Added to YB: 2025-08-01
Pitch date: 2025-07-31
TT [neutral]
Trane Technologies plc
-8.32%
current return
Author Info
No bio for this author
Company Info
Trane Technologies plc designs, manufactures, sells, and services of solutions for heating, ventilation, air conditioning, and custom and transport refrigeration.
Market Cap
$90.9B
Pitch Price
$430.70
Price Target
N/A
Dividend
0.92%
EV/EBITDA
21.27
P/E
31.39
EV/Sales
4.49
Sector
Building Products
Category
growth
JRo's Notes: Trane Q2:2025 Earnings
TT (earnings update): Q2'25 revenue +8%, adj. margins +90bps, EPS +18%. Americas CHVAC booking surge: applied +60%, 2-yr stack +120%. Despite residential weakness from cylinder shortage, raised FY25 guidance: 8% organic growth, $13.05 EPS (+16.3% YoY), 100%+ FCF conversion. Long-term tailwinds: data centers, energy efficiency, 25-30yr service revenue (8-10x equipment price).