Trimble Scheduled to Announce Q4 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 09 2026
0mins
Should l Buy TRMB?
Source: seekingalpha
- Earnings Announcement: Trimble (TRMB) is set to release its Q4 earnings on February 10 before market open, with consensus EPS estimate at $0.96, reflecting a 7.9% year-over-year increase, while revenue is projected at $950.17 million, indicating a 3.4% decline, highlighting a mixed outlook for profitability and revenue.
- Strong Historical Performance: Over the past two years, Trimble has consistently beaten both EPS and revenue estimates 100% of the time, which not only boosts investor confidence but also sets a solid foundation for the upcoming earnings report, showcasing the company's stability in the market.
- Estimate Revision Trends: In the last three months, EPS estimates have seen two upward revisions and one downward revision, while revenue estimates have experienced three upward revisions with no downward adjustments, indicating growing analyst confidence in the company's future performance, which could positively impact stock prices.
- Stock Buyback Plan: Trimble has also announced a $1 billion stock repurchase plan, which not only reflects the company's confidence in its stock value but may also enhance EPS by reducing the number of shares outstanding, thereby further strengthening investor trust.
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Analyst Views on TRMB
Wall Street analysts forecast TRMB stock price to rise
9 Analyst Rating
9 Buy
0 Hold
0 Sell
Strong Buy
Current: 70.450
Low
94.00
Averages
98.63
High
102.00
Current: 70.450
Low
94.00
Averages
98.63
High
102.00
About TRMB
Trimble Inc. is a global technology company. The Company's segments include Architects, Engineers, Construction and Owners (AECO), Field Systems, and Transportation and Logistics (T&L). The AECO segment primarily serves customers working in architecture, engineering, construction, design, asset management, operations, and maintenance. Within this segment, its substantial product portfolios are software solutions focused on design, engineering, building and civil construction, capital planning, and asset management software. The Field Systems segment primarily serves customers working in surveying and mapping, civil construction, building construction field services, and positioning systems. Within this segment, its substantial product portfolios are hardware and software solutions focused on geospatial, civil engineering construction, and positioning services. The T&L segment provides a suite of solutions for shippers, carriers, and intermediaries globally.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Operating Income Growth: The company's operating income for FY 2025 reached $592 million, up from $460.7 million in FY 2024, primarily due to organic revenue and gross margin expansion, while lower acquisition and divestiture transaction expenses also contributed to this increase.
- Long-Term Financial Goals: Trimble's FY 2025 results reflect progress towards its long-term financial model aiming for $3 billion in ARR, $4 billion in revenue, and 30% EBITDA margins by 2027, demonstrating the effectiveness of its strategic planning.
- AI Technology Enhancement: Trimble AI acts as a force multiplier by automating repetitive tasks and reducing errors, further enhancing operational efficiency, although analysts note that other AI stocks may offer greater upside potential and lower downside risk.
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