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Trimble (TRMB) investor relations material
Trimble Piper Sandler 4th Annual Growth Frontiers Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 4th Annual Growth Frontiers Conference summary11 Sep, 2025
Strategic transformation and portfolio evolution
Undertook significant divestitures, including ag and mobility businesses, to simplify operations and focus on core segments.
Shifted to a model with nearly 80% software-related revenue and two-thirds recurring revenue, enhancing financial visibility and margins above 70%.
Reorganized into three main segments: AECO (construction software), field systems (hardware and software), and transportation (software).
Emphasized the Connect and Scale strategy, integrating workflows and data across segments for ecosystem value.
Connect and Scale strategy and productization
Connect and Scale links digital and physical workflows, enabling real-time data sharing among stakeholders via Trimble Connect.
Trimble Construction One (TC1) offers a unified contract and platform, reducing sales friction and enabling cross-sell/upsell.
Product bundling and account-based sales drive higher adoption and customer retention.
Expansion of TC1 and similar strategies to transportation and field systems, with geographic rollout from North America to Europe and APAC.
Financial targets and performance
Set 2027 targets: $3B ARR, $4B revenue, and 30% EBITDA margin.
Strong first-half performance across segments, even amid freight market downturn.
AECO segment boasts high teens ARR growth and 30% operating margins, with a $50B addressable market at only 20% penetration.
Identified $1B cross-sell/upsell opportunity within existing AECO customers.
Trimble's unique data assets for AI
AECO growth: cross-sell/up-sell execution
Field Systems: hardware subscriptions market impact
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Q3 20255 Nov, 2025
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Frequently asked questions
GPS Systems and More
Trimble Inc. is an American company with multinational operations specializing in hardware and software solutions for diverse industries, including agriculture, construction, geospatial, and transportation. Its products include advanced GPS systems, 3D modeling software, farm management tools, construction project management software, UAVs, and several other products and services. The company is headquartered in Sunnyvale, California, and its shares are listed on the Nasdaq.
Early Days and Commercial Success
Trimble was founded in 1978 by Charles Trimble along with two partners from Hewlett-Packard, and initially operated over a small movie theatre in Los Altos, California. The idea was relatively simple but would go on to become a massive success: Trimble would go on to utilize the then-emerging GPS technology for commercial applications. At the time, GPS was primarily used by the military, and Trimble's venture represented a significant shift towards civilian and commercial use. The company has been a pioneer in GPS technology throughout the years, growing organically as well as making several key acquisitions over the years in order to broaden its portfolio and areas of operations. Today the company is still an expert in GPS technology but provides a much more comprehensive portfolio of products and services.
GPS Experts
Trimble's GPS product offerings are diverse, catering to a wide range of industries. The company specializes in high-precision GPS receivers that provide accurate location data, essential for professionals in industries such as construction, agriculture, and land management. Trimble also offers GPS solutions for vehicle and fleet tracking, as well as navigation systems for marine and aviation sectors. In agriculture, its products are used in farm automation and resource management. Overall, Trimble's GPS offerings focus on accuracy and reliability in sectors where this is absolutely paramount.
Some companies with similar portfolios and offerings include Hexagon, Garmin, and several privately held businesses.
Other Products and Services
Beyond GPS technology, Trimble's product range extends across several sectors. In construction, they offer building information modeling (BIM) software, 3D modeling tools, and laser-based survey equipment. For the agriculture sector, Trimble provides precision farming tools that integrate data collection, analysis, and automation that effectively improve crop management and yield. In transportation and logistics, the company offers fleet management software and telematics solutions, as well as software for resource and workforce management for various industries.
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