Trimble Inc. (TRMB)
NASDAQ:TRMB
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.8Last Year’s EPS
0.71Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial quarter: solid top-line beats, record ARR, margin expansion, strong free cash flow and meaningful capital returns. Segment performance (notably AECO, Field Systems and Transportation) and strategic moves in AI and M&A (Document Crunch, SketchUp-Claude integration) reinforce growth and monetization pathways. Offsetting factors include reduced visibility in hardware, near-term OpEx timing pressures in Field Systems, and macro/geopolitical risks that introduced conservatism into guidance. On balance, the positive results, raised guidance and strategic progress materially outweigh the near-term risks and conservatism.Company Guidance
Top-line Beat and ARR Growth
Q1 revenue $940M, up 12% year-over-year; ARR $2.435B, up 13% year-over-year (record ARR) — both ahead of expectations and driving recurring revenue momentum.
Earnings and Margin Expansion
Reported EPS $0.79, $0.07 above the midpoint and above the high end of guidance; gross margin expanded to 71%; EBITDA margin 27.4%, a 150 basis point expansion versus prior year.
Raised Full-Year Guidance
Company raised FY26 midpoint revenue to $3.875B (~8% growth) and increased EPS guidance to $3.55; midpoint ARR growth expected at 13% and projected EBITDA margins of 29.7%.
Strong Free Cash Flow and Capital Returns
Q1 free cash flow $275M; executed $317M of share repurchases in the quarter with $608M remaining authorization; leverage ratio 1.1x (well below 2.5x target), demonstrating balance sheet strength.
AECO Segment Outperformance
AECO delivered 14% ARR growth and 14% revenue growth with a record $1.51B ARR; operating margin expanded to 31.5%, a 420 basis point improvement year-over-year.
Field Systems and Transportation Strength
Field Systems: ARR and revenue up 12%; continued civil construction and geospatial strength. Transportation & Logistics: ARR up 9%, revenue up 7%, operating margins expanded to 24.2% (+300 bps YoY); Transportation new logo growth +50% YoY.
Strategic AI and M&A Progress
Acquired Document Crunch to build AI-powered contract risk management; launched SketchUp AI add-on ($11.99/month) and a SketchUp-Anthropic Claude integration to expand addressable market; Transporeon transaction flows exceed $100M of revenue; Trimble Connect has 30M+ projects and ~50M historical users, underpinning AI opportunities.
Product & Go-to-Market Traction
Strong trade-show presence (ConExpo) and partner integrations (24 OEM booths); new Field Systems capabilities (dynamic swing booms, ground penetrating radar integration) and expanded APAC roll-out for Trimble Construction One support cross-sell/upsell.
TRMB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TRMB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $68.37 | $63.42 | -7.24% |
Feb 10, 2026 | $66.93 | $68.88 | +2.91% |
Nov 05, 2025 | $78.60 | $80.57 | +2.51% |
Aug 06, 2025 | $82.70 | $84.13 | +1.73% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Trimble Inc. (TRMB) report earnings?
Trimble Inc. (TRMB) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Trimble Inc. (TRMB) earnings time?
Trimble Inc. (TRMB) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TRMB EPS forecast?
TRMB EPS forecast for the fiscal quarter 2026 (Q2) is 0.8.
