Trimble Inc.

NasdaqGS:TRMB 株式レポート

時価総額：US$12.8b

Trimble 将来の成長

Future 基準チェック /36

Trimbleは、21.5%と7.7%でそれぞれ年率21.5%で利益と収益が成長すると予測される一方、EPSはgrowで25%年率。

主要情報

21.5%

収益成長率

25.00%

EPS成長率

Software 収益成長20.0%
収益成長率7.7%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日11 May 2026

今後の成長に関する最新情報

分析記事 • May 08

The Trimble Inc. (NASDAQ:TRMB) First-Quarter Results Are Out And Analysts Have Published New Forecasts

As you might know, Trimble Inc. ( NASDAQ:TRMB ) just kicked off its latest first-quarter results with some very strong...

Recent updates

分析記事 • May 08

The Trimble Inc. (NASDAQ:TRMB) First-Quarter Results Are Out And Analysts Have Published New Forecasts

As you might know, Trimble Inc. ( NASDAQ:TRMB ) just kicked off its latest first-quarter results with some very strong...
Seeking Alpha • Apr 29

Trimble - Finding Its Course To Fair Value

Summary Trimble (TRMB) shares have declined 20% despite solid operating momentum and improved earnings power, now trading at a realistic 22x earnings. Recurring revenues have risen to 65% of sales, with non-GAAP margins improving to 28%, reflecting a successful business model transition. AI disruption fears linger, but Trimble is advancing its AI strategy, notably with the Document Crunch acquisition targeting construction-specific document analysis. I remain cautiously upbeat, balancing compelling valuation improvements against premium multiples and uncertainty around 2026 performance and further share price movement. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 29

TRMB: Industrial Automation And Buybacks Will Support Future Repricing Potential

Analysts have adjusted the Trimble price target modestly, with recent changes including a $5 reduction at one firm and a $2 increase at another. These revisions reflect updated assumptions around discount rate, profit margin and future P/E, while keeping fair value broadly in line at about $90.58.
ナラティブの更新 • Apr 14

TRMB: Industrial Automation And Buybacks Will Drive Future Repricing Potential

Narrative update on Trimble The analyst price target for Trimble has edged down by about $0.42 to roughly $90.58, as analysts balance recent target cuts from Baird and JPMorgan against a target increase from Barclays and slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research on Trimble shows a mix of optimism and caution, with one firm lifting its target to US$103 while others trimmed theirs, including a US$10 cut from JPMorgan.
ナラティブの更新 • Mar 31

TRMB: Industrial Automation And Buybacks Will Support Future Repricing

Analysts have made only modest adjustments to their $91.00 fair value estimate for Trimble. Recent price target raises and cuts, including moves in the $100 to $103 range, reflect updated views on the company’s positioning within industrial technology and its related end markets.
ナラティブの更新 • Mar 17

TRMB: Automation End Markets And Buybacks Will Drive Future Repricing

Trimble's analyst price target has been adjusted modestly as the fair value estimate moved from $93.33 to $91.00. This change reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E, alongside recent Street research where some analysts raised targets to $103 while others trimmed their views.
ナラティブの更新 • Mar 03

TRMB: Automation End Markets And Buybacks Will Support Future Repricing

Analysts have trimmed their average price target on Trimble by $10. This reflects mixed recent updates from JPMorgan and Barclays and small tweaks to assumptions for discount rate, revenue growth, profit margin, and future P/E expectations.
ナラティブの更新 • Feb 16

TRMB: Automation End Markets And Buybacks Will Support Future Upside

Analysts have modestly reduced their Trimble price target, with the new estimate at about $93 compared with the prior fair value view near $98. This change reflects updated expectations for growth, profitability and a lower future P/E multiple.
ナラティブの更新 • Feb 02

TRMB: Industrial Tech End Markets Will Drive Future Upside Potential

Analysts have nudged their Trimble price expectations modestly higher, with one recent Street target moving to $101 from $100. They cite potential tailwinds across industrial technology end markets including data centers, factory automation, warehouse automation, electronics, test and measurement, and semiconductors.
ナラティブの更新 • Jan 18

TRMB: Industrial Tech Tailwinds And Software Shift Will Drive Future Upside

Analysts have nudged their fair value estimate for Trimble higher, from US$98.50 to US$99.75. Recent research highlights supportive trends in industrial technology end markets, including data centers, factory and warehouse automation, electronics, test and measurement, and semiconductors.
ナラティブの更新 • Jan 04

