Trimble Inc. (TRMB)

Trimble's stock experienced a 34% total return over the past year, with a 1% gain in the preceding seven days as of October 27, 2025, but slipped by nearly 4% in the month leading up to October 23, 2025. The company reported Q2 CY2025 results, beating revenue and EPS expectations and raising full-year guidance. Analyst sentiment has been largely positive, with a consensus "Buy" rating. Insider selling activity was noted, with the chief executive officer selling a significant portion of their shares. Trimble was included in Goldman Sachs' "Buyback Aristocrats" list in October 2025.

Trimble's business experiences some demand seasonality, particularly within its agricultural segment, with revenue from agricultural equipment historically highest in the first and second quarters. However, the company is experiencing a decrease in overall seasonality due to the diversification of its businesses and an increasing impact from software and subscription revenue. The transportation sector also exhibits seasonal patterns. Trimble's dependence on cyclical industries like construction and agriculture makes it susceptible to economic downturns in these sectors.

Trimble Inc. is a technology company providing software, hardware, and services to connect the physical and digital worlds across various industries. The company operates in the Technology sector, specifically in the Scientific & Technical Instruments industry, delivering solutions for industries that "feed, build, and move the world." Its major industries include Geospatial, Construction, Agriculture, Transportation and Logistics, and Natural Resources and Utilities. Trimble's product portfolio includes hardware like GNSS receivers and UAVs, software for 3D modeling and design, and services for integration and optimization.

Trimble Inc. has a significant global presence, with operations spanning over 40 countries. Its headquarters are located in Westminster, Colorado, U.S.

Trimble Inc. maintains a strong brand reputation as a global leader in integrated technology solutions. Customer sentiment is highly positive, highlighting efficiency gains and successful project outcomes. The company is recognized for delivering tangible value and solving complex industry challenges.

Institutional investors and hedge funds hold a significant majority of Trimble Inc. stock, owning 93.21% of the shares, while insiders own 0.54%. Major institutional owners include Allspring Global Investments Holdings LLC, KBC Group NV, GAMMA Investing LLC, Robeco Institutional Asset Management B.V., and Logan Capital Management Inc.