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10-QPeriod: Q3 FY2009

Trane Technologies plc Quarterly Report for Q3 Ended Sep 30, 2009

Filed November 6, 2009For Securities:TT

Summary

Trane Technologies plc (formerly Ingersoll-Rand plc) reported a decrease in net revenues for the third quarter of 2009 compared to the same period in 2008, largely due to weak demand across most end markets and the impact of a stronger U.S. dollar. Despite revenue declines, operating income and margins showed improvement in the third quarter of 2009 compared to the prior year, driven by effective productivity actions, cost reductions, and the absence of significant non-recurring purchase accounting costs that impacted the prior year. For the first nine months of 2009, net revenues saw a modest increase primarily due to the full inclusion of the Trane acquisition, which was completed in June 2008. However, operating income and margins declined year-over-year, influenced by the challenging economic environment, lower volumes across segments, unfavorable currency movements, and restructuring costs. The company has made progress in refinancing its debt, notably repaying its senior unsecured bridge loan facility and reducing its commercial paper outstanding, which has improved its debt-to-capital ratio. The company continues to focus on strategic initiatives to streamline operations and manage costs in response to the prevailing economic conditions.

Financial Statements
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Key Highlights

  • 1Net revenues for the third quarter of 2009 decreased by 19.3% to $3,482.7 million compared to $4,313.2 million in the prior year, driven by volume declines and currency impacts.
  • 2Operating income for Q3 2009 was $318.3 million, a slight decrease from $347.4 million in Q3 2008, but operating margin improved to 9.1% from 8.1%, aided by cost controls and absence of prior year non-recurring charges.
  • 3For the nine months ended September 30, 2009, net revenues increased 3.5% to $9,889.4 million, primarily due to the full inclusion of Trane's results following its acquisition in June 2008.
  • 4Operating income for the nine months decreased significantly to $618.8 million from $956.0 million in the prior year, with operating margin falling to 6.3% from 10.0%, impacted by lower volumes, currency, and restructuring costs.
  • 5The company repaid $998.7 million in commercial paper borrowings and its senior unsecured bridge loan facility, significantly reducing its short-term debt obligations.
  • 6Total debt decreased from $5,124.1 million at December 31, 2008, to $4,132.4 million at September 30, 2009, improving the debt-to-total capital ratio to 36.5% from 43.1%.
  • 7Restructuring actions initiated in late 2008 were expanded, with total projected costs now estimated at $277 million, aimed at generating significant annual pretax savings.

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