Revenue segments as reported by the company.

Product

Service

Subscription

Subscription and services

Revenue Segments

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

Gross Margin

Operating Margin

Profit Margin

Margins

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

Research and development

Sales and marketing

General and administrative

Restructuring charges

Amortization of purchased intangible assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Trimble and Washington State University Establish Trimble Technology Lab at the Voiland College of Engineering and Architecture

Trimble (TRMB) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Trimble (TRMB) is Poised to Beat Earnings Estimates Again

SUNNYVALE, Calif., Oct. 20, 2021 /PRNewswire/ -- Trimble (NASDAQ: TRMB) will hold a conference call on Wednesday, November 3, 2021 at 2 p.m.

Trimble Third Quarter 2021 Earnings Call and Web Cast

SUNNYVALE, Calif., Oct. 19 2021 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced today the release of the Trimble® X7 3D laser scanner and Trimble FieldLink software fully integrated with Boston Dynamics' Spot® robot.

Trimble Releases Turnkey Autonomous Robotic Scanning Solution

Trimble (TRMB) unveils a connected model-based estimating workflow to help contractors gain more project insight and visibility, and attain better collaboration & enhancement in project execution.

Trimble (TRMB) Estimating Workflow Aids Construction Solution

Autodesk

Bentley Systems

Oracle

Procore Technologies

Businesses across the construction industry area slowly digitizing. Here are seven tech stocks to buy that are getting the job done.

7 Tech Stocks Coming to the Rescue of the Construction Industry

Trimble (TRMB) collaborates with One Click LCA to help users in measuring carbon emissions at different phases of construction projects.

Trimble (TRMB) Partners With One Click LCA, Boosts Portfolio

SUNNYVALE, Calif., Oct. 14, 2021 /PRNewswire/ -- Trimble (NASDAQ: TRMB) introduced today its model-based estimating workflow, which seamlessly connects the Building Information Model (BIM) to the estimate for mechanical piping and electrical contractors.

Trimble Introduces Connected Model-Based Estimating Workflow for Mechanical Piping and Electrical Contractors

SUNNYVALE, Calif., Oct. 13, 2021 /PRNewswire/ -- Trimble (NASDAQ: TRMB) today announced that its eDriver Logs® electronic logging device (ELD) software has been certified to comply with the technical requirements of the Canadian ELD mandate.

Trimble's eDriver Logs Certified as Compliant Solution for Canada's Electronic Logging Device Mandate

SUNNYVALE, Calif. and HELSINKI, Oct. 8, 2021 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced today that it has entered into a collaboration with One Click LCA that enables users of Trimble's Tekla Building Information Modeling (BIM) software to calculate carbon emissions at different phases of a project, helping to move the needle toward a net zero future for construction.

Trimble and One Click LCA Collaborate to Provide Embodied Carbon Calculations for Different Phases of Construction Projects

Trimble (TRMB) has been struggling lately, but the selling pressure may be coming to an end soon.

Trimble (TRMB) Sees Hammer Chart Pattern: Time to Buy?

Trimble (TRMB) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Down 14.2% in 4 Weeks, Here's Why You Should You Buy the Dip in Trimble (TRMB)

SUNNYVALE, Calif., Oct. 5, 2021 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced today that registration is open for the Trimble Dimensions+ User Conference being held November 7-9, 2022 at the The Venetian Resort, Convention and Expo Center in Las Vegas, Nevada.

Registration Now Open for Trimble Dimensions+ 2022 User Conference

Lattice Semiconductor

Zebra Technologies

When screening the market for value opportunities, investors may want to consider the following stocks, as they represent companies with high profitability and robust financial conditions. These qualities are represented by GuruFocus profitability and financial strength ratings of at least 6 out of 10.

A Trio of Highly Profitable Businesses With Solid Financial Conditions

SUNNYVALE, Calif., Sept. 29, 2021 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced that Toronto Water has selected the Trimble® Unity™ software platform to support its vision to improve operational efficiency across the entire organization.

City of Toronto Selects Trimble Unity for Water Infrastructure Management

Morgan Stanley analyst Meta Marshall downgraded Trimble Inc (NASDAQ:TRMB) to Underweight from Equal Weight with a price target of $74, down from $80, implying a 17.6% downside. Marshall believes the stock's year-to-date multiple expansion necessitates a greater level of earnings upside than would likely be achievable as the company laps tougher comps heading into FY22.

This Analyst Sees 17% Downside In Trimble - Read Why

Trimble (TRMB) enhances the performance of the Catalyst service by introducing the Trimble DA2 GNSS receiver.

Trimble (TRMB) DA2 GNSS Receiver Boosts Geospatial Solutions

SUNNYVALE, Calif., Sept. 21, 2021 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced today that Jennifer Lin has been appointed chief platform officer and Dr. Poppy Crum chief technology officer.

Trimble Announces Chief Platform and Chief Technology Officers

SUNNYVALE, Calif., Sept. 21, 2021 /PRNewswire/ -- Trimble (NASDAQ: TRMB) launched today the Trimble® DA2 GNSS receiver for the Trimble Catalyst™ positioning service.

New Trimble DA2 Receiver Boosts Performance of Trimble Catalyst GNSS Positioning Service

Procter & Gamble

Trimble (TRMB) collaborates with Procter & Gamble to use the latter's supply chain expertise for improving the procurement process for shippers and carriers through technological advancements.

Trimble (TRMB) Partners With Procter & Gamble to Boost Portfolio

Trimble Inc (NASDAQ: TRMB) entered a new strategic relationship with Procter & Gamble Co (NYSE: PG) to enhance how shippers and carriers partner during the transportation procurement process.  The partnership will transform an agile transportation procurement collaboration platform from Trimble to complement its existing supply chain-focused solutions.

Trimble Partners With Procter & Gamble To Improve Transportation Procurement

Trimble Transportation is collaborating with Procter & Gamble (P&G) to improve the transportation procurement process between shippers and carriers, according to a press release on Wednesday (Sept. 15). By working together, the two companies are looking to develop a transportation procurement platform that will add to Trimble's supply chain tools.

Trimble Partners With P&G to Revamp Transportation Sourcing

SUNNYVALE, Calif., Sept. 15, 2021 /PRNewswire/ -- Trimble (NASDAQ: TRMB) today announced a new strategic relationship with Procter & Gamble to enhance how shippers and carriers partner during the transportation procurement process.

Trimble and Procter & Gamble to Collaborate in Transforming Transportation Procurement

SUNNYVALE, Calif., Sept. 15, 2021 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced today the beta launch of SketchUp for iPad, a new product that enables interior designers, architects, engineers and construction professionals to create, edit and collaborate on SketchUp models from anywhere, at any time.

Trimble Announces Beta Launch of SketchUp for iPad

PORTLAND, Ore., Sept. 14, 2021 /PRNewswire/ -- Today at the Collaborate Conference, Trimble (NASDAQ: TRMB) introduced Trimble Construction One™, a connected, cloud-based construction management platform that drives speed, efficiency and accuracy at each phase of the construction project lifecycle.

News for Trimble Stock (TRMB)