TRMB

Prezzo TRIMBLE INC

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TRMB
$68,34
+$0,34(+0,50%)

*Data last updated: 2026-05-04 06:30 (UTC+8)

As of 2026-05-04 06:30, TRIMBLE INC (TRMB) is priced at $68,34, with a total market cap of $15,87B, a P/E ratio of 43,85, and a dividend yield of 0,00%. Today, the stock price fluctuated between $66,76 and $68,84. The current price is 2,36% above the day's low and 0,72% below the day's high, with a trading volume of 2,02M. Over the past 52 weeks, TRMB has traded between $63,47 to $70,80, and the current price is -3,47% away from the 52-week high.

TRMB Key Stats

Yesterday's Close$67,32
Market Cap$15,87B
Volume2,02M
P/E Ratio43,85
Dividend Yield (TTM)0,00%
Diluted EPS (TTM)1,78
Net Income (FY)$424,00M
Revenue (FY)$3,58B
Earnings Date2026-05-06
EPS Estimate0,72
Revenue Estimate$905,59M
Shares Outstanding235,88M
Beta (1Y)1.536

About TRMB

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 route selection and design; 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 Sunnyvale, California.
SectorTechnology
IndustryHardware, Equipment & Parts
CEORobert G. Painter
HeadquartersWestminster,CO,US
Official Websitehttps://www.trimble.com
Employees (FY)11,50K
Average Revenue (1Y)$311,93K
Net Income per Employee$36,86K

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TRIMBLE INC (TRMB) is currently trading at $68,34, with a 24h change of +0,50%. The 52-week trading range is $63,47–$70,80.

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Hot Posts su TRIMBLE INC (TRMB)

TechubNews

TechubNews

04-29 05:20
天宝导航公司($TRMB)正在进一步具体化其人工智能(AI)战略。继推出将Anthropic的'Claude'连接至SketchUp的新工具后,该公司又收购了专注于自动化建筑合同与法规审查的AI企业Document Crunch。此举被视为旨在扩大涵盖从设计到文档管理、风险检查的'现场型AI'生态系统。 公司近期发布了'SketchUp Connector',该工具仅凭文本、语音、图像和平面图即可创建并修改3D模型。此功能在基于云的SketchUp会话中运行,并设计为可在对话框内追踪版本历史,并下载为.skp文件。基础提供范围为最多30个已保存的SketchUp模型。 该功能是去年11月'Trimble Dimensions'活动上公布的'Agentic AI'战略的延伸。当时,天宝公布了开放型AI代理平台和'Trimble Agent Studio'的试点计划,并提出了专用于工程和建筑工作流程的AI自动化蓝图。该公司还介绍了仅凭描述即可创建3D对象或将语音备忘录转换为文档的功能。 收购Document Crunch强化建筑AI产品组合 天宝还另行签署了收购Document Crunch的协议。收购金额未公开,交易预计将于2026年第二季度完成。收购完成后,该业务将并入天宝的AECO部门。 Document Crunch是一家在基于AI的文档分析、风险管理和合规自动化方面具有优势的企业。据公司方面称,该技术已应用于超过1万个项目,致力于减少付款纠纷、通知义务遗漏和合同合规错误。此外,公司还将推动其与天宝的ProjectSight等现有建筑软件的集成。 此举意义远超简单的功能添加。建筑行业的合同和法规文件复杂,微小的解释差异也可能导致成本增加或纠纷。天宝正超越将生成式AI附加到设计工具的层面,将AI的应用范围扩展到与实际盈利能力和运营效率直接相关的文档领域。 业绩呈现防御性走势…ARR创历史新高 AI投资扩大的背景是相对稳定的业绩表现。天宝2025年第四季度营收为9.698亿美元。虽然同比下降1%,但按有机基础计算增长了4%。按韩元换算,约为1.433万亿韩元规模。同期,年度经常性收入(ARR)达到23.9亿美元,创历史新高,同比增长6%,按有机基础计算增长14%。 第四季度GAAP营业利润为2.162亿美元,营业利润率为22.3%。非GAAP营业利润为3.131亿美元,利润率为32.3%。公司表示,第四季度业绩在创纪录的利润率支持下超出了内部预期。 按年度计算,2025财年营收为35.873亿美元,同比下降3%,但按有机基础计算增长了6%。天宝在2025年第四季度回购了约190万股,价值1.481亿美元的自有股份;全年回购了约1220万股,价值8.754亿美元。按韩元计算,年度股份回购规模约为1.294万亿韩元。 批准高达10亿美元股份回购…并行股东回报 天宝董事会还新批准了高达10亿美元的普通股股份回购计划。按韩元计算,约为1.4776万亿韩元水平。此次批准取代了原有的10亿美元上限,截至2025年第三季度末剩余的2.73亿美元回购额度将被取消。 新计划没有到期期限。可采用加速股份回购、公开市场购买、协议购买、大宗交易、要约收购等多种方式,公司可酌情随时暂停、修改或终止。这被解读为公司在增长投资与股东回报之间寻求平衡的信号。 业绩发布时间确定…5月6日举行2026年第一季度电话会议 天宝宣布,2026年第一季度财报电话会议将于5月6日星期三美国东部时间上午8点举行。网络直播将在另行通知的页面进行直播,分析师可在预先注册后通过电子邮件获取电话接入信息。 此前,公司在2025年第三季度也录得营收9.012亿美元,ARR为23.1亿美元,并上调了年度指引。当时非GAAP每股收益为0.81美元。此外,公司还并行推进品牌扩张战略,包括与利物浦足球俱乐部签订多年全球赞助协议以及基于SketchUp的设施设计协作等。 天宝近期的举措可概括为,致力于将AI从'展示型功能'融入设计、文档、资产管理及现场运营的整体流程中。市场关注的焦点并非华丽的技术演示,而是这些AI功能能否切实带来经常性收入增长和利润率改善。迄今为止的数据在一定程度上支持了这种可能性。 TP AI 注意事项 本文使用基于 TokenPost.ai 的语言模型进行总结。正文的主要内容可能被遗漏或与事实不符。
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SelfRugger

