Gabriel Kaigham sold $161K of TRMB

Trimble Inc. reported Q3 2026 revenue, EPS, and ARR growth. FY26 revenue guidance remained steady, while EPS guidance increased. ARR guidance was lowered to ~10%. The company cited AI adoption, platform usage, and cost efficiencies as priorities, with softer demand in Europe and positioning services impacting ARR.

Trimble (TRMB) reported Q3 revenue of $967M (+7% YoY) and adjusted EPS of $0.86, meeting expectations. It lowered full-year ARR growth forecast to 10% from 12-14% due to European freight market weakness. Transportation and logistics revenue grew 2%, while AECO segment saw 9% revenue growth and 13% ARR growth. The company raised its adjusted earnings outlook for the year.

Trimble Inc. (TRMB) reported Q3 2026 earnings meeting expectations, with revenue of $967M and EPS of $0.86. Despite beating EBITDA margin targets early, the company cut full-year ARR growth guidance to 10%. AECO segment grew strongly, while Field Systems and Transportation & Logistics faced challenges. The stock fell 18.96% to $53.17.

Trimble (TRMB) stock fell 19.7% to $52.66 after reporting Q3 2026 revenue of $966.8M, missing estimates of $972.6M. The company reduced its full-year revenue forecast to $3.91B-$3.94B. GAAP operating margin declined to 14.7% from 16.7% YoY, and annual recurring revenue growth slowed to 11% from 14% in the prior quarter.

Trimble reported Q3 2026 revenue of $966.8 million, matching estimates, and adjusted EPS of $0.86, also in line. Q4 revenue guidance of $1.05 billion is below estimates, while full-year adjusted EPS guidance was raised to $3.66. Operating margin decreased to 14.7%, but free cash flow margin improved to 14.7%. Organic revenue grew 7% year-on-year.

Trimble (TRMB) reported Q3 EPS of $0.86, matching estimates, with revenue at $966.38M, slightly above expectations. The company provided Q4 and FY 2026 guidance, with revenue and EPS estimates mostly below consensus. The stock is up 10.25% over 3 months but down 18.57% over 12 months.