Trimble IncNasdaq: TRMB

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Trimble's Q1 2026 results released May 6 showed revenue of $939.9M (+12% YoY organic) beating $905.8M consensus by 3.8%, with adjusted EPS of $0.79 beating $0.72 by 9.8%. ARR reached $2.43B (+12% YoY) with record Q1 gross and operating margins. The company raised full-year 2026 revenue guidance to $3.84B-$3.92B and GAAP EPS to $2.05-$2.21, completed a $391.78M share buyback, launched a SketchUp integration with Anthropic's Claude AI, and acquired Document Crunch to establish an AI-powered contract risk management category. Despite the strong print and raised guidance, the stock fell 11.3% after the report. CEO Rob Painter spoke at the JPMorgan TMT conference on May 18 at 2:50pm ET.

Trimble Announces First Quarter 2026 Resultsnews.trimble.comWhy Trimble (TRMB) Is Down 11.3% After Raising 2026 Guidancesimplywall.stTrimble CEO to speak at J.P. Morgan 2026 conferencestocktitan.net

Trimble reported Q1 2026 revenue of $939.9M, up 12% organically and beating the $905.8M consensus by 3.8%, with adjusted EPS of $0.79 versus $0.72 expected (a 9.8% beat) and ARR of $2.43B (also up 12% organically). The company raised full-year 2026 revenue guidance to $3.84B-$3.92B and GAAP diluted EPS guidance to $2.05-$2.21. Trimble repurchased approximately 4.7M shares for $316.9M during Q1 and completed a $391.78M total buyback. The company launched a new integration between SketchUp and Anthropic's Claude AI, enabling 3D model creation from conversational text, image, or speech prompts, and announced the acquisition of Document Crunch, creating a new AI-powered risk management category for contract intelligence and compliance. CEO Rob Painter participated in a fireside chat at the J.P. Morgan Global Tech Conference on May 18. Despite the strong print, shares dropped roughly 11.3% post-earnings.

Trimble Announces Q1 2026 Resultsnews.trimble.comWhy Trimble TRMB Down 11.3% After Raising Guidancesimplywall.stTrimble Q1 2026 Earnings AI Growthindexbox.io

Trimble CEO Rob Painter participated in a fireside chat at the J.P. Morgan 2026 Global Technology, Media and Communications Conference on May 18, 2026. The appearance followed strong Q1 2026 results announced May 6: revenue of $939.9M (up 12% YoY organic) beat the $905.8M consensus, ARR reached $2.43B (up 12% YoY organic), and non-GAAP EPS of $0.79 topped consensus by 9.8% and exceeded the high end of guidance by $0.07. Trimble raised full-year 2026 revenue guidance to $3.84-$3.92B and GAAP diluted EPS to $2.05-$2.21. The company completed a $391.78M buyback program. Trimble also launched an integration between SketchUp 3D modeling and Anthropic's Claude AI, allowing users to create 3D models from natural-language prompts. Despite the strong print, shares have fallen 26.3% over the past six months to around $55.66.

Trimble Announces First Quarter 2026 Resultsnews.trimble.comWhy Trimble (TRMB) Is Down 11.3% After Raising 2026 Guidance And Launching Claude-Powered SketchUp Integrationsimplywall.stTrimble CEO to speak at J.P. Morgan 2026 conferencestocktitan.net

Trimble reported Q1 2026 revenue of $939.9M (up 11.8% YoY, beating $905.8M est) with non-GAAP EPS of $0.79 (beating high end of guidance by $0.07), ARR of $2.43B (+12% YoY), and record gross/operating margins (71% gross, 27.4% EBITDA). The company raised full-year 2026 revenue guidance to $3.875B midpoint (~8% growth) and EPS to $3.55. Completed a $391.78M buyback program. Trimble launched a SketchUp integration with Anthropic Claude AI assistant via an MCP service, enabling 3D model creation from text/image/speech prompts. Document Crunch acquisition establishes an AI-powered risk management category for contract intelligence. Despite the beat, shares dropped 7.1% on May 13 to $56.51, down 26.3% over six months. CEO Rob Painter will participate in a fireside chat at J.P. Morgan 2026 Global TMT Conference on May 18.

