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Trimble (TRMB) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
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For the quarter ended June 2026, Trimble Navigation (TRMB - Free Report) reported revenue of $972 million, up 11% over the same period last year. EPS came in at $0.86, compared to $0.71 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $950.94 million, representing a surprise of +2.21%. The company delivered an EPS surprise of +7.5%, with the consensus EPS estimate being $0.80.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Trimble performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Annualized Recurring Revenue (ARR): $2.51 billion versus $2.51 billion estimated by three analysts on average.
Segment revenue- AECO: $388.5 million versus the five-analyst average estimate of $402.27 million. The reported number represents a year-over-year change of +10.9%.
Segment revenue- T&L: $141 million versus $140.23 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.
Segment revenue- Field Systems: $442.5 million compared to the $407.21 million average estimate based on five analysts. The reported number represents a change of +12.7% year over year.
Revenue- Subscription and services: $640.6 million versus $628.64 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.9% change.
Revenue- Product: $331.4 million versus the three-analyst average estimate of $313.08 million. The reported number represents a year-over-year change of +13.2%.
Segment operating income- AECO: $119 million versus $127.34 million estimated by four analysts on average.
Segment operating income- T&L: $33.9 million compared to the $31.43 million average estimate based on four analysts.
Segment operating income- Field Systems: $145.8 million versus the four-analyst average estimate of $121.32 million.
Shares of Trimble have returned +12.4% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
View the Zacks #1 Rank List
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Trimble (TRMB) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
For the quarter ended June 2026, Trimble Navigation (TRMB - Free Report) reported revenue of $972 million, up 11% over the same period last year. EPS came in at $0.86, compared to $0.71 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $950.94 million, representing a surprise of +2.21%. The company delivered an EPS surprise of +7.5%, with the consensus EPS estimate being $0.80.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Trimble performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Trimble here>>>
Shares of Trimble have returned +12.4% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.