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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Trimble Inc. (TRMB) is 9/10.
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.
Scored from Trimble Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $983M | +5.5% | $0.36 | +44.0% | 69.3% | 17.6% | 9.2% | $109M |
| FY2025 Q1 | $841M | -11.8% | $0.27 | +17.4% | 66.7% | 11.6% | 7.9% | $149M |
| FY2025 Q2 | $876M | +0.6% | $0.37 | -93.1% | 68.3% | 14.6% | 10.2% | $-59M |
| FY2025 Q3 | $901M | +2.9% | $0.46 | +187.5% | 65.9% | 18.4% | 12.4% | $117M |
| FY2025 Q4 | $970M | -1.4% | $0.65 | +80.6% | 72.0% | 22.3% | 16.1% | $-73M |
| FY2026 Q1 | $940M | +11.8% | $0.42 | +55.6% | 65.9% | 15.6% | 10.5% | $269M |
| FY2026 Q2 | $972M | +11.0% | $-2.02 | -645.9% | 69.4% | 13.6% | -48.5% | — |