TRMB
Trimble Inc.Previous close
64.94
Change
−0.40 / −0.61%
P/E (TTM) ?
—
Market Cap
$15.2B
1M
+13.71%
S&P 500 −0.91% over same period
Volume / Avg Volume
2.0M / 1.7M
1.15× average
Latest earnings analysisFY2026 Q2Reported 2026-08-12
Trimble Q2 FY2026: revenue up 11%, non-GAAP EPS $0.86, $562M impairment
Trimble's core business is accelerating: revenue rose 11.0% to $972.0 million, gross margin reached a record second-quarter 69.4%, and non-GAAP earnings per share of $0.86 beat the $0.8171 consensus. The headline GAAP loss of $471.7 million is a valuation write-off, not a cash drain — a $562.0 million goodwill impairment in Transportation and Logistics. Read the operating metrics first, then the accounting charge.
Read the full analysis →Revenue$0.97BYoY +11.00%
EPS (non-GAAP)$0.86Beatest. $0.82
Next-quarter revenue guidance$0.97B ±1.3%YoY −0.70%
Next-day move+2.11%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-07 | 2026-08-12 | $972M | Read analysis → |
| FY2026 Q1 Quarter ended 2026-04 | 2026-05-06 | $940M | Pending |
| FY2025 Q4 Quarter ended 2026-01 | 2026-02-10 | $3.6B | Pending |
| FY2025 Q3 Quarter ended 2025-10 | 2025-11-05 | $901M | Pending |
| FY2025 Q2 Quarter ended 2025-07 | 2025-08-06 | $876M | Pending |
| FY2025 Q1 Quarter ended 2025-04 | 2025-05-07 | $841M | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
A 5-year P/E range needs a longer earnings record; not yet comparable
Last 4 quarters: $515M in buybacks + $0 in dividends, 3.39% of market cap combined
P/E (TTM)
—
P/B
3.0
P/S
4.0
PEG
0.96
Earnings Reaction
Over the last 6 reports, the stock moved ±2.6% on average on the first trading day after, rising 2 times
Most recent +2.11%
Guidance Credibility
Of the last 4 next-quarter revenue guides, 4 were met; actual results averaged 3.8% above guidance
Volatility & Correlation
1-year beta 1.06 · Correlation with S&P 500 0.42Tracks the market
Annualized volatility 32% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 1 · $0.10MNet selling $0.10M
- 08-04Gabriel KaighamDirectorSell$0.10M1,718 shares · Avg price 60.00
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 0.97 | +11.0% | 69.4% | -0.47 | -2.02 |
| FY2026 Q1 | 0.94 | +11.8% | 68.8% | 0.10 | 0.42 |
| FY2025 Q4 | 0.97 | −1.4% | 72.0% | 0.16 | 0.66 |
| FY2025 Q3 | 0.90 | +2.9% | 68.9% | 0.11 | 0.46 |
| FY2025 Q2 | 0.88 | +0.6% | 68.3% | 0.09 | 0.37 |
| FY2025 Q1 | 0.84 | −11.8% | 66.7% | 0.07 | 0.27 |
| FY2024 Q4 | 0.98 | +5.5% | 69.3% | 0.09 | 0.36 |
| FY2024 Q3 | 0.88 | −8.5% | 65.7% | 0.04 | 0.16 |
| FY2024 Q2 | 0.87 | −12.4% | 62.7% | 1.32 | 5.34 |
| FY2024 Q1 | 0.95 | +4.1% | 62.3% | 0.06 | 0.23 |
| FY2023 Q4 | 0.93 | +8.9% | 61.9% | 0.06 | 0.25 |
| FY2023 Q3 | 0.96 | +8.2% | 61.7% | 0.07 | 0.30 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| TRMB | — | +11.0% | 69.4% | +13.71% | Bullish |
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| AAPL | 39.3 | +16.4% | 50.1% | +3.49% | Bullish |
| MSFT | 27.2 | +18.8% | 67.8% | +1.76% | Bullish |
| AVGO | 40.4 | +85.5% | 69.1% | −7.15% | Bullish |
| MU | 11.8 | +379.3% | 86.8% | −16.93% | Bullish |
| AMD | 143.0 | +50.1% | 53.8% | −17.48% | Bullish |
| INTC | — | +20.9% | 43.0% | −45.30% | Bullish |
| PLTR | 156.5 | +92.8% | 84.7% | −1.57% | Bullish |