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Show Notes

(00:00:00) Welcome to Business Breakdowns

(00:01:59) Brett tells us what Trane is

(00:02:34) The companies corporate history and how it became Trane

(00:04:05) Overall size of the commercial market

(00:05:18) He explains the go to market sales strategy

(00:09:20) An additional breakdown of business cost

(00:10:55) Revenue received from Trane software

(00:14:53) Trane’s market share in the residential space

(00:15:52) Differentiated products available on the commercial side

(00:17:17) Included commercial software components

(00:19:15) Average life cycle for commercial units

(00:21:19) Demand on commercial and residential sides of the market

(00:25:31) The cyclicality of the business and how revenue has trended over time

(00:27:35) A look at share gains and industry consolidation over recent years

(00:31:09) How the management team is viewed by the industry

(00:34:46) Key contributions from MNA and future consolidation

(00:37:02) Data center demand for HVAC units

(00:39:40) Transport refrigerators key role in the industry market

(00:41:02) Risks associated with the business

(00:43:30) What he’s learned from studying Trane