Johnson Controls International (NYSE:JCI) 2026 Conference February 19, 2026 08:00 AM ET Company ParticipantsAndy Kaplowitz - Managing Director and Head of the Industrials Sector Research TeamMarc Vandiepenbeeck - EVP and CFOAndy KaplowitzWe're very excited to start day three of our conference with Johnson Controls. We've got Marc Vandiepenbeeck with us, who is the EVP and CFO of Johnson Controls. Marc, as I walk over, a lot's been going on over the last year for you guys. I wanna start with JCI's transforma ...

Core Insights - Trane Technologies plc is a leader in climate innovation, focusing on sustainable solutions for buildings, homes, and transportation, particularly in the HVAC sector [1] Financial Performance - Oppenheimer maintained an "Outperform" rating for Trane, raising the price target to $468 from $460 after the company reported earnings per share of $2.86, exceeding the consensus estimate of $2.82 [2][3][6] - Trane's quarterly revenue reached $5.14 billion, surpassing analyst predictions of $5.09 billion, indicating strong financial performance [3][6] - The company achieved a return on equity of 37.04% and a net margin of 13.93%, reflecting robust financial metrics [4][6] Market Activity - The stock price of Trane was $426.07, showing an 8.09% increase, with fluctuations between a low of $406.50 and a high of $429.13 on the trading day [4][5] - The market capitalization of Trane is approximately $94.48 billion, with a trading volume of 4.41 million shares, indicating strong investor interest [5]

Core Viewpoint - Trane Technologies plc is a leader in climate innovation, focusing on sustainable solutions for buildings, homes, and transportation, competing with major players like Carrier Global Corporation and Johnson Controls International [1] Stock Performance and Analyst Ratings - On January 7, 2026, Scott Davis from Melius Research set a price target of $490 for Trane Technologies, indicating a potential upside of 28.58% from the current trading price of $381.10 [2][5] - The stock recently opened at $367.12 following a downgrade by UBS Group, which lowered its price target from $544 to $520 but maintained a buy rating [2] - The stock last traded at $362.73 with a trading volume of 462,873 shares, and other analysts have also provided updated views on the stock [3] - The Royal Bank of Canada increased its price target from $467 to $469, maintaining a "sector perform" rating, while Bank of America upgraded the stock from "neutral" to "buy," raising its target price from $490 to $550 [3] - Barclays adjusted its price target from $485 to $495, giving it an "overweight" rating [3][5] Current Stock Metrics - Trane Technologies' current price of $381.10 reflects a decrease of 2.52% or $9.87, with intraday fluctuations between a low of $348.06 and a high of $383.26 [4] - Over the past year, the stock has reached a high of $476.19 and a low of $298.15, with a market capitalization of approximately $84.5 billion and a trading volume of 4,318,000 shares on the NYSE [4]

Group 1 - CRH PLC is recognized as one of the best cement stocks to buy, bolstered by the election of Patrick Decker to the board of directors [1][2] - Patrick Decker brings extensive experience in accounting and finance, having previously served as president and CEO of Xylem and Harsco Corporation, and currently sits on the board of Johnson Controls International [2] - The appointment of Decker follows CRH's $2.1 billion acquisition of Eco Material Technologies, enhancing its capabilities in near-zero carbon cement production and access to fly ash and green cement operations [3] Group 2 - CRH PLC is a provider of building materials and solutions for infrastructure and construction projects, offering products such as aggregates, cement, readymixed concrete, and asphalt [4]