Feed / TRMB

Trimble Inc.

TRMB

Technology · 56.82 -1.0% today

Participation confirmed · construction unavailableMarket checked 10 Sept, 15:55 GMT-4

Market read

Trimble Inc.'s move is being confirmed by its market group.

No new filing conclusion is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Company-1.0% todayVolume comparison unavailable
Market group5 of 35 activeSoftware Stocks · inactive
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 23 of 35 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ASAN begins moving with the group.

Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.

Watch this read

Research brief

The story so far

Technology · Scientific & Technical Instruments

No new filing conclusion is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 23 of 35 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ASAN begins moving with the group.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations601
Usable filing statements176
Verified relationships7
Evidence supporting the case
  • Operating margin changed +4.0 percentage points in the latest annual period.
  • Demand and volume has repeated favorable evidence across 5 filings.
  • Foreign exchange has repeated favorable evidence across 5 filings.
Evidence challenging the case
  • Latest annual revenue changed -2.6% year over year.
  • Net margin changed -29.0 percentage points in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

56.82
6m-15.9%12m-29.0%24m+1.8%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$3.7B+16.2%$1.94+0.8%
2022-12-30$3.7B+0.5%$1.80-1.6%
2023-12-29$3.8B+3.3%$1.25-0.4%
2025-01-03$3.7B-3.0%$6.09-0.8%
2026-01-02$3.6B-2.6%$1.76-2.3%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 5 filings
Non-Operating (Expense) Income, Net The following table shows non-operating (expense) income, net for the periods indicated: First Quarter of 2026 2025 Dollar Change % Change (In millions) Interest expense, net $ (19.5) $ (15.6) $ (3.9) 25% Income from equity…
10-Q · May 6, 2026
Demand and volumemixed · 5 filings
Field Systems Second Quarter of 2026 First Two Quarters of 2026 Change versus the corresponding period in 2025 % Change % Change Change in Revenue - Field Systems 13 % 13 % Foreign currency exchange 1 % 1 % Organic growth 12 % 12 % Organic revenue increased f…
10-Q · Aug 12, 2026
Foreign exchangepositive · 5 filings
T&L Second Quarter of 2026 First Two Quarters of 2026 Change versus the corresponding period in 2025 % Change % Change Change in Revenue - T&L 6 % 1 % Divestitures — % (8) % Foreign currency exchange 1 % 3 % Organic growth 5 % 6 % Organic revenue increased fo…
10-Q · Aug 12, 2026
Restructuring and cost reductionsmixed · 4 filings
Non-GAAP gross margin and operating expenses exclude restructuring costs composed of termination benefits related to reductions in employee headcount and other cost-saving initiatives, closure or exit of facilities, and cancellation of certain contracts, and…
10-Q · Aug 12, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

56.82-1.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for TRMB. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for TRMB. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind TRMB

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AGCOAGCO CorporationpartnerFeb 25, 2026

We maintain a joint venture, PTx Trimble, with AGCO to develop the next generation of advanced electronic guidance and control products for agriculture.

BHEBenchmark Electronics, Inc.supplierFeb 25, 2026

Manufacturing We outsource the manufacturing of many of our hardware products to our key contract manufacturing partners, which include Jabil and Benchmark Electronics Inc.

Depended on by

AGCOAGCO CorporationpartnerMay 5, 2026

The net loss primarily relates to the noncontrolling interests of the PTx Trimble joint venture held by Trimble, which owns a 15% interest in the joint venture.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

TRMB is currently a Participant in the organic co-movement group Software Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.