Trimble Inc. · TRMB · Next earnings

Trimble Inc. reports Wednesday, Nov 4, 2026

TRMB reports before market open with consensus EPS at $0.86 and revenue at $966.3M. Last quarter: Trimble Beats Estimates and Raises Guidance, but Shares Fall Sharply Post-Print

Reports Before market open45 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.86 Calendar consensus
Consensus revenue $966.3M Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 45 days away

Where TRMB left off: FY2026 Q1

Full report

Trimble Beats Estimates and Raises Guidance, but Shares Fall Sharply Post-Print

EPS surprise +9.7% Reported $0.79 vs $0.72
Revenue surprise +3.8% Reported $939.9M vs $905.6M
Stock move -7.2% Event window
Subsequent drift -12.2% Up to 20 sessions

FY2026 guidance was raised modestly. Updated targets: $3.875B revenue, $3.55 EPS, 13% ARR growth, and 29.7% EBITDA margin. Prior quarter guidance projected approximately 7.5% revenue growth and targeted EBITDA margin expansion. The raise reflects Q1 outperformance and continued recurring revenue momentum, though management acknowledged reduced visibility on hardware timing and potential second-half demand normalization in Field Systems.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Reduced visibility on hardware business timing and margins.
  • Macroeconomic uncertainty including Middle-East conflict and tariff policy risks.
  • Potential pull-forward effects or slower second-half demand in Field Systems.
  • Data privacy and security considerations around third-party AI model integrations (e.g., Claude).
  • Labor shortages in construction could affect deployment timelines.

Questions analysts left open

  • Level of conservatism baked into full-year guidance and back-half outlook.
  • Quantitative details on AI token usage and monetization impact.
  • Competitive dynamics in construction software and hardware markets.
  • Margin drivers in Field Systems and whether OpEx timing is transient.
  • Data ownership and security implications of the Claude-SketchUp partnership.

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Recent TRMB quarters

All TRMB earnings
-7.2%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.