Trimble posts Q3 2026 results, record ARR and raises FY revenue guidance
+3 new sources since this summary was written
Trimble reported third‑quarter 2026 revenue of $966.8 million, a 7% year‑over‑year increase. GAAP diluted EPS was $0.25 and non‑GAAP diluted EPS was $0.86. Annualized recurring revenue hit a record $2.56 billion. The company lifted its full‑year 2026 revenue outlook to $3.91‑$3.94 billion and forecast non‑GAAP EPS of $3.63‑$3.69, and repurchased about 4 million shares for $231.7 million.
Why it matters
The higher full‑year revenue guidance expands the top‑line outlook for investors, while the non‑GAAP EPS guidance of $3.63‑$3.69 suggests stronger earnings than prior expectations (the company expects non‑GAAP EPS of $3.63‑$3.69 for FY 2026)【3】. The $231.7 million share repurchase signals a return of capital to shareholders【2】.
Key facts
- 1Q3 2026 revenue was $966.8 million, up 7% year‑over‑year prnewswire.com
- 2GAAP diluted EPS was $0.25 and non‑GAAP diluted EPS was $0.86 for the quarter prnewswire.com
- 3Annualized recurring revenue reached $2.56 billion, up 11% year‑over‑year prnewswire.com
- 4Full‑year 2026 revenue guidance was raised to $3,910 million‑$3,940 million prnewswire.com
- 5Full‑year 2026 non‑GAAP EPS guidance was $3.63‑$3.69 per share prnewswire.com
- 6Trimble repurchased approximately 4.0 million shares for $231.7 million during the quarter prnewswire.com
Summary written by AlphAI AI Desk from 8 of 8 sources. Not investment advice. Figures are as stated by the linked sources.