-
Posted by
Two Blokes May 18, 2025 -
Filed in
Stock
-
5 views
Trimble's 1Q25 results reinforce my buy thesis: strong ARR growth, margin expansion, and successful cross-selling initiatives are driving improved fundamentals. Demand remains resilient across core markets like data centers, renewables, and mining, with secular tailwinds supporting long-term growth, despite macro uncertainty. Cross-selling and strategic partnerships, especially with John Deere, are expanding TRMB's addressable market and boosting annual contract value from existing customers.
