Earnings Preview For Trimble
Benzinga Insights 9 months ago
Earnings
Trimble (NASDAQ:TRMB) is set to give its latest quarterly earnings report on Tuesday, 2026-02-10. Here's what investors need to know before the announcement.
Analysts estimate that Trimble will report an earnings per share (EPS) of $0.90.
Anticipation surrounds Trimble's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.
New investors should understand that while earnings performance is important, market reactions are often driven by guidance.
Historical Earnings Performance
Last quarter the company beat EPS by $0.15, which was followed by a 2.17% drop in the share price the next day.
Here's a look at Trimble's past performance and the resulting price change:
| Quarter | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|
| EPS Estimate | 0.66 | 0.57 | 0.58 | 0.88 |
| EPS Actual | 0.81 | 0.71 | 0.61 | 0.89 |
| Price Change % | -2.00 | -2.00 | 2.00 | -3.00 |
Performance of Trimble Shares
Shares of Trimble were trading at $66.15 as of February 06. Over the last 52-week period, shares are down 9.83%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release.
Insights Shared by Analysts on Trimble
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Trimble.
Analysts have provided Trimble with 3 ratings, resulting in a consensus rating of Outperform. The average one-year price target stands at $98.0, suggesting a potential 48.15% upside.
Peer Ratings Overview
This comparison focuses on the analyst ratings and average 1-year price targets of Tyler Technologies, Samsara and IREN, three major players in the industry, shedding light on their relative performance expectations and market positioning.
- Analysts currently favor an Buy trajectory for Tyler Technologies, with an average 1-year price target of $551.91, suggesting a potential 734.33% upside.
- Analysts currently favor an Outperform trajectory for Samsara, with an average 1-year price target of $49.58, suggesting a potential 25.05% downside.
- Analysts currently favor an Outperform trajectory for IREN, with an average 1-year price target of $65.0, suggesting a potential 1.74% downside.
Analysis Summary for Peers
The peer analysis summary outlines pivotal metrics for Tyler Technologies, Samsara and IREN, demonstrating their respective standings within the industry and offering valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| Trimble | Outperform | 2.90% | $621.10M | 1.94% |
| Tyler Technologies | Buy | 9.67% | $281.45M | 2.33% |
| Samsara | Outperform | 29.19% | $319.01M | 0.62% |
| IREN | Outperform | 59.02% | $110.38M | -5.77% |
Key Takeaway:
Trimble ranks at the top for Gross Profit and Return on Equity among its peers. It is in the middle for Revenue Growth.
Delving into Trimble's Background
Trimble Inc is a technology solutions provider that enables office and mobile professionals to connect their workflows and asset lifecycles to drive a more productive, sustainable future. The company has three reportable segments: Architects, Engineers, Construction, and Owners (AECO). This segment provides software solutions that sell through a direct channel to customers in the construction industry. Field Systems. This segment provides hardware and associated software solutions that sell through dealer partner channels. Transportation and Logistics (T&L). This segment provides solutions for customers working in long-haul trucking and freight shipping markets.
Financial Milestones: Trimble's Journey
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Trimble's revenue growth over a period of 3 months has been noteworthy. As of 30 September, 2025, the company achieved a revenue growth rate of approximately 2.9%. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Trimble's net margin excels beyond industry benchmarks, reaching 12.37%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 1.94%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Trimble's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.23% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: With a below-average debt-to-equity ratio of 0.24, Trimble adopts a prudent financial strategy, indicating a balanced approach to debt management.
To track all earnings releases for Trimble visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.