Analyse produit facultative
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Trane Technologies plc's published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $97.9B | |
|---|---|---|
| Revenue (ttm) | 22.2B | |
| Net income (ttm) | 2.9B | |
| EPS (ttm) | $13.2 | |
| Shares out | 220M | |
| P/E (trailing) | 34.0x | |
| P/E (forward) | 25.2x | |
| Dividend | $4.20 (0.93%) | |
| Volume | 1,828,182 | |
| Beta | 1.16 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $14.14B | $15.99B | $17.68B | $19.84B | $21.32B | +10.8% |
| Gross profit | $4.47B | $4.96B | $5.86B | $7.08B | $7.71B | +14.6% |
| Operating income | $2.02B | $2.42B | $2.89B | $3.50B | $3.97B | +18.3% |
| Net income | $1.42B | $1.76B | $2.02B | $2.57B | $2.92B | +19.7% |
| EPS (diluted) | $5.87 | $7.48 | $8.77 | $11.24 | $12.98 | +21.9% |
| EBITDA | $2.32B | $2.72B | $3.15B | $3.86B | $4.21B | +16.0% |
| R&D | $193.5M | $211.2M | $252.3M | $309.6M | $347.6M | +15.8% |
| SG&A | $2.45B | $2.55B | $2.96B | $3.58B | $3.74B | +11.2% |
Recent company headlines from major financial publishers.
The modal Base case reflects orderly conversion of Trane's $12.1 billion backlog, steady applied equipment demand, and disciplined pricing that gradually overcomes component cost inflation. EMEA stabilizes as cost actions take effect, while Americas execution drives modest operating margin expansion to 18.8% in 2026 and 19.0% in 2027. This path underpins our composite fair value midpoint of $312.62.
In the Bull case, data center thermal management requirements expand exponentially, driving accelerated conversion of Trane's record $12.1 billion backlog. Trane's direct engineering channel and proprietary chiller solutions capture outsized share in hyperscale facilities, while heat pump adoption in commercial buildings accelerates. Operating leverage in the Americas offsets European softness, driving adjusted EPS toward $18.50 by 2027 and supporting our high-end valuation boundary of $376.49.
| Ke ↓ / g → | 2.5% | 2.8% | 3.0% | 3.3% | 3.5% |
|---|---|---|---|---|---|
| 8.9% | $336 | $343 | $350 | $357 | $365 |
| 9.4% | $319 | $324 | $330 | $336 | $343 |
| 9.9% | $303 | $308 | $313 | $318 | $323 |
| 10.4% | $290 | $294 | $298 | $302 | $307 |
| 10.9% | $278 | $281 | $284 | $288 | $292 |
Upcoming earnings date and setup when available.
La notation portée par l'édition de recherche publiée chaque mois. Une notation compare le cours à la date d'analyse à la juste valeur ; elle n'indique pas si l'appréciation s'est révélée juste.
| Année | janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |