What You Need to Know Ahead of Trimble's Earnings Release

BAE Systems and Trimble Military and Advanced Systems received U.S. Space Force agreements to develop the next-generation Maritime and Aviation Receiver Card (MAVRC) GPS receiver for the MGUE program, according to the Space Force. Phase one covers requirements, risk reduction and documentation before a design concept review; phase two is expected to cover prototyping, demos, integration and testing.

Trimble Inc. reported Q1 results on May 6, citing record recurring revenue and gross margins. Revenue rose 12% year over year to $939.9M (12% organic); annualized recurring revenue increased 12% to $2.43B. GAAP operating income rose 15.3% to $144M. Non-GAAP net income was $186.9M ($0.79 EPS); adjusted EBITDA $257.7M. Full-year guidance: revenue $3.835B–$3.915B and EPS $3.47–$3.64.

AMD reported data center revenue more than doubling YoY, with adjusted EBITDA of $3.32B and a 28.7% margin versus a $2.88B forecast. Client and gaming revenue totaled $3.8B, with client up 23% and gaming down 31%. Operating margin rose to 17.3% from -1.7%. AMD also outlined data center capacity partnerships with Core Scientific, Anthropic, and Cerebras.

Horace Mann (NYSE:HMN) reported Q2 call highlights. Management said auto frequency and severity trends were favorable and liability losses mid-single digits. It cut its full-year catastrophe-loss assumption to about $75M from $90M, while lowering total net investment income outlook to $465M-$475M. Revenue rose 8% YoY; life sales +20%.

Murphy Oil Corp reported Q2 2026 adjusted net income of $225.8 million, nearly six times Q2 2025, as higher oil prices offset lower production and weaker gas. Adjusted EPS was $1.55 vs $1.51 consensus. Revenue rose to $926.3 million. Murphy kept its $0.35 dividend and raised 2026 capex midpoint to $1.55 billion.

Goldman Sachs BDC (NYSE:GSBD) reported no incentive fee in Q2, citing its three-year total-return lookback provision. NAV was $12.06/share at June 30 vs $12.17 in Q1. The board declared a Q3 base dividend of $0.32/share plus $0.03 supplemental. Investments were $3.2B fair value, non-accrual 2.9%, and net debt-to-equity 1.35x.