Growth
Markets close to the enterprise's capabilities — mapped by customer, capability and technology overlap.
Distance to core reflects strategic fit.
Decarbonization mandates and gas volatility create an adjacency for Energy Systems in high-temperature heat pumps.
$120M–$160M by 2029
Potential
Improving storage economics make an integration-led entry attractive, potentially via GridPoint.
$70M–$110M by 2029
Potential
The data-center build wave is pulling behind-the-meter microgrids and energy management, a controls-led adjacency that stitches together power electronics, storage and building controls.
$60M–$100M by 2029
Potential