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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.

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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 Q4 2021

Earnings data Q1 2022

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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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Beyond analysts' top -and-bottom-line estimates for Trimble (TRMB), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2023.

Unlocking Q4 Potential of Trimble (TRMB): Exploring Wall Street Estimates for Key Metrics

Trimble (TRMB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Trimble Navigation (TRMB) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release

Trimble stock appears to have bottomed after a 30-month downtrend, yet the company should benefit from a continuing solid macroeconomic environment. Trimble is a hardware/software provider in various sectors, including surveying, construction, agriculture, and mapping. ARR is rising, and margins are expanding. Trimble is scheduled to report Q4 results on February 12th. I will review what to expect and TRMB's prospects going forward.

Trimble: Growth At A Very Reasonable Price

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.

Will Trimble (TRMB) Beat Estimates Again in Its Next Earnings Report?

WESTMINSTER, Colo. , Jan. 30, 2024 /PRNewswire/ -- Trimble (NASDAQ: TRMB) will hold a conference call on Monday, February 12, 2024 at 8 a.m.

Trimble Fourth Quarter and Full Year 2023 Earnings Call and Webcast

The industrial technology company will add two directors and expand its share buyback shortly after activist investor Jana Partners disclosed its stake.

Trimble to buy back $800 million shares, expand board following Jana investment

Kara Sprague and Ron Nersesian elected as new independent directors $800 million share repurchase authorized WESTMINSTER, Colo. , Jan. 30, 2024 /PRNewswire/ -- Trimble Inc. (NASDAQ: TRMB) announced today the appointment of Kara Sprague and Ron Nersesian to its Board of Directors, effective February 5, 2024.

Trimble Announces Board Additions and Capital Allocation Update

Cognex

Workflow specialist Trimble is becoming an increasingly important part of its customers' daily operations. Leading machine vision company Cognex has a history of explosive growth.

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Exposure to residential construction and transportation means Trimble is currently facing challenging growth conditions. Its underlying growth remains excellent as it transitions to generating more earnings and cash flow from software and recurring revenue sources.

Why Shares in Trimble Soared in December

Through a data-first approach, Trimble offers a carbon marketplace to bridge the gap between farmers, agronomists and businesses to track and leverage sustainable farming practices WESTMINSTER, Colo. , Jan. 4, 2024 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced today the Connected Climate Exchange, a carbon marketplace to connect and aggregate verified data across the agriculture supply chain to enable a more sustainable future.

Trimble Announces Connected Climate Exchange, Links Farmers to Companies Looking to Meet Sustainability Commitments

WESTMINSTER, Colo. , Jan. 3, 2024 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced today that it has completed the sale of select remote water monitoring hardware and software, inclusive of the Telog brand of RTUs (remote telemetry units), and Trimble Unity Remote Monitoring software to Badger Meter, Inc. The divestiture is in line with Trimble's strategy to focus on areas core to its long-term growth and strategic product roadmap.

Trimble Divests Water Monitoring Assets to Badger Meter, Inc.

Badger Meter

MILWAUKEE--(BUSINESS WIRE)--Badger Meter, Inc. (NYSE: BMI) today announced that it has acquired select remote water monitoring hardware and software from Trimble (NASDAQ:TRMB), inclusive of the Telog brand of RTUs (remote telemetry units) and Trimble Unity Remote Monitoring software. The acquisition provides real-time monitoring hardware and software targeted at distributed data collection for applications in water, wastewater, stormwater and environmental water monitoring. Kenneth C. Bockhorst.

Badger Meter Builds on Smart Water Offerings With Network Monitoring Acquisition

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Trimble is a balanced business. It has done an excellent job growing its recurring revenue streams.

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Trimble stock (NASDAQ NDAQ : TRMB), a company that specializes in software for navigation, guidance, and control of equipment for various industries, including construction and agriculture, trades at $52 per share, about 36% below the level seen in March 2021. TRMB stock was trading at around $58 in early June 2022, just before the Fed started increasing rates, and is now 11% below that level, compared to 25% gains for the S&P 500 during this period.

Will Trimble Stock Rebound To Its Pre-Inflation Shock Highs Of $95?

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Jana sees big upside in this unusual technology play serving industries like construction

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Trimble's (TRMB) BX992 GNSS and CenterPoint RTX integration empower farmers with precise autonomy, maximizing productivity and efficiency in agriculture.

Trimble (TRMB) Advances Agri-Tech Footprint With Sabanto Deal

Trimble's Dual Antenna GNSS receiver and real-time positioning service will provide centimeter-level accuracy for farmers utilizing autonomous equipment WESTMINSTER, Colo. , Dec. 7, 2023 /PRNewswire/ -- Trimble (NASDAQ: TRMB) and Sabanto have announced the integration of Trimble BX992 Dual Antenna GNSS receivers with Trimble CenterPoint® RTX into Sabanto's autonomy solutions.

Trimble to Provide Advanced Positioning Systems to Sabanto for Enhanced Autonomous Tractor Performance

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

Trimble (TRMB) Up 10.9% Since Last Earnings Report: Can It Continue?

Trimble (TRMB) is expanding in India's UAV sector, partnering with IIT Kanpur to provide advanced georeferencing technology, training, and support.

Trimble (TRMB) Boosts UAV Innovation With New Partnership

Students in India to learn with the latest, cutting edge UAV mapping technology WESTMINSTER, Colo., Nov. 29, 2023 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced today a collaboration with the Indian Institute of Technology in Kanpur (IIT Kanpur) to support a new program in uncrewed aerial vehicles (UAV) to be offered by the Department of Aerospace Engineering.

Trimble Contributes Inertial Navigation Solutions to the Indian Institute of Technology in Kanpur Supporting the Country's Commitment to Becoming a Leader in the UAV Industry

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News for Trimble Stock (TRMB)