Jun 2026 (Q2 FY26) — Aug 12, 2026
Trimble Q2 FY26 — Strong Organic Growth, Raised Full-Year Guidance, and Strategic Review of T&L
Read the full callTrimble (TRMB) earnings
- Jul 2026
- Jun 2026 (Q2 FY26)
- Jan 2026
Trimble earnings: last reported Wed, 12 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 972 | +11.0% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 13.6 | −1.0 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | -472 | −628.8% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
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 |
3 of TRIMBLE INC.'s 48 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 45 more targets are in the full ledger.
Claimed
- Organic revenue growth of 10% and EBITDA margins of 28.6% both beat the midpoint of guidance.
- Total organic ARR grew 12%, with AECO up 14% and Field Systems up 12%.
- Full-year revenue guidance raised by $50 million and EPS guidance raised by $0.10.
- New $1 billion share repurchase authorization announced.
- EBITDA margins expected to reach approximately 30% for FY26, one year ahead of the 2027 Investor Day target.
Qualified
- Field Systems ARR guidance adjusted to high single digits to low double-digit growth due to replacement of a white-label product, creating a 400-500 basis point headwind for several quarters.
- Free cash flow expected to be approximately 0.9x non-GAAP net income for FY26, down from approximately 1x due to incremental restructuring and one-time costs.
Price
$60.97 +3.16% · +$1.87
Performance −21.9% 1Y
1Y: $78.04 on 14 Oct 2025 → $60.97. High $83.52 (5 Dec 2025), low $48.87 (17 Jun 2026).
- Previous close
- $59.1
- 52-week range
- $48.87 – $83.52
- One year
- −22.55%
Overview
- Symbol
- TRMB
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
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 |
Claimed
- Organic revenue growth of 10% and EBITDA margins of 28.6% both beat the midpoint of guidance.
- Total organic ARR grew 12%, with AECO up 14% and Field Systems up 12%.
- Full-year revenue guidance raised by $50 million and EPS guidance raised by $0.10.
- New $1 billion share repurchase authorization announced.
- EBITDA margins expected to reach approximately 30% for FY26, one year ahead of the 2027 Investor Day target.
Qualified
- Field Systems ARR guidance adjusted to high single digits to low double-digit growth due to replacement of a white-label product, creating a 400-500 basis point headwind for several quarters.
- Free cash flow expected to be approximately 0.9x non-GAAP net income for FY26, down from approximately 1x due to incremental restructuring and one-time costs.
The full ledger
Open TRIMBLE INC.’s full ledger
A free account opens 5 company ledgers a month. All 48 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 6, 2026
Trimble Q1 FY26 — Strong Start with AI Monetization Focus
Read the full callEvery analysed call
Trimble earnings calls (TRMB)
Financials
What the filings say
Net profit, year on year: −629% (quarter to jul 2026 against jul 2025).
| Line item | Sep 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 876 | 983 | 841 | 876 | 901 | 970 | 940 | 972 |
| Operating profit | 116 | 174 | 98 | 128 | 151 | 216 | 144 | 132 |
| Operating margin | 13.3% | 17.6% | 11.6% | 14.6% | 16.7% | 22.3% | 15.3% | 13.6% |
| Other income | -43 | -76 | -11 | -14 | -25 | -32 | -13 | -577 |
| Interest | 14 | 13 | 16 | 19 | 21 | 19 | 20 | 21 |
| Profit before tax | 73 | 98 | 86 | 113 | 125 | 185 | 131 | -445 |
| Tax rate | 44.5% | 7.8% | 22.8% | 21.3% | 10.9% | 15.2% | 24.7% | −6.0% |
| Net profit | 41 | 90 | 67 | 89 | 112 | 157 | 99 | -472 |
| EPS ($ per share) | 0.17 | — | 0.27 | 0.37 | 0.47 | — | 0.42 | -2.02 |
| Line item | Dec 2018 | Jan 2020 | Jan 2021 | Dec 2021 | Dec 2022 | Dec 2023 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 1,268 | 1,603 | 1,893 | 2,171 | 2,230 | 2,437 | 3,758 | 3,388 |
| Total liabilities | 3,102 | 3,520 | 3,278 | 3,155 | 3,219 | 5,039 | 3,743 | 3,476 |
| Fixed assets | 213 | 241 | 252 | 233 | 219 | 203 | 188 | 183 |
| Investments | 0 | — | — | — | — | — | — | — |
| Total assets | 5,776 | 6,641 | 6,877 | 7,100 | 7,269 | 9,539 | 9,488 | 9,312 |
| Line item | Dec 2018 | Jan 2020 | Jan 2021 | Dec 2021 | Dec 2022 | Dec 2023 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 487 | 585 | 672 | 751 | 391 | 597 | 531 | 386 |
| Cash from investing | -1,650 | -275 | -232 | -203 | -226 | -2,068 | 1,861 | -37 |
| Cash from financing | 989 | -293 | -400 | -448 | -199 | 1,432 | -1,864 | -868 |
| Net cash flow | -186 | 17 | 49 | 88 | -55 | -32 | 509 | -494 |
| Capital expenditure | -68 | -69 | -57 | -46 | -43 | -42 | -34 | -25 |
| Free cash flow | 419 | 516 | 615 | 704 | 348 | 555 | 498 | 361 |
TRMB revenue by segment
Transportation and Logistics shrank from 22% to 15% of revenue over the last two years.
