TR
TRMB
TRMB What TRIMBLE promised, and what happened
Guidance
What management said, and what became of it
27 of 30 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Second-quarter FY26 EBITDA margin guidance | 27.7% (30bps expansion year-over-year) | Mar 2026 | Organic revenue growth of 10% and EBITDA margins of 28.6% both beat the midpoint of our guidance range. | Achieved |
| Full-year FY26 EBITDA margin guidance | 29.8% (approximately 50 basis points of expansion from FY25's 29.3%) | Dec 2025 | We now expect EBITDA margins at approximately 30%, which is the high end of our previous guidance. We targeted 30% margins for 2027 Investor Day, so we now expect this to be achieved 1 year early. | Revised Up |
| 3-4-30 FY27 ambition: 30% EBITDA margin | 30% EBITDA margin by 2027 | Dec 2024 | We now expect EBITDA margins at approximately 30%, which is the high end of our previous guidance. We targeted 30% margins for 2027 Investor Day, so we now expect this to be achieved 1 year early. | On Track |
The full ledger
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The rest of the ledger
Pro opens all 48 tracked commitments for TRIMBLE
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.