
Trimble's Q3 earnings meet estimates as AECO strength lifts revenues by 7.3% and ARR hits a record $2.56B, but slower recurring growth weighs on its 2026 outlook.
Trimble Inc. is a Sunnyvale, California-based hardware, software and services technology company. Trimble services global industries in Agriculture, Building & Construction, Geospatial, Natural Resources and Utilities, Governments, Transportation and others. Trimble also does hardware development of Global Navigation Satellite System (GNSS) receivers, scanners, laser rangefinders, unmanned aerial vehicles (UAVs), inertial navigation systems and software processing tools.
| Revenue (TTM) | $3.85B |
| Gross Profit (TTM) | $2.75B |
| EBITDA | $883.60M |
| Operating Margin | 17.50% |
| Return on Equity | -2.92% |
| Return on Assets | 4.85% |
| Revenue/Share (TTM) | $16.43 |
| Book Value | $21.67 |
| Price-to-Book | 2.47 |
| Price-to-Sales (TTM) | 3.22 |
| EV/Revenue | 3.538 |
| EV/EBITDA | 49.66 |
| Quarterly Earnings Growth (YoY) | -45.70% |
| Quarterly Revenue Growth (YoY) | 7.30% |
| Shares Outstanding | $229.24M |
| Float | $228.04M |
| % Insiders | 0.41% |
| % Institutions | 104.35% |
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Trimble's Q3 earnings meet estimates as AECO strength lifts revenues by 7.3% and ARR hits a record $2.56B, but slower recurring growth weighs on its 2026 outlook.

Trimble NASDAQ: TRMB reported third-quarter revenue of $967 million, up 7% year over year, and non-GAAP earnings per share of $0.86, which the company said was in line with and above the midpoint of its guidance range. Annualized recurring revenue reached a record $2.564 billion, up 10%, while EBITDA margin was 28.8%, toward the high end of Trimble's forecast.

Trimble Inc. (TRMB) Q3 2026 Earnings Call Transcript

Trimble reported third-quarter revenue of $967 million. Annualized recurring revenue reached $2.564 billion in the third quarter.

Although the revenue and EPS for Trimble (TRMB) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Trimble Navigation (TRMB) came out with quarterly earnings of $0.86 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.81 per share a year ago.

Executing Connect & Scale strategy to compound value across the Trimble-led ecosystem Third quarter results exceeded expectations Record annualized recurring revenue WESTMINSTER, Colo., Nov. 4, 2026 /PRNewswire/ -- Trimble Inc. (Nasdaq: TRMB) today announced financial results for the third quarter of 2026.

Trimble (TRMB) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Trimble (TRMB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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