Trimble (TRMB) official guidance

Trimble (TRMB) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.

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TRMBTRIMBLE INC.FY2026 · ends 2027-01-01
2 metrics1 new
earnings call · 2026-08-13 04:01:32 UTC
2026-08-13 04:01:32 UTChigh single digits to low double-digit growthnew7% – 13% vs FY2025
We are adjusting the Field Systems ARR guidance to high single digits to low double-digit growth due to our decision to replace a white label product with an internally developed solution.
TRMB · transcript · Q2 FY2026
2026-08-13 04:00:00 UTCOpen source
2026-08-13 04:01:32 UTCtoward the low to mid end of our range
We expect ARR growth toward the low to mid end of our range due to Field Systems that I will talk about in the segment slide.
TRMB · transcript · Q2 FY2026
2026-08-13 04:00:00 UTCOpen source
2026-05-07 04:01:10 UTC13%maintained13% vs FY2025
We expect the midpoint of ARR growth at 13% and EBITDA margins at 29.7% as our model delivers strong operating leverage while allowing us to reinvest for future growth.
TRMB · transcript · Q1 FY2026
2026-05-07 04:00:00 UTCOpen source
2026-02-11 05:01:04 UTC13%new13% vs FY2025
We expect ARR growth at 13% and EBITDA margins to expand approximately 50 basis points to 29.8% as our model delivers strong operating leverage while allowing us to reinvest for future growth.
TRMB · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
TRMBTRIMBLE INC.Q3 FY2026 · ends 2026-10-02
1 metric1 new
earnings call · 2026-08-13 04:01:32 UTC
2026-08-13 04:01:32 UTC12%new12% vs Q3 FY2025
Finally, regarding our third quarter outlook on Slide 19, we're setting the midpoints of our guidance at $965 million for revenue, which is approximately 7% growth, earnings per share at $0.85, and ARR growth at 12%.
TRMB · transcript · Q2 FY2026
2026-08-13 04:00:00 UTCOpen source
TRMBTRIMBLE INC.FY2026
1 metric1 new
earnings call · 2026-08-13 04:01:32 UTC
2026-08-13 04:01:32 UTC-500 bps – -400 bpsnew-500 bps – -400 bps
This creates an approximately 400 basis points-500 basis point headwind to Field Systems ARR and, to a lesser degree, the company for several quarters.
TRMB · transcript · Q2 FY2026
2026-08-13 04:00:00 UTCOpen source
TRMBTRIMBLE INC.FY2026 · ends 2027-01-01
1 metric1 raised
earnings call · 2026-08-13 04:01:32 UTC
2026-08-13 04:01:32 UTC30%raised +1.0%
We now expect EBITDA margins at approximately 30%, which is the high end of our previous guidance.
TRMB · transcript · Q2 FY2026
2026-08-13 04:00:00 UTCOpen source
2026-05-07 04:01:10 UTC29.7%lowered -0.3%
We expect the midpoint of ARR growth at 13% and EBITDA margins at 29.7% as our model delivers strong operating leverage while allowing us to reinvest for future growth.
TRMB · transcript · Q1 FY2026
2026-05-07 04:00:00 UTCOpen source
2026-02-11 05:01:04 UTC29.8%new
We expect ARR growth at 13% and EBITDA margins to expand approximately 50 basis points to 29.8% as our model delivers strong operating leverage while allowing us to reinvest for future growth.
TRMB · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
TRMBTRIMBLE INC.Q3 FY2026 · ends 2026-10-02
1 metric1 new
earnings call · 2026-08-13 04:01:32 UTC
2026-08-13 04:01:32 UTC28.6%new
We expect EBITDA margins at 28.6%.
TRMB · transcript · Q2 FY2026
2026-08-13 04:00:00 UTCOpen source
TRMBTRIMBLE INC.FY2026 · ends 2027-01-01
1 metric1 raised
earnings call · 2026-08-13 04:01:32 UTC
2026-08-13 04:01:32 UTC$3.65raised +2.8%108.6% vs FY2025
We are also increasing the midpoint of our EPS guidance by $0.10-$3.65, which represents approximately 17% growth.
