TRMB
Trimble Inc.
Information Technology · Application Software · US
$55.06
Close 2026-05-15
✓ ETHICAL PASS

NARROW MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$12.8B
Trailing P/E
28.83
Forward P/E
13.53
Rev Growth
+11.8%
Profit Margin
12.4%
ROE
8.3%
Analyst Target
$87.33
Recommendation
STRONG BUY
About Trimble Inc.

Trimble Inc. offers technology solutions and platform that enable office professionals and field workers to connect workflows and industry lifecycles in North America, Europe, the Asia Pacific, and internationally. The company provides architecture and interior design; building information modeling, engineering, and virtual design and construction; and construction and owner software products. It also offers field and office software for estimating and job cost management, and project design and visualization; software for 3D design and data sharing; systems to guide and control construction equipment, such as excavators, bulldozers, wheel loaders, motor graders, and paving equipment; systems to monitor, track, and manage assets, equipment, and workers; and software to facilitate the management of the construction process and for sharing and communication of data in real time. In addition, it provides positioning services comprising VRSNow; CenterPoint RTX; FieldPoint RTX; Rangepoint RTX; ViewPoint RTX; and Trimble xFill services. Further, it offers transportation and logistics solutions for shippers, carriers, retailers, and intermediaries, such as carrier transportation management software (TMS) and maintenance solutions to manage core transportation operations and maintenance workflows; transporeon solutions to provide a cloud-based ecosystem that manages the transportation lifecycle from freight sourcing and procurement through transport execution, dock and yard management, and auditing; and MAPS, a mapping and routing solutions that provide the industry standard for truck-specific routing, mileage, and navigation. It sells its technology solutions directly to end users and through software integrations. The company was formerly known as Trimble Navigation Limited and changed its name to Trimble Inc. in October 2016. Trimble Inc. was founded in 1978 and is headquartered in Westminster, Colorado.

Opportunity Summary
Trading at $55, 13% above fair value of $49. Passes all ethical screens. Ranks better than 96% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.15%)PASS
Cash Ratio (0.07%)PASS
Receivables Ratio (0.12%)PASS
Revenue Ratio (0.00%)PASS
OverallPASS
Score Ethical: 88.9
Score Valuation: 71.5
Score Quality: 57.2
Score Combined: 60.5
Fair Value Est: $48.82 · Margin of Safety: -12.8% · Tier: OPPORTUNITY

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation89.4
Quality55.2
Cash Flow32.5
Moat70.0
Balance Sheet97.8
Debt Purity54.7
Liquid Purity80.1
Rev Purity100.0
Compliance75.5
Tier: SILVER · Score: 55.1 · Rank: #854
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-050.80Pending--
2026-05-060.720.79+9.8%
2026-02-100.961.00+4.1%
2025-11-050.720.81+12.9%
2025-08-060.630.71+13.6%
2025-05-070.580.61+4.4%
2025-02-190.880.89+0.6%
2024-11-060.260.16-38.6%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$939.9M$98.9M$200.7M$646.3M$146.9M0.42
2025-12-31$969.8M$156.6M$253.9M$698.1M$212.8M0.66
2025-09-30$901.2M$111.5M$196.3M$621.1M$164.7M0.47
2025-06-30$875.7M$89.2M$182.6M$597.9M$131.8M0.37
2025-03-31$840.6M$66.7M$150.9M$560.8M$102.0M0.27
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-04-16SCHWARTZ MARK DAVIDOfficer16,725$1.1M
2026-04-15SAWARYNSKI PHILLIPChief Financial Officer3,895$259.1K
2026-04-15KEATING CHRISTOPHER FOfficer9,778$650.3K
2026-04-15PAINTER ROBERT GChief Executive Officer187,746$12.5M
2026-04-15BISIO RONALDOfficer18,252$1.2M
2026-04-15LARGE PETEROfficer18,252$1.2M
2026-04-15ALLISON JENNIFERGeneral Counsel9,452$628.7K
2026-04-15SCHWARTZ MARK DAVIDOfficer14,342$953.9K
2026-04-15LARGE PETEROfficer6,582--
2026-04-15ALLISON JENNIFERGeneral Counsel4,798--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.19.5M$1.1B0.1%
Vanguard Capital Management LLC15.3M$864.5M0.1%
Vanguard Portfolio Management LLC12.5M$701.8M0.1%
State Street Corporation10.8M$608.2M0.0%
Morgan Stanley10.1M$569.1M0.0%
Generation Investment Management LLP7.8M$438.4M0.0%
Geode Capital Management, LLC6.5M$364.6M0.0%
Wellington Management Group, LLP5.8M$326.6M0.0%
Select Equity Group LP5.6M$315.8M0.0%
Invesco Ltd.4.9M$277.0M0.0%
Analyst Recommendations
3 Months Ago
4
9
13 analysts
2 Months Ago
4
9
13 analysts
Last Month
4
9
13 analysts
Current
4
9
13 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$14.3B
Price/Book
2.28
Beta
1.453
Analysts
12
Total Revenue (TTM)
$3.7B
Total Debt
$1.4B
Earnings Growth
+55.6%
Rec. Mean
1.31
Short Ratio
3.79
Short % Float
0.0%
Employees
11,500

Elite Intelligence

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Trade Consideration
The Opportunity
Score 60.5 (P96 — top 4.2% of scored tickers). Narrow Moat. Ethical PASS. 12 analysts at Strong Buy.
Price: $55.06 | Target: $87.33 (+59%) | Fair Value: $48.82 (+-11%)
Score
60
Moat
NARROW
Conviction
Standard
Upside
+59%
The Fundamentals
Revenue Growth+11.8%
Profit Margin12.4%
ROE8.3%
Forward P/E13.5
Market Cap$12.8B
Earnings Track Record
DateEstimateReportedSurprise
2026-08-05$0.80Pending
2026-05-06$0.72$0.79+9.8%
2026-02-10$0.96$1.00+4.1%
2025-11-05$0.72$0.81+12.9%
2025-08-06$0.63$0.71+13.6%
2025-05-07$0.58$0.61+4.4%
Position Sizing Scenarios
Stop: $46.81 (-15%) | Entry: $55.06
SharesCostProfit to TargetR:R
To Consensus ($87.33, 12 analysts)
10$550.65+$322.70 (59%)3.9R
50$2,753.25+$1,613.50 (59%)3.9R
100$5,506.50+$3,227.00 (59%)3.9R
To Fair Value ($48.82)
10$550.65+$-62.40 (-11%)-0.8R
50$2,753.25+$-312.00 (-11%)-0.8R
100$5,506.50+$-624.00 (-11%)-0.8R
Risk Factors
  • Elevated short interest (3.79 days to cover)
The Verdict
Trimble Inc. passes all ethical screens and holds a narrow competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

D
Quant Score
36.8
Risk Grade
LOW_RISK
Layers
8
Quality: CONSISTENT_BEATER
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-3.0%
worst expected daily loss, 19 in 20 days
CVaR 95%
-4.6%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
0.02
above 1.0 is good
Max Drawdown
-36.0%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
85
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
LOWER_HALF
Beta
Relative Volume
1.1x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
87.5%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
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Inverse Correlated
TickerCorrelation
SUKOON.AE-0.193
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CBOE-0.171
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2269.T-0.161
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Thursday
Best Month
Nov
Worst Month
Mar
Fri-Mon Effect
-0.1197444497959138
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+0.8%
Beat Drift Positive %
50.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-16.4%
3M Return
-15.6%
6M Return
-24.7%
12M Return
-20.4%
Momentum Rank
#4146
Momentum Signal
DOWN

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