Revenue segments as reported by the company.

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Trimble

Trimble, Inc. engages in the provision of positioning technology solutions. It operates through the following segments: Buildings and Infrastructure, Geospatial, Resources and Utilities, and Transportation. The Buildings and Infrastructure segment serves architects, engineers, contractors, owners, and operators. The Geospatial segment offers solutions for customers working in surveying, engineering, and government. The Resources and Utilities segment caters to customers working in agriculture, forestry, and utilities. The Transportation segment covers the long-haul trucking, field service management, rail, and construction logistics industries. The company was founded in 1978 by Charles Robert Trimble and is headquartered in Westminster, CO.

Earnings data Q1 2021

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Earnings data Q1 2023

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Earnings data Q4 2024

Trimble reports record revenue and margin, eyes growth opportunities

Trimble's Q4 2022 performance showcased record annualized recurring revenue and gross margin, with progress in strategic segments despite challenges like softening demand.
Strengths lie in software-focused business mix driving margin expansion, successful businesses like e-Builder, and effective sales strategies in construction software.
Challenges include softening demand in Geospatial, dealer destocking impact, and expected customer churn, while opportunities arise from the Transporeon acquisition and digital transformation efforts.
Overall, Trimble's focus on software, customer success, and margin improvement positions the company for growth and profitability in 2023 and beyond.

Trimble reports robust Q1 performance, eyes growth opportunities ahead

Trimble's Q1 performance showcased strong ARR growth, record gross margins, and a focus on ARR and cash flow for value creation. Despite challenges in hardware and certain segments, the company remains optimistic about overall growth and market positioning. Opportunities lie in continued bookings growth, cross-selling efforts, and expanding into new markets.

Trimble surpasses Q2 expectations, eyes global expansion opportunities

Trimble's Q2 performance exceeded expectations with strong growth and margins.
The company faces challenges in certain segments but sees opportunities for expansion.
Focus on customer-centric strategies and software mix improvements driving future growth.
Overall, Trimble is well-positioned for continued success and global expansion.

Trimble reports record Q3 performance, eyes growth opportunities in 2024

Trimble's Q3 showed strong financial performance and strategic moves to streamline operations. While facing challenges in certain segments, the company is leveraging its strengths in software and non-Ag businesses for future growth. Opportunities in 2024 look promising with a focus on organic revenue growth and cost management.

Trimble reports record revenue and margin growth, eyes software expansion

Trimble's 2023 performance was strong with record revenue and margin growth, driven by strategic acquisitions and focus on software.
While facing challenges in certain markets, Trimble is well-positioned to capitalize on opportunities for growth in 2024.
The company's emphasis on recurring revenue and software expansion bodes well for future profitability and market share.
Trimble's operational efficiency and strategic realignment set the stage for continued success and margin improvement.

Trimble reports strong Q1 earnings, eyes growth through customer expansion

Trimble's Q1 2024 earnings call revealed solid financial performance, strategic divestments, and segment-wise growth. Despite challenges in internal controls and margin trends, the company remains focused on enhancing efficiency and driving growth through customer expansion and technology adoption.

Trimble reports robust Q2 earnings, raises guidance on strong performance

Trimble's Q2 2024 earnings call highlighted strong financial performance, with raised guidance for the year driven by growth in AECO and Field Systems. The company's focus on Connect & Scale strategy, AI initiatives, and financial strength positions it well for future growth.

Trimble reports robust Q3 results, eyes growth through strategic partnerships

Trimble's Q3 2024 performance showcased strong financial results, strategic partnerships, and growth in key segments, despite facing challenges in audit procedures and compliance timelines.
The company's emphasis on innovation, operational efficiency, and financial stability positions it well for continued growth and market leadership.
Opportunities lie in driving further innovation through partnerships, focusing on high-return areas post the mobility business sale, and investing in technology advancements.
To navigate challenges and capitalize on opportunities, Trimble must maintain its strategic focus, operational resilience, and commitment to driving sustainable growth.

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Trimble's (TRMB) second-quarter 2023 results benefit from strength across Buildings and Infrastructure and Transportation segments.

Trimble (TRMB) Q2 Earnings Beat Estimates, Revenues Up Y/Y

Trimble Navigation (TRMB) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.64 per share a year ago.

Trimble Navigation (TRMB) Beats Q2 Earnings and Revenue Estimates

Record annualized recurring revenue of $1.88 billion, up 14 percent on an organic basis Second quarter total revenue of $994 million, up 6 percent on a year-over-year basis, up 3 percent year-over-year on an organic basis GAAP gross margin of 60.8 percent and non-GAAP gross margin of 64.2 percent WESTMINSTER, Colo. , Aug. 3, 2023 /PRNewswire/ -- Trimble Inc. (NASDAQ: TRMB) today announced financial results for the second quarter of 2023.

Trimble Announces Second Quarter 2023 Results

Trimble to Provide Insights into Data, Innovation and Technology Conference Experience to Showcase Construction Startup Competition  WESTMINSTER, Colo. , July 26, 2023 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced today the keynote speaker for its 2023 Trimble Dimensions Conference—Formula 1's Mark Gallagher.

Trimble Dimensions to Kick Off with a High-Performance Keynote Speaker

Revenue and earnings don't always tell investors what they need to know about a company. That's true right now for PTC and Trimble, which are set to improve cash flow dramatically.

