Trimble Inc.

TRMB

$60.10

+1.67%

N/A+$0.99

Technology

Hardware, Equipment & Parts

NASDAQ

Negociación activa

Trimble Inc. develops and supplies technology solutions globally, empowering professionals and field workers to significantly improve or revolutionize their operational workflows. Through ...

Cadena de suministro de TRMB

Aguas arriba

Fundiciones, empaquetado, memoria, obleas, componentes y proveedores de insumos.

Aguas arriba

Advanced Micro Devices, Inc. (AMD/Xilinx)

u-blox Holding AG

Trimble Electronic Products (Shanghai) Co. Ltd.

STMicroelectronics N.V.

Qualcomm Technologies, Inc.

NASDAQ:QCOM

Technology collaboration partner for precise positioning solutions in automotive and mobile platforms; chipset/module supplier for GNSS-enabled devices

Advanced Micro Devices, Inc. (AMD/Xilinx)

NASDAQ:AMD

FPGA and adaptive computing supplier used in Trimble GNSS receivers, total stations, and embedded hardware systems

Analog Devices, Inc.

NASDAQ:ADI

Signal processing ICs, RF components, and precision analog semiconductors for Trimble's survey and construction hardware

Microsoft Corporation

NASDAQ:MSFT

Azure cloud infrastructure provider for Trimble's SaaS offerings including Trimble Unity Construct, Viewpoint, and Transporeon platforms

u-blox Holding AG

SIX:UBXN

Potential supplier of GNSS receiver modules for lower-tier Trimble products; complementary to Trimble's proprietary Maxwell chipset line

Aguas abajo

Clientes, distribuidores, OEM y canales que absorben la producción.

Aguas abajo

Platform Science

BuildingPoint

Vantage Distribution Partners

Caterpillar Inc.

NYSE:CAT

Long-standing joint venture (Caterpillar Trimble Control Technologies — CTCT, est. 2002, renewed Oct 2024) for machine grade control solutions; Caterpillar integrates Trimble technology into its construction equipment

AGCO Corporation

NYSE:AGCO

PTx Trimble joint venture (closed April 2024); AGCO acquired 85% of Trimble's agriculture assets for $2.0B, Trimble retains 15% stake. Joint entity serves mixed-fleet precision agriculture

Deere & Company (John Deere)

NYSE:DE

Strategic partnership (Oct 2024) enabling John Deere SmartGrade machines with Trimble technology ecosystem for construction; also Trimble Ready factory-fit option for over a decade

CNH Industrial N.V.

NYSE:CNH

Expanded strategic alliance for precision agriculture data sharing and integrated technology (since 2009); Trimble solutions distributed through CNH dealer network

Platform Science

Acquired Trimble's global transportation telematics/mobility business (Feb 2025); Trimble became a 32.5% shareholder in the expanded entity. Trimble retained Transporeon, Enterprise, and MAPS

Comparables

Empresas cotizadas comparables y valores de seguimiento usados como representantes del análisis.

Comparables

Hexagon AB

Topcon Corporation

Direct competitor in geospatial/surveying, construction technology, and positioning. Hexagon owns Leica Geosystems and has a comparable hardware+software business model across AEC and industrial markets. Provides the closest public market proxy for Trimble's Field Systems and AECO hardware-software mix.

Topcon Corporation

TSE:7732

Direct competitor in GNSS surveying equipment, optical instruments, machine control, and precision agriculture. Similar product overlap with Trimble in construction and geospatial end-markets.

Autodesk Inc.

NASDAQ:ADSK

Key competitor in BIM/construction software (Revit, AutoCAD vs Trimble's Tekla, SketchUp). Closest proxy for Trimble's AECO software segment and the shift to cloud/subscription models in construction technology.

Bentley Systems Inc.

NASDAQ:BSY

Competitor in infrastructure engineering software. Bentley's focus on civil infrastructure, digital twins, and project delivery software overlaps with Trimble's AECO and owner/operator segments.

Geografía

Exposiciones regionales que pueden distorsionar la red de suministro.

Geografía

China

Taiwan

Europe

Trimble Electronic Products (Shanghai) Co. Ltd.

TSMC

Transporeon GmbH

China

Manufacturing & Revenue

Trimble Electronic Products (Shanghai) Co. Ltd.Wholly owned subsidiary that manufactures Trimble hardware products. Geopolitical tensions, tariffs, or supply chain disruptions in China could impact production costs and continuity.

