LukaTDB Since I presented my 'Strong Buy' thesis on Trane Technologies (NYSE:TT) in March 2024, the stock price has surged by more than 14%, significantly outperforming the S&P 500 index (SPX). I highlighted Trane's strong commercial HVAC growth driven by energy efficiency. The company released its Q2 result on July 31st with 19% growth in orders and 13% growth in revenue. As I think the economy is more likely to enter an interest rate downcycle in FY25, I argue Trane Technologies' new residential business ...