TT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $463.91
Market Cap (MRQ) $113.10B
P/E (TTM) 35.1
EPS (TTM) $13.20
Revenue (TTM) $22.21B
Div Yield 0.74%
ROE (TTM) 35.8%
Debt/Equity (MRQ) 0.5
52W Range $348–$506

TT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 6
Ex-date Split Type
March 2, 2020 1289-for-1000 Forward
Dec. 2, 2013 313-for-250 Forward
Sept. 2, 2005 2-for-1 Forward
Sept. 3, 1997 3-for-2 Forward
June 2, 1992 2-for-1 Forward
July 13, 1987 5-for-2 Forward

About Trane Technologies plc Company overview from Wikipedia

05 · wikidata
sectorIndustrials industryBuilding employees44,000 countryIE

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$21.32B
2016-12-31 → 2025-12-31
EPS$12.98
2016-12-31 → 2025-12-31
Free Cash Flow$2.81B
2016-12-31 → 2025-12-31
Net margin13.3%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend TT 5Y avg Peer Median Verdict
P/E (TTM) 35.15Y avg ≈29.5 ≈29.5 · ·
P/S (TTM) 5.15Y avg ≈3.8 ≈3.8 · ·
P/B (MRQ) 13.15Y avg ≈9.5 ≈9.5 · ·
EV / EBITDA 26.65Y avg ≈21.3 ≈21.3 · ·
Price / FCF (TTM) 31.95Y avg ≈34.0 ≈34.0 · ·
Price / Cash Flow (TTM) 29.25Y avg ≈29.2 ≈29.2 · ·
EV / Revenue 5.45Y avg ≈3.9 ≈3.9 · ·
EV / FCF 41.15Y avg ≈35.4 ≈35.4 · ·
Price / Tangible Book (MRQ) 22.2 · · ·
PEG Ratio ≈1.2 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield0.74%
Payout Ratio28.7%
Annualized Payout≈$4.20Paid quarterly
5Y Div CAGR≈12.1%Per share, split-adjusted
Growth Streak≈15Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 4, 2026$1.05USD≈0.91%
Jun 5, 2026$1.05USD≈0.87%
Mar 6, 2026$1.05USD≈0.91%
Sep 5, 2025$0.94USD≈0.88%
Jun 6, 2025$0.94USD≈0.83%
Mar 7, 2025$0.94USD≈1.0%
Dec 6, 2024$0.84USD≈0.82%
Sep 6, 2024$0.84USD≈0.96%
Jun 7, 2024$0.84USD≈1.00%
Feb 29, 2024$0.84USD≈1.1%
Nov 30, 2023$0.75USD≈1.3%
Aug 31, 2023$0.75USD≈1.4%
Jun 1, 2023$0.75USD≈1.7%
Mar 2, 2023$0.75USD≈1.5%
Dec 1, 2022$0.67USD≈1.5%
Sep 1, 2022$0.67USD≈1.7%
Jun 2, 2022$0.67USD≈1.8%
Mar 3, 2022$0.67USD≈1.6%
Dec 2, 2021$0.59USD≈1.2%
Sep 2, 2021$0.59USD≈1.1%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 0.71%
Next Report Oct 26, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 $4.31 $4.39 -1.9%
March 31, 2026 $2.63 $2.61 0.89%
Dec. 31, 2025 $2.86 $2.90 -1.2%
Sept. 30, 2025 $3.88 $3.89 -0.35%
June 30, 2025 $3.88 $3.91 -0.67%
March 31, 2025 $2.45 $2.28 7.5%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 16
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $21.32B$19.84B$17.68B$15.99B$14.14B$12.45B$13.08B$12.34B$14.20B$13.51B$13.30B$12.89B
Cost of Revenue ·····$8.65B$9.09B$8.58B$9.81B$9.31B$9.28B$8.98B
R&D Expense $348M$310M$252M$211M$194M$165M$174M$167M$211M$208M$206M$212M
SG&A Expense $3.74B$3.58B$2.96B$2.55B$2.45B$2.27B$2.32B$2.25B$2.72B$2.60B$2.53B$2.50B
Operating Income $3.97B$3.50B$2.89B$2.42B$2.02B$1.53B$1.67B$1.51B$1.67B$1.60B$1.49B$1.40B
