Trimble (NASDAQ:TRMB) Updates FY 2026 Earnings Guidance

Key Points

• Trimble raised its FY 2026 outlook, guiding for EPS of $3.60–$3.70 versus the $3.47 analyst consensus and revenue of $3.9–$4.0 billion, broadly in line with expectations. Q3 2026 EPS guidance is $0.83–$0.88.
• The company’s latest quarterly results exceeded estimates, with EPS of $0.86 versus $0.80 expected and revenue of $972 million versus the $952.09 million consensus.
• Analyst sentiment remains generally positive, with nine Buy ratings and three Holds producing a “Moderate Buy” consensus and an $82.62 target price, although some firms recently reduced their targets or downgraded the stock.

Trimble (NASDAQ:TRMB - Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 3.600-3.700 for the period, compared to the consensus EPS estimate of 3.470. The company issued revenue guidance of $3.9 billion-$4.0 billion, compared to the consensus revenue estimate of $3.9 billion. Trimble also updated its Q3 2026 guidance to 0.830-0.880 EPS.

Analyst Upgrades and Downgrades

TRMB has been the subject of several research analyst reports. Oppenheimer reaffirmed an "outperform" rating and set a $80.00 target price on shares of Trimble in a research note on Tuesday, July 7th. Raymond James Financial lowered Trimble from a "moderate buy" rating to a "hold" rating in a research report on Wednesday, July 22nd. Barclays decreased their target price on Trimble from $103.00 to $79.00 and set an "overweight" rating on the stock in a research report on Friday, May 29th. Piper Sandler cut their price target on Trimble from $97.00 to $87.00 and set an "overweight" rating for the company in a report on Wednesday, May 6th. Finally, Wall Street Zen raised Trimble from a "hold" rating to a "buy" rating in a research note on Saturday, May 9th. Nine analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Trimble presently has a consensus rating of "Moderate Buy" and a consensus target price of $82.62.

Trimble Stock Performance

Trimble stock opened at $57.98 on Wednesday. The company's 50-day moving average price is $53.26 and its 200-day moving average price is $60.78. The company has a quick ratio of 0.88, a current ratio of 1.01 and a debt-to-equity ratio of 0.25. The company has a market cap of $13.52 billion, a PE ratio of 30.52, a price-to-earnings-growth ratio of 1.94 and a beta of 1.37. Trimble has a twelve month low of $47.92 and a twelve month high of $84.54.

Trimble (NASDAQ:TRMB - Get Free Report) last released its quarterly earnings results on Wednesday, August 12th. The scientific and technical instruments company reported $0.86 EPS for the quarter, topping the consensus estimate of $0.80 by $0.06. Trimble had a return on equity of 11.61% and a net margin of 12.38%.The company had revenue of $972.00 million during 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, equities research analysts forecast that Trimble will post 3.01 EPS for the current fiscal year.

Insider Buying and Selling at Trimble

In related news, Director Kaigham Gabriel sold 1,718 shares of the stock in a transaction on Tuesday, August 4th. The stock was 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 in the company, valued at approximately $1,045,560. This represents a 8.97% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.59% of the company's stock.

Hedge Funds Weigh In On Trimble

A number of large investors have recently made changes to their positions in TRMB. DV Equities LLC bought a new position in Trimble during the 4th quarter valued at about $26,000. Bank of Jackson Hole Trust purchased a new stake in Trimble in the 4th quarter worth about $27,000. Quarry LP lifted its stake in Trimble by 175.8% in 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 during the last quarter. Geneos Wealth Management Inc. lifted its stake 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 worth $36,000 after purchasing an additional 169 shares during the last quarter. Finally, Osterweis Capital Management Inc. boosted its position in shares of Trimble by 5,790.0% during 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 buying an additional 579 shares during the period. 93.21% of the stock is owned by hedge funds and other institutional investors.

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.

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