Trimble raises 2026 guidance as first-quarter revenue rises 12% to $939.9 million
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.
Key points
- 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.
The filing
Written by AI on Nov 8, 2026, 1:12 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 06, 2026.
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