "Aug 4, 2026 est.",
        "source": "Nasdaq API /api/analyst/ETN/earnings-date",
        "status": "estimated"
      },
      "latest_quarter_revenue": {
        "value": "$7.451B",
        "period": "Q1 2026",
        "source": "ETN security lane; Q1 2026 10-Q and release evidence"
      }
    },
    {
      "ticker": "FCEL",
      "rank": 8,
      "market_cap": "$725.8M",
      "next_earnings": {
        "value": "Not confirmed",
        "source": "Nasdaq API /api/analyst/FCEL/earnings-date returned no vendor date",
        "status": "not_confirmed"
      },
      "latest_quarter_revenue": {
        "value": "$30.5M",
        "period": "Q1 FY2026",
        "source": "FCEL security lane; January 31, 2026 10-Q and release evidence"
      }
    },
    {
      "ticker": "CARR",
      "rank": 9,
      "market_cap": "$55.5B",
      "next_earnings": {
        "value": "Aug 4, 2026 est.",
        "source": "Nasdaq API /api/analyst/CARR/earnings-date",
        "status": "estimated"
      },
      "latest_quarter_revenue": {
        "value": "$5.341B",
        "period": "Q1 2026",
        "source": "CARR security lane; Q1 2026 release and 10-Q evidence"
      }
    },
    {
      "ticker": "TT",
      "rank": 10,
      "market_cap": "$103.0B",
      "next_earnings": {
        "value": "Jul 29, 2026 est.",
        "source": "Nasdaq API /api/analyst/TT/earnings-date",
        "status": "estimated"
      },
      "latest_quarter_revenue": {
        "value": "$4.969B",
        "period": "Q1 2026",
        "source": "TT security lane; Q1 2026 release and 10-Q evidence"
      }
    }
  ],
  "demand_origin_refs": [
    "MSFT",
    "AMZN",
    "GOOGL",
    "META",
    "ORCL",
    "CRWV"
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      "caveat": "Nasdaq states provided dates are algorithmic estimates from historical reporting dates and Zacks Investment Research; AAON and FCEL returned no vendor date."
    },
    "../../../../papers/power-grid/article_power-grid-upgrades.md",
    "../../../../papers/power-grid/US Grid Constraints_ Towards 40GW+ of Behind-The-Meter Datacenter by 2028_.md"
  ],
  "discovery_sources": [
    {
      "kind": "discovery_status",
      "label": "Local coverage status for VRT, AAON, GNRC, MOD, JCI, BE, ETN, FCEL, CARR, and TT",
      "query_ref": "discovery:status:VRT|AAON|GNRC|MOD|JCI|BE|ETN|FCEL|CARR|TT:2026-06-13"
    },
    {
      "kind": "duckdb_readonly_query",
      "label": "Latest daily_ohlc dates and market caps for Cooling, Backup, And Power Quality basket",
      "query_ref": "discovery:duckdb:daily_ohlc_instruments_market_cap:cooling-backup-and-power-quality:2026-07-02"
    },
    {
      "kind": "report_api_route",
      "label": "Selected-security right rail chart route",
      "query_ref": "report-api:/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest"
    },
    {
      "kind": "report_api_validation",
      "label": "Focused API unit tests passed; live loopback HTTP probe did not connect in this sandbox",
      "query_ref": "python -m unittest tests.test_api_securities tests.test_api_charts; curl http://127.0.0.1:8765/api/securities/VRT/chart?frequency=weekly&window=3y&as_of=latest failed after uvicorn startup"
    }
  ],
  "known_gaps": [
    "Static setup thresholds and labels remain from the 2026-05-22 node-data package and are stale versus local daily_ohlc through 2026-07-02.",
    "AAON and FCEL did not have Nasdaq/Zacks upcoming earnings dates on the 2026-06-13 check.",
    "MOD latest revenue card uses FY2026 net sales because the durable security lane summarizes FY2026 total and Data Centers product sales rather than a clean latest-quarter total.",
    "Node chart artifacts now cover all twelve ranked card triggers; static setup thresholds still need a separate refresh.",
    "Live selected-security HTTP validation did not complete because loopback curl could not connect to the local API after uvicorn startup; static hooks and API unit tests passed.",
    "Generator-owned family is stale; scripts/build_power_scarcity_nodes.py should be modernized before rerunning this node family.",
    "Parent report, node metadata, and node-data now carry the paper-led rank. The generator remains stale and should be modernized before rerunning this node family."
  ]
}
