Trimble (NASDAQ:TRMB) Releases Q1 2026 Earnings Guidance

Trimble (NASDAQ:TRMB) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 0.690-0.740 for the period, compared to the consensus earnings per share estimate of 0.660. The company issued revenue guidance of $893.0 million-$918.0 million, compared to the consensus revenue estimate of $894.2 million. Trimble also updated its FY 2026 guidance to 3.420-3.620 EPS.

Trimble Price Performance

NASDAQ TRMB traded down $1.50 during trading hours on Wednesday, reaching $67.39. 422,445 shares of the company’s stock were exchanged, compared to its average volume of 2,156,937. The firm has a fifty day moving average of $76.32 and a 200-day moving average of $79.07. Trimble has a one year low of $52.91 and a one year high of $87.50. The stock has a market cap of $16.03 billion, a PE ratio of 46.08, a price-to-earnings-growth ratio of 2.33 and a beta of 1.59. The company has a current ratio of 1.00, a quick ratio of 0.86 and a debt-to-equity ratio of 0.24.

Trimble (NASDAQ:TRMB) last announced its earnings results on Tuesday, February 10th. The scientific and technical instruments company reported $1.00 earnings per share for the quarter, beating analysts’ consensus estimates of $0.96 by $0.04. Trimble had a return on equity of 10.73% and a net margin of 9.93%.The company had revenue of $969.80 million during the quarter, compared to analyst estimates of $949.97 million. During the same period last year, the company posted $0.89 earnings per share. The firm’s quarterly revenue was down 1.4% compared to the same quarter last year. Trimble has set its FY 2026 guidance at 3.420-3.620 EPS and its Q1 2026 guidance at 0.690-0.740 EPS. On average, equities research analysts predict that Trimble will post 2.37 earnings per share for the current fiscal year.

Trimble declared that its Board of Directors has authorized a share buyback program on Friday, December 5th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the scientific and technical instruments company to repurchase up to 5.1% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s management believes its stock is undervalued.

Analyst Ratings Changes

Several analysts have recently commented on the stock. Sanford C. Bernstein reissued an “outperform” rating on shares of Trimble in a research note on Wednesday. Oppenheimer reiterated an “outperform” rating and issued a $86.00 price objective on shares of Trimble in a research report on Tuesday. Piper Sandler reissued an “overweight” rating and issued a $97.00 target price on shares of Trimble in a research note on Friday, November 7th. Zacks Research lowered Trimble from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 1st. Finally, KeyCorp upgraded Trimble from a “sector weight” rating to an “overweight” rating and set a $99.00 price target on the stock in a report on Monday, December 15th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, Trimble presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.00.

Insider Activity at Trimble

In other news, CFO Phillip Sawarynski sold 2,250 shares of the company’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $80.45, for a total value of $181,012.50. Following the completion of the sale, the chief financial officer directly owned 25,684 shares of the company’s stock, valued at $2,066,277.80. This represents a 8.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director James Calvin Dalton sold 616 shares of Trimble stock in a transaction that occurred on Friday, November 28th. The stock was sold at an average price of $81.99, for a total transaction of $50,505.84. Following the transaction, the director directly owned 13,193 shares in the company, valued at $1,081,694.07. The trade was a 4.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 17,866 shares of company stock worth $1,448,543. 0.54% of the stock is owned by insiders.

Key Headlines Impacting Trimble

Here are the key news stories impacting Trimble this week:

• Positive Sentiment: Quarterly beat and company release — Trimble posted Q4 EPS of $1.00 (vs. $0.96 consensus) and revenue of $969.8M, and highlighted record annualized recurring revenue and record gross/operating margins; management initiated strong FY2026 guidance. PR Newswire: Trimble Announces Q4 and FY2025 Results
• Positive Sentiment: Raised guidance — Trimble guided Q1 FY2026 EPS to $0.69–$0.74 (above consensus) and FY2026 EPS to $3.42–$3.62 (well above consensus), and set revenue guidance of $3.8–$3.9B, signaling confidence in recurring software demand. Yahoo Finance: Why Trimble Is Up After Results & Capital Plans
• Positive Sentiment: Market reaction and analyst takeaways — Coverage emphasizes margin strength, record margins driving earnings beat, and management’s “Connect & Scale” execution as evidence of durable recurring momentum. TipRanks: Earnings Call Highlights Recurring Momentum
• Positive Sentiment: News agency confirmation — Reuters highlights Trimble’s upbeat annual profit and revenue outlook and attributes strength to robust software demand, supporting the positive sentiment behind the stock move. Reuters: Trimble Forecasts Upbeat Annual Profit
• Neutral Sentiment: Detail analysis — Zacks and other outlets dig into key metrics (margins, ARR growth, segment performance) to show where strength came from and what to watch next; useful for assessing sustainability but not an immediate directional trigger. Zacks: What Key Metrics Tell Us About TRMB Q4
• Negative Sentiment: Revenue trend note — Despite the beats, revenue was down ~1.4% year‑over‑year in the quarter, a reminder that top-line softness in parts of the business still exists and could limit upside if recurring growth slows. Yahoo Finance: TRMB Q4 2025 Highlights

Institutional Trading of Trimble

A number of large investors have recently made changes to their positions in TRMB. Sivia Capital Partners LLC bought a new position in shares of Trimble during the second quarter worth about $208,000. Brighton Jones LLC acquired a new position in Trimble during the 4th quarter worth approximately $211,000. Vise Technologies Inc. boosted its position in Trimble by 12.0% during the 4th quarter. Vise Technologies Inc. now owns 2,847 shares of the scientific and technical instruments company’s stock worth $223,000 after acquiring an additional 305 shares during the last quarter. Newbridge Financial Services Group Inc. bought a new position in shares of Trimble during the 3rd quarter worth approximately $216,000. Finally, Jump Financial LLC acquired a new stake in shares of Trimble in the second quarter valued at approximately $215,000. Institutional investors own 93.21% of the company’s stock.

About Trimble

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.