Trimble Inc. (TRMB) Stock

Trimble Inc. (TRMB) is a Technology stock trading at $59.67 (as of 2026-08-20), with a market capitalization of $13.91B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Trimble Inc. provides technology solutions for professionals and field mobile workers across three segments: Buildings and Infrastructure (including construction equipment guidance and control, 3D design/data collaboration, project and program management, asset and workforce management, and related software and site layout tools), Geospatial (surveying and geospatial products and GIS), and Resources and Utilities (precision agriculture products such as guidance/positioning and automated and variable-rate application systems).

Understand Trimble Inc.: how it makes money

Trimble provides software and systems for professionals and field mobile workers, including tools for route selection and design, construction equipment guidance and control, 3D design and data sharing, and asset and workforce monitoring, and it makes money through subscriptions and services (tracked via ARR) as well as related systems and field revenue.

Trimble’s profit model is anchored by recurring subscription and services revenue reflected in ARR, with additional contribution from revenue tied to its AECO and Field Systems solutions.

Revenue by segment (latest quarter)
AECO$0.4B
Field Sys$0.4B

Business quality (Mixed): Strong evidence of a recurring revenue engine via ARR, but the provided segment revenue breakdown is not fully complete for all possible reportable segments.

Valuation: At 30× earnings, TRMB trades 51% below the Measuring & Control Equipment average (60×). Note: one-time items can distort reported P/E.

Bull case

  • Recurring revenue focus: The company tracks ARR (Annualized recurring revenue), and it also reports subscription and services revenue.
  • Category presence in both software and field workflows: Its offering spans field and office software for design and route work, construction equipment guidance and control, and monitoring and management of assets, equipment, and workers.

Bear case

  • Segment concentration risk: In the provided breakdown, revenue is heavily represented by AECO and Field Systems, so softness in either area could weigh on results.
  • Recurring metric durability is a key dependency: Because ARR is a central operating metric, any slowdown in subscription and services momentum could affect the recurring component of future revenue.
Valuation — source: SEC EDGAR (first-party)
Price$59.67
Market Cap$13.91B
EV / EBITDA17.9
Price / Book2.72
Price / Sales3.68
FCF Yield5.6%
DCF Value (model)$13.85
DCF Upside vs Price-76.8%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$3.59B
Net Margin11.8%
Revenue Growth (YoY)11.0%
EPS Growth (YoY)-645.9%
FCF Growth (YoY)-492.6%
Financial Health — source: SEC EDGAR
Altman Z-Score3.53 (safe)
Piotroski F-Score4/9 (moderate)
Valuation vs Sector & Industry
Sector P/E (Technology)33.9
Industry P/E (Measuring & Control Equipment)51.8
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($2.40B)
Institutional Holders Tracked10
Congressional Trades (recent)7
Company
SectorTechnology
IndustryMeasuring & Control Equipment
CEORobert G. Painter
Employees12,100
CountryUS
IPO Date1990-07-20

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TRMB earnings history · TRMB institutional & insider holders · TRMB KPIs & operating metrics · TRMB financials · TRMB investor presentations & press releases · TRMB SEC filings · TRMB peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.