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Trane Technologies plcNYSE:TT 株式レポート

時価総額 US$103.1b
株価
US$466.60
US$518.3
10.0% 割安 内在価値ディスカウント
1Y8.7%
7D0.09%
ポートフォリオ価値
表示

Trane Technologies plc

NYSE:TT 株式レポート

時価総額:US$103.1b

Trane Technologies(TT)株式概要

Trane Technologies plc は、暖房、換気、空調、特注および輸送用冷凍機のソリューションの設計、製造、販売、サービスを行う企業です。 詳細

TT ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長2/6
過去の実績4/6
財務の健全性5/6
配当金4/6

TT Community Fair Values

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Trane Technologies plc 競合他社

価格と性能

株価の高値、安値、推移の概要Trane Technologies
過去の株価
現在の株価US$466.60
52週高値US$503.47
52週安値US$348.06
ベータ1.26
1ヶ月の変化-2.00%
3ヶ月変化0.29%
1年変化8.74%
3年間の変化169.28%
5年間の変化156.25%
IPOからの変化16,082.66%

最新ニュース

Seeking Alpha May 07

Trane Technologies: Setup Remains Attractive

Summary I reiterate my buy rating on Trane Technologies (TT) as commercial HVAC demand and order momentum continue to strengthen, supporting future topline growth. Q1 saw Americas orders accelerate to 29%, with Commercial HVAC up >40% and Applied orders up >160%, boosting growth visibility into 2H26 and beyond. TT's strong domestic manufacturing footprint minimizes tariff risks, enhancing its competitive position and pricing power amid recent Section 232 tariff updates. While margins remain mixed, upgraded guidance and easing residential headwinds reinforce the investment thesis for continued upside in TT. Read the full article on Seeking Alpha
ナラティブの更新 May 03

TT: AI Thermal Management And Training Investments Will Support Balanced Long-Term Outlook

Analysts have raised their price target on Trane Technologies from $484.54 to $517.69, citing updated assumptions that include slightly higher revenue growth, modestly stronger profit margins, a small adjustment to the discount rate, and a higher future P/E multiple. What's in the News Raised full-year 2026 earnings guidance, with reported revenue growth expected at about 9.5% and GAAP and adjusted continuing EPS targeted in a range of $14.75 to $14.95.

Recent updates

Seeking Alpha May 07

Trane Technologies: Setup Remains Attractive

Summary I reiterate my buy rating on Trane Technologies (TT) as commercial HVAC demand and order momentum continue to strengthen, supporting future topline growth. Q1 saw Americas orders accelerate to 29%, with Commercial HVAC up >40% and Applied orders up >160%, boosting growth visibility into 2H26 and beyond. TT's strong domestic manufacturing footprint minimizes tariff risks, enhancing its competitive position and pricing power amid recent Section 232 tariff updates. While margins remain mixed, upgraded guidance and easing residential headwinds reinforce the investment thesis for continued upside in TT. Read the full article on Seeking Alpha
ナラティブの更新 May 03

TT: AI Thermal Management And Training Investments Will Support Balanced Long-Term Outlook

Analysts have raised their price target on Trane Technologies from $484.54 to $517.69, citing updated assumptions that include slightly higher revenue growth, modestly stronger profit margins, a small adjustment to the discount rate, and a higher future P/E multiple. What's in the News Raised full-year 2026 earnings guidance, with reported revenue growth expected at about 9.5% and GAAP and adjusted continuing EPS targeted in a range of $14.75 to $14.95.
ナラティブの更新 Apr 19

TT: AI Thermal Management And Training Investments Will Support Balanced Long-Term Outlook

Analysts have nudged their price target for Trane Technologies higher to about $485 from roughly $480, reflecting updated assumptions around revenue growth, profit margins, and future P/E levels. What's in the News Opened the Trane Advanced Technology Training Center at the North America headquarters in Davidson, North Carolina, a 45,000 square foot facility that can support up to 4,500 students and more than 100,000 training hours per year for commercial HVAC technicians.
ナラティブの更新 Apr 04