| Segment | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | Q2 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Field Systems | 43% | 37% | 43% | 45% | 45% | — | 44% | 46% | +12.7% |
| Architects Engineers Construction and Owners | 35% | 42% | 40% | 40% | 40% | — | 42% | 40% | +10.9% |
| Transportation and Logistics | 22% | 21% | 17% | 15% | 15% | — | 15% | 15% | +6.3% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
TRMB operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Annual recurring revenue (ARR) | $2.435BRevenue at $940 million, up 12%; ARR at $2.435 billion, up 13%; and earnings per share above the high end of our range at $0.79.Source: earnings call transcript | $2.509BARR was in line with our outlook at 12% to a record $2.509 billion.Source: earnings call transcript | +3% |
| Annual recurring revenue (ARR) AECO | $1.51BIt achieved a record $1.51 billion of ARR, posting 14% ARR growth and 14% revenue growth for the quarter.Source: earnings call transcript | $1.577BIn AECO, revenue was $389 million, up 9%, and ARR reached a record $1.577 billion, up 14%.Source: earnings call transcript | +4.4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q2 FY2027 · share of revenue
- North America 60%
- US 55%
- Europe 28% ↑ 1 pt
- Asia Pacific 9% ↑ 1 pt
- Restof World 3% ↓ 1 pt
As TRMB cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
109 filings between Nov 4, 2025 and Sep 2, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$5.31M
15 sales by 6 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 14
- Award — granted as compensation
- 36
- Option exercise — converted options into shares
- 43
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| PAINTER ROBERT G | — | $3.33M | Apr 14, 2026 |
| SCHWARTZ MARK DAVID | — | $1.25M | Apr 16, 2026 |
| Gabriel Kaigham | — | $242.2K | Aug 4, 2026 |
| Bisio Ronald | — | $202.2K | Nov 26, 2025 |
| Sawarynski Phillip | — | $181.0K | Dec 16, 2025 |
| Dalton James Calvin | — | $99.6K | Feb 27, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 2, 2026 | Bement Kenneth B Chief Accounting Officer | Tax withheld | 1,167 | $68.8K |
| Sep 2, 2026 | Bement Kenneth B Chief Accounting Officer | Option exercise | 4,056 | $239.1K |
| Aug 4, 2026 | Gabriel Kaigham Director | Sale 10b5-1 plan | 1,718 | $103.1K |
| Jun 17, 2026 | Wibergh Johan Director | Tax withheld | 265 | $13.5K |
| Jun 17, 2026 | Nersesian Ronald S. Director | Option exercise | 3,974 | $201.8K |
| Jun 17, 2026 | Sweet Thomas W Director | Option exercise | 3,974 | $201.8K |
| Jun 17, 2026 | Lloyd Meaghan Director | Option exercise | 3,974 | $201.8K |
| Jun 17, 2026 | Gabriel Kaigham Director | Option exercise | 3,974 | $201.8K |
| Jun 17, 2026 | SPRAGUE KARA LYNN Director | Option exercise | 3,974 | $201.8K |
| Jun 17, 2026 | Wibergh Johan Director | Option exercise | 3,974 | $201.8K |
| Jun 17, 2026 | EKHOLM BORJE Director | Option exercise | 3,974 | $201.8K |
| Apr 16, 2026 | SCHWARTZ MARK DAVID Senior VP, AECO | Sale 10b5-1 plan | 8,442 | $565.7K |
| Apr 16, 2026 | SCHWARTZ MARK DAVID Senior VP, AECO | Sale 10b5-1 plan | 8,283 | $555.0K |
| Apr 15, 2026 | Large Peter Senior Vice President | Tax withheld | 1,366 | $90.9K |
