Trimble Inc. develops and supplies technology solutions globally, empowering professionals and field workers to significantly improve or revolutionize their operational workflows. Through ...
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Est. EPS $0.86 · Revenue $966.33M · 8 analysts
Est. EPS $3.67 · Revenue $3.93B · 8 analysts
Est. EPS $1.16 · Revenue $1.05B · 8 analysts
Est. EPS $0.87 · Revenue $1.01B · 3 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $3.6B | -2.6% | +3.4% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $424.0M | -71.8% | -576.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +68.3% | +5.0% | +5.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +16.9% | +35.4% | -13.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +11.8% | -71.1% | -561.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $133.2M | -73.2% | -13.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +3.7% | -72.5% | -16.0% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 23.9% | -10.7% | +13.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.09x | -14.5% | -5.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $9.3B | -1.9% | -5.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.75 vs 3.09 | -43.4% | -2.02 vs 0.86 | -334.8% |
| Revenue Surprise | $3.6B vs $3.6B | +0.6% | $972.0M vs $966.3M | +0.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Bhattacharya Rasmani | officer: Chief Legal Officer | Common Stock | — | 0 | — |
| Aug 19, 2026 | Bhattacharya Rasmani | officer: Chief Legal Officer | Employee Stock Option | — | 26,567 | $55.69 |
| Aug 19, 2026 | Bhattacharya Rasmani | officer: Chief Legal Officer | Restricted Stock Unit | — | 23,620 | — |
| Aug 4, 2026 | Gabriel Kaigham | director | Common Stock | D | 1,718 | $60.00 |
| Jun 17, 2026 | Gabriel Kaigham | director | Common Stock | A | 3,974 | $50.78 |
Operator: Hello, everyone. Thank you for joining us, and welcome to the Trimble Second Quarter 2026 Financial Results Call. [Operator Instructions] I will now hand the conference over to Rob Painter, President and Chief Executive Officer. Please go ahead. Robert Painter: Welcome, everyone, and thanks for joining us today. Before I get started, our presentation and safe harbor statements are available on our website. Our financial review will focus on year-over-year non-GAAP performance metrics on an organic basis. Let's start on Slide 5 with our 3 key messages for our second quarter call. First, performance. Driven by organic execution, the Trimble team delivered a top and bottom line beat. We are raising our full year guidance and reinforcing our capital allocation strategy with a new $1 billion share repurchase authorization. Second, momentum. Our Connect & Scale strategy is accelerating as connected data and workflows compound value across our Trimble-led ecosystem. Third, transformation. Our AI transformation is hitting its stride. Building on a connected data foundation, we are deploying agentic workflows that unlock step function productivity for our customers while driving structural efficiencies inside our own walls. Turning to Slide 6. The second quarter performance was exceptional. Organic revenue growth of 10% and EBITDA margins of 28.6%, both beat the midpoint of our guidance range. Total organic ARR grew 12% with AECO up 14%, Field Systems up 12% and Transportation up 7%. This strong execution, combined with our outlook for the second half of the year, gives us the confidence to raise the midpoint of our full year guidance for revenue by $50 million and for earnings per share by $0.10, representing 17% year-over-year earnings growth. My sincere thanks go out to the Trimble team and our global partners for their dedication and customer focus. Turning to Slide 7. I'm going to take some focused time today to talk about our Engineering and Construction business and how AI accelerates our Connect & Scale strategy, thereby reinforcing our right to win for decades to come. Trimble sits at the very center of engineering and construction workflows. Our customers deploy our software and hardware solutions in one connected ecosystem where our unique advantage lies in closing the loop between the physical and digital worlds. Our investors see this value through our AECO and Field Systems segments. Let's review both segments before tying the full picture together. In AECO, revenue was $389 million, up 9% and ARR reached a record $1.577 billion, up 14%. Cross-sell and upsell motions continue to drive outperformance. Our recent acquisition of Document Crunch, which delivers AI-based contract risk intelligence, is outperforming expectations and has significant momentum. We also accelerated practical AI releases for our customers across many of our products. For example, targeting small subcontractors, we launched a new AI-enhanced construction job …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Robert G. Painter | Chief Executive Officer, President & Director | USD 3,587,443 | Male | 1972 | Active |
Ronald J. Bisio | Group President of Field Systems | USD 1,108,541 | Male | 1970 | Active |
Phillip Sawarynski | Executive VP & CFO | USD 989,595 | Male | 1974 | Active |
Mark Schwartz | Group President of AECO Software | USD 974,309 | Male | 1976 | Active |
Chris Keating | Group President of Transportation & Logistics | USD 822,717 | Male | 1972 | Active |
Jim Palermo | Chief Information Officer | — | Male | — | Active |
Kenneth Bement | Chief Accounting Officer | — | Male | 1980 | Active |
Michael Leyba | Director of Investor Relations | — | Male | — | Active |
Jennifer Allison | Senior VP, Chief Legal Officer & Company Secretary | — | Female | 1974 | Active |
Rasmani Bhattacharya | Executive VP, Chief Legal Officer & Chief Compliance Officer | — | Female | — | Active |
Leah K. Lambertson | Senior Vice President of Operations & Head of Sustainability | — | Female | — | Active |
The mean of analysts' price targets for Trimble (TRMB) points to a 34.9% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Besides Wall Street's top-and-bottom-line estimates for Trimble (TRMB), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.
AIT, DOV, HUBB, RBC and TRMB stand out as manufacturing activity hits a four-year high amid seven months of sector growth.
WESTMINSTER, Colo., Aug. 5, 2026 /PRNewswire/ -- Trimble (Nasdaq: TRMB) will hold a conference call on Wednesday, August 12, 2026 at 8 a.m.
On August 04, 2026, Trimble Inc (TRMB) shares rose 3.5% to a current price of $59.81. The stock has seen a 52-week range between $47.92 and $87.50, highlighting
