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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jon Ho | William Blair | 14 | 7% |
| Kristen Owen | Oppenheimer | 13 | 0% |
| Chad Dillard | Bernstein | 10 | 0% |
| Tami Zakaria | JPMorgan | 8 | 13% |
| Joshua Tilton | Wolfe Research | 8 | 0% |
| Rob Mason | Robert W. Baird | 8 | 0% |
| Jason Celino | KeyBanc Capital Markets | 8 | 13% |
| Nay Naing | Berenberg | 6 | 17% |
| Guy Hardwick | Barclays | 6 | 0% |
| Rob Wertheimer | Melius Research | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| William Blair | 1 | 14 | 7% |
| Oppenheimer | 1 | 13 | 0% |
| KeyBanc Capital Markets | 3 | 12 | 8% |
| Bernstein |
| 1 |
| 10 |
| 0% |
| Wolfe Research | 2 | 9 | 0% |
| Robert W. Baird | 1 | 8 | 0% |
| JPMorgan | 1 | 8 | 13% |
| Berenberg | 1 | 6 | 17% |
Revenue grew 12% to $940 million with EPS above the high end of guidance as AECO ARR reached a record $1.51 billion with 420 basis points of margin expansion. The Document Crunch acquisition created AI-powered risk management for construction while the SketchUp and Claude integration expanded AI monetization paths. Management raised FY2026 guidance modestly with revenue midpoint at $3.875 billion and EPS at $3.55, as the 3-4-30 framework tracked on schedule for 2027 delivery.
Cloud & AI | Demand | Competitive Dynamics | Subscriber Growth | Product Launch | Macroeconomic | Revenue Growth | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 5 | 1 | 1 | 1 | 4 | 1 | 2 |
| 2025Q1 | 1 | 4 | 3 | 4 | 3 | 2 | 1 | 1 |
| 2025Q2 | 4 | 5 | 4 | 4 | 3 | 1 | 1 | |
| 2025Q3 | 2 | 4 | 4 | 4 | 3 | 1 | 4 | 3 |
| 2025Q4 | 7 | 1 | 3 | 4 | 2 | 2 | 3 | 3 |
| 2026Q1 | 10 | 3 | 4 | 1 | 3 | 3 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 2 | 1 | 4 | 2 | 7 | 10 |
| Demand | 5 | 4 | 5 | 4 | 1 | 3 |
| Competitive Dynamics | 1 | 3 | 4 | 4 | 3 | 4 |
| Subscriber Growth | 1 | 4 | 4 | 4 | 4 | 1 |
| Product Launch | 1 | 3 | 3 | 3 | 2 | 3 |
| Macroeconomic | 4 | 2 | 1 | 1 | 2 | 3 |
| Revenue Growth | 1 | 1 | 1 | 4 | 3 | 3 |
| Margin | 2 | 1 | 3 | 3 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TRMB Trimble Inc. | 9 | +11.8% | |
| APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| FTV Fortive | 5 | -27.5% | |
| GLW Corning Inc. | 9 | +20.1% | |
| GRMN Garmin | 8 | +14.2% | |
| JBL Jabil | 9 | +23.1% | |
| KEYS Keysight Technologies | 10 | +31.7% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TEL TE Connectivity | 8 | +14.5% |