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TRMBTrimble Inc.

Health CareHealth Care Equipment & Supplies

Trimble Inc. (TRMB) sells construction and infrastructure technology, including GPS systems, project management software, and data analytics tools for the built environment. The next catalyst is Oct 1, 2026 — Trimble (TRMB) Stock Looks D — a pre-earnings event that will test the market’s appetite for its Connected Construction Initiative and the broader narrative around its ability to scale in a slowing construction sector.

  • Trimble’s revenue fell 2.6% YoY to $3.69B in 2026, with net income at -$172.10M and free cash flow of $1.07B.
  • The company has a net margin of -4.7% and a debt-to-equity ratio of 0.24x, with $5.84B in shareholders’ equity.
  • Trimble’s stock has struggled despite beating earnings, with a high P/E multiple and insider selling contributing to recent volatility.

The Read

Trimble's stock fell 8%.5% after beating Q4 2025 earnings and raising guidance but dropped further due to a high P/E multiple and insider selling, then mixedly reacted to Q2 earnings and a share repurchase program with a 1.9% decline amid profit-taking and mixed sentiment.
Oct 1, 2026 — Trimble (TRMB) Stock Looks D
Chart by TradingView

The schedule

  • Thu1Oct

    This event is a news-driven catalyst that will test investor sentiment around TRMB's recent strategic moves, particularly in the connected construction space. The outcome will reflect market confidence in the company's ability to execute its growth initiatives.

  • Thu22Oct

    This update will test the market's perception of TRMB's progress in its Connected Construction initiative, which is a key growth driver. The outcome will provide insight into the company's product mix and customer adoption rates.

  • Tue9Feb

    This earnings report will test TRMB's ability to deliver on its guidance, particularly in the construction and defense segments, where recent macroeconomic shifts have impacted demand. The outcome will be critical for assessing the company's P&L resilience and product mix performance.

  • Wed14Apr

    This event will test the market's reaction to potential sanctions against Defense World, which could impact TRMB's defense segment revenue and strategic partnerships. The outcome will highlight the company's exposure to geopolitical risks and its ability to navigate regulatory challenges.

  • Tue11May
  • Wed4Aug
  • Wed3Nov

Past

  • Wed5Aug

    Actual outcome: Mixed · $59.51 at outcome

    Trimble reported Q2 earnings that exactly met expectations, posting an EPS of $0.42. The stock experienced a muted 1.6% gain, reflecting a lack of strong directional momentum as investors digested the in-line results and awaited further details from the company's official earnings call scheduled for August 12.

  • Tue17Feb

    Actual outcome: Bear · $64.98 at outcome

    Trimble beat Q4 earnings and revenue estimates and issued 2026 guidance above consensus, yet the stock fell below the bear floor as the market reacted to a high P/E multiple and recent insider selling. The results, while fundamentally strong with record margins and 14% ARR growth, were insufficient to prevent multiple compression toward the DCF value in a high-valuation environment.