Interest Expense $227M$238M$234M$224M$234M$249M$243M$221M$216M$222M$223M$225M
Interest Income ······$3M$6M$9M$8M$11M$13M
Other Non-op $-21M$-20M$-68M$-4M$9M$24M$15M$-2M$-32M$360M$-21M$30M
Pretax Income $3.68B$3.24B$2.57B$2.17B$1.79B$1.29B$1.40B$1.26B$1.42B$1.74B$1.25B$1.21B
Income Tax $706M$628M$498M$376M$334M$297M$239M$235M$80M$282M$541M$294M
Net Income $2.92B$2.57B$2.02B$1.76B$1.42B$855M$1.41B$1.34B$1.30B$1.48B$665M$932M
EPS (Basic) $13.09$11.35$8.85$7.55$5.96$3.56$5.84$5.41$5.11$5.70$2.51$3.44
EPS (Diluted) $12.98$11.24$8.77$7.48$5.87$3.52$5.77$5.35$5.05$5.65$2.48$3.40
Shares (Basic) 223,000,000226,200,000228,600,000232,600,000238,700,000240,100,000241,600,000247,200,000254,900,000259,200,000265,100,000270,500,000
Shares (Diluted) 224,900,000228,400,000230,700,000234,900,000242,300,000243,100,000244,400,000250,100,000258,100,000261,700,000267,800,000274,300,000
EBITDA $4.34B$3.88B$3.24B$2.74B$2.32B$1.83B$2.42B$2.28B$2.02B$1.93B$1.82B$1.74B
Balance Sheet 29
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $1.76B$1.59B$1.10B$1.22B$2.16B$3.29B$1.28B$878M$1.52B$1.71B$737M$1.71B
Receivables $3.24B$3.09B$2.96B$2.78B$2.43B$2.20B$2.18B$2.68B$2.48B$2.22B$2.15B$2.12B
Inventory $2.10B$1.97B$2.15B$1.99B$1.53B$1.19B$1.28B$1.68B$1.56B$1.39B$1.41B$1.36B
Other Current Assets $761M$686M$666M$385M$352M$224M$345M$472M$537M$256M$311M$225M
Current Assets $7.86B$7.34B$6.87B$6.38B$6.47B$6.91B$9.29B$5.73B$6.12B$5.58B$4.61B$5.71B
PP&E (Net) $2.25B$2.02B$1.77B$1.54B$1.40B$1.35B$1.35B$1.73B$1.55B$1.51B$1.58B$1.48B
PP&E (Gross) $4.63B$4.21B$3.82B$3.45B$3.22B$3.10B$2.96B$3.84B$3.66B$3.37B$3.23B$3.00B
Accum. Depreciation $2.38B$2.18B$2.05B$1.91B$1.82B$1.76B$1.60B$2.10B$2.11B$1.86B$1.66B$1.53B
Goodwill $6.46B$6.13B$6.10B$5.50B$5.50B$5.34B$5.13B$5.10B$5.94B$5.66B$5.73B$5.39B
Intangibles $3.24B$3.31B$3.44B$3.26B$3.31B$3.29B$3.32B$3.63B$3.74B$3.79B$3.93B$3.78B
Other Non-current Assets $1.61B$1.35B$1.21B$1.40B$1.38B$1.27B$1.40B$858M$824M$864M$877M$940M
Total Assets $21.42B$20.15B$19.39B$18.08B$18.06B$18.16B$20.49B$17.91B$18.17B$17.40B$16.72B$17.30B
Accounts Payable $2.15B$2.15B$2.03B$2.09B$1.79B$1.52B$1.38B$1.71B$1.56B$1.33B$1.25B$1.29B
Accrued Liabilities $2.83B$2.79B$2.63B$2.01B$2.07B$1.59B$1.56B$1.73B$1.66B$1.43B$1.46B$1.42B
Short-term Debt ·······$0$0$143M$143M$100M
Current Liabilities $6.29B$6.07B$6.05B$5.69B$4.75B$4.34B$5.24B$4.32B$4.83B$3.59B$3.65B$3.67B
Capital Leases ······$330M·····
Other Non-current Liabilities $1.35B$1.12B$1.04B$1.15B$1.15B$1.29B$1.40B$1.06B$1.14B$1.14B$1.17B$1.23B
Total Liabilities $12.82B$12.66B$12.37B$11.98B$11.79B$11.73B$13.18B$10.85B$10.97B$10.68B$10.84B$11.25B
Long-term Debt $4.62B$4.77B$4.78B$4.84B$4.84B$5.27B$5.57B$4.09B$4.06B$4.06B$4.09B$4.11B
Total Debt $3.92B$4.32B$3.98B$3.79B$4.49B$4.50B$4.92B$3.74B$2.96B$3.71B$3.88B$3.84B
