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 $ ...

New donation provides quickly deployable and reliable access to survey-grade precision for hundreds of field workers to work safer and faster while clearing land of extremely dangerous remnants of warWESTMINSTER, Colo., Nov. 7, 2024 /PRNewswire/ -- Trimble (Nasdaq: TRMB) has announced its expanded support for The HALO Trust, the world's largest humanitarian landmine-clearance non-profit organization. Trimble is donating an additional 175 Trimble® Catalyst™ GNSS systems, including Trimble DA2 GNSS receivers, ...

Extends Trimble's all-in-one solution for survey and machine guidance to any compact track loader bucketWESTMINSTER, Colo., Nov. 7, 2024 /PRNewswire/ -- Trimble® (Nasdaq: TRMB) announced today the availability of its Trimble Siteworks Machine Guidance Module for compact track loaders. Siteworks Machine Guidance extends the capabilities of Trimble Siteworks Software from surveying and layout to support on-machine guidance and operator assistance, now on compact track loader buckets. This marks the first new ...

财务数据和关键指标变化 - Trimble在第三季度实现了22.187亿美元的年度经常性收入（ARR），同比增长14% [6] - 收入增长4%，EBITDA为27.1%，每股收益（EPS）为0.70美元，均超出预期 [9] - Trimble的毛利率创下68.5%的新高，较2019年的57.7%有显著提升 [6] 各条业务线数据和关键指标变化 - AECO（建筑、工程和施工）部门的ARR达到了12.1亿美元，增长18% [12] - Field Systems业务收入与预期持平，下降2%，但ARR增长19% [15] - 运输与物流部门的ARR增长9%，运营利润率达到21% [20] 公司战略和发展方向和行业竞争 - Trimble继续推进“连接与扩展”战略，旨在数字化连接用户、数据和工作流程 [4] - 公司计划出售其移动业务，以专注于更具竞争力的领域，并成为合并后公司的主要股东 [7][21] - 与Caterpillar的长期合资关系续签，旨在加速混合车队机器控制解决方案的创新 [18] 管理层对经营环境和未来前景的评论 - 管理层对未来的前景持乐观态度，认为在北美市场表现强劲，亚太地区（不包括印度）表现较弱 [23] - 预计2025年将继续实现双位数的有机ARR增长，AECO业务将高于此范围 [35] - 对于运输与物流部门，尽管面临货运衰退，Transporeon团队在第三季度实现了创纪录的订单量 [20] 其他重要信息 - Trimble的现金流表现优于预期，2024年迄今的自由现金流为3.89亿美元 [27] - 公司计划在完成审计后恢复股票回购，当前授权下剩余6.25亿美元 [8] 问答环节所有提问和回答 问题: 关于ACV预订的更多信息 - Trimble在整个公司的ACV预订表现强劲，AECO业务的TC1预订增长超过公司平均水平 [39] 问题: 2025年的展望 - 预计2025年AECO业务将高于5%-8%的有机收入增长范围，运输业务在此范围内，Field Systems预计将低于此范围 [43] 问题: Caterpillar与Deere的合作关系 - Caterpillar和Deere的合作关系将帮助客户选择最适合其业务的机器和技术，Trimble将继续与这两家公司保持商业关系 [48] 问题: 运输与物流部门的表现 - 运输与物流部门在移动业务剥离后，财务指标将得到改善，Transporeon业务的预订量和收入增长良好 [51] 问题: M&A管道的现状 - Trimble在AECO领域有收购机会，优先考虑软件收购，预计将进行小规模的收购 [58] 问题: 2025年的宏观环境 - 预计2025年北美市场将继续强劲，欧洲市场将保持现状，Field Systems的增长将低于公司平均水平 [82]