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The median of 2 price targets is $97[FMP target], stock is $61, +58.7% vs the analyst consensus median. Q1 FY26 EPS $0.79 vs $0.72 estimate: beat (+9.7%)[FMP earnings]. Stock move on D+1: -2.5%.
B — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].
Quick AnswerTrimble Inc. (TRMB) Q2 consensus: revenue $951.4M[FMP est], EPS $0.80[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q1 FY26 EPS $0.79 vs $0.72 estimate: beat (+9.7%)[FMP]. Stock move on D+1: -2.5%[FMP D+1].
Watchlist
Transportation Growth
transportation_growth
The Transportation segment delivered 7% revenue growth and 9% ARR growth despite a constrained freight market.
"The segment delivered revenue growth of 7% and ARR growth of 9% for the quarter."
- Phillip Sawarynski, CFO - Q1 FY26 Earnings Call - May 6, 2026
Field Systems Growth
field_systems_growth
The Field Systems segment reported 12% ARR and revenue growth, supported by strong performance in infrastructure and data centers.
"Both ARR and revenue were up 12%. We continue to innovate and execute with end market strength in infrastructure and data centers supporting our growth."
- Robert Painter, President and CEO - Q1 FY26 Earnings Call - May 6, 2026
Aeco Growth
aeco_growth
The AECO segment delivered a strong quarter with 14% ARR and revenue growth.
"The team delivered another outstanding quarter. Both ARR and revenue were up 14%."
- Robert Painter, President and CEO - Q1 FY26 Earnings Call - May 6, 2026
Stock Repurchase
stock_repurchase
Trimble repurchased approximately $317 million of common stock during the first quarter, reflecting the strength of its balance sheet and cash flow.
"During the first quarter, we repurchased approximately $317 million of common stock, a direct reflection of our balance sheet and cash flow strength, our confidence in the long-term value of our business and our commitment to delivering shareholder returns."
- Phillip Sawarynski, CFO - Q1 FY26 Earnings Call - May 6, 2026
Stock Expert AI - Methodology
Historical V1 earnings-model score (archived, May 9, 2026) — not the current MoonshotScore. Current MoonshotScore: TRMB stock page
multi-pillar methodology. Gross Margin and Cash Runway strong. Operating Leverage weak.
How is it calculated? ->6 investor frameworks. 3 bullish (Ray Dalio, Klarman, Munger), 1 bearish (Ken Griffin), 2 neutral (Jim Simons, Buffett).
How is it calculated? ->Quality business, discounted price.
How is it calculated? ->Past Performance
Q1 FY26 (May 6, 2026) EPS $0.79 vs $0.72 estimate: beat (+9.7%)[FMP]. Stock move on D+1: -2.5%[FMP D+1].
Q1 FY26 EPS $0.79 vs $0.72 estimate: beat (+9.7%)[FMP]. Stock move on D+1: -2.5%[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $6.1M[FMP cashflow]. Q1 op margin 15.6%[FMP op margin] - this level in Q1 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Wednesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Wednesday evening. The framework is ready on this page: Q2 EPS threshold $0.80[FMP], CapEx threshold "below $6.1M". Two anchors, three scenarios.
Comparison Stock Expert AI is free today — no credit card.
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Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Trimble Inc. (TRMB) Q2 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Trimble Inc. (TRMB): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Trimble Inc. (TRMB): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
Trimble Inc. (TRMB): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.