Added to YB: 2026-02-10
Pitch date: 2026-02-06
TT [neutral]
Trane Technologies plc
+2.2%
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
$103.0B
Pitch Price
$453.71
Price Target
N/A
Dividend
0.90%
EV/EBITDA
23.73
P/E
35.41
EV/Sales
5.00
Sector
Building Products
Category
growth
JRo’s Notes: Trane Q4:2025 Earnings
TT (earnings): Solid 2025 results (7% revenue growth, 16% adj EPS growth to $13.06, 34% ROE, $2.9B FCF) despite residential & transport headwinds expected to trough H1 2026. Applied bookings +120% Q4 driven by AI data centers. Despite Nvidia chiller concerns, Trane-Nvidia partnership intact for Rubin GPU systems. 25+ acquisitions, strong service attach rates (8-10x equipment price over 25-30yr lifetime), targeting 10-15% annual growth.
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