According to CEO Dave Regnery at the Baird Global Industrial Conference on Nov 13, Trane Technologies (TT-US) expects component supply chain constraints to persist 6-9 more months. While data center cooling demand remains strong and the company has expanded production capacity to about four times its prior level, component suppliers have not yet fully scaled output. CFO Christopher Kuehn noted that Trane maintains capital expenditure at 1-2% of revenue and currently sees supplier delivery capability as the primary constraint. The company's total backlog stands at $12.5 billion across all business segments.

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