| Apr 15, 2026 | Bisio Ronald Sr. Vice President | Award | 13,689 | $910.5K |
| Apr 15, 2026 | Large Peter Senior Vice President | Option exercise | 3,298 | $219.3K |
| Apr 15, 2026 | Sawarynski Phillip CFO | Option exercise | 5,290 | $351.8K |
| Apr 15, 2026 | Sawarynski Phillip CFO | Option exercise | 4,423 | $294.2K |
| Apr 15, 2026 | Large Peter Senior Vice President | Tax withheld | 1,677 | $111.5K |
| Apr 15, 2026 | Large Peter Senior Vice President | Award | 4,563 | $303.5K |
| Apr 15, 2026 | Sawarynski Phillip CFO | Tax withheld | 602 | $40.0K |
| Apr 15, 2026 | SCHWARTZ MARK DAVID Senior VP, AECO | Option exercise 10b5-1 plan | 6,032 | $401.2K |
| Apr 15, 2026 | Sawarynski Phillip CFO | Option exercise | 1,374 | $91.4K |
| Apr 15, 2026 | Sawarynski Phillip CFO | Tax withheld | 1,936 | $128.8K |
| Apr 15, 2026 | SCHWARTZ MARK DAVID Senior VP, AECO | Option exercise 10b5-1 plan | 2,700 | $179.6K |
| Apr 15, 2026 | Sawarynski Phillip CFO | Tax withheld | 2,315 | $154.0K |
| Apr 15, 2026 | SCHWARTZ MARK DAVID Senior VP, AECO | Award 10b5-1 plan | 3,585 | $238.4K |
| Apr 15, 2026 | Bisio Ronald Sr. Vice President | Tax withheld | 5,989 | $398.3K |
| Apr 15, 2026 | Bisio Ronald Sr. Vice President | Award | 4,563 | $303.5K |
| Apr 15, 2026 | Bisio Ronald Sr. Vice President | Tax withheld | 1,729 | $115.0K |
| Apr 15, 2026 | Sawarynski Phillip CFO | Tax withheld | 1,705 | $113.4K |
| Apr 15, 2026 | Sawarynski Phillip CFO | Award | 3,895 | $259.1K |
| Apr 15, 2026 | Large Peter Senior Vice President | Tax withheld | 561 | $37.3K |
| Apr 15, 2026 | Bisio Ronald Sr. Vice President | Tax withheld | 2,103 | $139.9K |
| Apr 15, 2026 | Bisio Ronald Sr. Vice President | Option exercise | 5,078 | $337.7K |
| Apr 15, 2026 | Large Peter Senior Vice President | Option exercise | 1,354 | $90.1K |
| Apr 15, 2026 | SCHWARTZ MARK DAVID Senior VP, AECO | Award 10b5-1 plan | 10,757 | $715.4K |
| Apr 15, 2026 | SCHWARTZ MARK DAVID Senior VP, AECO | Tax withheld 10b5-1 plan | 4,582 | $304.7K |
| Apr 15, 2026 | Bisio Ronald Sr. Vice President | Tax withheld | 2,398 | $159.5K |
| Apr 15, 2026 | SCHWARTZ MARK DAVID Senior VP, AECO | Tax withheld 10b5-1 plan | 1,318 | $87.7K |
| Apr 15, 2026 | Bisio Ronald Sr. Vice President | Option exercise | 5,790 | $385.1K |
| Apr 15, 2026 | SCHWARTZ MARK DAVID Senior VP, AECO | Tax withheld 10b5-1 plan | 1,182 | $78.6K |
| Apr 15, 2026 | Bisio Ronald Sr. Vice President | Tax withheld | 1,423 | $94.6K |
| Apr 15, 2026 | SCHWARTZ MARK DAVID Senior VP, AECO | Tax withheld 10b5-1 plan | 2,639 | $175.5K |
| Apr 15, 2026 | SCHWARTZ MARK DAVID Senior VP, AECO | Option exercise 10b5-1 plan | 5,996 | $398.8K |
| Apr 15, 2026 | SCHWARTZ MARK DAVID Senior VP, AECO | Tax withheld 10b5-1 plan | 2,624 | $174.5K |
| Apr 15, 2026 | Bisio Ronald Sr. Vice President | Option exercise | 3,436 | $228.5K |
| Apr 15, 2026 | Large Peter Senior Vice President | Tax withheld | 800 | $53.2K |
| Apr 15, 2026 | Keating Christopher F Sr. VP Transportation | Award | 7,334 | $487.8K |
| Apr 15, 2026 | Large Peter Senior Vice President | Option exercise | 1,930 | $128.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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