If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Trimble Navigation (TRMB) . This company, which is in the Zacks Manufacturing - General Industrial industry, shows potential for another earnings beat.This GPS manufacturer has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for th ...

Investors looking for stocks in the Manufacturing - General Industrial sector might want to consider either Regal Rexnord (RRX) or Trimble Navigation (TRMB) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with ...

Trimble is a global technology company that connects the physical and digital worlds, transforming the ways work gets done. With relentless innovation in precise positioning, modeling and data analytics, Trimble enables essential industries including construction, geospatial and transportation. Whether it's helping customers build and maintain infrastructure, design and construct buildings, optimize global supply chains or map the world, Trimble is at the forefront, driving productivity and progress. For mo ...

Leading John Deere dealer now providing Trimble technology to customers across multiple states throughout the central U.S.WESTMINSTER, Colo., July 22, 2025 /PRNewswire/ -- Trimble (Nasdaq: TRMB) today announced APEX Technologies, the technology division of McCoy Construction & Forestry, as the newest Trimble Technology Outlet. Headquartered in Dubuque, Iowa, APEX will now sell Trimble grade control, site positioning systems and correction services technology directly to customers using John Deere constructi ...

Group 1: Partnership and Technology Integration - KT Corporation has partnered with Trimble Inc. to enhance precise positioning services in South Korea, integrating Trimble RTX Fast with KT's telecom infrastructure [1][8] - Trimble RTX Fast provides real-time centimeter-level positioning, significantly improving safety and performance in critical applications compared to traditional GPS [2][3] - The collaboration aims to support automotive OEMs in developing Advanced Driver Assistance Systems (ADAS) and Vehicle-to-Everything (V2X) applications, ensuring ASIL-certified accuracy [3][4] Group 2: KT's Strategic Initiatives - KT is transforming into an AICT company, launching a Korean AI model with Microsoft and enhancing its media business through AI innovations, resulting in a 10.2% year-over-year increase in AI/IT revenues in Q1 2025 [5][6] - The company is focusing on B2B growth by launching KT Secure Public Cloud and targeting various sectors to accelerate AI and cloud adoption [6] - KT has streamlined its operations by selling two subsidiaries and cutting low-margin businesses to concentrate on growth areas [5][6] Group 3: Market Performance - KT's stock has increased by 21.6% over the past three months, outperforming the Zacks Wireless Non-US industry, which grew by 17.5% [7]

Core Insights - Regal Rexnord (RRX) and Trimble Navigation (TRMB) are two stocks in the Manufacturing - General Industrial sector, with RRX currently presenting a better value opportunity compared to TRMB [1] Valuation Metrics - RRX has a forward P/E ratio of 15.15, while TRMB has a significantly higher forward P/E of 27.35 [5] - The PEG ratio for RRX is 1.52, indicating a more favorable valuation relative to its expected earnings growth, compared to TRMB's PEG ratio of 2.74 [5] - RRX's P/B ratio stands at 1.54, whereas TRMB's P/B ratio is 3.49, further highlighting RRX's superior valuation metrics [6] Earnings Outlook - RRX holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to recent revisions in earnings estimates, while TRMB has a Zacks Rank of 4 (Sell) [3][4] - The solid earnings outlook for RRX, combined with its favorable valuation metrics, positions it as the superior value option in comparison to TRMB [6]

Group 1 - Trimble and KT Corporation are collaborating to provide precise positioning services across South Korea using the Trimble RTX Fast network, targeting automotive OEMs and IoT companies [1][2] - The Trimble RTX Fast network offers real-time centimeter-level positioning, enhancing safety, performance, and productivity for connected applications [2][3] - The partnership aims to extend Trimble's existing technology coverage, which already spans over seven million square miles (18 million square kilometers) globally, to support a wide range of applications [3] Group 2 - The collaboration will enable automotive manufacturers to test and develop advanced driving applications, utilizing ASIL-certified positioning solutions tailored for vehicles with ADAS and V2X capabilities [4] - KT Corporation's extensive wired and wireless network infrastructure across various terrains in Korea will facilitate the testing and validation of automotive and IoT systems [5] - Key benefits of the combined solution include seamless integration with existing IoT infrastructure, simultaneous purchase of correction services and connectivity, and access to local expertise and support [8]

Core Insights - Trimble Inc. is undergoing a restructuring focused on strategic divestitures, leverage reduction, and a transition towards a SaaS-centered business model, which is expected to support long-term margin expansion despite near-term volatility [1] Group 1: Restructuring Strategy - The company's restructuring involves divesting non-core assets to streamline operations and improve focus on its core business [1] - A significant aspect of the restructuring is the reduction of leverage, which aims to enhance financial stability and operational flexibility [1] - The gradual shift towards a subscription-based model is anticipated to create a more predictable revenue stream and improve customer retention [1] Group 2: Financial Outlook - The ongoing changes are expected to lay a solid foundation for long-term margin expansion, indicating a positive outlook for profitability in the future [1] - Near-term volatility is acknowledged, suggesting that while the restructuring may lead to long-term benefits, there could be short-term challenges [1]

