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Trimble Expands Collaboration with The HALO Trust to Enhance Landmine Clearance Efforts Worldwide
Prnewswire· 2024-11-07 21:30
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, ...
Trimble Introduces Siteworks Machine Guidance Module for Compact Track Loaders
Prnewswire· 2024-11-07 19:30
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 ...
Trimble(TRMB) - 2024 Q3 - Earnings Call Transcript
2024-11-07 00:26
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]
Compared to Estimates, Trimble (TRMB) Q3 Earnings: A Look at Key Metrics
ZACKS· 2024-11-06 23:35
Trimble Navigation (TRMB) reported $875.8 million in revenue for the quarter ended September 2024, representing a year-over-year decline of 8.5%. EPS of $0.70 for the same period compares to $0.68 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $866.3 million, representing a surprise of +1.10%. The company delivered an EPS surprise of +12.90%, with the consensus EPS estimate being $0.62.While investors scrutinize revenue and earnings changes year-over-year and how they compare wi ...
Trimble Navigation (TRMB) Surpasses Q3 Earnings and Revenue Estimates
ZACKS· 2024-11-06 22:05
Trimble Navigation (TRMB) came out with quarterly earnings of $0.70 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.68 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 12.90%. A quarter ago, it was expected that this GPS manufacturer would post earnings of $0.57 per share when it actually produced earnings of $0.62, delivering a surprise of 8.77%.Over the last four quarters, t ...
Trimble(TRMB) - 2024 Q3 - Quarterly Results
2024-11-06 20:06
Exhibit 99.1 Trimble Announces Third Quarter 2024 Results • Record annualized recurring revenue, reflecting ongoing execution of the Connect & Scale strategy • Record gross margin, demonstrating continued business transformation and favorable mix shift • Continued simplification and focusing of business via recently announced Mobility divestiture • Raising full year guidance WESTMINSTER, Colo., Nov 6, 2024 - Trimble Inc. (NASDAQ: TRMB) today announced financial results for the third quarter of 2024. Third Q ...
Trimble Announces Third Quarter 2024 Results
Prnewswire· 2024-11-06 19:55
Record annualized recurring revenue, reflecting ongoing execution of the Connect & Scale strategy Record gross margin, demonstrating continued business transformation and favorable mix shift Continued simplification and focusing of business via recently announced Mobility divestiture Raising full year guidanceWESTMINSTER, Colo., Nov. 6, 2024 /PRNewswire/ -- Trimble Inc. (NASDAQ: TRMB) today announced financial results for the third quarter of 2024.Third Quarter 2024 Financial Highlights Revenue of $875.8 m ...
Trimble Third Quarter 2024 Earnings Call and Webcast
Prnewswire· 2024-10-24 04:08
WESTMINSTER, Colo., Oct. 23, 2024 /PRNewswire/ -- Trimble (Nasdaq: TRMB) will hold a conference call on Wednesday, November 6, 2024 at 8 a.m. ET to review its third quarter 2024 results. The call will be broadcast live on the web at http://investor.trimble.com. Investors without internet access may dial into the call at (888) 660-6347 (U.S.) or (929) 201-6594 (international). The conference ID is 1043223.About TrimbleTrimble is transforming the ways people move, build and live. Core technologies in position ...
John Deere, Trimble Partner to Deliver Advanced Technology Solutions to More Construction Customers Worldwide
Prnewswire· 2024-10-22 22:00
Strategic partnership will enable machines equipped with John Deere SmartGrade™ greater access to Trimble technology ecosystem WESTMINSTER, Colo., Oct. 22, 2024 /PRNewswire/ -- Trimble® (Nasdaq: TRMB) announced today a new strategic relationship with John Deere (NYSE: DE) that will accelerate the innovation and adoption of grade control technology for the construction industry. The availability of the Trimble Earthworks Grade Control technology integrated with the John Deere SmartGrade™ platform will make i ...
China Stimulus, DET Launch & Trimble JV News Boost CAT: Buy the Stock?
ZACKS· 2024-10-04 01:46
Caterpillar Inc. (CAT) has been on an impressive upward trajectory recently. Over the past five trading sessions, the CAT stock trended at more than $390 per share, closing at $394.05 yesterday. This is just 1% below its 52-week high of $397.22 reached on Sept. 26. This momentum was fueled by several developments, including China's stimulus measures, BHP Group's (BHP) decision to test the groundbreaking Cat Dynamic Energy Transfer ("DET") system and the extension of Caterpillar's joint venture with Trimble. ...