TRMB · transcript · Q2 FY2026
2026-08-13 04:00:00 UTCOpen source
2026-05-07 04:01:10 UTC$3.55raised +0.9%102.9% vs FY2025
We are also increasing our EPS guidance to $3.55.
TRMB · transcript · Q1 FY2026
2026-05-07 04:00:00 UTCOpen source
2026-02-11 05:01:04 UTC$3.52new
The midpoints of our 2026 full-year guidance are $3.86 billion in revenue, which represents approximately 7.5% growth and $3.52 EPS.
TRMB · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
TRMBTRIMBLE INC.Q3 FY2026 · ends 2026-10-02
1 metric1 new
earnings call · 2026-08-13 04:01:32 UTC
2026-08-13 04:01:32 UTC$0.85new84.8% vs Q3 FY2025
Finally, regarding our third quarter outlook on Slide 19, we're setting the midpoints of our guidance at $965 million for revenue, which is approximately 7% growth, earnings per share at $0.85, and ARR growth at 12%.
TRMB · transcript · Q2 FY2026
2026-08-13 04:00:00 UTCOpen source
TRMBTRIMBLE INC.FY2026 · ends 2027-01-01
3 metrics1 lowered1 new1 maintained
earnings call · 2026-08-13 04:01:32 UTC
2026-08-13 04:01:32 UTC0.90xlowered -10.0%
We expect free cash flow to be approximately 0.9x Non-GAAP net income, down from approximately 1x we guided last quarter due to incremental restructuring and other one-time costs.
TRMB · transcript · Q2 FY2026
2026-08-13 04:00:00 UTCOpen source
2026-05-07 04:01:10 UTC1.00xmaintained
Regarding cash flow, we expect free cash flow to be approximately 1x non-GAAP net income, and that we deliver free cash flow greater than non-GAAP net income over the long term.
TRMB · transcript · Q1 FY2026
2026-05-07 04:00:00 UTCOpen source
2026-02-11 05:01:04 UTC1.00xnew
From a cash flow perspective, we expect free cash flow to be approximately 1x net income and that we can deliver free cash flow greater than the non-GAAP net income over the long term.
TRMB · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
2026-08-13 04:01:32 UTC35%new
Operating margin was 30.6% and on track to deliver approximately 35% operating margin for the year.
TRMB · transcript · Q2 FY2026
2026-08-13 04:00:00 UTCOpen source
2026-08-13 04:01:32 UTC$3.9Bmaintained9.4% vs FY2025
We are raising the midpoint of our 2026 full year revenue guidance by $50 million-$3.925 billion, which represents approximately 9% growth.
TRMB · transcript · Q2 FY2026
2026-08-13 04:00:00 UTCOpen source
2026-08-12 11:02:32 UTC$3.9B – $4Braised +1.3%8.7% – 10.1% vs FY2025
For the full-year 2026, Trimble expects to report revenue between $3,900 million and $3,950 million, GAAP loss per share of $0.07 to $0.12, and non-GAAP earnings per share of $3.60 to $3.70.
TRMB · EX-99.1 · Q2 FY2026
2026-08-12 11:01:35 UTCOpen source
2026-05-07 04:01:10 UTC$3.9Bmaintained8% vs FY2025
The midpoint of our 2026 full year guidance for revenue is $3.875 billion, a $15 million increase from the prior guidance and represents approximately 8% growth.
TRMB · transcript · Q1 FY2026
2026-05-07 04:00:00 UTCOpen source
2026-05-06 11:06:37 UTC$3.8B – $3.9Braised +0.4%6.9% – 9.1% vs FY2025
For the full-year 2026, Trimble expects to report revenue between $3,835 million and $3,915 million, GAAP earnings per share of $2.05 to $2.21, and non-GAAP earnings per share of $3.47 to $3.64.
TRMB · EX-99.1 · Q1 FY2026
2026-05-06 11:05:56 UTCOpen source
2026-02-11 05:01:04 UTC$3.9Bmaintained
The midpoints of our 2026 full-year guidance are $3.86 billion in revenue, which represents approximately 7.5% growth and $3.52 EPS.