TT: AI Thermal Management And Cold Climate Solutions Will Support Stronger Long-Term Outlook

Analysts have slightly reduced their price target for Trane Technologies by about $0.14 per share, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Trane Technologies completed all required U.S. Department of Energy laboratory testing for its 10-14 ton and 15-25 ton rooftop units in the Commercial Building HVAC Technology Challenge and moved into field trials at two sites in Illinois and Wisconsin, aimed at validating performance, reliability, and energy savings (Key Developments).
ナラティブの更新 Mar 21

TT: AI Data Center Expansion And Rising Capital Returns Will Support A Balanced Outlook

Analysts now hold their price target on Trane Technologies steady at $394.00, citing slightly adjusted assumptions around the discount rate, revenue growth, profit margin, and forward P/E as the key drivers behind the unchanged view. What's in the News Trane Technologies announced major enhancements to its thermal management reference design for gigawatt scale AI factories and introduced two Trane Continuum Rubin DSX reference designs, engineered to integrate with the NVIDIA Omniverse DSX Blueprint for AI data centers, targeting a nearly 10% improvement in overall thermal management performance versus the prior 1 gigawatt design and expanding options for large scale AI deployments (Key Developments).
ナラティブの更新 Mar 07

TT: AI Efficiency, Data Center Demand And Dividends Will Support A Balanced Outlook

Analysts now set their price target for Trane Technologies at $394, up from about $389.79. This reflects updated views on slightly higher revenue growth expectations and a modest adjustment to margins and future P/E assumptions.
ナラティブの更新 Feb 21

TT: AI Energy Efficiency Initiatives And Capital Returns Will Support Balanced Future Outlook

Analysts have trimmed their price target on Trane Technologies by about $4 to reflect slightly adjusted assumptions around discount rates and profitability, while still factoring in updated views on revenue growth and future P/E levels. What's in the News Board approved a 12% increase in the company dividend, with a quarterly payment of $1.05 per ordinary share, or $4.20 per share annualized, payable March 31, 2026, to shareholders of record on March 6, 2026 (Dividend Increases).
分析記事 Feb 07

Trane Technologies' (NYSE:TT) Shareholders Will Receive A Bigger Dividend Than Last Year

Trane Technologies plc ( NYSE:TT ) has announced that it will be increasing its periodic dividend on the 31st of March...
ナラティブの更新 Feb 06

TT: AI Energy Efficiency Partnerships And Capital Returns Will Support Measured Future Upside

Analysts have lifted their price target for Trane Technologies by about $4, reflecting revised assumptions around fair value, revenue, profit margins, and future P/E expectations. What's in the News Board approves a 12% dividend increase, setting the quarterly dividend at $1.05 per ordinary share, or $4.20 per share on an annualized basis, payable March 31, 2026, to shareholders of record on March 6, 2026 (Dividend Increases).
ナラティブの更新 Jan 23

TT: AI Energy Savings And Data Center Solutions Will Support A Balanced Outlook

Analysts have raised their price target for Trane Technologies from about $345 to roughly $390, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that reflect their latest view of the company’s risk and earnings profile. What's in the News Trane Technologies and Amazon reported results from an AI driven project using BrainBox AI and AWS that reduced energy use by nearly 15% at three Amazon Grocery fulfillment facilities, with plans to roll out across more than 30 additional U.S. sites and pilot in grocery stores starting in 2026 (Client Announcements).
ナラティブの更新 Jan 09

TT: AI Building Decarbonization And Data Center Cooling Will Support Future Upside

Analysts now see slightly less upside for Trane Technologies, trimming their fair value estimate from about US$482.28 to around US$479.91, citing updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Trane Technologies and Amazon reported results from an AI powered building decarbonization project using BrainBox AI and AWS.
ナラティブの更新 Dec 17

