Trimble Inc. (TRMB)

Over the past six months (April 2025 - October 2025), Trimble's stock price has seen an increase, rising from $60.79 on October 1, 2024, to $81.65 on September 30, 2025, representing a 34.31% increase over that period. Trimble reported revenue ahead of Wall Street's expectations in Q4 CY2024, with sales up 5.5% year-on-year to $983.4 million. Trimble's fiscal Q2 EPS jumped 14%. Trimble Inc. participated in the Piper Sandler 4th Annual Growth Frontiers Conference, where it highlighted its strategic transformation and future growth plans. The company's divestiture of its transportation and logistics business in 2023 and the acquisition of Flashtract in May 2024 are relevant past events.

Trimble's products and services exhibit some seasonality, though the company is experiencing a reduction in overall seasonality due to diversification and increased software and subscription revenue. Historically, revenue from construction equipment tends to be higher in early spring. Agricultural equipment revenue has traditionally peaked in the first quarter, followed by the second quarter, aligning with the spring planting season in the Northern hemisphere.

Trimble, Inc. is an American technology company that provides solutions connecting the physical and digital worlds to enhance productivity, quality, safety, and sustainability across various industries, operating primarily within the Industrials sector. Its business spans industries such as Industrial Machinery/Components, Geospatial, Construction, Agriculture, Transportation and Logistics, Telematics, Asset Tracking, Mapping, Utilities, and Government. Trimble's product portfolio includes hardware like GNSS receivers and software with 3D modeling, analysis, and design solutions, as well as services like positioning and enterprise lifecycle solutions. The company's revenue is broken down by market, with building and infrastructure construction accounting for 41.9%, agriculture, forestry, and utilities for 20.3%, transportation and logistics for 19.5%, and geospatial technologies for 18.3%.

Headquartered in Westminster, Colorado, U.S., Trimble, Inc. maintains a significant global presence with over 152 locations across 34 countries. The company serves customers worldwide, with offices, fulfillment centers, manufacturing, services, and research and development (R&D) centers in the Americas, Europe, Asia Pacific, and the Middle East and Africa. Trimble derives most of its revenues from the U.S. and Europe, with additional contributions from the Asia Pacific and other markets.

Trimble Inc. has established a strong brand presence and market position, particularly within its Buildings and Infrastructure segment. The company is recognized for its quality and innovation, which has contributed to a loyal customer base. Its strategic emphasis on software and services has resulted in a significant and growing mix of recurring revenue, further bolstering its market standing. There have been no widely reported events in the past year that have negatively impacted Trimble's brand reputation.

Trimble, Inc. is predominantly owned by institutional shareholders, who hold 95.62% of the company's stock. Trimble insiders own 1.18%, and retail investors account for 3.21%. As of June 2025, 725 institutional firms held a collective stake of 92.2% in Trimble. The largest individual Trimble shareholder is Vanguard Group Inc, owning 30.07 million shares, representing 12.64% of the company.