Trimble Sees FY26 Revenue of $3.81B to $3.91B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Should l Buy TRMB?
Sees FY26 revenue $3.81B-$3.91B, consensus $3.84B. The company said, "For the full-year 2026, Trimble expects to report revenue between $3,810 million and $3,910 million, GAAP earnings per share of $2.04 to $2.23, and non-GAAP earnings per share of $3.42 to $3.62. GAAP guidance assumes a tax rate of 22.0 percent and non-GAAP guidance assumes a tax rate of 17.5 percent. Both GAAP and non-GAAP earnings per share assume approximately 239 million shares outstanding."
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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: 67.670
Low
94.00
Averages
98.63
High
102.00
Current: 67.670
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 serves organizations across architecture, engineering, construction, and asset ownership through a connected lifecycle solution. Within this segment, its substantial product portfolios are focused on architectural and interior design, structural and civil engineering, building and infrastructure construction, and the operations and maintenance of assets. The Field Systems segment 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. T&L segment provides a suite of solutions for shippers, carriers, retailers, 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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- Design Features: Driver Chris Buescher's No. 17 Trimble Ford Mustang will feature Liverpool FC's red color scheme and prominently display the distinctive ‘Liver Bird’ logo on the car, enhancing brand recognition and attracting more fan attention.
- Fan Event Preview: Fans will get their first look at this paint scheme during the ‘Premier League Mornings Live’ event on April 18-19, which will include live match viewings and interactive experiences, further boosting brand exposure.
- Strategic Market Implications: This collaboration not only highlights Trimble's sponsorship capabilities in both racing and soccer but also creates opportunities for crossover engagement between NASCAR and Liverpool FC fans, expected to drive market penetration for both brands.
See More
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- Acquisition Announcement: Trimble Inc. has announced the acquisition of Document Crunch, a construction-focused AI document analysis and risk management platform, although the transaction amount remains undisclosed, this move is expected to enhance Trimble's technological capabilities in the construction sector.
- Risk Management Enhancement: Post-acquisition, Document Crunch will assist Trimble in identifying and neutralizing project risks such as payment disputes and notification failures, thereby improving efficiency and compliance in project management.
- Integration of Document Intelligence: The acquisition will enable Trimble to incorporate document intelligence and compliance automation across its construction ecosystem, optimizing existing workflows in project management and construction ERP systems, which will further enhance customer experience.
- Financial Impact: The transaction is anticipated to close in the second quarter of 2026, but Trimble has stated that it is not expected to have a material impact on its 2026 financial guidance, indicating the company's confidence in future growth.
See More
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- Acquisition Overview: Trimble has announced the acquisition of Document Crunch, focusing on AI document analysis and risk management in the construction sector, aiming to enhance workflows within the Trimble® Construction ecosystem through document intelligence and compliance automation.
- Market Validation: Document Crunch has been deployed on over 10,000 projects, addressing critical risk issues faced by contractors, such as payment disputes and compliance, and is expected to deliver immediate ROI for Trimble's customers.
- Strategic Implications: The acquisition integrates Document Crunch's AI technology into the Trimble Construction One (TC1) suite, automatically pushing critical compliance requirements and payment terms, thereby enhancing the intelligence of the project delivery ecosystem.
- Future Outlook: The acquisition is expected to close in the second quarter of 2026, and while it is not anticipated to materially impact 2026 financial guidance, it will provide new growth momentum for Trimble in the AI adoption within the construction industry.
See More
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- Acquisition Overview: Trimble has announced the acquisition of Document Crunch to integrate AI document analysis and risk management tools, enhancing compliance and workflow efficiency within its Trimble Construction ecosystem, although financial terms remain undisclosed.
- Market Validation: Document Crunch has been deployed on over 10,000 projects, focusing on critical risk issues faced by contractors, such as payment disputes and compliance, which is expected to deliver immediate ROI for Trimble's customers.
- Intelligent Compliance: By providing a contractual rule set, Document Crunch will automatically push critical compliance requirements and payment terms into Trimble's project management and ERP systems, thereby improving project delivery efficiency and accuracy.
- Industry Outlook: As the construction industry increasingly demands AI solutions, the addition of Document Crunch positions Trimble to lead in risk reduction and automated compliance, helping customers unlock new value from data throughout the construction lifecycle.
See More
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- Surge in GPS Disruptions: Following the U.S. and Israel's pre-emptive strikes against Iran on February 28, GPS disruptions have surged in the Middle East, with over 1,100 vessels experiencing AIS signal interference within the first 24 hours, affecting maritime, aviation, and land transportation while exposing vulnerabilities in the American-made satellite navigation system.
- Reasons for Interference: Analysts suggest that Gulf states may be jamming satellite navigation signals to protect critical infrastructure from drone and missile attacks, a tactic increasingly common in modern warfare, as evidenced by similar disruptions following Russia's invasion of Ukraine in 2022.
- Impact on Shipping: Despite the significant reduction in shipping activity due to the blockage of the Strait of Hormuz, foreign-flagged vessels from countries like China and India still have transit rights, making accurate positioning data crucial for avoiding collisions and grounding risks in the narrow strait, which measures only 21 miles (33 km) at its narrowest point.
- Emerging Technology Trends: As GPS signal jamming intensifies, industry experts highlight the vulnerabilities of satellite navigation systems, noting that modern chips can receive signals from multiple global navigation systems, with Iran potentially utilizing China's BeiDou, posing a challenge to U.S. strategic dominance in global navigation.
See More
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- Blue-Collar Employment Revival: Oppenheimer analysts suggest that while AI may rapidly displace white-collar jobs, it could simultaneously drive demand for blue-collar roles, particularly in manufacturing, with employment projected to remain below pre-pandemic levels by 2026.
- Investment Theme Analysis: Oppenheimer outlined five investable themes, including the physical-to-digital connection, emphasizing the value of sensors and data pipelines, with companies in this space expected to benefit from automation trends, including Aeva Technologies and Tesla.
- Automation Tools Opportunity: The analysts identified automation tools that can reskill transitioning workforces, recommending companies like Caterpillar and Rockwell Automation, which enhance worksite experiences through task automation and AI agents.
- Autonomous Systems Development: Oppenheimer also highlighted companies supporting autonomous physical systems, such as Mobileye Global and Aurora Innovation, noting that as fully autonomous solutions are commercialized, human roles will still be essential for remote monitoring and maintenance to ensure safety and problem resolution.
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