Trane Technologies (TT)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
$392.43-4.40%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
QuarterlyIQ Insights · TT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks TT against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
"Our focus on sustainability and energy efficiency continues to resonate with customers, driving bookings growth of 20 percent in the quarter and elevating our backlog to $12.5 billion.
Stated in 7 of 8 supplied quarters. Management reported: “"Our focus on sustainability and energy efficiency continues to resonate with customers, driving bookings growth of 20 percent in the quarter and elevating our backlog to $12.5 billion.” “Company Raises Full-Year 2026 Revenue Guidance • The Company expects full-year 2026 reported revenue growth of approximately 13.5 percent and organic revenue growth of approximately 11 percent versus full-year 2025.” Revenue was $6.760 billion in 2026-Q3.
“"Our focus on sustainability and energy efficiency continues to resonate with customers, driving bookings growth of 20 percent in the quarter and elevating our backlog to $12.5 billion.”
“Our Americas Commercial HVAC business delivered a standout performance, with bookings growth of 50 percent and organic revenue growth in the low teens.”
“Company Raises Full-Year 2026 Guidance • The Company expects full-year 2026 reported revenue growth of approximately 9.5 percent and organic revenue growth of approximately 7 percent versus full-year…”
“With significant opportunities ahead, record backlog levels and strong customer demand, we remain confident in delivering differentiated results into the future.””
“-more- -2- “With our leading innovation, elevated backlog, and strong financial position, we are well-positioned to continue to deliver differentiated shareholder value over the long term.””
“With our leading innovation, elevated backlog and strong financial position, we are confident in raising our full year revenue and EPS guidance and are well positioned to deliver differentiated share…”
• The Company expects to pay a competitive and growing dividend and to deploy 100 percent of excess cash to shareholders over time.
Stated in 7 of 8 supplied quarters. Management reported: “• The Company expects to pay a competitive and growing dividend and to deploy 100 percent of excess cash to shareholders over time.” “• The Company expects GAAP continuing EPS for full-year 2026 of approximately $15.00 to $15.10, including $0.20 for non-GAAP adjustments.”
“• The Company expects to pay a competitive and growing dividend and to deploy 100 percent of excess cash to shareholders over time.”
• The Company expects GAAP continuing EPS for full-year 2026 of approximately $15.00 to $15.10, including $0.20 for non-GAAP adjustments.
Stated in 7 of 8 supplied quarters. Management reported: “• The Company expects GAAP continuing EPS for full-year 2026 of approximately $15.00 to $15.10, including $0.20 for non-GAAP adjustments.” “The Company expects adjusted continuing EPS for full- year 2026 of $15.20 to $15.30.”
“• The Company expects GAAP continuing EPS for full-year 2026 of approximately $15.00 to $15.10, including $0.20 for non-GAAP adjustments.”
"Our focus on sustainability and energy efficiency continues to resonate with customers, driving bookings growth of 20 percent in the quarter and elevating our backlog to $12.5 billion.
Stated in 7 of 8 supplied quarters. Management reported: “"Our focus on sustainability and energy efficiency continues to resonate with customers, driving bookings growth of 20 percent in the quarter and elevating our backlog to $12.5 billion.” “"We continue to see heightened demand for our sustainable, energy-efficient solutions, resulting in strong organic revenue growth, exceptional bookings strength, and a record backlog of $12.1 billion.”
Company Raises Full-Year 2026 Revenue Guidance • The Company expects full-year 2026 reported revenue growth of approximately 13.5 percent and organic revenue growth of approximately 11 percent versus…
Stated in 7 of 8 supplied quarters. Management reported: “Company Raises Full-Year 2026 Revenue Guidance • The Company expects full-year 2026 reported revenue growth of approximately 13.5 percent and organic revenue growth of approximately 11 percent versus full-year 2025.” “Company Raises Full-Year 2026 Guidance • The Company expects full-year 2026 reported revenue growth of approximately 11.5 percent and organic revenue growth of approximately 9 percent versus full-year 2025.”
Over the trailing year it converted 1.01x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.
