Trimble Inc. (TRMB) Earnings Analysis

Trimble Inc. (TRMB) delivered mixed results in FY2026 on revenue of $35.1B versus the $34.5B estimate (+18.1% YoY) and EPS of $2.59. Below is the full Trimble Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Trimble Inc. (TRMB) Earnings Analysis — key stats

Latest reported quarterFY2026
Earnings verdictMixed
Institutional ownership81.8% (13F as of 2026-06-30)
Top 10 holders46.4% (of shares outstanding)
Insider activity6 buys / 6 sells (recent Form 4 filings)
Revenue$35.1B (vs $34.5B est · +1.7% surprise · +18.1% YoY)
EPS$2.59 (vs $2.72 est · -4.8% surprise · +27.9% YoY)
Share price$158.85 (-1.3%)
Market cap$1.49T

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.9.1%21.4M$1.1B+10.0%
Vanguard Capital Management LLC6.5%15.2M$779.8M-0.7%
Ameriprise Financial INC5.4%12.7M$649.2M+418.4%
Undisclosed filer5.2%12.1M$620.3M-2.7%
State Street Corp5.0%11.6M$596.0M+7.9%
Morgan Stanley4.0%9.3M$476.8M-7.8%
Invesco Ltd.3.1%7.4M$377.0M+49.8%
Generation Investment Management Llp3.1%7.2M$368.0M-7.6%
Geode Capital Management, LLC2.8%6.6M$337.9M+2.4%
Select Equity Group, L.P.2.2%5.1M$260.0M-9.4%

Recent insider transactions

InsiderRoleDateTypeSharesValue
Gabriel Kaighamdirector2026-08-04Sell2K$103080
Gabriel Kaighamdirector2026-06-17Buy4K$201800
Gabriel Kaighamdirector2026-06-17Sell4K
Lloyd Meaghandirector2026-06-17Buy4K$201800
Lloyd Meaghandirector2026-06-17Sell4K
EKHOLM BORJEdirector2026-06-17Buy4K$201800
EKHOLM BORJEdirector2026-06-17Sell4K
SPRAGUE KARA LYNNdirector2026-06-17Buy4K$201800

What you'll find

Frequently asked questions

When is Trimble Inc.'s next earnings date?
Magnisto tracks Trimble Inc.'s (TRMB) earnings schedule and shows the confirmed next earnings date, the options-implied expected move and the estimates analysts are modeling into the print.
Did Trimble Inc. (TRMB) beat or miss earnings?
In FY2026, Trimble Inc. (TRMB) posted mixed results — revenue of $35.1B versus the $34.5B estimate (+1.7% surprise) and EPS of $2.59 versus $2.72 expected (-4.8% surprise). Magnisto decodes every Trimble Inc. (TRMB) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
Who are the largest shareholders of Trimble Inc.?
Institutions hold about 81.8% of Trimble Inc.'s (TRMB) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.1%), Vanguard Capital Management LLC (6.5%), Ameriprise Financial INC (5.4%). Magnisto lists Trimble Inc.'s (TRMB) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Trimble Inc. (TRMB)?
In the most recent Form 4 filings Magnisto tracks, Trimble Inc. (TRMB) insiders recorded 6 purchases and 6 sales — balanced buying and selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Trimble Inc. (TRMB) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Trimble Inc. (TRMB), anchored to the current $158.85 share price, so you can weigh the bull, base and bear cases for Trimble Inc. side by side.
Is Trimble Inc. (TRMB) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Trimble Inc. fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.