Trimble (TRMB)
Connects construction, surveying, and freight workflows through software, positioning systems, and field hardware.
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Sells design and construction software, surveying and machine-control systems, and transportation-management platforms to customers worldwide. Revenue blends subscriptions, licenses, services, and field hardware, with performance tied to construction and freight activity and delivery through direct, digital, dealer, and partner channels.
Connects digital models, positioning data, and physical work across three businesses serving customers worldwide. Architects, Engineers, Construction and Owners supplies SketchUp design, Tekla building-information modeling, Trimble Construction One project and financial management, and Trimble Connect collaboration software.
Field Systems pairs high-precision GNSS, surveying and scanning instruments, construction layout and machine-control systems with field and office software. Transportation and Logistics sells carrier management and maintenance software, Transporeon's shipper platform, and MAPS routing products; the former Mobility telematics operation now sits outside the company through a strategic stake.
Links office and field workflows through shared data environments, recurring cloud software, and purpose-built hardware. Demand tracks construction, engineering, and freight activity, while hardware delivery relies on a limited group of contract manufacturers, component suppliers, distributors, and joint-venture partners.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 19, 2026 | Barclays | Reiterate | Rating: —Target: $101 | Target: $80 |
| Aug 13, 2026 | Bernstein | Reiterate | Rating: —Target: — | Target: $73 |
| Jul 22, 2026 | Raymond James | Downgrade | ||
| Jul 14, 2026 | Wells Fargo | Reiterate | Rating: —Target: $94 | Target: $61 |
| May 7, 2026 | Oppenheimer | Reiterate | Rating: —Target: $86 | Target: $80 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 3, 2026Cash & short-term investments $214.4M · Total debt $1.46B · Total assets $8.54B · Shareholders' equity $5.11B
- Revenue
- $972.0M
- Operating income
- $132.0M
- Net income
- −$471.7M
No dividends on record.
| Institutions | ≈ 101.44% | 236.54M shares | |
|---|---|---|---|
| 728 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.40% | 933.2K shares | |
| 18 holders · as of Sep 4, 2026 | |||
| Adds to | 101.84% | ||
233.18M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.84%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.19% | 21.42M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.53% | 15.24M | as of Jun 30, 2026 |
AMCAP FundInstitution | 5.98% | 13.94M | filed Feb 14, 2019 |
Ameriprise Financial IncInstitution | 5.44% | 12.68M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.20% | 12.12M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 4, 2026 | Kaigham Gabriel | director | −1,718 | $60.00 |
| Apr 16, 2026 | Mark David Schwartz | officer: Senior VP, AECO | −16,725 | $67.01 |
| Apr 14, 2026 | Robert G. Painter | director, officer: President & CEO | −7,500 | $66.94 |
| Mar 10, 2026 | Robert G. Painter | director, officer: President & CEO | −7,500 | $70.45 |
| Feb 27, 2026 | James Calvin Dalton | director | −733 | $67.02 |
- Autodesk
BIM, design, and construction-cloud overlap.
- Bentley Systems
Infrastructure engineering and digital-twin overlap.
- Procore Technologies
Construction-management SaaS overlap.
- The Descartes Systems Group
Logistics SaaS and transportation-management overlap.
- Samsara
Fleet telematics and connected-operations overlap.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Trimble | $58.64 | +1.54% | $13.46B | — | 15.2 | 3.6 | +11.0% |
| Autodesk | $216.26 | −1.19% | $46.21B | 28.3 | 16.6 | 5.9 | +16.1% |
| Bentley Systems | $31.65 | −0.97% | $9.34B | 35.5 | 21.6 | 5.8 | +12.8% |
| Procore Technologies | $49.82 | −3.62% | $7.80B | — | 24.7 | 5.5 | +15.8% |
| The Descartes Systems Group | $77.68 | −2.15% | $6.80B | 36.8 | 31.3 | 8.8 | +10.7% |
| Samsara | $38.06 | +0.03% | $21.96B | 236.6 | 44.9 | 11.9 | +29.9% |
| Median | 36.1 | 24.7 | 5.9 | +15.8% |