Common Stock $245M$249M$252M$253M$260M$263M$263M$266M$274M$272M$269M$266M
Paid-in Capital ···$0$0$0$0$0$461M$346M$223M$97M
Retained Earnings $10.42B$9.79B$9.13B$8.32B$8.35B$8.50B$9.73B$9.44B$8.90B$8.02B$6.90B$6.54B
Treasury Stock $1.65B$1.72B$1.72B$1.72B$1.72B$1.72B$1.72B$1.72B$1.72B$703M$453M$202M
AOCI $-439M$-864M$-671M$-766M$-638M$-632M$-1.01B$-964M$-779M$-1.29B$-1.12B$-714M
Stockholders' Equity $8.58B$7.46B$7.00B$6.09B$6.26B$6.41B$7.27B$7.02B$7.14B$6.64B$5.82B$5.99B
Liabilities + Equity $21.42B$20.15B$19.39B$18.08B$18.06B$18.16B$20.49B$17.91B$18.17B$17.40B$16.72B$17.30B
Shares Outstanding 245,000,000249,000,000251,700,000253,300,000259,700,000263,300,000262,800,000266,400,000274,000,000271,700,000269,000,000266,300,000
Cash Flow 19
Metric Trend 202520242023202220212020201920182017201620152014
D&A $376M$379M$348M$324M$299M$294M$289M$282M$353M$352M$364M$332M
Stock-based Comp $87M$83M$64M$56M$66M$70M$66M$79M$71M···
Deferred Tax $114M$-129M$-54M$68M$-25M$22M$-21M$-98M$-117M$-34M$108M$-23M
Amort. of Intangibles $164M$181M$165M$143M$124M$116M$117M$117M$132M$132M$150M$128M
Restructuring ··$15M$21M$27M$76M······
Other Non-cash $-301M$244M$7M$-700M$-176M$194M$28M$-148M$-15M$-294M$-285M$-268M
Operating Cash Flow $3.19B$3.15B$2.39B$1.50B$1.59B$1.44B$1.92B$1.41B$1.52B$1.52B$888M$973M
CapEx $383M$371M$301M$292M$223M$146M$205M$285M$221M$183M$250M$234M
Investing Cash Flow $-640M$-563M$-1.17B$-540M$-546M$-376M$-1.78B$-629M$-375M$240M$-1.19B$-197M
Debt Issued $0$498M$699M$0$0$0$1.50B$1.15B$0$0$0$1.11B
Net Debt Issued $-159M$-9M$-55M$-10M$-432M$-308M$1.49B$24M$0$0$-24M$601M
Stock Repurchased $1.48B$1.28B$669M$1.20B$1.10B$250M$750M$900M$1.02B$250M$250M$1.37B
Net Stock Activity $-1.48B$-1.28B$-669M$-1.20B$-1.10B$-250M$-750M$-900M$-1.02B$-250M$-250M$-1.37B
Dividends Paid $837M$758M$684M$620M$561M$507M$510M$480M$430M$349M$303M$265M
Financing Cash Flow $-2.50B$-2.02B$-1.35B$-1.85B$-2.13B$884M$270M$-1.38B$-1.43B$-727M$-528M$-860M
Net Change in Cash $173M$495M$-125M$-939M$-1.13B$2.01B$400M$-646M$-165M$978M$-968M$-232M
Taxes Paid $647M$717M$526M$321M$357M$152M$425M$375M$287M$334M$409M$160M
Free Cash Flow $2.81B$2.77B$2.09B$1.21B$1.37B$1.29B$1.67B$1.04B$1.30B$1.32B$602M$740M
Levered FCF $2.63B$2.58B$1.90B$1.03B$1.18B$1.10B$1.47B$859M$1.10B$1.13B$475M$569M
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 18.6%17.6%16.4%15.1%14.3%12.3%12.2%12.2%11.7%11.6%11.0%10.9%
Net Margin 13.7%12.9%11.5%11.0%10.1%6.9%8.5%8.5%9.2%10.9%5.0%7.2%
Pretax Margin 17.2%16.3%14.5%13.6%12.7%10.3%10.5%10.6%10.0%12.9%9.4%9.4%
EBITDA Margin 20.4%19.6%18.3%17.2%16.4%14.7%14.5%14.5%14.2%14.2%13.7%13.5%
ROA 14.0%13.0%10.8%9.7%7.9%4.4%7.3%7.4%7.3%8.6%3.9%5.3%
ROE 36.4%35.5%30.9%28.5%22.5%12.5%19.8%18.9%18.9%23.7%11.3%14.3%
ROIC 25.7%24.0%21.2%20.2%15.3%10.8%13.2%14.8%15.6%12.7%8.5%10.8%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 1.31.21.11.11.41.61.31.31.31.61.31.6
