$TRMB

Highway launched Trusted Freight Exchange (TFX), a digital marketplace for verified carriers and brokers, integrating identity checks and payment settlement. NT Logistics introduced Routing-as-a-Service Plus (RaaS+), a managed routing service for cost reduction and efficiency. Fleetio expanded integration with Motive for automated fuel and maintenance workflows. Trimble's marketplace added Procter & Gamble as its first shipper, enabling real-time capacity sourcing. These developments aim to stre

Trimble (TRMB) partnered with Eagle Point Software to integrate Trimble Learn content into the Pinnacle Series platform, aiming to boost software adoption and recurring revenue. The collaboration supports Trimble's shift toward software, though challenges like competition and margin stabilization remain. Trimble projects $4.6B revenue and $870M earnings by 2029, requiring 7.9% annual growth.

Trimble Inc. shares rose 3.12% to $61.54 on Thursday, outperforming the S&P 500 and Dow Jones, which gained 0.72% and 0.20% respectively. This marks the company's second straight day of gains.

Emerson Electric (NYSE:EMR) reported $4.87B revenue, up 7% YoY, beating expectations but missing on EBITDA. Vontier (NYSE:VNT) reported $756.7M revenue, down 2.2% YoY, beating expectations and raising guidance. Rockwell Automation (NYSE:ROK) reported $2.31B revenue, up 7.9% YoY, beating expectations. EMR and VNT stocks are down 1.8% and 2.4% since reporting, respectively, while ROK is down 9.4%.

Emerson Electric (EMR) reported $4.87B revenue, up 7% YoY, beating expectations but missing on EBITDA. Trimble (TRMB) reported $972M revenue, up 11% YoY, beating estimates and raising guidance. Rockwell Automation (ROK) reported $2.31B revenue, up 7.9% YoY, beating estimates but stock down 8.7%.

Trimble (TRMB) reported Q2 2026 revenue of $972M, up 11%, with ARR at $2.51B, up 14%. Non-GAAP EPS was $0.86, up from $0.71. Adjusted EBITDA margin expanded to 28.6%. The company raised full-year revenue and EPS guidance, announced a $1B share repurchase program, and noted a $562M goodwill impairment in T&L. Management highlighted strong growth in AECO and Field Systems segments, and a strategic review of T&L following third-party interest. Q3 revenue guidance is $953M-$978M, with non-GAAP EPS o

Trimble (TRMB) management said AI-powered features are seeing rapid adoption in AECO and Field Systems, including automated job costing and AI estimating. A Field Systems shift from a low-margin white-label offer to proprietary tech is expected to weigh ARR growth near term but improve margins later. Trimble also announced a Transportation & Logistics strategic review and increasing traction in hybrid license and usage-based models. TRMB trades at $56.35.

Trimble reported Q2 2026 earnings call updates, citing organic strength in AECO and Field Systems and raised full-year guidance. The company targets a 30% EBITDA margin in 2026 and a $1 billion share repurchase authorization. It expects a 400-500 bps Field Systems ARR headwind from replacing a white-label product and notes tariff refund effects in Q2.

Trimble Inc. (Nasdaq: TRMB) reported Q2 FY2026 sales of $972 million, up 11% year over year. The company said annualized recurring revenue rose to a record $2.509 billion. GAAP net loss was $471.7 million, driven by a $562.0 million goodwill impairment. Trimble raised full-year 2026 revenue guidance to $3.9 billion to $3.95 billion and authorized a $1 billion stock buyback.

Trimble (NASDAQ:TRMB) raised its full-year EBITDA margin outlook to about 30%. For Q3, it guided to revenue of $965 million (+~7%), EPS of $0.85, ARR growth of 12%, and EBITDA margin of 28.6%. It expects full-year free cash flow of ~0.9x non-GAAP net income and authorized a $1 billion share buyback. Management also discussed segment trends and an ongoing Transportation strategic review.