TRMB: Software Shift And 3-4-30 Framework Will Drive Future Upside

Analysts have nudged their Trimble price target slightly higher to about $98.50 per share, citing improving long term revenue growth and margin prospects as the company advances its transition toward higher recurring software revenue and works toward its 2027 financial goals. Analyst Commentary Recent Street research highlights that bullish analysts view Trimble as being in the midst of a meaningful business model transformation, with upside potential if management executes on its long term targets.
ナラティブの更新 • Dec 15

TRMB: Software Shift And 3-4-30 Goals Will Drive Margin Expansion

Analysts have modestly raised their Trimble price target by $2 to $100, citing increased confidence in the company’s transition toward higher-margin software solutions and its ability to meet or exceed long term recurring revenue and profitability goals. Analyst Commentary Bullish analysts view Trimble’s accelerating shift from hardware to software as a key driver of multiple expansion.
ナラティブの更新 • Nov 28

TRMB: Ongoing Software Transition Will Unlock Recurring Revenue And Margin Upside

Analysts have modestly lowered their fair value estimate for Trimble from $98.80 to $98.45. They cite improving profit margins and stronger expected revenue growth, even as the company undergoes a transition toward software solutions.
ナラティブの更新 • Nov 14

TRMB: Ongoing Software Transition Will Drive Improved Profitability This Cycle

Analysts have raised their price target for Trimble from $97.70 to $98.80, citing ongoing business model transformation and an improved profit outlook. Analyst Commentary Recent analyst coverage of Trimble highlights a range of perspectives on the company's strategic direction, projections, and market challenges.
ナラティブの更新 • Oct 31

TRMB: Software Shift Will Drive Stronger Recurring Revenue Growth Ahead

Analysts have modestly increased their price target for Trimble, with the consensus rising by $6 to $94. They cited the company's successful transition towards software solutions and stronger than expected financial performance.
ナラティブの更新 • Oct 17

Cloud And AI Adoption Will Boost Infrastructure Modernization

Trimble's analyst price target has been adjusted slightly lower to $97.70 from $97.75, as analysts note steady software-led business transformation and recurring revenue growth amid persistent macroeconomic headwinds. Analyst Commentary Analysts reviewing Trimble remain broadly optimistic about the company's ongoing transformation and growth prospects.
ナラティブの更新 • Oct 03

Cloud And AI Adoption Will Boost Infrastructure Modernization

Analysts have raised Trimble’s fair value estimate by $3.00 to $97.75, citing resilient market dynamics and increasing customer demand for software-oriented solutions. Analyst Commentary Recent Street research has provided an updated perspective on Trimble’s performance and outlook, highlighting both drivers of optimism and areas for caution among analysts.
分析記事 • Sep 09

Is Now The Time To Look At Buying Trimble Inc. (NASDAQ:TRMB)?

Trimble Inc. ( NASDAQ:TRMB ) saw a double-digit share price rise of over 10% in the past couple of months on the...
ナラティブの更新 • Aug 07

Cloud And AI Adoption Will Boost Infrastructure Modernization

As there were no material changes in either revenue growth forecasts or the discount rate for Trimble, the consensus analyst price target remained effectively unchanged at $87.62. What's in the News Trimble completed a share repurchase program, buying back 9.67 million shares (3.97%) for $677.34 million.
分析記事 • Aug 05

Is Trimble (NASDAQ:TRMB) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jul 07

A Look At The Intrinsic Value Of Trimble Inc. (NASDAQ:TRMB)

Key Insights The projected fair value for Trimble is US$89.23 based on 2 Stage Free Cash Flow to Equity With US$78.88...
分析記事 • Jun 24

Capital Allocation Trends At Trimble (NASDAQ:TRMB) Aren't Ideal

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Seeking Alpha • Mar 18

Trimble: Authorized $1 Billion Buyback Sets The Tone For 2025

Summary Trimble announced a $1 billion share buyback program, signaling strong capital returns and solid organic growth for 2025. The company’s shift to recurring revenue, driven by software and services, is boosting margins and making shares attractive. Trimble's diverse segments, particularly AECO, are showing high operating margins, with significant potential for margin expansion in Transport and Logistics. Despite risks tied to recurring revenue streams and market cycles, Trimble’s strong growth prospects and shareholder returns justify a buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Feb 25

Trimble Inc.: ARR Growth Looks Strong, But Total Revenue Expected To Decline Into 2025

Summary Trimble Inc. transitioned to a subscription-based model, with ARR growing 14% YoY and recurring revenues now comprising 62% of total revenue. While ARR is expanding, total revenue is expected to decline by 5-9% in 2025 due to divestments and the transition away from hardware sales. Trimble spends 26% of gross profit on R&D to stay competitive, but rising competition could drive costs higher. Asia-Pacific expansion presents opportunities, but key markets like China, South Korea, and Japan remain untapped. Discounted EPS model suggests a fair value of ~$93 per share, implying 30% upside. However, after applying a 10% margin of safety, the stock remains a HOLD. Read the full article on Seeking Alpha
Seeking Alpha • Nov 28