TT: AI Building And Data Center Solutions Will Drive Future Margin Upside

Analysts slightly raised their price target on Trane Technologies by approximately 0.1 percent to about $482 per share, citing modest improvements in long term profit margin expectations and a marginally higher forward earnings multiple, despite largely unchanged growth and discount rate assumptions. What's in the News Trane Technologies completed the acquisition of BrainBox AI, expanding its AI driven building decarbonization and energy optimization capabilities after more than two years of prior collaboration.
ナラティブの更新 Dec 03

TT: AI Building Solutions Will Drive Stronger Margins And Upside Ahead

Analysts have modestly raised their price target on Trane Technologies to approximately $482 per share, reflecting slightly higher assumed discount rates and future valuation multiples, while maintaining their outlook on revenue growth and profit margins. What's in the News Trane Technologies and Amazon reported that an AI driven building decarbonization project at three Amazon Grocery fulfillment centers cut energy use by nearly 15%, more than double initial targets.
ナラティブの更新 Nov 19

TT: Share Buybacks And AI Solutions Will Drive Stronger Margins Ahead

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).
ナラティブの更新 Nov 03

TT: Share Repurchases And Margin Strength Will Support Long-Term Performance

Analysts have increased their price target for Trane Technologies from $463.08 to $477.69. This reflects expectations of stronger profit margins and sustained company performance.
ナラティブの更新 Oct 20

Commercial HVAC Energy Efficiency Will Drive Future Success

Analysts have raised their price target for Trane Technologies to $463.08 from $457.60, citing improving growth and profitability projections as key factors behind the upward revision. What's in the News Trane Technologies introduced AI Control, an AI-powered solution that analyzes building data such as occupancy, weather, and energy use to automatically optimize HVAC operations for efficiency and sustainability.
分析記事 Sep 07

Investors Shouldn't Overlook Trane Technologies' (NYSE:TT) Impressive Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 Jul 15

Is Trane Technologies plc (NYSE:TT) Potentially Undervalued?

Today we're going to take a look at the well-established Trane Technologies plc ( NYSE:TT ). The company's stock led...
分析記事 May 20

Trane Technologies (NYSE:TT) Is Investing Its Capital With Increasing Efficiency

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
分析記事 May 20

What Trane Technologies plc's (NYSE:TT) 29% Share Price Gain Is Not Telling You

Trane Technologies plc ( NYSE:TT ) shareholders would be excited to see that the share price has had a great month...
Seeking Alpha Mar 20

Trane Technologies: Great Year, Which Will Be Tough To Beat Going Forward

Summary Trane Technologies plc showed strong performance in 2024, with 12% revenue growth, improved margins, and high ROA and ROE, indicating efficient management. Despite a solid financial position, Trane faces challenges in 2025, including slowing sales growth, potential tariff impacts, and a weak transport sector. TT expects residential HVAC demand to stabilize and sees significant growth potential in the data center cooling segment. Given market uncertainty and potential downside risks, I recommend staying on the sidelines and monitoring the economic situation closely. Read the full article on Seeking Alpha
Seeking Alpha Jan 11

Trane Technologies Has Left The Station

Summary The stock of Trane Technologies plc has roughly tripled in value over the past two and a half years. The company delivered another solid quarter at the end of October and recently boosted its stock buyback authorization. However, the analyst community has turned mixed and slightly negative, mainly due to valuations. Can Trane Technologies continue to deliver the goods for shareholders?  An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Oct 31

Trane Technologies Q3: Strong North America And Weak China

Summary Trane's Q3 shows strong business growth in North America, alongside some weakness in China. During the quarter, the Company experienced a significant revenue decline in China, with a 50% drop in bookings and a 45% decrease in revenue. The strong growth during the quarter was led by TT's North America business. More specifically, its residential HVAC business in North America grew by 20% year-over-year. I reiterate a ‘Strong Buy’ rating with a one-year target price of $425 per share. Read the full article on Seeking Alpha

