Core Insights - Trimble Inc. reported strong financial results for Q3 2025, achieving a record annualized recurring revenue of $2.31 billion, exceeding both revenue and earnings expectations [2][9] - The company raised its full-year 2025 guidance, reflecting effective execution of its Connect & Scale strategy, which is driving competitive differentiation and growth [2][3] Financial Performance - Q3 2025 revenue reached $901.2 million, representing a 3% increase year-over-year and a 10% increase on an organic basis [9] - Annualized recurring revenue (ARR) grew by 6% year-over-year to $2.31 billion, with a 14% organic growth [9] - GAAP operating income was $150.5 million, accounting for 16.7% of revenue, while non-GAAP operating income was $254.2 million, or 28.2% of revenue [9] - GAAP net income for Q3 was $111.5 million, with diluted earnings per share (EPS) of $0.46; non-GAAP net income was $194.7 million, with non-GAAP diluted EPS of $0.81 [9] Forward-Looking Guidance - For the full year 2025, Trimble expects revenue between $3,545 million and $3,585 million, with GAAP EPS projected at $1.69 to $1.77 and non-GAAP EPS at $3.04 to $3.12 [3][4] - The fourth quarter of 2025 is anticipated to generate revenue between $927 million and $967 million, with GAAP EPS of $0.59 to $0.67 and non-GAAP EPS of $0.91 to $0.99 [4] Strategic Context - The full-year guidance incorporates the impact of the Mobility divestiture, which was completed on February 8, 2025 [5] - Trimble's strategy focuses on connecting the physical and digital worlds, enhancing productivity across essential industries such as construction, geospatial, and transportation [7]

Industry Overview - Robotics companies are leading innovation, enhancing efficiency and productivity in sectors like manufacturing, healthcare, and logistics, with the global robotics market expected to experience significant growth driven by technological advancements and increasing automation demand [1][2] - The integration of hardware, software, and AI in robotics allows for the development of intelligent machines capable of performing complex tasks autonomously or semi-autonomously [2] Investment Potential - The high growth potential in the robotics sector promises substantial returns for investors, while also addressing labor shortages and improving task precision, which can lead to reduced operational costs and enhanced quality [2] - Despite the promising landscape, the investment environment is fraught with risks, including high R&D costs, regulatory challenges, market volatility, and societal impacts of automation [3] Recommended Stocks - Five robotics stocks are recommended for investment in the last two months of 2025: UiPath Inc. (PATH), Emerson Electric Co. (EMR), Trimble Inc. (TRMB), Omnicell Inc. (OMCL), and Lincoln Electric Holdings Inc. (LECO), all carrying a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [4][7] Company Highlights - **UiPath Inc. (PATH)**: Expected revenue growth of 10.1% and earnings growth of 22.6% for the current year, with an 18.1% improvement in earnings estimates over the past 60 days [9] - **Emerson Electric Co. (EMR)**: Anticipates revenue growth of 4.9% and earnings growth of 8.4% for the current year, with a slight 0.2% increase in earnings estimates over the last 60 days [11] - **Trimble Inc. (TRMB)**: Expected revenue decline of 4.4% but earnings growth of 4.9% for the current year, with a 3.1% improvement in earnings estimates over the last 60 days [13] - **Omnicell Inc. (OMCL)**: Projected revenue growth of 0.1% and earnings growth of 8.2% for the current year, with a 4.7% increase in earnings estimates over the last seven days [15] - **Lincoln Electric Holdings Inc. (LECO)**: Expected revenue growth of 5.2% and earnings growth of 4.5% for the current year, with a 0.6% improvement in earnings estimates over the last 30 days [18]

Accessibility StatementSkip Navigation Collaboration Focused on Innovation, Designing the Future LFC Academy and Creating a Lasting Impact WESTMINSTER, Colo., Oct. 31, 2025 /PRNewswire/ --Â Trimble (Nasdaq: TRMB) today announced a new multi-year global sponsorship with Liverpool Football Club (LFC), marking a significant expansion of Trimble's global sports marketing strategy. This collaboration is driven by shared values of precision, innovation and a commitment to transforming how work gets done — both on ...

