Update shared on 19 Nov 2025
Fair value Increased 0.91%Narrative Update: Analyst Price Target Lifted for Trane Technologies
Analysts have raised their price target for Trane Technologies from $477.69 to $482.02, citing improvements in profit margin expectations along with slight adjustments to growth and discount rate assumptions.
What's in the News
- Issued earnings guidance for the fourth quarter and full-year 2025, projecting approximately 3% organic revenue growth for Q4, 7% full-year reported revenue growth, and GAAP continuing EPS of $13.15 to $13.25 for 2025 (guidance announcement).
- Completed repurchase of 281,962 shares for $120.15 million as part of the buyback program announced in December 2024 (buyback update).
- Completed additional buyback of 870,840 shares for $370.27 million during Q3 2025. This brings total shares repurchased under the February 2022 buyback to 9,468,122, representing 4.19% of shares (buyback update).
- Launched an industry-first comprehensive thermal management system reference design. This solution is engineered for gigawatt-scale AI data centers leveraging NVIDIA Omniverse DSX Blueprint, and is aimed at optimizing performance, scalability, and sustainability (product announcement).
- Introduced two major innovations: AI Control, an integrated AI-powered solution for building energy optimization, and ARIA, an AI-based agent that assists managers with HVAC and facility insights. Both are developed to enhance efficiency and sustainability (product announcement).
Valuation Changes
- Consensus analyst price target has risen slightly from $477.69 to $482.02.
- The discount rate increased from 8.70% to 8.93%.
- The revenue growth assumption decreased modestly from 6.48% to 6.35%.
- Net profit margin improved from 15.05% to 15.20%.
- The future P/E ratio estimate increased from 34.01x to 34.64x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.