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WESTMINSTER, Colo. , July 21, 2023 /PRNewswire/ -- Trimble (NASDAQ: TRMB) will hold a conference call on Thursday, August 3, 2023 at 8 a.m.

Trimble Second Quarter 2023 Earnings Call and Webcast

New Trimble LIMS PRO Gives Small- and Medium-Sized Companies the Opportunity to Realize Productivity and Growth Gains WESTMINSTER, Colo. , July 21, 2023 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced the launch of LIMS PRO, a new cloud-hosted version of its widely used Log Inventory and Management System (LIMS) to manage sawmill raw material procurement.

Trimble Launches New Cloud-Based Version of its Log Inventory and Management System for Forestry

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The strength in U.S. non-residential construction suggests all of this heavy equipment company's end markets could enter growth mode this year. This technology company's solutions help improve productivity and reduce waste in the construction industry.

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Trimble is transitioning from a hardware/software solution to a subscription-based software platform, which is expected to widen margins and boost bottom-line growth. The recent acquisition of Transporeon is anticipated to add value to Trimble's software vertical for transportation services, contributing $135mm in incremental revenue over the next three quarters. Using historical multiples, I expect TRMB's shares to trade at $83.28/share for a market cap of $20,000mm, leading to a buy rating for the company.

Trimble Has Substantial Upside Potential Despite Flat Growth

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A combination of declining product sales and initial disappointment with a recent acquisition is worrying the market. The company's long-term growth looks assured as it becomes an increasingly important part of its customers' workflow.

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Trimble (TRMB) reported earnings 30 days ago. What's next for the stock?

Trimble (TRMB) Up 0.9% Since Last Earnings Report: Can It Continue?

First Trimble Technology Labs to Include Agriculture Technology WESTMINSTER, Colo. and COLUMBUS, Ohio , May 23, 2023 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced today that the Ohio State University will establish two state-of-the-art Trimble Technology Labs for the College of Food, Agricultural, and Environmental Sciences (CFAES).

The Ohio State University to Establish Trimble Technology Labs for Agriculture and Construction

WESTMINSTER, Colo. , May 23, 2023 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced today the Trimble® X9 3D laser scanning system, a new versatile reality capture solution for surveying, construction and engineering professionals.

Trimble Advances Reality Capture with the New X9 3D Laser Scanner

Annual Event Aimed at Driving Connections to Unite the Transportation Supply Chain WESTMINSTER, Colo. , May 17, 2023 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced the keynote speaker, Formula 1's Mark Gallagher, for its 2023 Insight Tech Conference + Expo, which will be held September 24 – 27 at The Venetian in Las Vegas.

Trimble Announces Keynote Speaker for 2023 Insight Tech Conference + Expo

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Underlying growth, measured by Trimble's annualized recurring revenue, remains excellent. The Transporeon acquisition has disappointed so far, and it looks like Trimble paid a high price, but the stock's valuation more than reflects that now.

Down 26%, This Cathie Wood Holding Is a Screaming Buy Now

Trimble Inc. TRMB reported first-quarter 2023 non-GAAP earnings of 72 cents per share, which surpassed the Zacks Consensus Estimate by 7.5%. However, the bottom line decreased 1% from the year-ago quarter's figure.

Trimble (TRMB) Q1 Earnings Beat Estimates, Revenues Fall Y/Y

Trimble Inc. (NASDAQ:TRMB ) Q1 2023 Earnings Conference Call May 3, 2023 8:00 AM ET Company Participants Rob Painter - Chief Executive Officer David Barnes - Chief Financial Officer Michael Leyba - Investor Relations Conference Call Participants Jerry Revich - Goldman Sachs Rob Wertheimer - Melius Research Kristen Owen - Oppenheimer Jonathan Ho - William Blair Chad Dillard - Bernstein Jason Celino - KeyBanc Tami Zakaria - JPMorgan Josh Tilton - Wolfe Research Rob Mason - Baird Operator Good day and welcome to the Trimble First Quarter 2023 Results Conference. All lines have been placed on mute to prevent any background noise.

Trimble Inc. (TRMB) Q1 2023 Earnings Call Transcript

Trimble Navigation (TRMB) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.73 per share a year ago.

Trimble Navigation (TRMB) Surpasses Q1 Earnings Estimates

Record annualized recurring revenue of $1.65 billion, up 13 percent on an organic basis First quarter total revenue of $915 million, down 8 percent on a year-over-year basis, down 3 percent year-over-year on an organic basis Record GAAP gross margin of 61.3 percent and record non-GAAP gross margin of 64.2 percent WESTMINSTER, Colo. , May 3, 2023 /PRNewswire/ -- Trimble Inc. (NASDAQ:TRMB) today announced financial results for the first quarter of 2023.

Trimble Announces First Quarter 2023 Results

FHNW's Trimble Technology Lab Supports Academics and Direct, Practice-Oriented Vocational Training for Architects, Civil Engineers and Geomatics Workforce WESTMINSTER, Colo., and MUTTENZ, Switzerland , April 28, 2023 /PRNewswire/ -- Building on a vision to cultivate a highly-trained workforce that will drive the innovative solutions of tomorrow, Trimble (NASDAQ: TRMB) and the University of Applied Sciences and Arts Northwestern Switzerland FHNW have collaborated to establish a state-of-the-art Trimble Technology Lab at FHNW's School of Architecture, Civil Engineering and Geomatics program in Muttenz, Switzerland.

News for Trimble Stock (TRMB)