Core Insights - Trimble Inc. (TRMB) is a leading industrial technology company valued at $19 billion, providing integrated technology solutions for professionals and field mobile workers globally [1] - The company is expected to announce its fiscal third-quarter earnings for 2025 soon, with analysts predicting a profit of $0.58 per share, unchanged from the previous year [2] Financial Performance - For the full fiscal year, analysts forecast TRMB's EPS to be $2.44, reflecting a 10.4% increase from $2.21 in fiscal 2024, and an expected rise to $2.76 in fiscal 2026, representing a 13.1% year-over-year growth [3] - In Q2, TRMB reported an adjusted EPS of $0.71, surpassing Wall Street's expectation of $0.63, with revenue of $875.7 million exceeding forecasts of $837 million [6] Stock Performance - TRMB's stock has outperformed the S&P 500 Index, gaining 31.1% over the past 52 weeks compared to the index's 15.1% increase, and also outperformed the Technology Select Sector SPDR Fund's 24.3% rise [4] - Analysts maintain a bullish consensus on TRMB stock, with a "Strong Buy" rating from nine out of 13 analysts, and an average price target of $96.89, indicating a potential upside of 21.6% [7] Market Drivers - The strong performance of TRMB is attributed to robust demand for its integrated solutions, successful product bundling, and increasing adoption of AI tools, which have boosted investor optimism [5]

Overview of the AI in Construction Market - The AI in construction market is projected to grow from USD 11.1 billion in 2025 to USD 24.3 billion by 2030, with a compound annual growth rate (CAGR) of 16.9% driven by investments in digital infrastructure, labor shortages, and stricter safety regulations [1][2] - The adoption of AI technologies is increasing among contractors, who utilize predictive analytics, cloud-based platforms, and autonomous equipment to enhance resource management, reduce overruns, and ensure safety compliance [1][2] Key Trends in AI In Construction Market - **Predictive Analytics for Cost and Schedule Optimization**: Predictive analytics tools allow contractors to simulate various scenarios using real-time data, helping to anticipate delays and cost overruns, thus reducing labor costs and project delays [3] - **Construction-Site Safety Enhancement**: AI-powered safety solutions utilize computer vision and sensors to monitor compliance and detect equipment issues, significantly reducing incident rates and insurance claims [4] - **Automation and Robotics Adoption**: Labor shortages are prompting the use of robotics for tasks like bricklaying and rebar tying, which improves accuracy and reduces manual labor hours [5][6] - **Sustainability and Cloud-Based Deployments**: AI solutions assist firms in meeting environmental standards by optimizing energy use and monitoring emissions, while cloud-based platforms facilitate real-time collaboration and data centralization [7] Market Segmentation in AI In Construction Industry - The market is segmented by components (solutions and services), applications (planning, safety, autonomous equipment, etc.), deployment (cloud, on-premises, hybrid), project lifecycle phases, end-users, and project types [10] Key Players in AI In Construction Market - Major companies include Autodesk, Smartvid.io, Doxel, Trimble, and Bentley Systems, each offering various AI-driven solutions for project planning, safety management, and efficiency tracking [9][12] Conclusion - The AI in construction market presents substantial growth opportunities, with a focus on efficiency, safety, and sustainability driving adoption across various regions, particularly in North America and Asia Pacific [11]

Company Overview - Manhattan Associates is a global leader in industrial technology, focusing on supply chain and omnichannel commerce, providing software platforms that integrate front-end sales and back-end supply chain execution [1][8] - Trimble is a tech company that delivers high-tech solutions for various industrial needs, including surveying, supply chain tracking, and project management, emphasizing software platforms and AI integration [14][15][16] Industry Insights - The rise of agentic AI is seen as transformative for industrial companies, similar to the investment opportunities presented by Industry 4.0 during digitization [3][5] - Agentic AI introduces autonomous systems capable of learning and coordinating workflows without human supervision, enhancing operational efficiency [5][7] Financial Performance - Manhattan Associates reported 2Q25 revenues of $272.4 million, a 2.7% year-over-year increase, and non-GAAP earnings of $1.31 per share, exceeding forecasts [12][11] - Trimble generated $875.7 million in revenues during 2Q25, flat year-over-year but $40.7 million above expectations, with non-GAAP earnings of 71 cents per share [17] Strategic Developments - Manhattan Associates is integrating agentic AI into its platform, enhancing user experience, product time-to-market, and real-time data analysis [9][10] - Trimble is transitioning from a hardware-centric model to a software solutions provider, with software and services accounting for 79% of revenue as of 2Q25 [18] Analyst Recommendations - Analyst Guy Hardwick from Barclays has an Overweight rating on Manhattan Associates, with a price target of $247, indicating an 18% upside potential [13] - For Trimble, Hardwick also recommends an Overweight rating with a price target of $100, suggesting a 24% upside [18]