Quick Ratio 0.80.80.70.71.01.30.80.80.81.10.81.0
Debt / Equity 0.50.60.60.60.70.70.70.50.40.60.70.6
LT Debt / Equity 0.50.60.60.60.70.70.70.50.40.60.60.6
Interest Coverage 17.514.712.310.88.76.28.38.77.77.16.56.2
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 1.01.00.90.90.80.60.90.90.80.80.80.7
Inventory Turnover ·····7.06.86.76.76.76.77.1
Receivables Turnover 6.76.66.26.16.15.76.16.16.06.26.26.2
Per Share 7
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $35.02$29.95$27.79$24.04$24.09$24.34$27.65$26.36$26.06$24.45$21.62$22.48
Revenue / Share $94.81$86.86$76.63$68.08$58.34$51.23$67.92$62.65$55.01$51.62$49.67$47.00
Cash Flow / Share $14.20$13.77$10.36$6.40$6.56$5.90$7.85$5.63$5.90$5.73$3.18$3.55
Cash / Share $7.20$6.39$4.35$4.82$8.31$12.49$4.96$3.39$5.65$6.31$2.74$6.40
Dividend / Share $3.76$3.36$3.00$2.68$2.36$2.12$2.12$1.96$1.70···
Dividend Paid / Share ·······$0.00·$1.16$1.16$1.00
EPS (TTM) $12.98$11.24$8.77$7.48$5.87$3.52$5.77$5.35$5.05$5.65$2.48$3.40
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 7.5%12.2%10.5%13.1%13.5%·······
Revenue CAGR 3Y 10.1%12.0%12.4%·········
Revenue CAGR 5Y 11.3%···········
EPS YoY 15.5%28.2%17.2%27.4%66.8%·······
EPS CAGR 3Y 20.2%24.2%35.6%·········
EPS CAGR 5Y 29.8%···········
Net Income YoY 13.7%26.9%15.2%23.4%66.5%·······
Net Income CAGR 3Y 18.4%21.7%33.3%·········
Net Income CAGR 5Y 27.8%···········
Dividends Paid CAGR 5Y 10.5%···········
Valuation (TTM) 16
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $21.32B$19.84B$17.68B$15.99B$14.14B$12.45B$13.08B$12.34B$14.20B$13.51B$13.30B$12.89B
Net Income TTM $2.92B$2.57B$2.02B$1.76B$1.42B$855M$1.41B$1.34B$1.30B$1.48B$665M$932M
Market Cap $95.35B$91.97B$61.39B$42.58B$52.47B$38.22B$27.10B$18.85B$18.96B$15.82B$11.54B$13.10B
Enterprise Value $97.51B$94.70B$64.27B$45.14B$54.80B$39.43B$30.72B$21.69B$20.37B$17.81B$14.68B$15.23B
P/E 30.032.927.822.534.441.217.913.213.710.317.314.5
P/S 4.54.63.52.73.73.12.11.51.31.20.91.0
P/B 11.112.38.87.08.46.03.72.72.72.42.02.2
P / Cash Flow 29.829.225.728.333.026.614.113.412.410.513.613.5
P / FCF 33.933.129.435.138.429.716.318.114.612.019.217.7
EV / EBITDA 22.424.419.816.523.621.612.79.510.19.38.18.8
EV / FCF 34.734.130.837.240.130.618.420.815.613.524.420.6
EV / Revenue 4.64.83.62.83.93.22.31.81.41.31.11.2
Dividend Yield 0.88%0.82%1.1%1.5%1.1%1.3%1.9%2.5%2.3%2.2%2.6%2.0%
Earnings Yield 3.3%3.0%3.6%4.5%2.9%2.4%5.6%7.6%7.3%9.7%5.8%6.9%
Payout Ratio 28.7%29.5%33.8%35.3%39.4%59.3%36.1%35.9%33.0%23.6%45.6%28.4%
Annual Payout $837M$758M$684M$620M$561M$507M$510M$480M$430M$349M$303M$265M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $21.32B $19.84B $17.68B $15.99B $14.14B
Operating Margin % 18.6% 17.6% 16.4% 15.1% 14.3%
Net Income $2.92B $2.57B $2.02B $1.76B $1.42B
Diluted EPS $12.98 $11.24 $8.77 $7.48 $5.87

