Trimble Inc.
NASDAQ•TRMB
CEO: Mr. Robert G. Painter
Sector: Technology
Industry: Hardware, Equipment & Parts
Listing Date: 1990-07-20
Trimble Inc. provides technology solutions that enable professionals and field mobile workers to enhance or transform their work processes worldwide. The company's Buildings and Infrastructure segment offers field and office software for project design and visualization; systems to guide and control construction equipment; software for 3D design and data sharing; systems to monitor, track, and manage assets, equipment, and workers; software to share and communicate data; program management solutions for construction owners; 3D conceptual design and modeling software; building information modeling software; enterprise resource planning, project management, and project collaboration solutions; integrated site layout and measurement systems; cost estimating, scheduling, and project controls solutions; and applications for sub-contractors and trades. Its Geospatial segment provides surveying and geospatial products, and geographic information systems. The company's Resources and Utilities segment offers precision agriculture products and services, such as guidance and positioning systems, including autonomous steering systems, automated and variable-rate application and technology systems, and information management solutions; manual and automated navigation guidance for tractors and other farm equipment; solutions to automate application of pesticide and seeding; water solutions; and agricultural software. Its Transportation segment offers solutions for long haul trucking and freight shipper markets; mobility solutions comprising route management, safety and compliance, end-to-end vehicle management, video intelligence, and supply chain communications; and fleet and transportation management systems, analytics, routing, mapping, reporting, and predictive modeling solutions. The company was formerly known as Trimble Navigation Limited and changed its name to Trimble Inc. in October 2016. Trimble Inc. was founded in 1978 and is headquartered in Westminster, Colorado.
Contact Information
Market Cap
$17.58B
P/E (TTM)
49.2
33.4
Dividend Yield
--
52W High
$87.50
52W Low
$52.91
52W Range
Rank34Top 27.8%
4.7
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.7 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q3 2025 Data
Revenue
$901.20M+2.90%
4-Quarter Trend
EPS
$0.47+176.47%
4-Quarter Trend
FCF
$116.60M+31.75%
4-Quarter Trend
2025 Q3 Earnings Highlights
Key Highlights
Total Revenue Growth Total revenue reached $2.62B USD in first three quarters, marking 3% growth, driven by services strength.
Subscription Revenue Strength Subscription revenue hit $1.75B USD YTD, growing 3%, demonstrating successful shift to recurring revenue mix.
Operating Income Expansion GAAP operating income expanded 31% to $375.8M USD YTD, benefiting from gross margin improvement across segments.
ARR Momentum ARR reached $2.31B USD in Q3 2025, reflecting 6% growth, signaling enhanced business visibility over time.
Risk Factors
GAAP EPS Distorted GAAP diluted EPS fell sharply by 81% to $1.10 USD due to large non-recurring gains recognized in 2024.
T&L Segment Contraction T&L segment revenue declined 29% to $412.7M USD YTD, impacted by Mobility divestiture closing in Q1 2025.
Cash Position Lower Cash position fell 69% to $232.7M USD as of Q3 2025, following debt repayment and stock repurchases.
Macroeconomic Uncertainty Geopolitical tensions and currency volatility present ongoing macroeconomic risks impacting global demand and supply chains.
Outlook
Recurring Revenue Strategy Strategy centers on Connect & Scale execution, increasing high-margin recurring revenue mix for better visibility.
Tax Reduction Expected OBBBA implementation is expected to result in cash tax reductions of approximately $32M USD during 2025.
Liquidity Sufficiency Confirmed Cash and available borrowing capacity are sufficient to meet anticipated operating needs, debt service, and acquisitions.
Stock Repurchase Activity New $1.0B repurchase program authorized; $272.6M remains available as of the end of the third quarter.
Peer Comparison
Revenue (TTM)
JBL$31.11B
FLEX$26.33B
J$12.03B
Gross Margin (Latest Quarter)
NTNX87.0%
FFIV82.2%
68.9%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| COHR | $30.02B | 118.9 | 3.1% | 23.9% |
| JBL | $26.84B | 38.2 | 51.1% | 17.5% |
| FLEX | $23.97B | 28.1 | 17.4% | 22.0% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-2.9%
Flat Growth
4Q Net Income CAGR
7.3%
Profitability Improving
Cash Flow Stability
75%
Volatile Cash Flow
Research & Insights
Next earnings:Feb 18, 2026
EPS:$0.96
|Revenue:-
Reports
All Years
Form 10-Q - Q3 2025
Period End: Oct 3, 2025|Filed: Nov 5, 2025|Revenue: $901.20M+2.9%|EPS: $0.47+176.5%MissForm 10-Q - Q2 2025
Period End: Jul 4, 2025|Filed: Aug 6, 2025|Revenue: $875.70M+0.6%|EPS: $0.37-93.1%MissForm 10-Q - Q1 2025
Period End: Apr 4, 2025|Filed: May 12, 2025|Revenue: $840.60M-11.8%|EPS: $0.27+17.4%MissForm 10-K - FY 2024
Period End: Jan 3, 2025|Filed: Apr 25, 2025|Revenue: $3.68B-3.0%|EPS: $6.13+386.5%BeatForm 10-Q - Q3 2024
Period End: Sep 27, 2024|Filed: Jan 16, 2025|Revenue: $875.80M-8.5%|EPS: $0.17-43.3%MissForm 10-K/A - FY 2023
Period End: Dec 29, 2023|Filed: Jan 16, 2025|Revenue: $3.80B+3.3%|EPS: $1.26-30.4%BeatForm 10-Q - Q1 2024
Period End: Mar 29, 2024|Filed: Jan 16, 2025|Revenue: $953.30M+4.1%|EPS: $0.23-55.8%MissForm 10-Q - Q2 2024
Period End: Jun 28, 2024|Filed: Jan 16, 2025|Revenue: $870.80M-12.4%|EPS: $5.37+2883.3%Beat