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Side-by-side financial comparison of TFI International Inc. (TFII) and Trimble Inc. (TRMB). Click either name above to swap in a different company.
Trimble Inc. is the larger business by last-quarter revenue ($969.8M vs $921.9M, roughly 1.1× TFI International Inc.).
TFI International Inc. is a Canadian transport and logistics company based in Saint-Laurent, Quebec, a borough of Montreal. It operates primarily in Canada, the United States, and Mexico through 4 business segments: less than truckload (LTL), package and courier, logistics, and truckload. It has Canada's largest LTL business, largest trucking fleet, and in 2021 was ranked 6th in terms of revenue among both LTL and truckload North American carriers. Its trucking fleet consists of over 14,000 c...
Trimble Inc. is an American software, hardware, and services technology company that was founded in 1978. Its headquarters is in Westminster, Colorado. It is publicly traded on the Nasdaq and listed on the S&P 500. Trimble develops hardware and software for a variety of business sectors including architecture, engineering, and construction (AEC); surveying, mapping, and geomatics (geospatial); and transportation and logistics (T&L).
TFII vs TRMB — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $921.9M | $969.8M |
| Net Profit | — | $156.6M |
| Gross Margin | — | 72.0% |
| Operating Margin | 8.4% | 22.3% |
| Net Margin | — | 16.1% |
| Revenue YoY | — | -73.7% |
| Net Profit YoY | — | 73.6% |
| EPS (diluted) | — | $0.65 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $901.2M | ||
| Q3 25 | $921.9M | $875.7M | ||
| Q2 25 | $2.0B | $840.6M | ||
| Q1 25 | $2.0B | $983.4M | ||
| Q3 24 | $1.0B | $875.8M | ||
| Q2 24 | $2.3B | $870.8M | ||
| Q1 24 | $1.9B | $953.3M |
| Q4 25 | — | $111.5M | ||
| Q3 25 | — | $89.2M | ||
| Q2 25 | $98.2M | $66.7M | ||
| Q1 25 | $56.0M | $90.2M | ||
| Q3 24 | — | $40.6M | ||
| Q2 24 | $117.8M | $1.3B | ||
| Q1 24 | $92.8M | $57.2M |
| Q4 25 | — | 68.9% | ||
| Q3 25 | — | 68.3% | ||
| Q2 25 | — | 66.7% | ||
| Q1 25 | — | 69.3% | ||
| Q3 24 | — | 65.7% | ||
| Q2 24 | — | 62.7% | ||
| Q1 24 | — | 62.3% |
| Q4 25 | — | 16.7% | ||
| Q3 25 | 8.4% | 14.6% | ||
| Q2 25 | 8.4% | 11.6% | ||
| Q1 25 | 5.8% | 17.6% | ||
| Q3 24 | 9.5% | 13.3% | ||
| Q2 24 | 9.2% | 7.1% | ||
| Q1 24 | 8.1% | 11.5% |
| Q4 25 | — | 12.4% | ||
| Q3 25 | — | 10.2% | ||
| Q2 25 | 4.8% | 7.9% | ||
| Q1 25 | 2.9% | 9.2% | ||
| Q3 24 | — | 4.6% | ||
| Q2 24 | 5.2% | 151.2% | ||
| Q1 24 | 5.0% | 6.0% |
| Q4 25 | — | $0.46 | ||
| Q3 25 | — | $0.37 | ||
| Q2 25 | — | $0.27 | ||
| Q1 25 | — | $0.36 | ||
| Q3 24 | — | $0.16 | ||
| Q2 24 | — | $5.34 | ||
| Q1 24 | — | $0.23 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $253.4M |
| Total DebtLower is stronger | — | $1.4B |
| Stockholders' EquityBook value | — | $5.8B |
| Total Assets | — | $9.3B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $232.7M | ||
| Q3 25 | — | $265.9M | ||
| Q2 25 | — | $290.0M | ||
| Q1 25 | — | $738.8M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $944.1M | ||
| Q1 24 | — | $255.1M |
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $1.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.7B | ||
| Q2 25 | — | $5.4B | ||
| Q1 25 | — | $5.7B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.6B | ||
| Q1 24 | — | $4.3B |
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $9.1B | ||
| Q2 25 | — | $8.9B | ||
| Q1 25 | — | $9.5B | ||
| Q3 24 | — | $9.9B | ||
| Q2 24 | — | $9.6B | ||
| Q1 24 | — | $9.3B |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.24× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $386.2M |
| Free Cash FlowOCF − Capex | — | $360.9M |
| FCF MarginFCF / Revenue | — | 37.2% |
| Capex IntensityCapex / Revenue | — | 2.6% |
| Cash ConversionOCF / Net Profit | — | 2.47× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | — | $123.8M | ||
| Q2 25 | — | $155.6M | ||
| Q1 25 | — | $115.1M | ||
| Q3 24 | — | $94.9M | ||
| Q2 24 | — | $87.6M | ||
| Q1 24 | — | $233.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | $116.6M | ||
| Q2 25 | — | $149.0M | ||
| Q1 25 | — | $109.0M | ||
| Q3 24 | — | $88.5M | ||
| Q2 24 | — | $73.3M | ||
| Q1 24 | — | $227.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | 13.3% | ||
| Q2 25 | — | 17.7% | ||
| Q1 25 | — | 11.1% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 23.8% |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.6% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 0.7% |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.39× | ||
| Q2 25 | — | 2.33× | ||
| Q1 25 | — | 1.28× | ||
| Q3 24 | — | 2.34× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 4.09× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
TFII
Segment breakdown not available.
TRMB
| Subscription and services | $701.5M | 72% |
| Product | $268.3M | 28% |
