Seeking Alpha·Sep 15, 2026
Trimble Inc. (TRMB) Presents at Piper Sandler 5th Annual Growth Frontiers Conference TranscriptTrimble Inc. (TRMB) Presents at Piper Sandler 5th Annual Growth Frontiers Conference Transcript
Trimble is executing a strategic pivot from hardware to higher-margin software and services, with recurring revenue now representing 79% of total revenue and ARR reaching $2.509B. This mix shift has driven gross margin expansion from 61.9% in 2023Q4 to 65.9% i...
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Revenue growth rebounded to 11.8% in 2026Q1, while gross margin expanded to 65.9% and operating margin reached 15.6%, reflecting the shift to higher-margin software and services.
Trimble's relentless innovation in precise positioning, 3D modeling, and data analytics empowers customers globally, driving growth in construction and geospatial sectors.
Trimble reported robust full-year 2025 results with revenue of US$3.59 billion and net income of US$424.0 million, alongside optimistic 2026 guidance.
Management's Connect & Scale plan emphasizes AI-enabled, recurring software revenue, particularly in construction software, enhancing long-term stability.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 12, 2026 | $0.86+7.2% vs $0.80 | $972M+2.1% vs $952M |
Q2 2026 May 6, 2026 | $0.79+9.7% vs $0.72 | $940M+3.8% vs $906M |
Q1 2026 Feb 10, 2026 | $1.00+4.2% vs $0.96 | $970M+2.1% vs $950M |
Q4 2025 Nov 5, 2025 | $0.81+12.8% vs $0.72 | $901M+3.5% vs $871M |
Trimble Inc. (TRMB) Presents at Piper Sandler 5th Annual Growth Frontiers Conference Transcript
Trimble (TRMB) reported earnings 30 days ago. What's next for the stock?
Amundi reduced its position in shares of Trimble Inc. (NASDAQ: TRMB) by 43.1% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 848,882 shares of the scientific and technical instruments company's stock after selling 644,062 shares during the
The average of price targets set by Wall Street analysts indicates a potential upside of 35.7% in Trimble (TRMB). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Benchmark TRMB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Trimble Inc. (TRMB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $59.30 | $13.82B | 33.89 | -2.61% | 11.82% | 7.32% | — | |
| $347.32 | $59.36B | 71.17 | 7.95% | 19.08% | 20.11% | — | |
| $144.17 | $5.13B | 98.07 | 3.3% | 6% | 4.9% | — | |
| $284.67 | $54.9B | 33.14 | 15.06% | 24.47% | 21% | — | |
| $200.84 | $3.31B | 23.06 | 11.33% | 8.66% | 17.59% | — | |
| $302.95 | $83.56B | 74.62 | 14.12% | 23.61% | 22.88% | — |
Trimble Inc. (TRMB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Trimble Inc. (TRMB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 12, 2026·SEC
May 27, 2026·SEC
May 26, 2026·SEC
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Trimble Inc. (TRMB) stock FAQ — growth, dividends, profitability & financials explained
Trimble Inc. (TRMB) reported $3.78B in revenue for fiscal year 2025. This represents a 1519% increase from $233.7M in 1996.
Trimble Inc. (TRMB) saw revenue decline by 2.6% over the past year.
Trimble Inc. (TRMB) reported a net loss of $104.7M for fiscal year 2025.
Trimble Inc. (TRMB) has a return on equity (ROE) of 7.3%. This is below average, suggesting room for improvement.
Trimble Inc. (TRMB) generated $545.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
