WESTMINSTER, Colo., May 17, 2024 /PRNewswire/ -- Trimble Inc. (NASDAQ: TRMB) (the "Company") today announced that it received an expected deficiency notification letter from the Listing Qualifications Staff of The Nasdaq Stock Market LLC ("Nasdaq") on May 16, 2024 (the "Notice"). The Notice indicated that the Company was not in compliance with Nasdaq Listing Rule 5250(c)(1) (the "Listing Rule") as a result of its failure to timely file its Quarterly Report on Form 10-Q for the period ended March 29, 2024 (t ...

This stock declined after earnings, but it probably has nothing to do with its fundamentals.Cathie Wood is a fan of workflow technology company Trimble (TRMB -0.74%), a top 10 holding in her ARK Autonomous Technology & Robotics exchange-traded fund (ETF) and her ARK Space Exploration & Innovation ETF. Wood, a growth-focused investor, has good reason to like it because Trimble's combination of growth prospects in the construction, infrastructure, and agricultural industries and its transformational workflow ...

Municipal, county and state organizations, as well as educational institutions, are among those recognized for improving project outcomes, operational efficiency and cost savings WESTMINSTER, Colo., May 16, 2024 /PRNewswire/ -- Trimble (NASDAQ: TRMB) today announced the winners of its inaugural Trimble Infinity Awards, which recognize organizations for their remarkable accomplishments in achieving capital program and infrastructure management success.  The Infinity Awards were announced in a special ceremon ...

Annual event connects transportation leaders to drive progress within the global supply chainWESTMINSTER, Colo., May 15, 2024 /PRNewswire/ -- Trimble (NASDAQ: TRMB) opened registration for its 2024 Insight Tech Conference, which will be held September 15-17 at The Venetian Resort in Las Vegas. Trimble Opens Registration for 2024 Insight Tech Conference. Annual event connects transportation leaders to drive progress within the global supply chain. In its seventh year, Trimble's Insight Tech Conference w ...

Trimble has acquired Flashtract to add construction payment, compliance and lien waiver capabilities to its connected construction technology ecosystem.Flashtract’s technology streamlines the flow of payment and compliance information between construction general contractors and subcontractors, Trimble said in a Wednesday (May 8) press release.Now branded as Trimble Pay, the technology will initially be integrated with the Trimble Viewpoint Vista enterprise resource planning (ERP) solution for construction, ...

Proven Payment, Compliance and Lien Waiver Technology Advances Trimble Construction One Integrated Subcontractor Management Capabilities WESTMINSTER, Colo., May 8, 2024 /PRNewswire/ -- Trimble (NASDAQ: TRMB) announced today it has acquired privately-held Flashtract, a company delivering specialized technology to streamline the flow of payment and compliance information between construction general contractors and subcontractors. Financial terms were not disclosed. Flashtract technology is used to manage pay ...

Heavy civil contractors Bituminous Roadways, Gulf Operators and Sherwood Companies achieve ROI and performance improvements through their use of B2W SoftwareWESTMINSTER, Colo., May 7, 2024 /PRNewswire/ -- Trimble (NASDAQ: TRMB) today announced the winners of the 2024 B2W Customer Innovation Awards for North American heavy civil contractors. Bituminous Roadways, Gulf Operators and Sherwood Companies are recognized for their Return on Investment (ROI) results using individual B2W applications and the unified ...

Trimble (TRMB) delivered first-quarter 2024 non-GAAP earnings of 64 cents per share, which surpassed the Zacks Consensus Estimate by 8.47% but decreased 11.1% on a year-over-year basis.Revenues of $953.3 million beat the Zacks Consensus Estimate by 2.29% and increased 4.1% year over year.Product revenues (accounted for 38.5% of total revenues) totaled $367.1 million, down 15.5% on a year-over-year basis. Subscription and services revenues (61.5% of total revenues) increased 22% year over year to $586.2 mill ...

