Johnson Controls vs Shopify
Side-by-side comparison of AI visibility scores, market position, and capabilities
Cork commercial building technology (NYSE: JCI) ~$13B pro-forma revenue; new CEO Joakim Weidemanis (March 2025, ex-Danaher), York commercial HVAC + Metasys BMS + OpenBlue AI, residential HVAC sold to Bosch $8.1B.
About
Johnson Controls International plc is a Cork, Ireland-incorporated building technology company — publicly traded on the New York Stock Exchange (NYSE: JCI) as an S&P 500 Industrials component — providing smart building systems, HVAC equipment, fire detection and suppression, security systems, and building management automation software through approximately 100,000 employees serving commercial, industrial, and institutional buildings in 150 countries. Johnson Controls appointed Joakim Weidemanis as President and CEO effective March 12, 2025, succeeding George R. Oliver who retired after eight years leading the company's transformation from a diversified industrial conglomerate (including auto interiors, automotive batteries, and York HVAC) into a pure-play commercial building technology company. Weidemanis brings 13 years of Danaher experience — most recently as Executive Vice President of Diagnostics and China — applying Danaher Business System operational excellence disciplines to Johnson Controls' building technology platform. A defining 2024 strategic action was the $8.1 billion sale of Johnson Controls' Residential and Light Commercial HVAC business (including the York residential, Coleman, and Champion brands) to Bosch — focusing Johnson Controls entirely on commercial, industrial, and institutional building automation, HVAC, fire, and security. In fiscal year 2024 (ending September 2024), Johnson Controls reported revenue of approximately $22 billion (pre-divestiture), with the commercial and industrial building services generating approximately $12-13 billion in pro-forma revenue after the residential HVAC divestiture.
NYSE: SHOP e-commerce platform at $8.88B FY2024 revenue with $292.28B GMV across 4.82M stores; Black Friday $11.5B processing competing with WooCommerce and BigCommerce for small-to-enterprise direct-to-consumer commerce.
About
Shopify Inc. is an Ottawa, Canada-based e-commerce platform — listed on NYSE (NYSE: SHOP) — providing 4.82+ million active merchant stores of all sizes (from solo entrepreneurs to enterprise brands) with tools for online store creation, multi-channel selling (web, mobile, social, in-person), payment processing (Shopify Payments, Shop Pay), inventory management, fulfillment, and marketing analytics, generating $8.88 billion in revenue in fiscal year 2024 (+26% year-over-year) with $292.28 billion in gross merchandise volume (GMV, +24%) and 875+ million customers who have purchased from Shopify merchant stores. Founded in 2006 by Tobias Lütke, Daniel Weinand, and Scott Lake (started as a snowboard equipment store, pivoted to become the platform), Shopify has become the operating system for independent commerce — the default e-commerce infrastructure for the direct-to-consumer brand economy.
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