Trimble: Anticipating Double-Digits Growth In ARR; Initiating With 'Buy'

Summary Trimble's strategic shift towards software-driven models and double-digit ARR growth supports a 'Buy' rating with a one-year target price of $86 per share. Divestiture of non-core businesses, including a $2 billion joint venture sale to AGCO, enables Trimble to focus on high-growth areas and unlock value. Projected organic revenue growth of 8% and ARR growth of 11%-13% in FY24, driven by strong performance in Buildings and Infrastructure, Geospatial, and other segments. Key risks include competition from Autodesk and reliance on civil and infrastructure construction cycles, which could be affected by economic conditions and market recovery in Europe. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 22

Connect & Scale And AI Integration Promise Growth Amid Financial And Geopolitical Risks

Trimble's Connect & Scale strategy and focus on AI in AECO and transportation are set to boost recurring revenue and differentiate its offerings.
Seeking Alpha • Aug 13

Trimble: Undervalued Amid Strong Q2 Results And FY25 Estimates

Summary TRMB is undervalued due to multiple contractions; expected revenue and EPS growth in FY 2025 support a $68 12-month price target, implying a ~30% price growth. Trimble excels in technological innovation through AI and strategic acquisitions but faces competition from players like Tesla's Optimus in automation. Despite a 12% YoY revenue decline in Q2, TRMB's ARR rose by 12% YoY, indicating resilience and growth in recurring software services. Read the full article on Seeking Alpha
Seeking Alpha • May 08

Trimble: On Position Again, Supported By Some Real Green Shoots

Summary Trimble Inc. has faced uncertainties and underwhelming performance in the past, but recent green shoots have created an interesting setup. The company operates in three segments: AECO, field systems, and transportation and logistics, as this is genuinely a well-positioned business. After some hiccups in the fall, operating momentum has returned and these advancements have been well reflected in the share price. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:TRMB - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,5798241,0931,1703
12/31/20274,21167595799612
12/31/20263,89252284485512
4/3/20263,687456481505N/A
1/2/20263,587424361386N/A
10/3/20253,601358315341N/A
7/4/20253,576287287312N/A
4/4/20253,5711,514420453N/A
1/3/20253,6831,504498531N/A
9/27/20243,6321,477478515N/A
6/28/20243,7141,512523567N/A
3/29/20243,837240580622N/A
12/29/20233,799311555597N/A
9/29/20233,723334566604N/A
6/30/20233,650345507541N/A
3/31/20233,598468412447N/A
12/30/20223,676450348391N/A
9/30/20223,746479389440N/A
7/1/20223,762518470524N/A
4/1/20223,766489625675N/A
12/31/20213,659493704751N/A
10/1/20213,563558740784N/A
7/2/20213,454518749798N/A
4/2/20213,242443694745N/A
1/1/20213,148390615672N/A
10/2/20203,142489546606N/A
7/3/20203,134482503563N/A
4/3/20203,255514522593N/A
1/3/20203,264514N/A585N/A
9/27/20193,226322N/A565N/A
6/28/20193,237317N/A544N/A
3/29/20193,168287N/A551N/A
12/28/20183,108283N/A487N/A
9/28/20183,023160N/A492N/A
6/29/20182,904144N/A444N/A
3/30/20182,778127N/A409N/A
12/29/20172,647118N/A430N/A
9/29/20172,532192N/A449N/A
6/30/20172,440174N/A471N/A
3/31/20172,390162N/A403N/A
12/30/20162,362132N/A431N/A
9/30/20162,336119N/A366N/A
7/1/20162,315117N/A347N/A
4/1/20162,291107N/A362N/A
1/1/20162,290121N/A357N/A
10/2/20152,295153N/A373N/A
7/3/20152,317128N/A397N/A

アナリストによる今後の成長予測

収入対貯蓄率: TRMBの予測収益成長率 (年間21.5% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TRMBの収益 ( 21.5% ) はUS市場 ( 17% ) よりも速いペースで成長すると予測されています。

高成長収益: TRMBの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: TRMBの収益 ( 7.7% ) US市場 ( 11.9% ) よりも低い成長が予測されています。

高い収益成長: TRMBの収益 ( 7.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TRMBの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/29 21:24
終値2026/05/29 00:00
収益2026/04/03
年間収益2026/01/02

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Trimble Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
Robert MasonBaird
Quinn FredricksonBaird
Guy HardwickBarclays