TRMB
Trimble Inc.

Trimble Inc.TRMB

Technology · Scientific & Technical Instruments
63.16USD
-0.33%
Oct 28, 2026
TRMB overview ready
Connected Construction Workflow Software and Field Technology Enabler
Trimble is an end-to-end workflow-software and field-technology enabler across architecture, engineering, construction, fabrication, geospatial and transportation use cases.
Narrative is still early
Exposed to the Built-World Digitalization and Construction Automation narrative through Connected Construction Data and Workflow Automation — enabling supplier.
An early price trend
Longer-term context reads early recovery, with a near-term setup of reclaim attempt.
Fair valuation
The price broadly reflects the level and quality of its cash generation, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Exposure to cyclical construction and infrastructure spending.
Market Oct 27Filing Jul 3Price action Aug 9Research Sep 8

Conviction Level

CompanyFit8.0PriceAction9.1Valuation4.6CompanyPosition9.3BusinessQuality7.5

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
IoT & Connected Operations is tracked (too few stocks) — no leadership reading
Price
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Price Action

An early price trend
Longer-term context reads early recovery, with a near-term setup of reclaim attempt.
EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$14.7B
Avg Volume (60D)
2.8M
60 sessions
Revenue Growth YoY
-2.6%
FY2026 vs FY2025
Gross Margin
+69.8%
Trailing twelve months
Operating Margin
+17.0%
Trailing twelve months
Free Cash Flow Yield
+5.2%
P/E
N/M
EV / EBITDA
18.9x
EV / Sales
4.2x
Market metrics as of Oct 27, 2026
Financial results for the period ended Jul 3, 2026
Filed balance-sheet data as of Jul 3, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say fair; peers is the dissenting view.
Trimble Inc. has a Fair valuation stance because the price broadly reflects the level and quality of its cash generation, with upside and risk reasonably balanced.

Company Research

Thesis
Trimble is an end-to-end workflow-software and field-technology enabler across architecture, engineering, construction, fabrication, geospatial and transportation use cases.
Opportunity
Moderate opportunity
Construction, engineering, fabrication and asset-delivery customers are consolidating fragmented design, estimating, project, field and fabrication workflows onto connected data platforms, increasingly augmented by specialized AI and automation.
Key risk
Exposure to cyclical construction and infrastructure spending.

Economic classification

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Business & Markets

Technology · Scientific & Technical Instruments
What they do

Trimble Inc. develops and provides technology solutions and platforms that connect workflows and industry lifecycles for office professionals and field workers across architecture, engineering, construction, fabrication, geospatial, and transportation sectors globally.

How it earns

The company generates revenue primarily through software licenses, subscriptions, and sales of hardware and integrated technology solutions.

Products & services
Architecture and interior design software
Building information modeling (BIM) and virtual design and construction software
Construction and owner software products
Field and office software for estimating, job cost management, and project visualization
3D design and data sharing software
Field systems for guiding and controlling construction equipment
Customers & end markets
Architecture, engineering, and construction firms
Fabrication and asset-delivery companies
Geospatial and transportation sectors
Market position

Leader in end-to-end connected construction and engineering workflow software and field technology solutions.

Demand drivers
Medium cyclicality

Demand is influenced by construction and infrastructure investment cycles but supported by ongoing digital transformation trends.