TRMB earnings / call / takeaways
TRMB Q3 FY26 earnings call: key takeaways
What TRMB said on its earnings call of November 4, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 4, 2026·AI-generated from the call transcript and Lician data
- The company raised its full-year EPS guidance to $3.66, reflecting strong performance and margin expansion (20:26)
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | $0.73 | – | – |
| Revenue | $966.4M | – | – |
What changed since last quarter
- The company slightly increased its full-year EPS guidance to $3.66, up from previous expectations. (20:26)
- Trimble updated its full-year ARR outlook to approximately 10% growth, down from 12-14% due to market impacts. (20:26)
- The CEO emphasized the importance of AI in driving productivity and customer value, with specific examples of AI adoption across the platform. (15:29)
Guidance
| Metric | This call | Previous call |
|---|---|---|
| Revenue | Full-year revenue $3.925 billion, 9% organic growth (22:28) | not captured |
| EPS | Full-year EPS guidance $3.66, 17% growth (22:28) | not captured |
| Other | Full-year ARR growth approximately 10% (22:28) | not captured |
| Revenue | Fourth quarter revenue $1.046 billion, up 8% (24:28) | not captured |
What analysts pressed on
In their words
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.