Every material Form 8-K Trimble has filed with the SEC since December 10, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Trimble Inc. reported third-quarter 2026 revenue of $966.8 million and GAAP net income of $59.1 million, while updating full-year guidance for 2026. The company achieved a record annualized recurring revenue of $2.56 billion and repurchased approximately 4.0 million shares for $231.7 million during the quarter.
Third-quarter revenue reached $966.8 million, up 7 percent year-over-year.
Trimble's board appointed Matthew C. Brown, currently Chief Financial Officer of Tenable Holdings, as a director effective November 2, 2026, and placed him on the Audit Committee. The filing does not name any change in an executive role at Trimble, and it describes a standard non-employee director compensation arrangement and indemnification agreement.
Board appointed Matthew C. Brown as a director effective November 2, 2026.
Brown was also appointed to the Audit Committee of the Board on the same date.
Brown has been CFO of Tenable Holdings, Inc. since August 2025 and was CFO of Altair Engineering Inc. from January 2021 to March 2025.
Brown receives non-employee director compensation under the Board of Directors Compensation Policy; the filing reports no related party transactions.
On October 2, 2026, Trimble entered a credit agreement with Bank of America as administrative agent for an unsecured delayed draw term loan of $500.0 million. No loans had been borrowed as of that date, and the company may draw in up to four borrowings through January 29, 2027, after which undrawn commitments terminate. The facility gives Trimble access to committed funds for general corporate purposes, and any borrowings would become debt that must be repaid under the terms of the agreement.
Facility size: $500.0 million unsecured delayed draw term loan, agreed October 2, 2026
No term loans borrowed as of October 2, 2026; up to four draws permitted on or before January 29, 2027
Term loans mature two years after the initial borrowing date; ticking fee of 0.075% to 0.275% per annum accrues from December 1, 2026
Interest at term SOFR plus a margin of 0.875% to 1.750%, or an alternate base rate option
Trimble reported second-quarter 2026 revenue of $972.0 million, up 11 percent year over year, and raised its full-year 2026 revenue and earnings guidance. A $562.0 million goodwill impairment tied to the Transportation and Logistics segment drove a GAAP net loss of $471.7 million, while non-GAAP net income was $200.3 million. The board also approved a new $1.0 billion share repurchase authorization with no expiration date, replacing the prior authorization that had $608.2 million remaining.
Q2 2026 revenue was $972.0 million, up 11 percent; non-GAAP operating income was $260.6 million, or 26.8 percent of revenue.
GAAP diluted loss per share was $(2.02) for the quarter, including a $562.0 million goodwill impairment; non-GAAP diluted EPS was $0.86.
Full-year 2026 guidance: revenue of $3,900 million to $3,950 million and non-GAAP EPS of $3.60 to $3.70; GAAP loss per share of $0.07 to $0.12 is expected.
Board authorized up to $1.0 billion in share repurchases on August 10, 2026; the prior authorization was cancelled.
Trimble director Mark Peek resigned from the Board effective May 26, 2026, and will not stand for reelection at the company's 2026 Annual Meeting. The filing says the resignation was not due to any disagreement with the company, and the Board reduced its size from nine to eight directors. Thomas Sweet was appointed Audit Committee chair to oversee remediation of material weaknesses that the company expects to complete in 2027.
Mark S. Peek resigned as a director effective immediately on May 26, 2026, and left the Audit Committee and Nominating and Corporate Governance Committee.
The Board reduced its membership from nine directors to eight.
Thomas Sweet was appointed Audit Committee chair, effective immediately.
The company anticipates completing remediation of its material weaknesses in 2027.
Trimble reported first-quarter 2026 revenue of $939.9 million, up 12 percent from a year earlier, and GAAP diluted earnings per share of $0.42 versus $0.27 a year earlier. The company also raised its full-year 2026 guidance and repurchased approximately 4.7 million shares for $316.9 million during the quarter.
Q1 2026 revenue was $939.9 million, up 12 percent year over year, with annualized recurring revenue of $2.43 billion, also up 12 percent.
GAAP diluted EPS was $0.42 versus $0.27 a year earlier; non-GAAP diluted EPS was $0.79 versus $0.61.
Full-year 2026 revenue guidance is $3,835 million to $3,915 million, with non-GAAP EPS of $3.47 to $3.64.
