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Trane Technologies

TT Industrials Unknown Updated July 31, 2026
$455.05
52W $348.06 – $505.87
53/100
$100.57B
34.3
1.20
AI Committee Verdict
Watch
Conviction: Contested · 50% agreement · 6 analysts
+0.8%
-2.4%
0.33:1
Contested

Is TT Bullish or Bearish?

Mixed. Innellis AI committee rates Trane Technologies (TT) Watch with a composite score of 53/100 , based on 6 analysts with 50% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +7.39 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -12.61 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.20 across 27 articles, 14d). Technical Analyst remains cautious — rsi at 21 is in oversold territory (could mean either capitulation or a bounce setup). This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 34.8% shows genuine earnings power backing the valuation — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.20 across 27 articles, 14d) — News
Bear Case
  • P/E of 33.6 is moderate-to-rich — Value
  • Price-to-book of 10.1x prices in significant intangible value — Value
  • RSI at 21 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price trading below the lower Bollinger Band -- stretched to the downside — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
53/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 63%
of 158 Industrials peers
Value Analyst neutral
48 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 34.8% shows genuine earnings power backing the valuation
− P/E of 33.6 is moderate-to-rich
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst bearish
38 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− RSI at 21 is in oversold territory (could mean either capitulation or a bounce setup)
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 27 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score weakened from 59.5 to 52.6.

Analyst-level changes:
  • Growth Analyst: score 85->62 (-22).
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: +1 bearish signal(s).
  • Value Analyst joined: neutral at 48.

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
39.7
Neutral
MACD Histogram
-3.560
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$444.17
Resistance
$458.65
Bollinger %B
0.15
Inside Bands
Price vs Moving Averages
EMA 9
$462.56 Below
EMA 21
$469.20 Below
EMA 50
$469.47 Below
EMA 200
$450.09 Above

Fundamental Analysis

Valuation
8
Growth
66
Profitability
1
Financial Health
61
Cash Flow
37
Valuation
P/E Ratio 34.3×
P/B Ratio 11.74×
PEG Ratio 8.41
Dividend Yield 0.01%
52W High $505.87
52W Low $348.06
Quality & Growth
ROE 33.9%
ROA 13.6%
Gross Margin 35.4%
Operating Margin 17.9%
Revenue Growth YoY
Debt / Equity 0.53
AI Fundamental Assessment
P/E ratio of 34.3 (rich relative to a 15-40x range); Price-to-book of 11.7x; PEG ratio of 8.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.3%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.4%; Current ratio of 1.07 (tight short-term liquidity); Debt-to-equity of 0.53; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (16.81); Most recent quarter missed estimates by 1.9%; EPS growth accelerating (-8.0% -> +63.9% QoQ); Average YoY EPS growth of 11.1%; Analyst estimates rising over recent quarters
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Explore TT Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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