Performance Food Group migrates 100 percent of its fleet management business to Trimble Instinct, doubling Trimble-serviced trucks WESTMINSTER, Colo., Nov. 21, 2024 /PRNewswire/ -- Trimble® (Nasdaq: TRMB) announced today that Performance Food Group Company (PFG) (NYSE:PFGC), one of North America's largest food and foodservice distribution companies, has selected Trimble, as its premier fleet management provider — servicing 100 percent of PFG's fleet business and doubling the number of trucks managed with Tr ...

文章核心观点 - Trimble公司尽管不易理解但长期增长前景良好是值得购买的股票 [1][2] 公司股票表现 - 与2022年1月相比处于负区间但2024年上涨34%过去一年上涨75%自11月5日以来上涨15%这得益于管理层在三季度财报中提高全年营收和利润率指引 [3] 关键指标 - 年度经常性收入(ARR)是关键指标它代表经常性收入的年增长率是自由现金流(FCF)增长的关键决定因素 [4][5] - 管理层预计全年ARR增长11% - 13%且倾向于该范围的上限这一增长由高利润率软件和服务产品的采用增加所驱动 [6] 公司业务 - 公司根基在于硬件业务但未来在于通过硬件采集的数据帮助客户规划建模和优化日常运营 [7] - 公司在建筑工程所有者(AECO)领域的ARR增长令人印象深刻运输和物流表现相对令人失望但应注意货运市场需求放缓 [9] - 公司ARR增长不仅因为解决方案采用率增加还因为管理层简化公司专注核心业务的努力 [10] - 过去四年剥离22项业务包括与Agco成立合资企业以及出售全球运输远程信息处理业务以专注核心终端市场 [11][12] 股票吸引力 - 公司重组战略有效软件/服务收入增长提高利润率ARR以中等十几的速度增长华尔街预计2024 - 2026年自由现金流将从约5亿美元增长到8.17亿美元 [13] - 工业领域数据分析和数字技术的采用刚刚起步公司有很长的增长道路对成长型投资者极具吸引力 [13]

公司被纳斯达克通知可能被摘牌相关情况 - 2024年11月13日Trimble Inc (NASDAQ:TRMB)收到纳斯达克股票市场上市资格部门的员工摘牌决定 因为公司未遵守纳斯达克上市规则5250(c)(1)即未及时向美国证券交易委员会提交所有要求的定期财务报告[1] - 纳斯达克还通知公司其未按时提交截至2024年9月27日的10 - Q季度报告 员工决定和缺陷通知不会立即导致公司证券暂停交易或摘牌[2] - 公司未在纳斯达克之前给予的2024年11月11日截止日期前提交截至2024年3月29日、6月28日和9月27日的10 - Q季度报告 所以纳斯达克发出员工决定[3] 公司应对措施 - 公司打算向纳斯达克听证小组提出上诉 并根据员工决定中规定的程序 在听证过程中寻求进一步暂停任何暂停或摘牌行动 听证通常在请求日期后30至45天进行 听证后听证小组将做出决定 公司还可进一步向纳斯达克上市委员会提出上诉 公司认为自己有条件但不保证被批准延期[4] - 公司正在与安永(EY)努力尽快完成之前披露的对公司财务报告内部控制影响的评估 EY一直在执行并继续执行针对已确定的重大弱点的增量审计程序[5] 公司财务情况 - 截至目前 管理层未发现任何会导致对2024年2月26日最初向美国证券交易委员会提交的10 - K年度报告中所述期间或任何先前发布的财务结果进行重述的错误 EY也未撤回其对公司10 - K年度报告中财务报表的审计报告[6] 公司业务概况 - Trimble正在改变人们出行、建筑和生活的方式 其定位、建模和数据分析方面的核心技术将数字和物理世界连接起来 以提高客户的生产力、质量、安全、透明度和可持续性[9]

Seven contractors recognized for use of Trimble technology for architecture, engineering and construction workflows, processes and projectsLAS VEGAS, Nov. 12, 2024 /PRNewswire/ -- Trimble® (Nasdaq: TRMB) today announced winners of the annual Trimble Construction Innovation Awards, recognizing exceptional use of Trimble technology on workflows, processes and projects by North American customers.Six award categories allowed applicants to highlight any and all types of Trimble construction technology used thro ...

AI advancements extend value of Trimble construction technology and expertise to drive efficiencies in the field and the officeLAS VEGAS, Nov. 11, 2024 /PRNewswire/ -- Trimble® (Nasdaq: TRMB) today gave attendees of its annual user conference, Trimble Dimensions, an inside look at the company's latest initiatives to incorporate artificial intelligence (AI) into construction workflows to help automate processes, improve decision making and enhance productivity. With an extensive hardware and software portfol ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Increased accessibility through a no-cost option enables all contractors to take advantage of Trimble ProjectSight with a new AI feature that supports greater automation and efficiencyLAS VEGAS, Nov. 11, 2024 /PRNewswire/ -- Trimble® (Nasdaq: TRMB) is unveiling a free version of Trimble ProjectSight®, featuring AI and advanced tools that were previously inaccessible to many in the construction industry. This initiative underscores Trimble's strategy to empower contractors of all sizes with connected data an ...

Industry-standard 3D software reaches new growth milestoneLAS VEGAS, Nov. 11, 2024 /PRNewswire/ -- Trimble® (Nasdaq: TRMB) today announced that its SketchUp® 3D modeling software surpassed one million active subscribers. The growth is supported by SketchUp's transition to a subscription business model, the continuous introduction of innovative product features, and Trimble's customer-centric focus on delivering value to the architecture, engineering and construction (AEC) industry. The announcement was made ...

Trimble App Xchange and Trimble Marketplace make it easier for contractors and software developers to build new integrations as well as find existing integrations that automatically connect applications and dataLAS VEGAS, Nov. 11, 2024 /PRNewswire/ -- Trimble® (Nasdaq: TRMB) today announced enhancements to Trimble App Xchange and launched Trimble Marketplace to expand connections between applications and data across construction workflows. With App Xchange, software developers can build integrations that ca ...

Trimble (TRMB) delivered non-GAAP earnings of 70 cents per share in the third quarter of 2024, surpassing the Zacks Consensus Estimate by 12.9%. The reported figure increased 2.9% year over year.Revenues of $875.8 million beat the Zacks Consensus Estimate by 1.1% but declined 8.5% year over year (3% up on an organic basis).Product revenues (35.1% of total revenues) were $307.6 million, down 30.7% year over year. Subscription and services revenues (64.9% of total revenues) increased 10.7% year over year to $ ...