SID 0012 Trimble Navigation - Part 2
- Author
- William W Baker
- Published
- Sat 09 Jan 2016
- Episode Link
- http://stocksindepth.com/episode-0012-trimble-navigation-maturing-competition-in-precision-navigation-and-the-growth-in-building-information-modeling-bim/
Three players are preeminent in the field of precision navigation: Trimble, Hexagon, and Topcon. Is the competitive dynamic stabilizing? How are managements dealing with slower revenue growth, and does this mean that end markets are much more penetrated than before? How rapidly can adoption of building information management (BIM) take place? What are the implications for profitability going forward?