TRMB · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
2026-02-10 12:04:50 UTC$3.8B – $3.9Bnew
For the full-year 2026, Trimble expects to report revenue between $3,810 million and $3,910 million, GAAP earnings per share of $2.04 to $2.23, and non-GAAP earnings per share of $3.42 to $3.62.
TRMB · EX-99.1 · Q4 FY2025
2026-02-10 12:04:06 UTCOpen source
TRMBTRIMBLE INC.Q3 FY2026 · ends 2026-10-02
1 metric1 lowered
earnings call · 2026-08-13 04:01:32 UTC
2026-08-13 04:01:32 UTC$965Mlowered -0.1%7.1% vs Q3 FY2025
Finally, regarding our third quarter outlook on Slide 19, we're setting the midpoints of our guidance at $965 million for revenue, which is approximately 7% growth, earnings per share at $0.85, and ARR growth at 12%.
TRMB · transcript · Q2 FY2026
2026-08-13 04:00:00 UTCOpen source
2026-08-12 11:02:32 UTC$953M – $978Mnew5.7% – 8.5% vs Q3 FY2025
For the third quarter of 2026, Trimble expects to report revenue between $953 million and $978 million, GAAP earnings per share of $0.39 to $0.44, and non-GAAP earnings per share of $0.83 to $0.88.
TRMB · EX-99.1 · Q2 FY2026
2026-08-12 11:01:35 UTCOpen source
TRMBTRIMBLE INC.FY2026 · ends 2027-01-01
1 metric1 lowered
earnings release · 2026-08-12 11:02:32 UTC
2026-08-12 11:02:32 UTC234Mlowered -0.4%-2.4% vs FY2025
Both GAAP loss and non-GAAP earnings per share assume approximately 234 million shares outstanding.
TRMB · EX-99.1 · Q2 FY2026
2026-08-12 11:01:35 UTCOpen source
2026-05-06 11:06:37 UTC235Mlowered -1.7%-2% vs FY2025
Both GAAP and non-GAAP earnings per share assume approximately 235 million shares outstanding.
TRMB · EX-99.1 · Q1 FY2026
2026-05-06 11:05:56 UTCOpen source
2026-02-10 12:04:50 UTC239Mnew
Both GAAP and non-GAAP earnings per share assume approximately 239 million shares outstanding.
TRMB · EX-99.1 · Q4 FY2025
2026-02-10 12:04:06 UTCOpen source
TRMBTRIMBLE INC.Q3 FY2026 · ends 2026-10-02
1 metric1 new
earnings release · 2026-08-12 11:02:32 UTC
2026-08-12 11:02:32 UTC234Mnew-2.7% vs Q3 FY2025
Both GAAP and non-GAAP earnings per share assume approximately 234 million shares outstanding.
TRMB · EX-99.1 · Q2 FY2026
2026-08-12 11:01:35 UTCOpen source
TRMBTRIMBLE INC.FY2026 · ends 2027-01-01
1 metric1 raised
earnings release · 2026-08-12 11:02:32 UTC
2026-08-12 11:02:32 UTC145%raised +590.5%12824 bps vs FY2025
GAAP guidance assumes a tax rate of 145.0 percent and non-GAAP guidance assumes a tax rate of 17.3 percent.
TRMB · EX-99.1 · Q2 FY2026
2026-08-12 11:01:35 UTCOpen source
2026-05-06 11:06:37 UTC21%lowered -4.5%424 bps vs FY2025
GAAP guidance assumes a tax rate of 21.0 percent and non-GAAP guidance assumes a tax rate of 17.5 percent.
TRMB · EX-99.1 · Q1 FY2026
2026-05-06 11:05:56 UTCOpen source
2026-02-10 12:04:50 UTC22%new
GAAP guidance assumes a tax rate of 22.0 percent and non-GAAP guidance assumes a tax rate of 17.5 percent.
