Trimble Inc. (TRMB)
Information Technology · Enterprise Software & Connected Platforms
Trimble connects office professionals and field workers across construction, geospatial, utilities, and transportation through AI-powered cloud platforms and integrated software-hardware solutions.
What Trimble Inc. does
Trimble is a technology solutions and platform provider serving industries that build, maintain, and move the world—including construction, civil infrastructure, geospatial, utilities, transportation, and logistics. The company develops and markets software, cloud services, hardware, and integrated platform solutions that connect workflows across design, build, operations, and supply chain phases. Its strategy centers on two open industry cloud platforms (one for construction, one for transportation/logistics) with common data environments, AI capabilities, and SaaS subscriptions that together enable real-time collaboration and data-driven decision-making across mixed stakeholder environments.
Themes: ["Cloud platforms & digital transformation","AI and machine learning integration","Construction technology (ConTech)","Transportation & logistics optimization","Subscription and SaaS business models","Infrastructure and utilities digitalization","Geospatial technology","Connected workflows and collaboration","Sustainability and efficiency","Real-time data analytics"]
Fundamentals
- Price$52.71 as of 2026-07-09 close
- Market cap$12.3B as of 2026-07-10
- 1-year return-33.8% as of 2026-07-09 close
- P/E23.47 as of 2026-07-10
- Net margin+13.8% as of 2026-07-10
- Gross margin+70.5% as of 2026-07-10
- ROE+9.1% as of 2026-07-10
- Debt / equity0.25 as of 2026-07-10
- Revenue growth (YoY)+5.7% as of 2026-07-10
- Revenue CAGR (3y)-0.6% SEC XBRL
- Beta1.37 as of 2026-07-10
Key risks (from latest filing)
["Significant intangible asset base ($5.2 billion goodwill, $872 million purchased intangibles as of Q1 2026) creates material impairment risk if acquisition synergies fail to materialize or market conditions deteriorate","High operating leverage in subscription-based model means revenue declines or customer churn could significantly impact profitability and cash flow","Dependence on construction and transportation end-markets exposes the company to cyclical downturns in these capital-intensive industries and discretionary spending cuts"]
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.