Trane's dividend triangle is strong. Revenue has grown 9.8% a year over five years, earnings per share 18.75%, and the dividend 12.2%. The moat sits in the installed base. AltaGas' Q2 2026 was another record. Normalized EBITDA rose 14% to CA$391M and normalized earnings per share rose 15% to CA$0.31, with Midstream up 33% on record LPG exports of 144,420 barrels a day to Asia. Both names are on my list because I see a play in each, and price is part of that play. Let me be clear about the size of it. Neither one is a big bargain.
TT's AI data center collaboration, sustainability push and shareholder returns support growth as geopolitical risks loom.
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Trane Technologies NYSE: TT raised its full-year revenue and earnings outlook after reporting second-quarter growth in bookings, revenue and adjusted earnings per share, supported by demand in commercial HVAC, services and residential markets.
Trane Technologies plc (TT) Q2 2026 Earnings Call Transcript
Trane Technologies surpasses Q2 estimates as commercial HVAC demand, record backlog and stronger bookings support a higher 2026 outlook.
Trane Technologies (TT) came out with quarterly earnings of $4.31 per share, beating the Zacks Consensus Estimate of $4.27 per share. This compares to earnings of $3.88 per share a year ago.
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Trane Technologies heads into Q2 results with a strong earnings beat streak as demand for commercial HVAC & data center cooling solutions fuels expectations.
In the closing of the recent trading day, Trane Technologies (TT) stood at $479.71, denoting a +1.29% move from the preceding trading day.
Trane Technologies (TT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Trane Technologies benefits from strong commercial HVAC and data center demand. Its supply costs and competition temper its growth momentum.