Back to top

Image: Bigstock

Trimble (TRMB) Reports Q3 Earnings: What Key Metrics Have to Say

Read MoreHide Full Article

Trimble Navigation (TRMB - Free Report) reported $966.8 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 7.3%. EPS of $0.86 for the same period compares to $0.81 a year ago.

The reported revenue represents a surprise of +0.09% over the Zacks Consensus Estimate of $965.9 million. With the consensus EPS estimate being $0.86, the company has not delivered EPS surprise.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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): $2.56 billion versus the four-analyst average estimate of $2.6 billion.
  • Segment revenue- AECO: $395 million compared to the $405.06 million average estimate based on four analysts. The reported number represents a change of +10.2% year over year.
  • Segment revenue- T&L: $136 million versus the four-analyst average estimate of $141.09 million. The reported number represents a year-over-year change of +1.5%.
  • Segment revenue- Field Systems: $435.8 million versus $419.48 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +6.6% change.
  • Revenue- Subscription and services: $642.5 million versus $655.98 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.3% change.
  • Revenue- Product: $324.3 million versus $309.96 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.2% change.
  • Segment operating income- AECO: $132.2 million versus the four-analyst average estimate of $137.21 million.
  • Segment operating income- T&L: $35.7 million versus the four-analyst average estimate of $34.62 million.
  • Segment operating income- Field Systems: $128.7 million compared to the $135.22 million average estimate based on four analysts.

View all Key Company Metrics for Trimble here>>>

Shares of Trimble have returned +7.7% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Published in