Trimble (NASDAQ:TRMB) Releases FY 2026 Earnings Guidance

Posted by Brenda Bartman on Aug 14th, 2026

Trimble (NASDAQ:TRMB – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 3.600-3.700 for the period, compared to the consensus estimate of 3.470. The company issued revenue guidance of $3.9 billion-$4.0 billion, compared to the consensus revenue estimate of $3.9 billion. Trimble also updated its Q3 2026 guidance to 0.830-0.880 EPS.

Analyst Upgrades and Downgrades

TRMB has been the subject of a number of analyst reports. Oppenheimer reiterated an “outperform” rating and issued a $80.00 price objective on shares of Trimble in a research report on Tuesday, July 7th. Weiss Ratings downgraded shares of Trimble from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, June 4th. Piper Sandler reaffirmed an “overweight” rating and issued a $87.00 target price on shares of Trimble in a research report on Thursday. Raymond James Financial lowered Trimble from a “moderate buy” rating to a “hold” rating in a research report on Wednesday, July 22nd. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Trimble from $75.00 to $76.00 and gave the stock an “overweight” rating in a research note on Thursday. Nine investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Trimble has an average rating of “Moderate Buy” and an average target price of $81.67.

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Trimble Stock Performance

Shares of NASDAQ:TRMB opened at $57.54 on Friday. The company has a quick ratio of 0.88, a current ratio of 1.01 and a debt-to-equity ratio of 0.25. The firm has a market cap of $13.41 billion, a PE ratio of -117.43, a PEG ratio of 1.87 and a beta of 1.37. Trimble has a 12-month low of $47.92 and a 12-month high of $84.42. The company’s 50 day moving average price is $53.31 and its two-hundred day moving average price is $60.58.

Trimble (NASDAQ:TRMB – Get Free Report) last posted its quarterly earnings results on Wednesday, August 12th. The scientific and technical instruments company reported $0.86 earnings per share for the quarter, beating the consensus estimate of $0.80 by $0.06. The firm had revenue of $972.00 million during the quarter, compared to the consensus estimate of $952.09 million. Trimble had a negative net margin of 2.77% and a positive return on equity of 11.95%. The business’s revenue was up 11.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.71 earnings per share. Trimble has set its Q3 2026 guidance at 0.830-0.880 EPS and its FY 2026 guidance at 3.600-3.700 EPS. Equities research analysts predict that Trimble will post 3.01 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Kaigham Gabriel sold 1,718 shares of the business’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $60.00, for a total value of $103,080.00. Following the sale, the director directly owned 17,426 shares in the company, valued at $1,045,560. The trade was a 8.97% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.59% of the stock is currently owned by corporate insiders.

More Trimble News

Here are the key news stories impacting Trimble this week:

Positive Sentiment: Trimble reported second-quarter adjusted earnings of $0.86 per share, exceeding the $0.80 consensus estimate, while revenue rose 11% year over year to $972 million, above expectations of approximately $952 million. Field Systems performance, recurring-revenue growth and improved margins supported the results. Trimble Q2 Earnings Beat Estimates on Field Systems Strength
Positive Sentiment: Management raised fiscal 2026 guidance to revenue of roughly $3.90 billion-$3.95 billion and non-GAAP EPS of $3.60-$3.70, above the prior outlook and the $3.47 analyst consensus for EPS. Annualized recurring revenue reached a record $2.51 billion. Trimble Announces Second Quarter 2026 Results and Raises Full Year Guidance
Positive Sentiment: The board authorized a new $1 billion share-repurchase program, potentially supporting per-share value and signaling confidence in Trimble’s cash-generation outlook. Transportation revenue also increased 5%, with management citing early signs of improvement in freight markets. Trimble sees freight green shoots as transportation revenue rises 5%
Positive Sentiment: JPMorgan raised its price target to $76 and reaffirmed an overweight rating, while Piper Sandler maintained its overweight rating with an $87 target. These targets imply substantial potential upside from recent trading levels.
Neutral Sentiment: Third-quarter EPS guidance of $0.83-$0.88 brackets the $0.84 consensus estimate, while projected revenue of $953 million-$978 million is broadly consistent with expectations. This suggests continued growth but limited near-term upside surprises.
Negative Sentiment: Trimble recorded a $562 million goodwill impairment in its Transportation and Logistics segment, producing a GAAP net loss of approximately $472 million despite much stronger adjusted earnings. The charge may weigh on sentiment and highlights ongoing challenges in that business. Trimble Slides as Transportation Unit Impairment Overshadows Strong Q2
Negative Sentiment: Some investors viewed the outlook as modest, particularly the third-quarter guidance near consensus, which could limit enthusiasm after the earnings beat. Recent reported insider activity also showed sales without purchases, although such transactions are not necessarily indicative of business fundamentals.

Hedge Funds Weigh In On Trimble

Several hedge funds and other institutional investors have recently made changes to their positions in TRMB. Sivia Capital Partners LLC purchased a new position in Trimble in the 2nd quarter valued at approximately $208,000. Brighton Jones LLC bought a new position in shares of Trimble during the 4th quarter valued at about $211,000. Los Angeles Capital Management LLC acquired a new position in Trimble in the 4th quarter valued at approximately $89,000. Advisory Services Network LLC bought a new stake in Trimble during the third quarter worth approximately $85,000. Finally, Measured Wealth Private Client Group LLC bought a new stake in shares of Trimble in the 3rd quarter worth approximately $54,000. Hedge funds and other institutional investors own 93.21% of the company’s stock.

Trimble Company Profile

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Trimble Inc (NASDAQ: TRMB) is a technology company that develops hardware, software and services to improve the productivity and connectivity of customers across the construction, agriculture, geospatial, transportation and logistics, and natural resources sectors. The company’s offerings center on advanced positioning technologies — including GNSS/GPS receivers, inertial sensors and laser scanning — integrated with application-specific software and cloud services to enable precise measurement, modeling, machine control and workflow automation for field and office operations.

Trimble’s product portfolio spans surveying and geospatial instruments (total stations, mobile mapping and terrestrial laser scanners), construction solutions (machine control systems, site positioning and estimating), agriculture systems (auto-steer, guidance and application-control platforms), and fleet and transportation telematics.