Institutional owners (13F) 1,945 filers · $101.4B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 1,945
Value held $101.4B
New positions 181
Exited positions 83
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
181 (-46 vs prior Q) 83 (-34 vs prior Q) 719 (+126 vs prior Q) 587 (-54 vs prior Q) +2.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $10,744,657,401 21,876,084 10.59% Shares
VANGUARD GROUP INC $7,791,908,933 20,020,321 7.68% Shares
VANGUARD CAPITAL MANAGEMENT LLC $7,091,252,166 14,437,764 6.99% Shares
JPMORGAN CHASE & CO $6,034,548,696 12,562,815 5.95% Shares
FMR LLC $4,953,390,549 10,085,086 4.88% Shares
STATE STREET CORP $4,949,832,740 10,077,391 4.88% Shares
MORGAN STANLEY $2,659,645,908 5,415,027 2.62% Shares
GEODE CAPITAL MANAGEMENT, LLC $2,541,885,877 5,198,809 2.51% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,764,182,378 3,591,869 1.74% Shares
FRANKLIN RESOURCES INC $1,617,618,714 3,293,486 1.59% Shares
Nuveen, LLC $1,480,232,777 3,013,749 1.46% Shares
NORGES BANK $1,432,657,728 2,916,886 1.41% Shares
NORTHERN TRUST CORP $1,208,502,619 2,460,507 1.19% Shares
BANK OF AMERICA CORP /DE/ $1,184,375,739 2,411,385 1.17% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,176,112,793 2,822,174 1.16% Shares
UBS Group AG $1,163,320,809 2,368,517 1.15% Shares
AMERIPRISE FINANCIAL INC $1,152,027,020 2,345,431 1.14% Shares
Bank of New York Mellon Corp $1,116,341,125 2,272,867 1.10% Shares
GOLDMAN SACHS GROUP INC $1,086,526,985 2,212,165 1.07% Shares
WELLINGTON MANAGEMENT GROUP LLP $1,029,981,183 2,097,038 1.02% Shares
NORDEA INVESTMENT MANAGEMENT AB $992,576,505 2,016,899 0.98% Shares
Amundi $956,154,415 1,946,727 0.94% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $869,727,464 1,770,762 0.86% Shares
Fisher Asset Management, LLC $844,930,866 1,720,275 0.83% Shares
JANUS HENDERSON GROUP PLC $782,707,323 1,878,018 0.77% Shares
ALLIANCEBERNSTEIN L.P. $764,656,639 1,834,853 0.75% Shares
Pictet Asset Management Holding SA $764,437,246 1,556,734 0.75% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $752,267,359 1,518,752 0.74% Shares
Legal & General Group Plc $747,793,561 1,522,505 0.74% Shares
Invesco Ltd. $733,438,276 1,493,278 0.72% Shares
Capital Research Global Investors $691,911,176 1,408,884 0.68% Shares
RAYMOND JAMES FINANCIAL INC $673,591,977 1,371,431 0.66% Shares
VANGUARD FIDUCIARY TRUST CO $623,867,012 1,270,191 0.62% Shares
ROYAL BANK OF CANADA $547,967,000 1,115,656 0.54% Shares
Capital International Investors $545,555,970 1,110,750 0.54% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $526,487,942 1,072,144 0.52% Shares
DIMENSIONAL FUND ADVISORS LP $523,822,461 1,066,668 0.52% Shares
Capital World Investors $517,025,051 1,052,828 0.51% Shares
AQR CAPITAL MANAGEMENT LLC $514,497,741 1,056,139 0.51% Shares
Swedbank AB $474,969,596 967,025 0.47% Shares
Ninety One UK Ltd $453,362,259 923,044 0.45% Shares
DEUTSCHE BANK AG\ $440,622,584 897,106 0.43% Shares
WELLS FARGO & COMPANY/MN $412,594,473 840,041 0.41% Shares
PRINCIPAL FINANCIAL GROUP INC $402,820,920 820,141 0.40% Shares
Winslow Capital Management, LLC $393,345,486 800,850 0.39% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $390,859,726 795,789 0.39% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $375,684,446 764,932 0.37% Shares
Man Group plc $345,608,663 703,658 0.34% Shares
HSBC HOLDINGS PLC $343,261,607 698,906 0.34% Shares
Balyasny Asset Management L.P. $312,254,970 635,750 0.31% Shares

