Trimble (NASDAQ:TRMB) Issues Q3 2026 Earnings Guidance

Trimble (NASDAQ:TRMB) issued an update on its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.830-0.880 for the period, compared to the consensus EPS estimate of 0.840. The company issued revenue guidance of $953.0 million-$978.0 million, compared to the consensus revenue estimate of $960.1 million. Trimble also updated its FY 2026 guidance to 3.600-3.700 EPS.

Trimble Trading Down 0.8%

Shares of NASDAQ:TRMB opened at $57.98 on Wednesday. Trimble has a 1 year low of $47.92 and a 1 year high of $84.54. The firm has a market capitalization of $13.52 billion, a P/E ratio of 30.52, a P/E/G ratio of 1.94 and a beta of 1.37. The company has a debt-to-equity ratio of 0.25, a current ratio of 1.01 and a quick ratio of 0.88. The business’s 50-day moving average is $53.26 and its 200 day moving average is $60.78.

Trimble (NASDAQ:TRMB) last announced its quarterly earnings data on Wednesday, August 12th. The scientific and technical instruments company reported $0.86 earnings per share for the quarter, beating analysts’ consensus estimates of $0.80 by $0.06. Trimble had a net margin of 12.38% and a return on equity of 11.61%. The firm had revenue of $972.00 million for the quarter, compared to analyst estimates of $952.09 million. Trimble has set its Q3 2026 guidance at 0.830-0.880 EPS and its FY 2026 guidance at 3.600-3.700 EPS. On average, research analysts predict that Trimble will post 3.01 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have issued reports on TRMB shares. Piper Sandler reduced their price target on shares of Trimble from $97.00 to $87.00 and set an “overweight” rating for the company in a research report on Wednesday, May 6th. Wells Fargo & Company reduced their target price on shares of Trimble from $70.00 to $61.00 and set an “overweight” rating for the company in a report on Tuesday, July 14th. JPMorgan Chase & Co. decreased their target price on shares of Trimble from $88.00 to $75.00 and set an “overweight” rating for the company in a research report on Monday, July 13th. Oppenheimer reaffirmed an “outperform” rating and issued a $80.00 price target on shares of Trimble in a report on Tuesday, July 7th. Finally, Weiss Ratings downgraded Trimble from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, June 4th. Nine analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Trimble has a consensus rating of “Moderate Buy” and an average target price of $82.62.

Insider Activity at Trimble

In other news, Director Kaigham Gabriel sold 1,718 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $60.00, for a total transaction of $103,080.00. Following the sale, the director owned 17,426 shares of the company’s stock, valued at $1,045,560. This trade represents a 8.97% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.59% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TRMB. DV Equities LLC acquired a new stake in shares of Trimble during the 4th quarter valued at about $26,000. Bank of Jackson Hole Trust acquired a new position in Trimble in the 4th quarter worth about $27,000. Quarry LP boosted its position in Trimble by 175.8% during the third quarter. Quarry LP now owns 364 shares of the scientific and technical instruments company’s stock worth $30,000 after purchasing an additional 232 shares in the last quarter. Geneos Wealth Management Inc. grew its holdings in Trimble by 55.4% in the second quarter. Geneos Wealth Management Inc. now owns 474 shares of the scientific and technical instruments company’s stock valued at $36,000 after purchasing an additional 169 shares during the period. Finally, Osterweis Capital Management Inc. grew its holdings in Trimble by 5,790.0% in 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. Hedge funds and other 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.