财务数据和关键指标变化 - 2023年第一季度ARR达23亿美元,同比增长13%[6] - 2023年第一季度调整后收入同比增长8%[6] - 2023年第一季度调整后毛利率创纪录达67.5%[6] - 2023年第一季度调整后EBITDA利润率扩大290个基点至27.9%[6] - 2023年第一季度自由现金流达2.27亿美元[6] 各条业务线数据和关键指标变化 AECO业务 - 2023年第一季度AECO业务订单创纪录,ARR增长18%,利润率扩大430个基点[14] - AECO业务已发展成为一个超过10亿美元ARR的规模业务,经营利润率超过50%[15] - AECO业务受益于制造业回流、数据中心和可再生能源项目等细分市场的强劲需求[15] 现场系统业务 - 2023年第一季度现场系统业务收入增长1%,利润率提升250个基点至26.9%[16][17] - 现场系统业务软件服务和经常性收入占比48%,ARR增长14%[17] - 该业务受益于基础设施投资,但受到欧洲和亚太地区经济疲软的影响[19] 运输物流业务 - 2023年第一季度Transporeon业务创下历史最高订单,实现强劲增长[20][21][22] - 该业务在欧洲货运衰退的环境下仍保持良好表现,体现了其创新产品和卓越执行力[22] - 公司正在将地图解决方案跨销售到Transporeon的欧洲客户群[24] 各个市场数据和关键指标变化 - 北美市场制造业回流、数据中心和可再生能源项目需求强劲[15] - 欧洲和亚太地区经济疲软,影响了现场系统业务的表现[19] - 欧洲货运市场持续低迷,但Transporeon业务仍保持良好增长[22] 公司战略和发展方向及行业竞争 - 公司"连接和扩展"战略正在推进,通过连接用户、数据和工作流,并实现规模化发展[11][66] - 公司正在简化和聚焦业务,通过新的组织架构和报告分部提高透明度和问责制[8][9] - 公司看好AECO、现场系统和运输物流三大业务的长期发展前景[15][19][24] - 公司将继续通过并购等方式拓展AECO业务的能力[31][34] 管理层对经营环境和未来前景的评论 - 总体经营环境保持有利,但存在一些不确定性,如美国GDP增长和全球利率动态[19] - 公司对2024财年的指引保持不变,尽管受到不利汇率影响[7][40] - 公司相信"连接和扩展"战略能够持续创造价值,并有信心实现长期自由现金流目标[28] 问答环节重要的提问和回答 问题1 **Chad Dillard 提问** 关于内部控制问题对财务报表的影响[73][74] **David Barnes 回答** 公司财务数据没有问题,这只是关于内部控制文件记录的问题,公司正在与审计师合作解决[75][76][77] 问题2 **Jason Celino 提问** AECO业务新客户和现有客户的订单占比情况[81][82] **Rob Painter 回答** AECO业务新客户和现有客户订单占比大约为三分之二和三分之一[82] 问题3 **Jerry Revich 提问** 2023年第二季度毛利率大幅下降的原因[94][95] **Phil Sawarynski 回答** 主要是由于第一季度高毛利的定期许可收入在第二季度大幅下降,以及人工成本上升等因素[94][95]

AECO部门营收 - 2023年第一季度至第四季度，AECO部门的营收分别为2.881亿美元，2.641亿美元，2.696亿美元和2.887亿美元，年度总计为11.105亿美元[1] Field Systems部门营收 - 2023年第一季度至第四季度，Field Systems部门的营收分别为4.799亿美元，5.406亿美元，4.954亿美元和4.520亿美元，年度总计为19.679亿美元[1] Transportation and Logistics部门营收 - 2023年第一季度至第四季度，Transportation and Logistics部门的营收分别为1.474亿美元，1.889亿美元，1.923亿美元和1.917亿美元，年度总计为7.203亿美元[1]