Second-quarter 2026 revenue is expected between $938 million and $963 million, with non-GAAP EPS of $0.78 to $0.82.
Trimble said senior vice president Peter Large, who oversees strategy, corporate development, partnerships and alliances, and the Office of Technology Innovation, will retire effective late May 2026. The company said the decision is not related to any disagreement over operations, policies, or practices, and Large will receive no severance.
Peter Large announced his retirement on March 24, 2026, effective late May 2026.
Large's retirement is not the result of any disagreement with the company.
No severance will be paid; the departure qualifies as retirement under the Age & Service Equity Vesting Program.
Trimble reported fourth quarter 2025 revenue of $969.8 million, down 1% from a year earlier, while GAAP diluted EPS rose to $0.65 from $0.36 and non-GAAP diluted EPS rose to $1.00 from $0.89. The company also initiated 2026 guidance calling for revenue of $3,810 million to $3,910 million, compared with $3,587.3 million in fiscal 2025, and non-GAAP EPS of $3.42 to $3.62, compared with $3.13.
Q4 2025 revenue was $969.8 million, down 1% year over year and up 4% on an organic basis; annualized recurring revenue was $2.39 billion, up 6%.
Q4 2025 GAAP net income was $156.6 million and non-GAAP net income was $240.8 million; the company repurchased about 1.9 million shares for $148.1 million.
Full-year 2026 guidance: revenue of $3,810 million to $3,910 million, GAAP EPS of $2.04 to $2.23, non-GAAP EPS of $3.42 to $3.62.
First-quarter 2026 guidance: revenue of $893 million to $918 million, non-GAAP EPS of $0.69 to $0.74.
Trimble entered a new unsecured revolving credit agreement of $1.25 billion on December 4, 2025, replacing its prior facility, which was terminated with no loans outstanding. The Board also authorized a new share repurchase of up to $1.0 billion on December 3, 2025, cancelling the prior authorization that had $273 million remaining at the end of the third quarter of 2025. For shareholders, the filing shows added borrowing capacity and a new buyback program, but it does not report any change to revenue, profit or guidance.
New $1.25 billion unsecured revolving facility with Bank of America, N.A. as administrative agent; no revolving loans outstanding as of December 4, 2025
Facility matures December 4, 2030 and can be increased by up to $500.0 million, subject to conditions
Board authorized up to $1.0 billion in share repurchases on December 3, 2025, with no expiration date
Prior $1.0 billion authorization, with $273 million remaining at the end of Q3 2025, was cancelled
Trimble reported third-quarter 2025 revenue of $901.2 million, up 3% from $875.8 million a year earlier, and GAAP diluted earnings per share of $0.46 versus $0.16. The company raised its full-year 2025 guidance, now expecting revenue of $3,545 million to $3,585 million and non-GAAP earnings per share of $3.04 to $3.12.
Q3 2025 revenue was $901.2 million, up 3% from $875.8 million; up 10% on an organic basis.
Diluted EPS was $0.46 on a GAAP basis, versus $0.16 a year earlier, and $0.81 non-GAAP, versus $0.70.
Full-year 2025 guidance: revenue of $3,545 million to $3,585 million and non-GAAP EPS of $3.04 to $3.12.
Fourth-quarter 2025 guidance: revenue of $927 million to $967 million and non-GAAP EPS of $0.91 to $0.99.
Trimble said its chief accounting officer, Julie Shepard, will retire in early 2026 after more than 18 years with the company. Kenneth Bement, a former chief accounting officer at several companies, will succeed her effective September 2, 2025, and the company also named Jim Palermo as its first chief information officer, a newly created role.
Julie Shepard, Chief Accounting Officer, will retire in early 2026; she will support the auditor transition for the 2025 financial statements
Kenneth Bement becomes Chief Accounting Officer effective September 2, 2025, with a $400,000 base salary and $1,000,000 in restricted stock units upon hiring plus a further $1,000,000 after relocating to Westminster, Colorado
Jim Palermo was hired as Chief Information Officer, a newly created position, previously CIO at Red Hat
Trimble reported second quarter 2025 revenue of $875.7 million, up 1% year over year and 8% on an organic basis, and non-GAAP diluted EPS of $0.71 versus $0.62 a year earlier. The company raised its full-year 2025 guidance to revenue of $3,480 million to $3,560 million and non-GAAP EPS of $2.90 to $3.06. GAAP net income fell to $89.2 million from $1,316.4 million, mainly because the prior-year quarter included a $1,714.1 million divestiture gain.
