Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$13.7B
233M shares
52-week range
$47.92 – $84.42
30% from low
Sector
MEASURING & CONTROLLING DEVICES, NEC
Exchange
NASDAQ
CS
P/S (TTM)
3.6
EV / FCF (TTM)
27.4
Trimble Inc is a technology solutions provider that enables office and mobile professionals to connect their workflows and asset lifecycles to drive a more productive, sustainable future. The company has three reportable segments: Architects, Engineers, Construction, and Owners (AECO). This segment provides software solutions that sell through a direct channel to customers in the construction industry. Field Systems. This segment provides hardware and associated software solutions that sell through dealer partner channels. Transportation and Logistics (T&L). This segment provides solutions for customers working in long-haul trucking and freight shipping markets.
www.trimble.comNo one on the platform currently holds TRMB.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 946,744 | $61.8M |
| Bridgewater Associatesas of 2025-12-31 | 36,848 | $2.9M |
| Execution date | Ratio |
|---|---|
| 2013-03-21 | 2-for-1 |
| 2007-02-23 | 2-for-1 |
| 2004-03-05 | 3-for-2 |
No one on the platform has traded TRMB yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 7.2% | 6.9% | 7.1% | — | — | — |
| Rev. Growth % | -2.6% | 2.6% | ||||
| Profit Margin % | 11.8% | 17.3% | 13.4% | |||
| Free Cash Flow Margin % | 3.7% | 12.1% | 13.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +3.8% on the P/E track.
At today's price, your expected annual return is +9.2% on the P/E track.
At today's price, your expected annual return is +13.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $3.9B | +10.2% | $3.67 | $3.66–$3.69 | 16.0× | 8 |
| 2028 | $4.2B | +7.8% | $4.12 | $3.99–$4.22 | 14.3× | 8 |
| 2029 | $4.6B | +9.7% | $4.80 | $4.67–$4.93 | 12.3× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-12 | $0.80 | $0.86 | +7.2% |
| 2026-05-06 | $0.72 | $0.79 | +9.7% |
| 2026-02-10 | $0.96 | $1.00 | +4.2% |
| 2025-11-05 | $0.72 | $0.81 | +12.8% |
| 2025-08-06 | $0.63 | $0.71 | +13.6% |
| 2025-05-07 | $0.58 | $0.61 | +4.5% |
| 2025-02-19 | $0.89 | $0.89 | +0.6% |
| 2024-11-06 | $0.62 | $0.70 | +13.3% |
| — |
| GDDYGoDaddy Inc. | $102.99 | -1.42% | $13.6B | — |
| ITGartner, Inc. | $192.94 | -2.10% | $12.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
New Positioning Infrastructure Could Redefine How Investors Value Drone Navigation Tech $SPAIF $ONDS $TRMB $UMAC $DPRO https://ibn.fm/S7ROJ
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$TRMB if they took that $1BILLION dollars for the buybacks and gave it to their 12,000 employees, they would all get over $80K. Negative side of buybacks…
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$TRMB key levels mapped in seconds with @TrendSpider. https://share.trendspider.com/chart/TRMB/75940fsn2g
View on StockTwits ↗$TRMB Hoping they divest their transportation division, it doesn’t really fit in to their ecosystem and they have been approached unsolicited, to divest. I remain ever bullish.
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$TRMB Trimble (NASDAQ: TRMB) delivered a strong Q2 FY2026 earnings report (8/12/2026), beating Wall Street expectations on both revenue and earnings. Revenue rose 11% year over year to $972 million, while non-GAAP EPS came in at $0.86 versus the $0.80 consensus estimate. Management also raised full-year guidance, signaling confidence in continued growth. The company reported record annual recurring revenue (ARR) of $2.51 billion, expanded EBITDA margins to 28.6%, and approved a new $1 billion share repurchase program. Growth continues to be driven by software subscriptions, connected workflows and AI-enabled solutions. The biggest concern was a $562 million non-cash goodwill impairment related to the Transportation & Logistics segment, which resulted in a GAAP loss. However, underlying operations remain strong. Analysts remain generally bullish, with 12-month price targets ranging from roughly $75 to $83. Trimble appears well positioned for long-term growth.
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$TRMB Come on Rob Painter, when is Trimble going to get involved in space exploration? Trimble Navigation does not need limited to just the Earth. Let’s partner up before China does
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$TRMB They beat. Great. Done before. So why is the price in the toilet?
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$TRMB Private equity firms circle Trimble's transportation unit ~ Axios
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https://www.marketbeat.com/earnings/reports/2026-8-12-trimble-inc-stock/ $TRMB Trimble Earnings Transcript
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$SMCI $LITE $MSGE $TRMB PRE-MARKET MOVERS: Currently Higher After Earnings: - CoreWeave (CRWV) up 19.1% - Cava Group (CAVA) up 18.9% - Nebius (NBIS) up 16.5% - H&R Block (HRB) up 13.7% - Kornit Digital (KRNT) up 9.2% - Super Micro (SMCI) up 9.8% - Lumentum (LITE) up 8.6% - Jumia Technologies (JMIA) up 6.0% - Kontoor Brands (KTB) up 2.1% - MSG Entertainment (MSGE) up 0.8% Currently Lower After Earnings: - Performance Food Group (PFGC) down 5.7% - Amcor (AMCR) down 1.5% - Trimble (TRMB) down 2.0%.
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$TRMB can believe I bought options on this piece of shit
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