Trimble (NASDAQ:TRMB) Releases Q2 2026 Earnings Guidance

Trimble (NASDAQ:TRMB) updated its second quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.780-0.820 for the period, compared to the consensus estimate of 0.770. The company issued revenue guidance of $938.0 million-$963.0 million, compared to the consensus revenue estimate of $945.5 million. Trimble also updated its FY 2026 guidance to 3.470-3.640 EPS.

Wall Street Analyst Weigh In

Several research firms recently issued reports on TRMB. Wall Street Zen downgraded shares of Trimble from a “buy” rating to a “hold” rating in a research note on Saturday, April 4th. Oppenheimer reaffirmed an “outperform” rating and set a $86.00 target price on shares of Trimble in a research report on Tuesday, February 10th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Trimble in a research note on Wednesday, February 11th. Robert W. Baird decreased their price target on shares of Trimble from $90.00 to $85.00 and set an “outperform” rating for the company in a research report on Monday, March 30th. Finally, Zacks Research downgraded shares of Trimble from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Ten analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $92.78.

Trimble Stock Performance

Trimble stock traded down $4.83 during midday trading on Wednesday, reaching $63.54. 2,677,196 shares of the stock traded hands, compared to its average volume of 1,958,623. Trimble has a fifty-two week low of $62.00 and a fifty-two week high of $87.50. The company has a current ratio of 1.09, a quick ratio of 0.96 and a debt-to-equity ratio of 0.24. The firm has a market cap of $14.75 billion, a price-to-earnings ratio of 36.31, a PEG ratio of 2.29 and a beta of 1.45. The firm has a fifty day moving average price of $66.89 and a two-hundred day moving average price of $73.13.

Trimble (NASDAQ:TRMB) last issued its quarterly earnings data on Wednesday, May 6th. The scientific and technical instruments company reported $0.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.72 by $0.07. The business had revenue of $939.90 million during the quarter, compared to the consensus estimate of $905.60 million. Trimble had a return on equity of 11.18% and a net margin of 11.82%.The business’s revenue was up 11.8% on a year-over-year basis. During the same period in the previous year, the firm posted $0.61 earnings per share. Trimble has set its Q2 2026 guidance at 0.780-0.820 EPS and its FY 2026 guidance at 3.470-3.640 EPS. On average, equities research analysts forecast that Trimble will post 3 earnings per share for the current year.

Insider Transactions at Trimble

In other news, CEO Robert G. Painter sold 7,500 shares of the firm’s stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $66.94, for a total value of $502,050.00. Following the completion of the sale, the chief executive officer owned 11,897 shares of the company’s stock, valued at $796,385.18. This trade represents a 38.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, VP Mark David Schwartz sold 16,725 shares of the firm’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $67.01, for a total transaction of $1,120,742.25. Following the sale, the vice president owned 19,668 shares of the company’s stock, valued at approximately $1,317,952.68. This represents a 45.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 31,725 shares of company stock valued at $2,151,167 over the last three months. 0.59% of the stock is owned by corporate insiders.

More Trimble News

Here are the key news stories impacting Trimble this week:

• Positive Sentiment: Q1 results beat expectations: Trimble reported $0.79 EPS vs. the $0.72 consensus and revenue of $939.9M vs. $905.6M estimated; revenue was up ~11.8% year-over-year. Zacks: Trimble Surpasses Q1
• Positive Sentiment: Management raised EPS guidance: FY26 EPS guidance of $3.47–3.64 slightly tops consensus (3.44), and Q2 EPS guidance of $0.78–0.82 is above the ~0.77 consensus — a sign of modest upward earnings revision. Trimble Press Release / Guidance
• Positive Sentiment: Operational highlights and capital returns: Trimble cited record annualized recurring revenue, record gross and operating margins for the quarter, and announced $317M of share repurchases — all supportive of longer‑term profitability and shareholder value. PR Newswire: Q1 2026 Results
• Neutral Sentiment: Full materials available: management provided a slide deck and held the earnings call — useful for drilling into segment trends and backlog but not new headline items. Slide Deck / Call
• Negative Sentiment: Revenue guidance was mixed: FY26 revenue was guided to ~$3.8B–$3.9B, which is effectively in-line-to-slightly below some consensus revenue expectations — investors may have wanted a clearer revenue beat or a narrower/stronger revenue outlook. MarketBeat: Q1 Results & Guidance

Hedge Funds Weigh In On Trimble

A number of institutional investors have recently made changes to their positions in the business. DV Equities LLC acquired a new position in Trimble during the 4th quarter valued at $26,000. Bank of Jackson Hole Trust acquired a new position in shares of Trimble during the 4th quarter worth about $27,000. Quarry LP raised its position in shares of Trimble by 175.8% in the 3rd quarter. Quarry LP now owns 364 shares of the scientific and technical instruments company’s stock valued at $30,000 after acquiring an additional 232 shares during the period. Geneos Wealth Management Inc. boosted its stake in Trimble by 55.4% during the 2nd quarter. Geneos Wealth Management Inc. now owns 474 shares of the scientific and technical instruments company’s stock worth $36,000 after acquiring an additional 169 shares during the last quarter. Finally, Osterweis Capital Management Inc. grew its holdings in Trimble by 5,790.0% during the second quarter. Osterweis Capital Management Inc. now owns 589 shares of the scientific and technical instruments company’s stock valued at $45,000 after purchasing an additional 579 shares during the period. 93.21% of the stock is currently owned by institutional investors.

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.