Core Viewpoint - Trimble and TDK have partnered to deliver an advanced navigation solution that enhances accuracy and reliability for automotive and IoT applications, including autonomous vehicles, drones, and industrial machinery [1][2]. Group 1: Product Features - The Trimble ProPoint Go positioning engine provides high-accuracy position and orientation data using internationally accessible Trimble correction services, supporting quad-frequency GNSS signals and ASIL-C certified correction data [2][5]. - TDK's IMUs integrate a triaxial accelerometer and gyroscope in a compact six-axis motion sensor, offering superior accuracy in detecting linear acceleration and angular velocity [3][5]. - The integrated solution is adaptable for various applications, including automotive positioning, advanced driver-assistance systems (ADAS), cellular vehicle-to-everything (C-V2X), field robotics, and unmanned aerial vehicles (UAVs) [7]. Group 2: Strategic Importance - The collaboration aims to enhance automated driving capabilities with a focus on safety and efficiency, leveraging high-accuracy and precise positioning technologies [4][5]. - TDK's automotive safety IMU components are developed according to ISO 26262 standards, suitable for applications with requirements up to ASIL-D, indicating a strong commitment to safety in automotive applications [5]. Group 3: Market Position and Availability - Trimble's ProPoint Go engine and RTX correction service, along with TDK's IMUs, are available for testing through the Trimble Evaluation Kit, indicating readiness for market deployment [6]. - TDK Corporation, a leader in electronic solutions, reported total sales of USD 14.4 billion in fiscal 2025, showcasing its significant market presence [9].

Summary of Trimble's Conference Call Company Overview - **Company**: Trimble - **Industry**: Advanced Industrial Equipment - **Key Focus**: Driving efficiency in core workflows across various industries through domain-specific solutions that connect the physical and digital realms [1][4] Core Insights and Arguments - **Business Transformation**: Trimble has evolved from a hardware-centric business to a software and services model, with a goal of achieving 80% recurring revenue from software services by 2025 [10][11] - **Market Opportunity**: The total addressable market for Trimble is estimated at $70 billion, with only 25% currently penetrated, indicating significant growth potential [9] - **Annual Recurring Revenue (ARR)**: Trimble reported over $2 billion in ARR, growing at double-digit rates, with a focus on expanding gross margins [9][15] - **Connect and Scale Strategy**: This strategy aims to integrate data and workflows for customers, enhancing ROI and creating cross-sell and upsell opportunities [8][9] - **Financial Goals**: By 2027, Trimble aims to achieve $3 billion in ARR, $4 billion in revenue, and 30% EBITDA margins [13] Financial Performance - **Revenue Trends**: Reported revenue was $3.6 billion in 2021, with a significant increase in recurring revenue from $1.4 billion to $2.2 billion over the same period [14][15] - **Impact of Divestitures**: Recent divestitures, including the agriculture business and mobility business, have been strategically executed to focus on core areas [10][14] - **EBITDA Margins**: The company is experiencing expansion in EBITDA margins due to operational efficiencies and a shift towards software [15][16] Market Environment - **Current Business Climate**: Trimble is cautious about the macroeconomic environment, particularly regarding tariffs and discretionary spending in the construction sector [20][24] - **Tariff Exposure**: Direct tariff impacts are estimated at $10 million per quarter, which is manageable within the context of overall revenue [22] Segment Performance - **AECO Segment**: This segment has shown high growth, with a 19% ARR increase in Q1, driven by both upselling to existing customers and acquiring new logos [35][46] - **Field Systems Segment**: Experienced a 25% ARR growth in Q1, attributed to new product offerings and the transition from perpetual licenses to subscriptions [47][49] - **Transportation Segment**: Despite a challenging freight market, Trimble has achieved double-digit bookings growth, focusing on increasing platform penetration [53][54] Strategic Initiatives - **Digital Infrastructure**: Trimble is investing in digital infrastructure to streamline operations and enhance customer experience, including a unified contract framework [26][30] - **M&A Strategy**: The company continues to pursue smaller acquisitions to enhance capabilities and integrate new technologies into existing offerings [56][58] Additional Insights - **Customer Engagement**: Trimble is focusing on self-service solutions to reduce customer touchpoints and improve operational efficiency [30][29] - **Freemium Model**: The introduction of a free version of project management software aims to onboard new customers and demonstrate the value of Trimble's technology [39][41] - **OEM Relationships**: Trimble is expanding its distribution network to better serve customers with mixed fleets, enhancing technology adoption across various brands [50][52] This summary encapsulates the key points discussed during the conference call, highlighting Trimble's strategic direction, financial performance, and market opportunities.