Trimble Inc. (TRMB)

Over the past six months, Trimble's stock price has experienced fluctuations, with a share price of $65.12 as of April 2, 2026, representing a 16.24% increase over the past year. Key events include the announcement of Q4 and Full Year 2025 results and 2026 guidance, reporting record annualized recurring revenue, and the acquisition of Document Crunch to integrate AI-powered risk management into its Trimble Construction One Project Delivery Ecosystem.

Trimble's business experiences some seasonality, particularly within its Resources and Utilities segment, where revenue from agricultural equipment historically peaks in the first and second quarters. However, the company is generally experiencing less overall seasonality due to diversification and the increasing impact of software and subscription revenue. Trimble also offers "on-demand usage" for its software to support cyclical demand. In the transportation and logistics sector, Trimble's technology helps companies manage increased demand during peak seasons.

Trimble, Inc. specializes in software, hardware, and services, operating within the Technology sector. Its mission is to transform industries by connecting the physical and digital worlds through positioning, modeling, connectivity, and data analytics. The company's major products and solutions are organized across Buildings and Infrastructure, Geospatial, Resources and Utilities, and Transportation segments. Trimble's business model integrates hardware, software, and services, generating revenue through product sales, software licensing, and cloud-based platforms, transitioning towards a software-focused model.

Trimble maintains a global presence with over 11,000 employees across more than 40 countries and numerous research and development centers worldwide. The United States is the most extensive user of Trimble's solutions, followed by the United Kingdom, Canada, Australia, and France. Its positioning services are available globally.

In the past year, Trimble has engaged in initiatives that positively contribute to its brand reputation. At its annual user conference, Trimble Dimensions, the company showcased its artificial intelligence (AI) innovation and vision for expanding agentic AI in engineering and construction workflows. Trimble announced the winners of its 2024 Ovation Awards, recognizing customers in its transportation and logistics segment for innovative solutions. Trimble has announced a commitment to achieving net-zero carbon emissions by 2040.

Trimble Inc. is predominantly owned by institutional investors, who collectively hold a significant majority of the company's shares. Approximately 96.85% of Trimble is owned by institutional shareholders, with insiders holding 1.22% and retail investors 1.94%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Morgan Stanley.