株主還元

TTUS BuildingUS 市場
7D0.09%-2.4%-0.3%
1Y8.7%3.1%24.0%

業界別リターン: TT過去 1 年間で3.1 % の収益を上げたUS Building業界を上回りました。

リターン対市場: TTは、過去 1 年間で24 % のリターンを上げたUS市場を下回りました。

価格変動

Is TT's price volatile compared to industry and market?
TT volatility
TT Average Weekly Movement4.5%
Building Industry Average Movement5.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

安定した株価: TT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: TTの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
188544,000Dave Regnerywww.tranetechnologies.com

ト レーン・テクノロジーズ plc は、暖房、換気、空調、特注および輸送用冷凍機 の設計、製造、販売、サービスを行っている。同社は、空調機、交換機、ハンドラー、エアサイドおよびターミナル機器、空気熱源ヒートポンプ、冷凍機、コイルおよび凝縮器、補助電源、低温貯蔵、凝縮ユニット、制御請負および試運転、脱炭素化プログラム、ジェネセット、除湿機、エネルギーおよび水効率プログラム、エネルギー回収換気装置および電源ソリューション、エネルギー貯蔵、炉、ホームオートメーション、加湿器、HVAC性能監視製品、HVACおよび輸送ソリューション用の室内空気品質評価および関連製品を提供している。同社はまた、資産管理、ビル管理、バス空気浄化、バスおよび鉄道HVAC、コンテナ冷凍、制御、ダクトレス、地熱、データセンターおよびマルチパイプHVAC、パッケージ冷暖房、鉄道冷凍、住宅用空気ろ過、自走式および車両式トラック冷凍、臨時冷暖房、トラック冷凍、ユニット式、可変冷媒フロー、トレーラー冷凍システムも提供している。さらに、産業用プロセス冷凍、設置請負、照明改修、医療グレード冷凍、冷媒再生、再生可能エネルギーと貯蔵、住宅用ハイブリッド暖房、テレマティクス、サーモスタット/制御および関連デジタル、換気、定置型低温貯蔵ソリューション、パッケージ型屋上ユニット、レートチャンバー、住宅用エアフィルター、熱エネルギー貯蔵、輸送用ヒーター製品、温度フリーザー、エネルギーインフラプログラムおよび管理、修理およびメンテナンス、スマートおよびAI対応、レンタルサービス、水源ヒートポンプ、アフターマーケットおよびOEM部品と消耗品を提供している。以前はIngersoll-Rand Plcとして知られ、2020年3月にTrane Technologies plcに社名変更した。同社は1885年に設立され、アイルランドのスウォーズに本社を置いている。

Trane Technologies plc 基礎のまとめ

Trane Technologies の収益と売上を時価総額と比較するとどうか。
TT 基礎統計学
時価総額US$103.14b
収益(TTM)US$2.94b
売上高(TTM)US$21.60b
35.1x
PER(株価収益率
4.8x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
TT 損益計算書(TTM)
収益US$21.60b
売上原価US$13.84b
売上総利益US$7.76b
その他の費用US$4.82b
収益US$2.94b

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)13.28
グロス・マージン35.93%
純利益率13.59%
有利子負債/自己資本比率53.6%

TT の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

0.9%
現在の配当利回り
29%
配当性向

TT 配当は確実ですか?

TT 配当履歴とベンチマークを見る
TT 、いつまでに購入すれば配当金を受け取れますか?
Trane Technologies 配当日
配当落ち日Jun 05 2026
配当支払日Jun 30 2026
配当落ちまでの日数18 days
配当支払日までの日数43 days

TT 配当は確実ですか?

TT 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/17 10:01
終値2026/05/15 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Trane Technologies plc 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40

アナリスト機関
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Timothy WojsBaird
Julian MitchellBarclays