Show all 1,945 institutional owners →

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Nelson Peltz, Peter W. May, Edward P. Garden, Trian Fund Management, L.P. S.S. OR, Trian Fund Management GP, LLC S.S. OR, Trian Partners Master Fund (ERISA), L.P. S.S. OR, Trian Partners, L.P. S.S. OR, Trian Partners Master Fund, L.P. S.S. OR, Trian Partners Parallel Fund I, L.P. S.S. OR, Trian Partners Strategic Investment Fund-A, L.P. S.S. OR, Trian Partners Strategic Co-Investment Fund-A, L.P. S.S. OR, Trian Partners Strategic Investment Fund, L.P. S.S. OR, Trian SPV (SUB) VI, L.P. S.S. OR, Trian SPV (SUB) VI-A, L.P. S.S. OR, Trian Partners Strategic Investment Fund-D, L.P. S.S. OR, Trian Partners Fund (Sub)-G, L.P. S.S. OR, Trian Partners Strategic Fund-G II, L.P. S.S. OR, Trian IR Holdco Ltd. S.S. OR, California State Teachers’ Retirement System S.S. OR ×8 filings Feb. 20, 2015 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 54 insiders · 30 officers · 25 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
David S Regnery Chair and CEO Aug. 5, 2026 M 96,950 0 4 $-39,060,636
Christopher J Kuehn Executive Vice President & CFO April 8, 2026 S 60,576 0 3 $-4,983,942
Susan K Carter Sr VP and CFO Feb. 18, 2020 F 127,785 0 0 $0
Steven R Shawley Senior Vice President and CFO Sept. 30, 2013 A 247,345 0 0 $0
Donald E. Simmons EVP & Chief Operating Officer July 1, 2026 A 4,645 0 5 $-8,104,976
Elizabeth A. Elwell VP & Chief Accounting Officer March 6, 2026 S 7,100 0 4 $-616,526
Mairead Magner Senior Vice President March 4, 2026 A 17,817 0 0 $0
Mauro Atalla Senior Vice President Feb. 4, 2026 F 2,603 0 0 $0
Mingxiao Gary Guo Senior Vice President Feb. 3, 2026 A 6,864 0 0 $0
Victoria Lazar Senior Vice President Feb. 3, 2026 A 919 0 0 $0
Evan M Turtz Senior Vice President March 5, 2025 S 21,756 0 0 $0
Raymond D Pittard Executive Vice President March 3, 2025 F 87,002 0 0 $0
Paul A Camuti Executive Vice President June 5, 2024 M 88,909 0 0 $0
Keith A Sultana Senior Vice President Feb. 28, 2024 A 47,048 0 0 $0
Mark Majocha VP & Chief Accounting Officer Feb. 8, 2024 F 4,082 0 0 $0
Marcia J Avedon Executive Vice President March 3, 2022 S 104,156 0 0 $0
Heather Howlett VP/Chief Accounting Officer March 1, 2022 F 4,442 0 0 $0
Michael W Lamach Executive Chair Dec. 8, 2021 M 130,905 0 0 $0
Maria C Green Senior Vice President Feb. 28, 2019 F 45,493 0 0 $0
Didier P Teirlinck EVP, Climate Segment Aug. 15, 2017 M 104,955 0 0 $0
Robert Zafari EVP, Industrial Segment May 19, 2017 S 66,944 0 0 $0
Gary S Michel Senior Vice President Feb. 25, 2017 F 31,667 0 0 $0
Todd D Wyman Senior Vice President March 2, 2015 M 45,603 0 0 $0
Robert L Katz Senior Vice President Feb. 27, 2015 M 63,321 0 0 $0
Richard Weller VP & Corporate Controller Nov. 5, 2014 M 25,723 0 0 $0
Iv John W. Conover, Senior Vice President Sept. 30, 2013 A 29,244 0 0 $0
Steven B Hochhauser Senior Vice President Feb. 28, 2011 J 30,794 0 0 $0
William B Gauld Senior Vice President Feb. 28, 2011 F 0 0 0 $0
NACHTIGAL PATRICIA Senior Vice President Sept. 30, 2010 A 35,034 0 0 $0
James R Bolch Senior Vice President Feb. 16, 2010 A 18,992 0 0 $0
Melissa N. Schaeffer Director Aug. 4, 2026 S 1,950 0 1 $-68,479
Assis Ana Paula De Jesus Director June 5, 2026 A 1,005 0 0 $0
Matthew Francis Pine Director June 5, 2026 A 791 0 0 $0
Mark R George Director June 5, 2026 A 2,095 0 0 $0
Boise April Miller Director June 5, 2026 A 3,556 0 0 $0
Myles P Lee Director June 5, 2026 A 9,193 0 0 $0
Kirk E Arnold Director June 5, 2026 A 6,408 0 0 $0
John P Surma Director June 5, 2026 A 13,785 0 0 $0
Ann C Berzin Director June 5, 2026 A 85,756 0 0 $0
John A Hayes Director June 5, 2026 F 2,095 1 0 $172,176
Linda P Hudson Director June 4, 2026 F 1,657 0 0 $0
John Bruton Director June 1, 2023 F 11,487 0 0 $0
Jared L Cohon Director June 1, 2023 F 26,615 0 0 $0
Tony L White Director June 1, 2023 F 97,821 0 0 $0
Karen B Peetz Director April 6, 2022 F 3,713 0 0 $0
Richard J Swift Director June 3, 2021 F 87,404 0 0 $0
Constance J Horner Director June 2, 2017 F 50,385 0 0 $0
