Trimble is executing a strategic pivot from hardware to higher-margin software and services, with recurring revenue now representing 79% of total revenue and ARR reaching $2.509B.
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Revenue growth rebounded to 11.8% in 2026Q1, while gross margin expanded to 65.9% and operating margin reached 15.6%, reflecting the shift to higher-margin software and services.
Trimble's relentless innovation in precise positioning, 3D modeling, and data analytics empowers customers globally, driving growth in construction and geospatial sectors.
Trimble reported robust full-year 2025 results with revenue of US$3.59 billion and net income of US$424.0 million, alongside optimistic 2026 guidance.
Management's Connect & Scale plan emphasizes AI-enabled, recurring software revenue, particularly in construction software, enhancing long-term stability.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.86-0.2% vs $0.86 | $967M+0.0% vs $966M |
Q3 2026 Aug 12, 2026 | $0.86+7.2% vs $0.80 | $972M+2.1% vs $952M |
Q2 2026 May 6, 2026 | $0.79+9.7% vs $0.72 | $940M+3.8% vs $906M |
Q1 2026 Feb 10, 2026 | $1.00+4.2% vs $0.96 | $970M+2.1% vs $950M |
Trimble's Q3 earnings meet estimates as AECO strength lifts revenues by 7.3% and ARR hits a record $2.56B, but slower recurring growth weighs on its 2026 outlook.
Trimble NASDAQ: TRMB reported third-quarter revenue of $967 million, up 7% year over year, and non-GAAP earnings per share of $0.86, which the company said was in line with and above the midpoint of its guidance range. Annualized recurring revenue reached a record $2.564 billion, up 10%, while EBITDA margin was 28.8%, toward the high end of Trimble's forecast.
Trimble Inc. (TRMB) Q3 2026 Earnings Call Transcript
Trimble reported third-quarter revenue of $967 million. Annualized recurring revenue reached $2.564 billion in the third quarter.
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Key metrics vs top competitors for Trimble Inc. (TRMB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $54.11 | $12.61B | 30.92 | -2.61% | 11.82% | 7.32% | — | |
| $271.85 | $46.46B | 55.71 | 7.95% | 19.08% | 20.11% | — | |
| $135.15 | $4.81B | 91.94 | 3.3% | 6% | 4.9% | — | |
| $285.57 | $55.07B | 33.24 | 15.06% | 25.58% | 21.91% | 1.2% | |
| $196.36 | $3.24B | 22.54 | 11.33% | 8.79% | 18.92% | — | |
| $319.92 | $88.24B | 78.80 | 14.12% | 22.51% | 21.43% | — |
Trimble Inc. (TRMB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Trimble Inc. (TRMB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 12, 2026·SEC
May 27, 2026·SEC
May 26, 2026·SEC
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Trimble Inc. (TRMB) stock FAQ — growth, dividends, profitability & financials explained
Trimble Inc. (TRMB) reported $3.78B in revenue over the trailing twelve months. Revenue was $3.59B in fiscal year 2025. That is 1435% more than the $233.7M of fiscal year 1996.
Trimble Inc. (TRMB) revenue fell by 2.6% in fiscal year 2025, compared with the prior fiscal year.
No. Trimble Inc. (TRMB) reported a net loss of $104.7M over the trailing twelve months.
Trimble Inc. (TRMB) had a return on equity (ROE) of 7.3% in fiscal year 2025. That is below the market's typical 10-15%.
Trimble Inc. (TRMB) generated $545.4M in free cash flow over the trailing twelve months.
