Westminster, Colorado-based Trimble Inc. (TRMB) is an original equipment manufacturer of positioning, surveying, and machine control products. Valued at $19.1 billion by a market cap, Trimble amalgamates physical and digital worlds through hardware, software, and services across agriculture, construction, geospatial, and transportation industries. Companies worth $10 billion or more are generally described as "large-cap stocks." Trimble fits right into that category, with its market cap exceeding this th ...

Core Viewpoint - Trimble Inc. is transitioning from a hardware provider to a higher margin industrial software compounder, which is expected to enhance its market position and profitability [1]. Company Summary - The company is focusing on increasing its margins by shifting its business model towards industrial software solutions [1]. - This strategic transition is anticipated to provide better growth opportunities and financial performance in the long term [1]. Market Context - The market is viewed positively regarding Trimble's shift, indicating potential investor confidence in the company's new direction [1].

Core Viewpoint - Trimble Inc. has announced a new share repurchase authorization of up to $1.0 billion, reflecting its commitment to optimizing capital allocation and returning value to shareholders [1][2][3]. Group 1: Share Repurchase Program - The new share repurchase program replaces the previous $1.0 billion authorization, with approximately $273 million remaining unused at the end of Q3 FY25 [1]. - The repurchases may be conducted through various methods, including open-market transactions and block trades, with no expiration date on the new authorization [2]. Group 2: Financial Performance - In Q3 FY25, Trimble reported $957 million in revenue, an 8% increase year-over-year, with adjusted EPS of $0.67 and $167 million in free cash flow [3]. - Management emphasized strong recurring revenue momentum and an increased software mix, which supports the company's long-term strategy [3]. Group 3: Company Overview - Trimble Inc. provides technology solutions for industries such as construction, agriculture, transportation, and logistics, focusing on positioning, modeling, connectivity, and data analytics [4].

A month has gone by since the last earnings report for Trimble Navigation (TRMB) . Shares have added about 4.4% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Trimble due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Trimble Inc. before we dive into how investors and analysts have reacted as of ...

Core Points - Trimble's Board of Directors has authorized a share repurchase program of up to $1.0 billion, replacing the previous authorization of the same amount, which had $273 million remaining as of Q3 2025 [1] - The new stock repurchase program does not have an expiration date and allows for various methods of repurchase, including accelerated share repurchase programs and open market transactions [2] - Trimble is a global technology company that integrates physical and digital worlds, focusing on industries such as construction, geospatial, and transportation [3]

Investors interested in Industrial Products stocks should always be looking to find the best-performing companies in the group. Has Trimble Navigation (TRMB) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Industrial Products sector should help us answer this question.Trimble Navigation is a member of our Industrial Products group, which includes 187 different companies and currently sits at #11 in the Zacks Sector Rank. The Zacks ...

Key Takeaways The article spotlights AVAV, COHR and TRMB as drone-technology leaders poised to enhance portfolios in 2026.AeroVironment projects over 100% revenue growth and 10.4% earnings growth for the year ending April 2026.Trimble benefits from rising recurring revenue, broader digital adoption and improved earnings estimates. A drone, also called unmanned aerial vehicle (UAV), is a broad term that refers to an aircraft that operates autonomously or by remote control with no pilot on board. The technolo ...

Core Insights - Trimble is a highly cash-generative company with mid-teens growth in key metrics and ongoing margin expansion, trading at attractive valuation multiples, making it a strong growth-at-a-reasonable-price (GARP) stock for investors [1] Growth Prospects - The company originated in hardware and precision technology, serving sectors like construction, geospatial, agriculture, and transportation, but is now focused on integrating software with its products to enhance customer workflows [2] - The shift towards a software- and services-based model is driving profit margins higher and resulting in consistent mid-teens annualized recurring revenue (ARR) growth [3] Importance of ARR - Currently, 65% of Trimble's revenue is recurring, with 80% coming from software and services, allowing mid-teens ARR growth to translate into free cash flow (FCF) due to the ease of collecting recurring subscriptions [4] Future Growth Expectations - Management anticipates 13% to 15% organic adjusted ARR growth in 2025, bolstered by the integration of artificial intelligence (AI) into its analytical capabilities [5] Financial Projections - Wall Street projects Trimble's FCF to grow at a 26.6% annual rate from 2024 to 2027, leading to a valuation of 17.6 times FCF in 2027, with plans to return a third of FCF to investors through buybacks [6] Profit Margins and Valuation - Profit margins are expanding due to the transition to higher-margin software and services revenue, indicating that the stock is undervalued relative to its strong long-term growth outlook [8]

Group 1 - The article emphasizes that investors do not need to pay high premiums to invest in stocks with AI exposure, highlighting three technology stocks that are currently trading at attractive valuations while benefiting from AI integration [1] - PTC's software plays a crucial role in the digital transformation of the industrial sector, enabling manufacturers to integrate digital processes for continuous system analysis and actionable insights [2] - PTC's software allows manufacturers to continuously monitor and improve processes through digital analysis, enhancing the quality of insights as AI technologies like deep learning and machine learning advance [3] Group 2 - PTC has been growing its recurring revenue at high single-digit percentage rates and free cash flow at mid-teens percentage rates, trading at less than 21 times its expected 2026 free cash flow, making it an attractive value stock for growth investors [4] - Trimble is also integrating AI into its solutions, which connect the digital and physical worlds, providing value to customers in construction, geospatial, and transportation sectors through precise positioning and data analysis [5] - Trimble's solutions allow for real-time tracking of structural elements in construction projects and logistics fleets, presenting opportunities for enhanced AI analytics [6] - The CEO of Trimble noted the company's long-standing work with AI, emphasizing the connection between physical and digital solutions [7]

Core Insights - Trimble launched new AI-powered products and integrations at the 2025 Insight Tech Conference to enhance automation and connectivity in the transportation and logistics sector [1] - The conference featured around 700 attendees and over 200 information sessions and product demonstrations [1] Company Strategy - CEO Rob Painter and SVP Michael Kornhauser emphasized a strategy focused on linking data, people, and workflows through a unified, intelligent ecosystem [2] - The vision is to create a connected ecosystem that transforms industry trajectories and delivers confidence to customers [2] Product Launch - The highlight of the conference was the introduction of Trimble TMS, a cloud-native, modular transportation management system designed for the AI age [4] - Trimble TMS is positioned as a cornerstone for a connected future, built specifically for the complex operations of enterprise transportation companies [4] - The system is intentionally configurable rather than customizable, aiming to mitigate risks associated with bespoke software [5] System Features - The new TMS incorporates AI across seven modules, automating order-to-cash functions and providing predictive insights, including seven-day network load forecasting [6] - It can be deployed as an end-to-end platform or integrated into existing Trimble TMS products [6]