Trimble (NASDAQ:TRMB) Updates FY 2026 Earnings Guidance

Trimble (NASDAQ:TRMB) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 3.470-3.640 for the period, compared to the consensus EPS estimate of 3.440. The company issued revenue guidance of $3.8 billion-$3.9 billion, compared to the consensus revenue estimate of $3.9 billion. Trimble also updated its Q2 2026 guidance to 0.780-0.820 EPS.

Trimble Stock Performance

Trimble stock traded down $4.83 during mid-day trading on Wednesday, hitting $63.54. The company had a trading volume of 2,677,196 shares, compared to its average volume of 1,958,623. The company has a market capitalization of $14.75 billion, a price-to-earnings ratio of 36.31, a P/E/G ratio of 2.29 and a beta of 1.45. Trimble has a 12-month low of $62.00 and a 12-month high of $87.50. The company’s fifty day moving average is $66.89 and its 200-day moving average is $73.13. The company has a current ratio of 1.09, a quick ratio of 0.96 and a debt-to-equity ratio of 0.24.

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

Analyst Ratings Changes

Several brokerages recently weighed in on TRMB. Wall Street Zen lowered Trimble from a “buy” rating to a “hold” rating in a research note on Saturday, April 4th. Zacks Research cut Trimble from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Barclays upped their target price on Trimble from $101.00 to $103.00 and gave the stock an “overweight” rating in a research note on Friday, March 6th. Oppenheimer reaffirmed an “outperform” rating and issued a $86.00 price target on shares of Trimble in a research note on Tuesday, February 10th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Trimble in a research note on Wednesday, January 21st. Ten research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $92.78.

Insiders Place Their Bets

In other news, VP Mark David Schwartz sold 16,725 shares of the firm’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $67.01, for a total value of $1,120,742.25. Following the transaction, the vice president directly owned 19,668 shares of the company’s stock, valued at approximately $1,317,952.68. This trade represents a 45.96% decrease in their ownership of the stock. The transaction 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, CEO Robert G. Painter sold 7,500 shares of the company’s stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $66.94, for a total transaction of $502,050.00. Following the sale, the chief executive officer directly owned 11,897 shares of the company’s stock, valued at approximately $796,385.18. This represents a 38.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 have sold 31,725 shares of company stock valued at $2,151,167 in the last ninety days. Insiders own 0.59% of the company’s stock.

Key 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

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Brighton Jones LLC acquired a new stake in Trimble during the fourth quarter worth about $211,000. Empowered Funds LLC boosted its holdings in Trimble by 9.5% in the 1st quarter. Empowered Funds LLC now owns 7,023 shares of the scientific and technical instruments company’s stock valued at $461,000 after purchasing an additional 607 shares during the last quarter. Woodline Partners LP grew its stake in shares of Trimble by 41.6% in the 1st quarter. Woodline Partners LP now owns 20,766 shares of the scientific and technical instruments company’s stock valued at $1,363,000 after buying an additional 6,100 shares during the period. Sivia Capital Partners LLC acquired a new stake in shares of Trimble during the 2nd quarter worth approximately $208,000. Finally, Marshall Wace LLP raised its position in shares of Trimble by 31.8% during the 2nd quarter. Marshall Wace LLP now owns 113,500 shares of the scientific and technical instruments company’s stock valued at $8,624,000 after buying an additional 27,374 shares during the period. Hedge funds and other institutional investors own 93.21% of the company’s stock.

Trimble Company Profile

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.