Trimble
Connects construction, surveying, and freight workflows through software, positioning systems, and field hardware.
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Profile
Sells design and construction software, surveying and machine-control systems, and transportation-management platforms to customers worldwide. Revenue blends subscriptions, licenses, services, and field hardware, with performance tied to construction and freight activity and delivery through direct, digital, dealer, and partner channels.
Connects digital models, positioning data, and physical work across three businesses serving customers worldwide. Architects, Engineers, Construction and Owners supplies SketchUp design, Tekla building-information modeling, Trimble Construction One project and financial management, and Trimble Connect collaboration software.
Field Systems pairs high-precision GNSS, surveying and scanning instruments, construction layout and machine-control systems with field and office software. Transportation and Logistics sells carrier management and maintenance software, Transporeon's shipper platform, and MAPS routing products; the former Mobility telematics operation now sits outside the company through a strategic stake.
Links office and field workflows through shared data environments, recurring cloud software, and purpose-built hardware. Demand tracks construction, engineering, and freight activity, while hardware delivery relies on a limited group of contract manufacturers, component suppliers, distributors, and joint-venture partners.
Company facts
Categories
Key statistics
Year to date −22.1% · Average volume (30d) 2.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Barclays | Reiterate | Overweight | $101 | $80 | |
| Aug 13, 2026 | Bernstein | Reiterate | Outperform | $73 | ||
| Jul 22, 2026 | Raymond James | Downgrade | Outperform | Market Perform | ||
| Jul 14, 2026 | Wells Fargo | Reiterate | Overweight | $94 | $61 | |
| May 7, 2026 | Oppenheimer | Reiterate | Outperform | $86 | $80 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | $0.80 | $0.86 | +7.2% | $952.1M | $972.0M | +2.1% | −2.81% |
| May 6, 2026Q1 FY26 | $0.72 | $0.79 | +9.7% | $905.6M | $939.9M | +3.8% | −2.48% |
| Feb 10, 2026Q4 FY25 | $0.96 | $1.00 | +4.2% | $950.0M | $969.8M | +2.1% | −5.44% |
| Nov 5, 2025Q3 FY25 | $0.72 | $0.81 | +12.8% | $870.6M | $901.2M | +3.5% | −2.17% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $840.6M | $875.7M | $901.2M | $969.8M | $939.9M | $972.0M | |
| Gross profit | $560.8M | $597.9M | $593.9M | $698.1M | $619.2M | $674.9M | |
| Operating income | $97.5M | $127.8M | $166.0M | $216.2M | $146.9M | $132.0M | |
| Net income | $66.7M | $89.2M | $111.5M | $156.6M | $98.9M | −$471.7M | |
| Diluted EPS | $0.27 | $0.37 | $0.46 | $0.65 | $0.42 | −$2.02 | |
| Gross margin | 66.7% | 68.3% | 65.9% | 72.0% | 65.9% | 69.4% | |
| Operating margin | 11.6% | 14.6% | 18.4% | 22.3% | 15.6% | 13.6% |
Fiscal years (4-quarter sums)FY21 $3.66B · FY22 $3.68B · FY23 $3.80B · FY24 $3.68B · FY25 $3.59B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jul 3, 2026Cash & short-term investments $214.4M · Total debt $1.46B · Total assets $8.54B · Shareholders' equity $5.11B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 233.11M · Float 231.84M · 99.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 21.42M | 9.19% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 15.24M | 6.54% | 13F | Aug 13, 2026 |
| Ameriprise Financial, Inc. | 12.68M | 5.40% | 13G | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 12.12M | 5.20% | 13F | Aug 13, 2026 |
| State Street Corporation | 11.66M | 5.00% | 13G | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 4, 2026 | Kaigham Gabriel | director | −1,718 | $60.00 |
| Apr 16, 2026 | Mark David Schwartz | officer: Senior VP, AECO | −16,725 | $67.01 |
| Apr 14, 2026 | Robert G. Painter | director, officer: President & CEO | −7,500 | $66.94 |
| Mar 10, 2026 | Robert G. Painter | director, officer: President & CEO | −7,500 | $70.45 |
| Feb 27, 2026 | James Calvin Dalton | director | −733 | $67.02 |
Peers
- Autodesk
BIM, design, and construction-cloud overlap.
- Bentley Systems
Infrastructure engineering and digital-twin overlap.
- Procore Technologies
Construction-management SaaS overlap.
- The Descartes Systems Group
Logistics SaaS and transportation-management overlap.
- Samsara
Fleet telematics and connected-operations overlap.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Trimble | $61.01 | 0.00% | $14.22B | — | 15.8 | 3.8 | +11.0% |
| Autodesk | $260.19 | −0.22% | $55.04B | 33.8 | 19.7 | 7.1 | +16.1% |
| Bentley Systems | $37.00 | −0.78% | $10.90B | 41.4 | 25.5 | 6.8 | +12.8% |
| Procore Technologies | $63.72 | −0.08% | $9.61B | — | 31.7 | 6.8 | +15.8% |
| The Descartes Systems Group | $81.84 | +0.01% | $7.01B | 40.5 | 34.2 | 9.2 | 0.0% |
| Samsara | $41.07 | −0.22% | $23.75B | 405.9 | 53.8 | 13.7 | +30.5% |
| Median | 41.0 | 31.7 | 7.1 | +15.8% |