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Sep 30, 2023

Trane Q3 2023 Earnings Report

Reported strong results and raised 2023 revenue and EPS guidance.

Key Takeaways

Trane Technologies reported strong third-quarter results with revenue up 12 percent and organic revenues up 9 percent. The company raised its full-year revenue and adjusted EPS guidance, driven by robust customer demand for sustainable products and services.

Delivered strong third-quarter revenue, operating income, EBITDA and EPS growth.

Strong bookings of $4.9 billion.

Organic bookings were up 8 percent, led by Americas Commercial HVAC.

Enterprise reported revenues were up 12 percent, including 3 percentage points related to acquisitions. Organic revenues were up 9 percent.

Total Revenue
$4.88B
Previous year: $4.37B
+11.7%
EPS
$2.79
Previous year: $2.27
+22.9%
Organic Revenue Growth
9%
Previous year: 19%
-52.6%
Gross Profit
$1.66B
Previous year: $1.43B
+15.7%
Cash and Equivalents
$960M
Previous year: $1.08B
-11.1%
Free Cash Flow
$1.29B
Previous year: $891M
+44.6%
Total Assets
$18.9B
Previous year: $17.7B
+6.6%

Trane

Trane

Forward Guidance

The Company expects full-year reported revenue growth of approximately 10 percent to 11 percent; organic revenue growth of approximately 8 percent to 9 percent versus full-year 2022. The Company expects GAAP continuing EPS for full-year 2023 of approximately $8.75. The Company expects adjusted continuing EPS for full-year 2023 of approximately $9.00.