Elaine L. Chao Director June 4, 2016 F 3,229 0 0 $0
Edward E Hagenlocker Director Feb. 25, 2015 F 11,428 0 0 $0
Theodore E Martin Director Feb. 25, 2015 F 105,035 0 0 $0
Peter C Godsoe Director March 28, 2013 A 43,877 0 0 $0
Orin R Smith Director Dec. 14, 2010 M 39,334 0 0 $0
Herbert L Henkel Director March 3, 2010 M 6,000 0 0 $0
Gary D Forsee · June 5, 2025 F 32,197 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 118 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
SUPP · TCW ETF Trust 4.00% 1,050 NS July 31, 2026 N-PORT
MADE · iShares Trust 3.06% 4,120 SH Sept. 11, 2026 Daily
PWRD · TCW ETF Trust 2.99% 95,411 NS July 31, 2026 N-PORT
GRW · TCW ETF Trust 2.66% 3,793 NS July 31, 2026 N-PORT
ELCV · Strategy Shares 1.76% 9,731 NS July 31, 2026 N-PORT
PDP · Invesco Exchange-Traded Fund Trust 1.56% 50,758 SH Oct. 1, 2026 Daily
ESLG · Strategy Shares 1.54% 789 NS July 31, 2026 N-PORT
NULG · Nushares ETF Trust 1.52% 88,999 NS July 31, 2026 N-PORT
VIS · VANGUARD WORLD FUND 1.46% 268,787 SH Aug. 19, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND 1.34% 12,916 SH Aug. 19, 2026 Daily
DUSL · Direxion Shares ETF Trust 1.32% 1,633 NS July 31, 2026 N-PORT
RSPN · Invesco Exchange-Traded Fund Trust 1.26% 20,399 SH Oct. 1, 2026 Daily
IYJ · iShares Trust 1.22% 52,480 SH Sept. 11, 2026 Daily
ESMV · iShares Trust 1.16% 204 SH Sept. 11, 2026 Daily
EGUS · iShares Trust 1.14% 716 SH Sept. 11, 2026 Daily
SPGP · Invesco Exchange-Traded Fund Trust 1.04% 46,953 SH Oct. 1, 2026 Daily
EXI · iShares Trust 0.99% 31,846 SH Sept. 11, 2026 Daily
SPHQ · Invesco Exchange-Traded Fund Trust 0.92% 380,798 SH Oct. 1, 2026 Daily
RILA · Spinnaker ETF Series 0.87% 804 NS July 31, 2026 N-PORT
ESLV · Strategy Shares 0.78% 246 NS July 31, 2026 N-PORT
QUAL · iShares Trust 0.77% 815,525 SH Sept. 11, 2026 Daily
IIGD · Invesco Exchange-Traded Self-Indexe… 0.69% 188,000 Oct. 1, 2026 Daily
SUSA · iShares Trust 0.65% 59,123 SH Sept. 11, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.56% 58,000 SH Oct. 1, 2026 Daily
DUHP · Dimensional ETF Trust 0.55% 148,081 NS July 31, 2026 N-PORT
XOEF · iShares Trust 0.55% 277 SH Sept. 11, 2026 Daily
DYNF · BlackRock ETF Trust 0.53% 501,422 SH Sept. 11, 2026 Daily
MGV · VANGUARD WORLD FUND 0.51% 138,944 SH Aug. 19, 2026 Daily
LRGF · iShares Trust 0.46% 38,204 SH Sept. 11, 2026 Daily
NUGO · Nushares ETF Trust 0.45% 24,290 NS July 31, 2026 N-PORT
VTV · VANGUARD INDEX FUNDS 0.41% 2,102,465 SH Aug. 19, 2026 Daily
ESUM · Strategy Shares 0.40% 1,588 NS July 31, 2026 N-PORT
USXF · iShares Trust 0.39% 13,138 SH Sept. 11, 2026 Daily
GLOF · iShares Trust 0.39% 1,778 SH Sept. 11, 2026 Daily
ESGU · iShares Trust 0.37% 152,158 SH Sept. 11, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.37% 6,297 SH Oct. 1, 2026 Daily
IWY · iShares Trust 0.34% 121,354 SH Sept. 11, 2026 Daily
VONG · VANGUARD SCOTTSDALE FUNDS 0.32% 349,753 SH Aug. 19, 2026 Daily
AQLT · iShares Trust 0.31% 2,299 SH Sept. 11, 2026 Daily
IWF · iShares Trust 0.30% 830,208 SH Sept. 11, 2026 Daily
SUSL · iShares Trust 0.29% 7,803 SH Sept. 11, 2026 Daily
DFVX · Dimensional ETF Trust 0.28% 3,284 NS July 31, 2026 N-PORT
DSI · iShares Trust 0.28% 33,786 SH Sept. 10, 2026 Daily
EGLE · Global X Funds 0.23% 11 NS July 31, 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0.21% 440,338 SH Oct. 1, 2026 Daily
MGC · VANGUARD WORLD FUND 0.20% 44,156 SH Aug. 19, 2026 Daily
CATH · Global X Funds 0.20% 5,684 NS July 31, 2026 N-PORT
EUSA · iShares, Inc. 0.20% 8,564 SH Sept. 11, 2026 Daily
DGRO · iShares Trust 0.19% 188,192 SH Sept. 11, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.19% 49,943 SH Aug. 19, 2026 Daily
USCL · iShares Trust 0.18% 11,684 SH Sept. 11, 2026 Daily
TOPC · iShares Trust 0.18% 135 SH Sept. 11, 2026 Daily
VOOV · VANGUARD ADMIRAL FUNDS 0.18% 23,926 SH Aug. 19, 2026 Daily
BSCT · Invesco Exchange-Traded Self-Indexe… 0.18% 5,487,000 Sept. 30, 2026 Daily
SIZE · iShares Trust 0.18% 1,729 SH Sept. 11, 2026 Daily
IWL · iShares Trust 0.17% 8,559 SH Sept. 11, 2026 Daily