Core Insights - The integration of Trimble Groundworks machine control system with Vermeer PD10R and PD25R remote control pile drivers enhances automation, productivity, and efficiency in solar farm construction [1][2][3] Group 1: Technology and Automation - The Trimble technology allows the pile drivers to automatically navigate to the precise location of a pile, optimizing the driving process with minimal operator input [2][3] - This advancement enables a single operator to perform tasks that previously required two or three personnel, significantly improving labor efficiency [2][3] Group 2: Productivity and Speed - The new system reduces the time needed to position the machine, thereby increasing the speed of pile driving operations [2][3] - Operators experience less fatigue as they can focus on the piling process rather than machine navigation [2][3] Group 3: Project Management and Reporting - Trimble WorksManager cloud-based software provides project managers with real-time reporting capabilities for production and quality data, facilitating better operational oversight [3][4] - The cloud integration allows for easier troubleshooting and monitoring of project progress, ensuring an optimized piling rate [3][4] Group 4: Industry Impact - The collaboration between Vermeer and Trimble is poised to transform solar farm construction, enhancing worker safety, productivity, speed, and accuracy [4] - The advancements in machine control and automation are aligned with the growing global energy demands and the shift towards renewable energy sources [3][4]

Core Insights - Trimble Inc. (TRMB) is a leading technology company with a market cap of $19.5 billion, specializing in advanced positioning, surveying, and machine control solutions [1] - The company serves various industries including construction, transportation, logistics, and agriculture, enhancing productivity and streamlining operations for professionals worldwide [2] Stock Performance - Trimble's shares have decreased by 6.3% from their 52-week high of $87.50, but have increased by 12.8% over the past three months, outperforming the S&P 500 Index's gain of 12.2% during the same period [3] - Year-to-date, TRMB stock is up 16.1%, surpassing the S&P 500's rise of 13.8%, and has climbed 40% over the past 52 weeks compared to the S&P 500's 17.4% return [4] Financial Results - On August 6, Trimble reported Q2 2025 adjusted EPS of $0.71 and revenue of $875.7 million, exceeding forecasts, and raised its annual revenue guidance to $3.5 billion - $3.6 billion [5] - The company also increased its adjusted EPS outlook to $2.90 - $3.06, driven by strong demand for integrated hardware and software solutions and the growing use of AI tools [5] Analyst Sentiment - Analysts maintain a strong optimism for TRMB, with a consensus rating of "Strong Buy" from 12 analysts and a mean price target of $95.58, indicating a potential upside of 16.3% from current levels [6]

Core Insights - Looq AI's platform is now compatible with Trimble Business Center, enhancing workflows for surveying, engineering, and utility teams [1][2][5] Company Developments - Looq AI has achieved a significant milestone by integrating its AI-powered data capture platform with Trimble Business Center, allowing for efficient data extraction and utilization [1][3] - The Looq Platform produces survey-grade, georeferenced point clouds and orthomosaic images, ready for direct use in TBC, which supports various topographic and design tasks [2][3] Industry Impact - The integration aims to streamline infrastructure digitization and improve project efficiency, with recent advancements in GNSS precision and underground asset capture enhancing Looq's capabilities [3][4] - AJ Surveying reported a 60% reduction in turnaround times and a 43% decrease in survey costs by utilizing the Looq Platform in challenging environments [5][6] Client Testimonials - AJ Surveying highlighted the transformation in data collection and delivery for critical infrastructure projects, emphasizing cost-effectiveness and alignment with trusted platforms [6] - McElhanney also adopted Looq to improve mapping and topographic surveys, noting increased efficiency and adaptability in field workflows [7] Strategic Goals - Looq AI aims to empower surveyors and engineers with tools that deliver high accuracy and efficiency, joining a growing ecosystem of solutions compatible with Trimble Business Center [7][8]

Core Insights - Trimble Inc. (NASDAQ: TRMB) is positioned for growth, driven by positive developments in the market [1] Group 1: Corporate Activity - Trimble has been active on the corporate front, indicating potential for future growth [1] Group 2: Investment Opportunities - The service "Value in Corporate Events" provides insights into major earnings events, M&A, IPOs, and other significant corporate events, aiming to identify actionable investment opportunities [1]