TRMB · EX-99.1 · Q4 FY2025
2026-02-10 12:04:06 UTCOpen source
TRMBTRIMBLE INC.Q3 FY2026 · ends 2026-10-02
1 metric1 new
earnings release · 2026-08-12 11:02:32 UTC
2026-08-12 11:02:32 UTC24%new1313 bps vs Q3 FY2025
GAAP guidance assumes a tax rate of 24.0 percent and non-GAAP guidance assumes a tax rate of 17.3 percent.
TRMB · EX-99.1 · Q2 FY2026
2026-08-12 11:01:35 UTCOpen source
TRMBTRIMBLE INC.FY2026 · ends 2027-01-01
1 metric1 lowered
earnings release · 2026-08-12 11:02:32 UTC
2026-08-12 11:02:32 UTC17.3%lowered -1.1%
GAAP guidance assumes a tax rate of 145.0 percent and non-GAAP guidance assumes a tax rate of 17.3 percent.
TRMB · EX-99.1 · Q2 FY2026
2026-08-12 11:01:35 UTCOpen source
2026-05-06 11:06:37 UTC17.5%maintained
GAAP guidance assumes a tax rate of 21.0 percent and non-GAAP guidance assumes a tax rate of 17.5 percent.
TRMB · EX-99.1 · Q1 FY2026
2026-05-06 11:05:56 UTCOpen source
2026-02-10 12:04:50 UTC17.5%new
GAAP guidance assumes a tax rate of 22.0 percent and non-GAAP guidance assumes a tax rate of 17.5 percent.
TRMB · EX-99.1 · Q4 FY2025
2026-02-10 12:04:06 UTCOpen source
TRMBTRIMBLE INC.Q3 FY2026 · ends 2026-10-02
1 metric1 new
earnings release · 2026-08-12 11:02:32 UTC
2026-08-12 11:02:32 UTC17.3%new
GAAP guidance assumes a tax rate of 24.0 percent and non-GAAP guidance assumes a tax rate of 17.3 percent.
TRMB · EX-99.1 · Q2 FY2026
2026-08-12 11:01:35 UTCOpen source
TRMBTRIMBLE INC.FY2026 · ends 2027-01-01
1 metric1 lowered
earnings release · 2026-08-12 11:02:32 UTC
2026-08-12 11:02:32 UTC-$0.12 – -$0.07lowered -104.5%-106.9% – -104% vs FY2025
For the full-year 2026, Trimble expects to report revenue between $3,900 million and $3,950 million, GAAP loss per share of $0.07 to $0.12, and non-GAAP earnings per share of $3.60 to $3.70.
TRMB · EX-99.1 · Q2 FY2026
2026-08-12 11:01:35 UTCOpen source
2026-05-06 11:06:37 UTC$2.05 – $2.21lowered -0.2%17.1% – 26.3% vs FY2025
For the full-year 2026, Trimble expects to report revenue between $3,835 million and $3,915 million, GAAP earnings per share of $2.05 to $2.21, and non-GAAP earnings per share of $3.47 to $3.64.
TRMB · EX-99.1 · Q1 FY2026
2026-05-06 11:05:56 UTCOpen source
2026-02-10 12:04:50 UTC$2.04 – $2.23new
For the full-year 2026, Trimble expects to report revenue between $3,810 million and $3,910 million, GAAP earnings per share of $2.04 to $2.23, and non-GAAP earnings per share of $3.42 to $3.62.
TRMB · EX-99.1 · Q4 FY2025
2026-02-10 12:04:06 UTCOpen source
TRMBTRIMBLE INC.Q3 FY2026 · ends 2026-10-02
1 metric1 new
earnings release · 2026-08-12 11:02:32 UTC
2026-08-12 11:02:32 UTC$0.39 – $0.44new-15.2% – -4.3% vs Q3 FY2025
For the third quarter of 2026, Trimble expects to report revenue between $953 million and $978 million, GAAP earnings per share of $0.39 to $0.44, and non-GAAP earnings per share of $0.83 to $0.88.
TRMB · EX-99.1 · Q2 FY2026
2026-08-12 11:01:35 UTCOpen source