CHRI · Global X Funds 0.17% 30 NS July 31, 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0.17% 5,739,738 SH Aug. 19, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.17% 258,168 SH Aug. 19, 2026 Daily
ACVF · ETF Opportunities Trust 0.17% 565 NS July 31, 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0.17% 6,199 SH Oct. 1, 2026 Daily
XVV · iShares Trust 0.17% 2,548 SH Sept. 11, 2026 Daily
ILCG · iShares Trust 0.16% 11,316 SH Sept. 11, 2026 Daily
VOOG · VANGUARD ADMIRAL FUNDS 0.16% 86,999 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.16% 36,590 SH Aug. 19, 2026 Daily
XRMI · Global X Funds 0.16% 172 NS July 31, 2026 N-PORT
XYLD · Global X Funds 0.16% 11,082 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.16% 3,741 NS July 31, 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0.15% 200,000 Oct. 1, 2026 Daily
IVE · iShares Trust 0.15% 172,405 SH Sept. 11, 2026 Daily
XCLR · Global X Funds 0.15% 12 NS July 31, 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0.15% 1,309 SH Oct. 1, 2026 Daily
XYLG · Global X Funds 0.15% 215 NS July 31, 2026 N-PORT
PBUS · Invesco Exchange-Traded Fund Trust … 0.15% 38,191 SH Oct. 1, 2026 Daily
XTR · Global X Funds 0.15% 16 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.15% 7,018,530 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.15% 18,598 SH Aug. 19, 2026 Daily
IVV · iShares Trust 0.15% 2,786,218 SH Sept. 11, 2026 Daily
ILCB · iShares Trust 0.15% 4,307 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.15% 66,953 NS July 31, 2026 N-PORT
IUSV · iShares Trust 0.15% 91,178 SH Sept. 11, 2026 Daily
IVW · iShares Trust 0.14% 249,915 SH Sept. 11, 2026 Daily
SPUU · Direxion Shares ETF Trust 0.14% 834 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.14% 9,506 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.14% 153,069 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.14% 6,923 NS July 31, 2026 N-PORT
IUSG · iShares Trust 0.14% 103,194 SH Sept. 11, 2026 Daily
ILCV · iShares Trust 0.13% 4,076 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.13% 60,698 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.13% 287,797 SH Sept. 11, 2026 Daily
PHDG · Invesco Actively Managed Exchange-T… 0.13% 173 SH Oct. 1, 2026 Daily
NULC · Nushares ETF Trust 0.13% 196 NS July 31, 2026 N-PORT
HCMT · Direxion Shares ETF Trust 0.12% 1,538 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.12% 33,466 NS July 31, 2026 N-PORT
SPXL · Direxion Shares ETF Trust 0.12% 17,282 NS July 31, 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0.12% 25,031 SH Oct. 1, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.12% 2,457 SH Oct. 1, 2026 Daily
TOK · iShares Trust 0.11% 610 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.11% 113,120 NS July 31, 2026 N-PORT
URTH · iShares, Inc. 0.11% 19,876 SH Sept. 11, 2026 Daily
ACWI · iShares Trust 0.09% 69,627 SH Sept. 11, 2026 Daily
DCOR · Dimensional ETF Trust 0.09% 6,724 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.09% 1,093 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.09% 185,479 SH Aug. 19, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.05% 11,822 SH Oct. 1, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.05% 797 SH Oct. 1, 2026 Daily
CRBN · iShares Trust 0.04% 1,019 SH Sept. 11, 2026 Daily
PXF · Invesco Exchange-Traded Fund Trust … 0.02% 1,353 SH Oct. 1, 2026 Daily
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
VCEB · VANGUARD WORLD FUND · · July 30, 2026 Daily

TT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 33 analysts BUY
Median target $534.00 +15.1%
9 27.3% Strong Buy
10 30.3% Buy
14 42.4% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

22 analysts · 2026-09-29

Mean target $527.40 +13.7%

Now Current price $463.91
Low$422.00 Mean$527.40 High$575.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
TT $95.35B 30.0 7.5% 13.7% 36.4% ·
JCI · 21.9 2.8% 14.0% 22.7% 36.4%
ALLE $13.70B 21.4 7.8% 15.8% 33.4% ·

Latest News Recent headlines mentioning this company

23

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26

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Source: SEC 10-Q filed Jul 30, 2026