“With our leading innovation, elevated backlog and strong financial position, we are confident in our full-year guidance and expect to perform towards -more- -2- the high-end of the range.”
“• The Company expects to pay a competitive and growing dividend and to deploy 100 percent of excess cash to shareholders over time.”
“• The Company expects to pay a competitive and growing dividend and to deploy 100 percent of excess cash to shareholders over time.”
“• The Company expects to continue to pay a competitive and growing dividend and to deploy 100 percent of excess cash to shareholders over time.”
“• The Company expects to pay a competitive and growing dividend and to deploy 100 percent of excess cash to shareholders over time.”
“• The Company expects to pay a competitive and growing dividend and to deploy 100 percent of excess cash to shareholders over time.”
“• The Company expects to pay a competitive and growing dividend and to deploy 100 percent of excess cash to shareholders over time.”
“• The Company expects GAAP continuing EPS for full-year 2026 of approximately $15.00 to $15.10, including $0.20 for non-GAAP adjustments.”
“• The Company expects GAAP and adjusted continuing EPS for full-year 2026 of approximately $14.75 to $14.95.”
“Full-Year 2026 Guidance • The Company expects full-year 2026 reported revenue growth of approximately 8.5 percent to 9.5 percent; organic revenue growth of approximately 6 percent to 7 percent versus…”
“-more- -2- “With our leading innovation, elevated backlog, and strong financial position, we are well-positioned to continue to deliver differentiated shareholder value over the long term.””
“With our leading innovation, elevated backlog and strong financial position, we are confident in raising our full year revenue and EPS guidance and are well positioned to deliver differentiated share…”
“With our leading innovation, elevated backlog and strong financial position, we are confident in our full-year guidance and expect to perform towards -more- -2- the high-end of the range.”
“"Our focus on sustainability and energy efficiency continues to resonate with customers, driving bookings growth of 20 percent in the quarter and elevating our backlog to $12.5 billion.”
“"We continue to see heightened demand for our sustainable, energy-efficient solutions, resulting in strong organic revenue growth, exceptional bookings strength, and a record backlog of $12.1 billion.”
“Company Raises Full-Year 2026 Guidance • The Company expects full-year 2026 reported revenue growth of approximately 9.5 percent and organic revenue growth of approximately 7 percent versus full-year…”
“With significant opportunities ahead, record backlog levels and strong customer demand, we remain confident in delivering differentiated results into the future.””
“-more- -2- “With our leading innovation, elevated backlog, and strong financial position, we are well-positioned to continue to deliver differentiated shareholder value over the long term.””
“With our leading innovation, elevated backlog and strong financial position, we are confident in raising our full year revenue and EPS guidance and are well positioned to deliver differentiated share…”
“With our leading innovation, elevated backlog and strong financial position, we are confident in our full-year guidance and expect to perform towards -more- -2- the high-end of the range.”
“Company Raises Full-Year 2026 Revenue Guidance • The Company expects full-year 2026 reported revenue growth of approximately 13.5 percent and organic revenue growth of approximately 11 percent versus…”
“Company Raises Full-Year 2026 Guidance • The Company expects full-year 2026 reported revenue growth of approximately 11.5 percent and organic revenue growth of approximately 9 percent versus full-yea…”
“Company Raises Full-Year 2026 Guidance • The Company expects full-year 2026 reported revenue growth of approximately 9.5 percent and organic revenue growth of approximately 7 percent versus full-year…”
“Full-Year 2026 Guidance • The Company expects full-year 2026 reported revenue growth of approximately 8.5 percent to 9.5 percent; organic revenue growth of approximately 6 percent to 7 percent versus…”
“-more- -2- “With our leading innovation, elevated backlog, and strong financial position, we are well-positioned to continue to deliver differentiated shareholder value over the long term.””
“With our leading innovation, elevated backlog and strong financial position, we are confident in raising our full year revenue and EPS guidance and are well positioned to deliver differentiated share…”
“With our leading innovation, elevated backlog and strong financial position, we are confident in our full-year guidance and expect to perform towards -more- -2- the high-end of the range.”