Taiwan

Semiconductor Foundry

TSMCNYSE:TSMPotential foundry for Trimble custom GNSS chipsets and AMD FPGA supply. Cross-strait tensions could disrupt semiconductor supply chain.

Europe

Revenue & Operations

Transporeon GmbHGerman-based TMS platform acquired by Trimble in 2023. Significant European transportation customer base. Subject to EU regulatory environment and data sovereignty requirements.

United States

Government Customer Concentration

U.S. Federal and State Government AgenciesTrimble Unity Construct adopted by state DOTs and municipal capital programs. Government funding cycles and procurement policies affect revenue predictability.

Concentración

Exposiciones de concentración de clientes, proveedores o socios que pueden distorsionar la red de suministro.

Customer

Critical

Trimble relies on a small number of large OEM partners (Caterpillar CTCT JV, AGCO PTx JV, John Deere, CNH Industrial) for a material portion of revenue in construction and agriculture. Loss or renegotiation of any relationship could materially impact results.

Foundry

High

Trimble's proprietary Maxwell™ GNSS chipset is likely fabricated at a limited set of foundries (TSMC/GF). Any disruption in semiconductor foundry capacity or geopolitical tensions affecting Taiwan could impact hardware production.

Equipment

High

Trimble's GNSS and optical hardware components rely on specialized semiconductor and precision component suppliers (Qualcomm, AMD, ADI). Single-sourced FPGA and RF components present bottleneck risk.

Other

Medium

Trimble holds a 32.5% stake in Platform Science (post-Mobility divestiture) and a 15% stake in PTx Trimble (AGCO JV). Value of these strategic stakes is dependent on the performance of these private/controlled entities.

Composición de ingresos

Cómo la composición de ingresos se traduce en apalancamiento y dependencia en la cadena de suministro.

AECO (Architects, Engineers, Construction & Owners)

41.8%

$1.5B

Largest segment driven by SaaS/cloud construction management (Viewpoint, Trimble Unity Construct, Tekla, SketchUp). Upstream cloud infrastructure (Azure/AWS) is critical; downstream demand depends on large engineering firms, contractors, and owner/operators adopting connected construction workflows.

Field Systems (Geospatial, Surveying, GNSS Hardware & Software)

38.9%

$1.4B

Hardware-intensive segment requiring GNSS chipsets (Trimble proprietary Maxwell™), optical sensors, RF components, and FPGAs. Supply chain exposure to semiconductor suppliers, contract manufacturers, and precision component fabricators. Distribution via authorized dealer networks like BuildingPoint.

Transportation & Logistics (T&L)

19.3%

$0.7B

Primarily software (Transporeon TMS, Trimble MAPS). Post-divestiture of Mobility/telematics (Feb 2025), this segment is software-only with limited hardware procurement. Cloud infrastructure and data services are key upstream inputs.

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Trimble Inc.

Cadena de suministro de TRMB

Aguas arriba

Qualcomm Technologies, Inc.

Advanced Micro Devices, Inc. (AMD/Xilinx)

Analog Devices, Inc.

Microsoft Corporation

u-blox Holding AG

Trimble Electronic Products (Shanghai) Co. Ltd.

NXP Semiconductors N.V.

STMicroelectronics N.V.

View More

Aguas abajo

Caterpillar Inc.

AGCO Corporation

Deere & Company (John Deere)

CNH Industrial N.V.

Platform Science

AECOM

BuildingPoint

Vantage Distribution Partners

View More

Comparables

Hexagon AB

Topcon Corporation

Autodesk Inc.

Bentley Systems Inc.

Geografía

China

Taiwan

Europe

View More

Cadena de suministro de TRMB

Aguas arriba

Qualcomm Technologies, Inc.

Advanced Micro Devices, Inc. (AMD/Xilinx)

Analog Devices, Inc.

Microsoft Corporation

u-blox Holding AG

Trimble Electronic Products (Shanghai) Co. Ltd.

NXP Semiconductors N.V.

STMicroelectronics N.V.

View More

Aguas abajo

Caterpillar Inc.

AGCO Corporation

Deere & Company (John Deere)

CNH Industrial N.V.

Platform Science

AECOM

BuildingPoint

Vantage Distribution Partners

View More

Comparables

Hexagon AB

Topcon Corporation

Autodesk Inc.

Bentley Systems Inc.

Geografía

China

Taiwan

Europe

View More