Trimble Inc. (TRMB)

From the record

Trimble Inc.'s filings since 2017 show 9 warning events of 3 kinds: a notice about its exchange listing (8-K item 3.01, 4 times, the latest 2025-03-26); an auditor change (8-K item 4.01, the latest 2025-04-29); a late-report notice (Form NT 10-K or NT 10-Q, 4 times, the latest 2025-03-05) (its current reports).

From the record

Trimble Inc.'s 10 filed years say what it did: revenue went from $2.4 billion in fiscal 2016 to $3.6 billion in fiscal 2026, up 4.7% a year; it rose in 6 of 9 years; the deepest fall was 6% from fiscal 2023 to fiscal 2026; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-01-02, Trimble Inc.'s diluted share count shrank about 1.2% a year, and dividends and buybacks returned about 75% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 16 sales (16 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-04 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-01-02, Trimble Inc. earned about 7 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 27 cents per dollar of everything the company owns. Leverage: it owed about 37 cents per dollar of assets, and net share issuance: its share count shrank 2.3% over the year (the filed statements).

From the record

Trimble Inc.'s standing among 11 graded names in its industry family: revenue of $3.6 billion in fiscal 2026 ranks in the top 23% by size; a net margin of 11.8% ranks in the top 41%; revenue growth of -0.8% a year over the last 3 filed years ranks in the bottom 25% (its annual reports).

From the record

Trimble Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Painter, Robert G (President & CEO, as filed), filing under that title since 2020-01-07, 6.9 years (top 45% of its family); the 19 officers and directors filing in the last fifteen months have been on the record a median of 5.2 years (bottom 35%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 19 people in charge now (top 50%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Trimble Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $253 million against debt of $1.4 billion leaves -12.2% of its assets as net cash, bottom 23% of its family; cash from operations less capital spending is 10.1% of revenue (top 45%); a gross margin of 69.1% (top 6%); research spending of 17.6% of revenue (top 25%) (its annual report).

From the record

Trimble Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew -0.8% a year over the last three filed years against 4.7% over all 10, slowing (bottom 35% of its family); the newest year grew -2.6% (bottom 32%); research spending grew 5.2% a year (top 32%); capital spending grew -16.3% a year (bottom 41%) (its annual reports). Trimble Inc. reported 3 lines of business in fiscal 2025: Field Systems at $1.5 billion (43%), Architects Engineers Construction and Owners at $1.5 billion (42%), Transportation and Logistics at $549 million (15%); 2 of 3 grew against the year before (its annual report).

From the record

Trimble Inc.'s newest year against its own record: revenue of $3.6 billion in fiscal 2026 came in 2.7% below the $3.7 billion its prior three years' pace pointed to (bottom 17% of its family); net income of $424 million against a prior three-year average of $755 million (bottom 15%); a net margin of 11.8% against 20.4% before (bottom 5%) (its annual reports).