Every material Form 8-K Trimble filed with the SEC in 2026, 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.
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