Trimble Inc. (TRMB) Earnings Call Transcripts
Trimble Inc.'s Latest Earnings Call - September 15, 2026
In Q2 2026, Trimble Inc. (TRMB:US) reported a solid 10% revenue growth, despite facing a $14 million headwind from tariffs. The company achieved a 21% year-over-year increase in EPS and raised its full-year revenue guidance by $65 million, now projecting a total revenue increase alongside an additional $0.13 in EPS, indicating a strong execution of its growth strategy. Management emphasized the potential for continued growth in its $72 billion addressable market, particularly through AI integration and cross-selling opportunities.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $X million (beat) |
| EPS | $X (beat) |
| Annual Recurring Revenue (ARR) | $1.6 billion (beat) |
| Addressable Market | $72 billion (positive) |
| Cross-Sell Opportunities | $1.4 billion (positive) |
| EBITDA Margin | 30% (positive) |
Guidance from management
Trimble raised its full-year revenue guidance by $65 million and EPS guidance by $0.13, projecting a total EPS growth of 17%. This reflects confidence in continued execution and market conditions.
What management said
Yes. We are -- right now, we're talking about potentially because we put targets out to 2027, so you can naturally expect that sometime in 2027, we'll do a refresh and more to come.
What analysts pressed on
Analysts expressed concerns regarding the potential impact of the freight recession on the T&L business and the sustainability of revenue growth in a competitive market. There were questions about how AI investments would translate into tangible results in the near term.
Main topics on the call
- Revenue Growth Acceleration — Trimble reported a 10% revenue growth in Q2 2026, overcoming a $14 million tariff headwind. Management stated, "we're up $65 million on revenue for the year," indicating strong execution against market conditions.
- AI Integration and Opportunities — Management highlighted AI as a key growth driver, stating, "we think about AI as really -- it can increase our platform value." This focus on AI is expected to enhance productivity and customer engagement.
- Cross-Selling Potential — Trimble identified over $1.4 billion in cross-sell opportunities, with management noting, "we continue to add more and more capabilities to the business to unlock even more cross-sell." This indicates a strong strategy f...
- Launch of Trimble Financials — The introduction of Trimble Financials targets smaller customers not currently using technology, aiming to integrate them into the Trimble ecosystem. Management stated, "Trimble Financials is a way to tap into that marke...
Read the full Trimble Inc. transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Trimble Inc.
Trimble Inc. (TRMB) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 62 calls on record spanning February 12, 2020 to September 15, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 62 Trimble Inc. earnings call transcripts on record, spanning February 12, 2020 to September 15, 2026. Based on this history, Trimble Inc. reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- TRMB
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 62
- First call
- February 12, 2020
- Most recent
- September 15, 2026
- Reporting cadence
- quarterly