Trimble 과거 순이익 실적
과거 기준 점검 2/6
Trimble은 연평균 11.6%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 27.2% 증가했습니다. 매출은 연평균 0.6%의 비율로 증가했습니다. Trimble의 자기자본이익률은 8.1%이고 순이익률은 12.4%입니다.
핵심 정보
11.59%
순이익 성장률
12.38%
주당순이익(EPS) 성장률
| Software 산업 성장률 | 17.33% |
| 매출 성장률 | 0.58% |
| 자기자본이익률 | 8.09% |
| 순이익률 | 12.37% |
| 최근 순이익 업데이트 | 03 Apr 2026 |
최근 과거 실적 업데이트
Recent updates
분석 기사 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 AlphaSeeking 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 AlphaSeeking 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
새로운 내러티브 • 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 AlphaSeeking 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 Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Trimble가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 03 Apr 26 | 3,687 | 456 | 1,154 | 642 |
| 02 Jan 26 | 3,587 | 424 | 1,129 | 631 |
| 03 Oct 25 | 3,601 | 358 | 1,132 | 650 |
| 04 Jul 25 | 3,576 | 287 | 1,130 | 652 |
| 04 Apr 25 | 3,571 | 1,514 | 1,149 | 651 |
| 03 Jan 25 | 3,683 | 1,504 | 1,152 | 662 |
| 27 Sep 24 | 3,632 | 1,477 | 1,111 | 655 |
| 28 Jun 24 | 3,714 | 1,512 | 1,100 | 662 |
| 29 Mar 24 | 3,837 | 240 | 1,103 | 675 |
| 29 Dec 23 | 3,799 | 311 | 1,071 | 664 |
| 29 Sep 23 | 3,723 | 334 | 1,056 | 631 |
| 30 Jun 23 | 3,650 | 345 | 1,039 | 596 |
| 31 Mar 23 | 3,598 | 468 | 989 | 561 |
| 30 Dec 22 | 3,676 | 450 | 976 | 542 |
| 30 Sep 22 | 3,746 | 479 | 937 | 544 |
| 01 Jul 22 | 3,762 | 518 | 901 | 549 |
| 01 Apr 22 | 3,766 | 489 | 880 | 548 |
| 31 Dec 21 | 3,659 | 493 | 876 | 537 |
| 01 Oct 21 | 3,563 | 558 | 823 | 526 |
| 02 Jul 21 | 3,454 | 518 | 804 | 511 |
| 02 Apr 21 | 3,242 | 443 | 751 | 487 |
| 01 Jan 21 | 3,148 | 390 | 748 | 476 |
| 02 Oct 20 | 3,142 | 489 | 767 | 470 |
| 03 Jul 20 | 3,134 | 482 | 773 | 464 |
| 03 Apr 20 | 3,255 | 514 | 809 | 470 |
| 03 Jan 20 | 3,264 | 514 | 814 | 470 |
| 27 Sep 19 | 3,226 | 322 | 791 | 463 |
| 28 Jun 19 | 3,237 | 317 | 806 | 465 |
| 29 Mar 19 | 3,168 | 287 | 799 | 455 |
| 28 Dec 18 | 3,108 | 283 | 793 | 446 |
| 28 Sep 18 | 3,023 | 160 | 799 | 432 |
| 29 Jun 18 | 2,904 | 144 | 761 | 410 |
| 30 Mar 18 | 2,778 | 127 | 734 | 391 |
| 29 Dec 17 | 2,647 | 118 | 694 | 370 |
| 29 Sep 17 | 2,532 | 192 | 667 | 355 |
| 30 Jun 17 | 2,440 | 174 | 640 | 349 |
| 31 Mar 17 | 2,390 | 162 | 627 | 351 |
| 30 Dec 16 | 2,362 | 132 | 624 | 350 |
| 30 Sep 16 | 2,336 | 119 | 626 | 352 |
| 01 Jul 16 | 2,315 | 117 | 627 | 345 |
| 01 Apr 16 | 2,291 | 107 | 623 | 337 |
| 01 Jan 16 | 2,290 | 121 | 620 | 337 |
| 02 Oct 15 | 2,295 | 153 | 626 | 332 |
| 03 Jul 15 | 2,317 | 128 | 629 | 332 |
양질의 수익: TRMB는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: TRMB의 현재 순 이익률 (12.4%)은 지난해 (42.4%)보다 낮습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: TRMB의 수익은 지난 5년 동안 연평균 11.6% 증가했습니다.
성장 가속화: TRMB은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.
수익 대 산업: TRMB은 지난 1년 동안 수익이 감소(-69.9%)하여 Software 업계 평균(11.8%)과 비교하기 어렵습니다.
자기자본이익률
높은 ROE: TRMB의 자본 수익률(8.1%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/29 19:55 |
| 종가 | 2026/05/29 00:00 |
| 수익 | 2026/04/03 |
| 연간 수익 | 2026/01/02 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Trimble Inc.는 32명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Guy Hardwick | Barclays |