Trimble Inc. (TRMB)
Why Is Trimble (TRMB) Up 5.6% Since Last Earnings Report?
Trimble (TRMB) reported earnings 30 days ago. What's next for the stock?
Trimble: Earnings Growth Acceleration Potential Still Intact
Trimble's 1Q25 results reinforce my buy thesis: strong ARR growth, margin expansion, and successful cross-selling initiatives are driving improved fundamentals. Demand remains resilient across core markets like data centers, renewables, and mining, with secular tailwinds supporting long-term growth, despite macro uncertainty. Cross-selling and strategic partnerships, especially with John Deere, are expanding TRMB's addressable market and boosting annual contract value from existing customers.
Trimble Earnings Surpass Estimates in Q1, Revenues Decline Y/Y
Trimble's Q1 results reveal slowing growth in both the Product, and Subscription and services segments, highlighting near-term headwinds.
Trimble Inc. (TRMB) Q1 2025 Earnings Call Transcript
Trimble Inc. (NASDAQ:TRMB ) Q1 2025 Earnings Conference Call May 7, 2025 8:00 AM ET Company Participants Rob Painter - President and CEO Phil Sawarynski - CFO Conference Call Participants Kristen Owen - Oppenheimer Devin Au - KeyBanc Capital Markets Tami Zakaria - JPMorgan Jonathan Ho - William Blair Rob Wertheimer - Melius Research Chad Dillard - Bernstein Robert Mason - Baird Jerry Revich - Goldman Sachs Operator Hello and welcome to Trimble First Quarter 2025 Financial Results Conference Call. All lines have been placed on mute to prevent any background noise.
Trimble (TRMB) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Trimble (TRMB) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Trimble Navigation (TRMB) Q1 Earnings and Revenues Top Estimates
Trimble Navigation (TRMB) came out with quarterly earnings of $0.61 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.64 per share a year ago.
Trimble Navigation (TRMB) Expected to Beat Earnings Estimates: Should You Buy?
Trimble (TRMB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Why Trimble (TRMB) Could Beat Earnings Estimates Again
Trimble (TRMB) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Trimble: Authorized $1 Billion Buyback Sets The Tone For 2025
Trimble announced a $1 billion share buyback program, signaling strong capital returns and solid organic growth for 2025. The company's shift to recurring revenue, driven by software and services, is boosting margins and making shares attractive. Trimble's diverse segments, particularly AECO, are showing high operating margins, with significant potential for margin expansion in Transport and Logistics.
Trimble Inc.: ARR Growth Looks Strong, But Total Revenue Expected To Decline Into 2025
Trimble Inc. transitioned to a subscription-based model, with ARR growing 14% YoY and recurring revenues now comprising 62% of total revenue. While ARR is expanding, total revenue is expected to decline by 5-9% in 2025 due to divestments and the transition away from hardware sales. Trimble spends 26% of gross profit on R&D to stay competitive, but rising competition could drive costs higher.
Trimble Q4 Earnings & Revenues Surpass Estimates, Increase Y/Y
Trimble's fourth-quarter 2024 results impress with strong organic ARR growth and solid 2025 guidance, boosting confidence in profitability and stability.
Trimble Inc. (TRMB) Q4 2024 Earnings Call Transcript
Trimble Inc. (NASDAQ:TRMB ) Q4 2024 Earnings Conference Call February 19, 2025 8:00 AM ET Company Participants Rob Painter - President & Chief Executive Officer Phil Sawarynski - Chief Financial Officer Conference Call Participants Jason Celino - KeyBanc Capital Markets Kristen Owen - Oppenheimer Jonathan Ho - William Blair Chad Dillard - Bernstein Joshua Tilton - Wolfe Research Robert Mason - Baird Operator Ladies and gentlemen, thank you for standing by. My name is Krista and I will be your conference operator today.
