NASDAQ$TRMB
Trimble Inc. · Q1 2026 earnings
Q1 2026 earnings · · Before market open · Investor relations
Briefing
Trimble reported Q1 2026 revenue of $939.9M, net income of $98.9M, and diluted EPS of $0.42.
Revenue rose 12% to $939.9 million as subscription and services grew 10% to $628.7 million and product revenue increased 15% to $311.2 million. Gross margin expanded to 68.8% and operating income increased 48% to $144.0 million. Net income was $98.9 million versus $66.7 million a year ago; diluted EPS was $0.42 versus $0.27. Non-GAAP diluted EPS was $0.79 and annualized recurring revenue reached $2.43 billion, up 12% year over year.
- Total revenue $939.9M (+12% YoY); subscription and services $628.7M (+10%).
- Operating income $144.0M (+48%); gross margin 68.8% vs 66.7%.
- Diluted EPS $0.42 (+56%); non-GAAP diluted EPS $0.79 (+30%).
- Annualized recurring revenue $2.43B (+12% YoY).
Headline financials
Revenue & EPS history
Trimble · Revenue · Quarterly
$940M
Forward guidance
MD&A discusses ARR growth, cost discipline, and macro monitoring without quarterly EPS guidance.
Tailwinds
- ARR up 12% to $2.43B supports recurring revenue mix.
- Non-GAAP operating margin expanded to 25.9%.
Headwinds
- Macro uncertainty could slow construction and geospatial demand.
- Interest expense rose with higher debt balances.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2026
+0.7%
Avg return
Earnings day
+0.7%
Avg return
5 days after
+1.8%
Avg return
30 days after
51%
33 / 65 earnings
Positive
+20.4%
Q3 2015
Best reaction
-16.0%
Q2 2015
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -3.2% | -16.6% | -20.5% | |
| Q4 2025 | +2.9% | -0.8% | -1.2% | |
| Q3 2025 | +2.5% | +1.4% | +6.3% | |
| Q1 2025 | +4.7% | +11.4% | +14.1% | |
| Q4 2024 | +0.6% | -5.6% | -6.1% | |
| Q3 2024 | +17.1% | +19.1% | +21.5% | |
| Q2 2024 | +1.5% | +3.7% | +12.0% | |
| Q1 2024 | -6.5% | -5.9% | -7.3% | |
| Q4 2023 | +6.6% | +14.8% | +20.6% | |
| Q3 2023 | -11.2% | -11.3% | +0.5% | |
| Q2 2023 | +3.7% | +1.4% | +2.4% | |
| Q1 2023 | +3.5% | +3.4% | +7.8% | |
| Q4 2022 | -3.7% | -6.0% | -19.0% | |
| Q3 2022 | -13.1% | -4.5% | +1.9% | |
| Q2 2022 | -2.9% | -0.4% | -11.6% | |
| Q1 2022 | -8.4% | -11.5% | -1.9% | |
| Q4 2021 | -4.3% | -8.0% | -8.6% | |
| Q3 2021 | -2.1% | +0.8% | -5.3% | |
| Q2 2021 | +4.2% | +3.9% | +10.5% | |
| Q1 2021 | -5.0% | -2.7% | -0.1% | |
| Q4 2020 | -2.2% | -1.0% | -1.1% | |
| Q3 2020 | +6.0% | +9.2% | +19.6% | |
| Q2 2020 | +8.7% | +7.3% | +10.7% | |
| Q1 2020 | +11.0% | +13.0% | +37.4% | |
| Q4 2019 | +2.5% | +3.6% | -35.3% | |
| Q3 2019 | +0.7% | +4.0% | +2.5% | |
| Q2 2019 | -14.2% | -16.4% | -15.6% | |
| Q1 2019 | +3.2% | +5.1% | -2.3% | |
| Q4 2018 | -0.1% | +0.7% | -0.5% | |
| Q3 2018 | +2.1% | -2.5% | +1.7% | |
| Q2 2018 | +15.2% | +10.7% | +19.3% | |
| Q1 2018 | +0.4% | -1.0% | -0.2% | |
| Q4 2017 | -6.7% | -3.8% | -3.4% | |
| Q3 2017 | +4.1% | -0.8% | +2.2% | |
| Q2 2017 | +0.9% | +0.9% | +3.1% | |
| Q1 2017 | +9.6% | +11.4% | +10.6% | |
| Q4 2016 | +5.5% | +4.5% | +4.8% | |
| Q3 2016 | -7.1% | -6.4% | +0.1% | |
| Q2 2016 | +0.6% | +3.5% | +1.8% | |
| Q1 2016 | -7.6% | — | — | |
| Q4 2015 | +12.3% | — | — | |
| Q3 2015 | +20.4% | — | — | |
| Q2 2015 | -16.0% | — | — | |
| Q1 2015 | +2.7% | — | — | |
| Q4 2014 | -0.3% | — | — | |
| Q3 2014 | -11.0% | — | — | |
| Q2 2014 | +3.4% | — | — | |
| Q1 2014 | -8.9% | — | — | |
| Q4 2013 | +16.1% | — | — | |
| Q3 2013 | +17.7% | — | — | |
| Q2 2013 | +2.4% | — | — | |
| Q1 2013 | -6.5% | — | — | |
| Q4 2012 | -2.8% | — | — | |
| Q3 2012 | +11.7% | — | — | |
| Q2 2012 | -1.6% | — | — | |
| Q1 2012 | -0.0% | — | — | |
| Q4 2011 | -1.5% | — | — | |
| Q3 2011 | -1.5% | — | — | |
| Q2 2011 | -1.2% | — | — | |
| Q1 2011 | +2.6% | — | — | |
| Q4 2010 | -0.7% | — | — | |
| Q4 2009 | -0.7% | — | — | |
| Q3 2010 | -2.3% | — | — | |
| Q1 2010 | -4.0% | — | — | |
| Q2 2010 | -4.0% | — | — |
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