Q2 2025 revenue $875.7 million, up 1% year over year and up 8% organic; annualized recurring revenue $2.21 billion, up 5%
Q2 non-GAAP diluted EPS $0.71 versus $0.62; GAAP diluted EPS $0.37 versus $5.34, which included a prior-year divestiture gain
Full-year 2025 guidance: revenue $3,480 million to $3,560 million; non-GAAP EPS $2.90 to $3.06
Q3 2025 guidance: revenue $850 million to $890 million; non-GAAP EPS $0.67 to $0.75
Trimble reported first-quarter 2025 revenue of $840.6 million, down 12% from a year earlier but up 2% on an organic basis, and GAAP diluted EPS of $0.27 versus $0.23, while non-GAAP diluted EPS fell to $0.61 from $0.64. The company kept its full-year 2025 guidance, which reflects the February 8, 2025 closing of the mobility divestiture, and spent $627.4 million on share repurchases in the quarter.
Revenue $840.6 million, down 12% year over year from $953.3 million; up 2% organic
Trimble said it has not filed its annual report on Form 10-K for the period ended January 3, 2025, and received a Nasdaq notice on March 20, 2025 that it is out of compliance with the rule requiring timely periodic reports. The company's lenders agreed to extend its deadline to deliver financial deliverables to June 2, 2025, and to waive resulting defaults. The Nasdaq notice has no immediate effect on trading, but the late filing adds uncertainty about when the audited 2024 results will be finalized.
Nasdaq notice received March 20, 2025 under Listing Rule 5250(c)(1) for not timely filing the 2024 Form 10-K
Company has 60 calendar days after the notice to submit a compliance plan; Nasdaq may grant an extension to July 2, 2025
Lenders agreed in a Consent and Waiver dated March 21, 2025 to extend the financial deliverables deadline to June 2, 2025
Company says the notice has no immediate effect on listing or trading of its common stock on the Nasdaq Global Select Market
Trimble reported fourth-quarter 2024 revenue of $983.4 million, up 5% year over year, and non-GAAP diluted EPS of $0.89 versus $0.63 a year earlier. Full-year 2024 revenue fell 3% to $3,683.3 million, and the company set 2025 revenue guidance of $3.37 billion to $3.47 billion. The board also authorized a new $1.0 billion share repurchase program that replaces the prior $800.0 million authorization.
Q4 2024 revenue $983.4 million, up 5%; GAAP diluted EPS $0.36 versus $0.25 a year earlier
Trimble obtained a fifth consent and waiver from its lenders on January 9, 2025, moving its deadline to deliver financial reports for three 2024 quarters to February 10, 2025. The lenders also agreed not to treat the late delivery alone as a default under the credit agreement, but the company has not yet filed those quarterly reports and says it will file them after an internal controls assessment, which is nearing completion, is finished.
Fifth Consent and Waiver, dated January 9, 2025, extends the Financial Reporting Deadline to February 10, 2025.
Covers the fiscal quarters ending March 29, 2024, June 28, 2024 and September 27, 2024.
Lenders waive any default resulting solely from the non-delivery of the financial deliverables.
Quarterly Reports on Form 10-Q will be filed as soon as practicable after the internal controls assessment, which involves management and Ernst & Young LLP, is complete.
Trimble obtained a fourth consent and waiver on December 9, 2024, extending to January 10, 2025 the deadline to deliver financial reports for three past quarters and waiving any default resulting solely from the late filings. The company says its internal controls assessment is nearing completion and expects to file the delayed Forms 10-Q roughly two weeks after that assessment, meaning the reporting delays continue.
Fourth Consent and Waiver dated December 9, 2024 extends the Financial Reporting Deadline to January 10, 2025
Covers fiscal quarters ending March 29, 2024, June 28, 2024 and September 27, 2024
Lenders and Bank of America, N.A., as Administrative Agent, agreed to waive defaults resulting solely from the non-delivery
Company expects to file the three delayed Forms 10-Q in approximately two weeks after the internal controls assessment is complete
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