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Trimble (TRMB)
NASDAQ:TRMB
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.72Last Year’s EPS
0.61Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive picture: top- and bottom-line beats, record ARR growth (14% to $2.39B), margin expansion, strong segment-level execution (particularly AECO and Field Systems ARR acceleration), meaningful AI traction and repeatable cross-sell/upsell dynamics. Offsetting factors include industry-specific headwinds in freight, short-term revenue pressure from Field Systems’ model conversions, divestiture-related taxes and stranded costs, and a conservative 2026 guide that factors in macro/lapping effects. On balance, the positive operational momentum, strong recurring revenue profile, margin progress and capital return actions outweigh the near-term challenges.Company Guidance
Quarterly and Full-Year Revenue Beat
Q4 revenue of $970M, up 9% year-over-year (organic); full-year revenue $3.57B, up 10%.
Strong ARR Growth and Record ARR
Annual Recurring Revenue grew 14% to a record $2.39B, providing a larger recurring base for predictability and growth.
AECO Segment Outperformance
AECO ARR ~ $1.48B, up 16%; Q4 revenue $454M, up 15%; operating margin 44% in the quarter (aided by Jan 1 renewals); ACV bookings record quarter with net retention of ~110%.
Field Systems ARR Acceleration
Field Systems ARR $409M, up 20%; Q4 revenue $379M, up 4%; segment now over 50% software & services and roughly 26% recurring revenue, demonstrating successful business-model conversion.
Transportation & Logistics Resilience
Transportation ARR $508M, up 7%; Q4 revenue $136M, up 4%; marketplace expansion added 10,000+ carriers and 100+ shippers and won anchor shipper deals (e.g., Procter & Gamble and a major beverage company).
Margins and Profitability Expansion
Q4 gross margin 74.6% and EBITDA margin 33.5%; full-year gross margin 71.7% (expanded 150 bps) and FY EBITDA margin 29.3% (expanded 150 bps).
Earnings Per Share Growth
Q4 adjusted EPS of $1.00, up 12% year-over-year; full-year adjusted EPS $3.13, up 10%.
Capital Allocation and Balance Sheet Strength
Repurchased ~$148M of shares in Q4 with $925M remaining authorization; exited year with $253M cash and net leverage of 1.1x (well below 2.5x target); expect at least 1/3 of FCF to be used for buybacks over time.
AI Traction and Product Momentum
AI features already delivering results: MEP estimating AI delivers >50% productivity gains and millions of incremental ARR; submittals AI produced multi‑million labor savings for a customer; >$100M of revenue is already AI‑enabled; case deflection up to 20% in some products.
2026 Financial Guidance
2026 midpoint guidance: revenue $3.86B (~7.5% growth), ARR growth ~13%, EBITDA margin ~29.8% (≈ +50 bps); Q1 midpoint revenue $905M (~8% growth), EPS $0.71, ARR growth 13%.
Cross-sell/Upsell Strength
More than 70% of ACV bookings came from cross-sell/upsell; customers with >3 products grew 18%; only 20% of customers currently buy >1 product, highlighting meaningful penetration opportunity.
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 |
|---|---|---|---|
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% |
May 07, 2025 | $63.32 | $66.30 | +4.71% |
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 (TRMB) report earnings?
Trimble (TRMB) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Trimble (TRMB) earnings time?
Trimble (TRMB) earnings time is at May 06, 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 (Q1) is 0.72.