SelfRugger

04-12 18:03
The 5 Most Interesting Analyst Questions From Trimble’s Q4 Earnings Call ======================================================================== The 5 Most Interesting Analyst Questions From Trimble’s Q4 Earnings Call Jabin Bastian Tue, February 17, 2026 at 2:34 PM GMT+9 4 min read In this article: TRMB +0.59% Trimble’s fourth quarter results reflected a mixed environment, with the company surpassing Wall Street’s expectations for both revenue and non-GAAP earnings per share despite a modest year-on-year decline in overall sales. Management pointed to the strength of recurring revenue streams—now representing nearly two-thirds of its business—as a key driver, particularly in the AECO (architecture, engineering, construction, and operations) and Field Systems segments. CEO Robert Painter highlighted the company’s “compounding returns” from its Connect & Scale platform strategy, emphasizing the expansion of software and services as well as growing adoption of AI-powered tools that automate customer workflows and unlock efficiencies across construction and logistics. Is now the time to buy TRMB? Find out in our full research report (it’s free). ### Trimble (TRMB) Q4 CY2025 Highlights: * **Revenue:** $969.8 million vs analyst estimates of $947.8 million (1.4% year-on-year decline, 2.3% beat) * **Adjusted EPS:** $1 vs analyst estimates of $0.96 (4.1% beat) * **Adjusted EBITDA:** $325 million vs analyst estimates of $309.5 million (33.5% margin, 5% beat) * **Revenue Guidance for Q1 CY2026** is $905.5 million at the midpoint, above analyst estimates of $896.4 million * **Adjusted EPS guidance for the upcoming financial year 2026** is $3.52 at the midpoint, beating analyst estimates by 1.8% * **Operating Margin:** 22.3%, up from 17.6% in the same quarter last year * **Annual Recurring Revenue:** $2.39 billion vs analyst estimates of $2.40 billion (6% year-on-year growth, in line) * **Organic Revenue** rose 4% year on year (beat) * **Market Capitalization:** $15.8 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. ### Our Top 5 Analyst Questions From Trimble’s Q4 Earnings Call * **Jason Celino (KeyBanc Capital Markets)** asked about the sustainability of Field Systems ARR growth and whether slower growth was expected in 2026 due to tough comparisons or model transitions. CEO Robert Painter explained that while a natural deceleration is anticipated from earlier conversions, underlying strength remains and more than half of Field Systems revenue now comes from software and services. * **Joshua Tilton (Wolfe Research)** pressed on the assumptions behind 2026 guidance, specifically macroeconomic impacts and sector trends. Painter replied that guidance assumes a stable macro environment, with continued strength in data center and infrastructure construction but muted expectations for U.S. federal transportation spending. * **Kristen Owen (Oppenheimer)** inquired about the algorithm for ARR growth and the roles of price, cross-sell, and upsell. Painter clarified that net retention is primarily driven by cross-sell and upsell into the existing base, with pricing increases contributing at a low single-digit rate. * **Jonathan Ho (William Blair)** questioned the convergence of ARR and revenue growth rates as the mix shifts to recurring revenue. Painter said AECO and Transportation have largely converged, while Field Systems will take longer due to ongoing software and hardware conversions. * **Guy Hardwick (Barclays)** asked for specifics on AI’s contribution to ARR and operational efficiency. Painter noted that over $100 million in revenue is now associated with AI-powered features, with internal AI use driving measurable improvements in engineering and support productivity. Story continues ### Catalysts in Upcoming Quarters In the upcoming quarters, the StockStory team will be monitoring (1) the pace and breadth of agentic AI feature releases and subsequent customer adoption, (2) the success of international expansion and further cross-sell activity within the TC1 platform, and (3) ongoing improvements in operating margins as recurring revenue increases. Additional attention will be given to how rapidly Trimble’s consumption-based monetization models scale and the company’s ability to maintain growth in a mixed macroeconomic environment. Trimble currently trades at $66.40, in line with $66.93 just before the earnings. At this price, is it a buy or sell? See for yourself in our full research report (it’s free for active Edge members). ### Our Favorite Stocks Right Now The market’s up big this year - but there’s a catch. Just 4 stocks account for half the S&P 500’s entire gain. That kind of concentration makes investors nervous, and for good reason. While everyone piles into the same crowded names, smart investors are hunting quality where no one’s looking - and paying a fraction of the price. Check out the high-quality names we’ve flagged in our Top 9 Market-Beating Stocks. This is a curated list of our _High Quality_ stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025). Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today. 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