Ingersoll Rand
Allegion Access Control Business & Growth Strategy Examined
August 16th, 2023Allegion Annual Report 2021 Examined
February 21st, 2022
Trane Commercial HVAC Business 2021 Examined
In this Research Note, we examine the commercial HVAC business of Trane Technologies, which includes their building automation and energy services portfolio. It is based on their 2021 annual results, investor presentations and related activities throughout 2021. Trane Technologies was formed in 2020 following a spin-off from Ingersoll Rand’s Climate Division. As a vertically integrated enterprise, Trane offers […]
How Valuable is the Channel in Smart Building Technology?
In the midst of increased M&A activity in the smart building space, it is natural to consider the implications to building owners, operators and other competing solution providers. Do these acquisitions mean that smart building technology is maturing and has “arrived”. Or, were these acquisitions made opportunistically? It’s hard to know, and the answers may […]
A Financial Storm Ahead? The Physical Security Industry Will Sail Through It
The Physical Security industry has performed well for the first 6 months of this year and we are bullish about the prospects of continued growth for the full year. ‚Â However a financial cloud is gathering which is affecting confidence for world economic trading conditions. Debt problems in Europe look to be more serious than first […]