Trimble Announces First Quarter 2026 Resultsprnewswire.comWhy Trimble (TRMB) Is Down 11.3% After Raising 2026 Guidance And Launching Claude-Powered SketchUp Integrationsimplywall.stTrimble to Present at J.P. Morgan 2026 Global Technology, Media and Communications Conferenceprnewswire.com

Trimble (TRMB) hit a new 52-week low on May 13, 2026 as shares fell 7.1% to $56.51, with the stock down ~11% in May. The drop came despite strong Q1 2026 results on May 6: revenue of $939.9M (+12% organic), ARR of $2.43B (+12% organic), non-GAAP EPS of $0.79 beating the high end of guidance by $0.07. Trimble raised FY26 revenue guidance to $3.875B (~8% growth) and EPS to $3.55. The company launched a SketchUp integration with Anthropic's Claude AI for conversational 3D modeling and acquired Document Crunch for AI-powered contract risk management. It also repurchased ~4.7M shares for $316.9M in Q1. Risk: persistent stock weakness despite operational strength suggests investor concern about end-market demand and macro headwinds.

Trimble Announces First Quarter 2026 Resultsnews.trimble.comTrimble (NASDAQ:TRMB) Hits New 52-Week Lowmarketbeat.comWhy Trimble Is Down 11.3% After Raising 2026 Guidancesimplywall.st

Trimble shares fell 7.1% on May 13, 2026 to $56.51 and hit a 52-week low of $61.93, with the stock down 27.9% year-to-date despite delivering an upbeat Q1 2026 print. Quarterly revenue was $939.9M (up 12% YoY) beating $905.6M estimates, with EPS of $0.79 versus $0.72 expected and ARR of $2.43B up 12%. The company raised full-year 2026 revenue and GAAP EPS guidance and completed its $391.78M buyback. Trimble announced it will acquire Document Crunch to add AI-powered risk management to Trimble Construction One, and integrated SketchUp with Anthropic's Claude for conversational AI 3D modeling. Wells Fargo's Jerry Revich maintained Overweight but cut PT to $70 from $79; consensus rating remains Strong Buy with $87.33 average PT.

Trimble stock hits 52-week low at $61.93investing.comThese Analysts Cut Their Forecasts On Trimble After Q1 Resultsbenzinga.comWhy Trimble (TRMB) Is Down 11.3% After Raising 2026 Guidancesimplywall.st

Trimble reported Q1 2026 results on May 6, 2026, with revenue of $939.9M (up 12% organically) and adjusted EPS of $0.79, topping the $0.72 consensus. ARR reached $2.43B, up 12% year-over-year. The company raised full-year 2026 guidance with midpoint revenue of $3.875B (~8% growth) and EPS of $3.55. Trimble also launched an integration with Anthropic's Claude AI for SketchUp 3D modeling and acquired Document Crunch for AI-powered contract risk management. Despite the strong print, shares fell more than 7% post-earnings and TRMB is down 22.4% YTD. CEO Rob Painter is scheduled to present at the J.P. Morgan TMT Conference on May 18.

Trimble Announces First Quarter 2026 Resultsnews.trimble.comWhy Trimble (TRMB) Is Down 11.3% After Raising 2026 Guidancesimplywall.stTrimble signals $3.875B 2026 revenue and $3.55 EPSseekingalpha.com

Trimble shares fell 4.5% on May 11, extending a roughly 11% decline for the month despite a May 6 Q1 beat that included $939.9M revenue (+12% organic), $2.43B ARR, raised FY26 revenue guidance to $3.875B (midpoint), and FY26 EPS guidance lifted to $3.55. The company also launched a Claude AI integration with SketchUp and closed the Document Crunch contract-intelligence acquisition. CEO Rob Painter speaks at the J.P. Morgan TMT conference May 18. Bear case: post-earnings rerating in software/AI names plus profit-taking despite strong fundamentals is pressuring the stock.

Why Trimble (TRMB) Is Down 11.3% After Raising 2026 Guidancesimplywall.stTrimble Inc (TRMB) Shares Fall 4.5%gurufocus.com

Trimble reported Q1 2026 revenue of $939.9M (up 12% organically) and non-GAAP EPS of $0.79, beating consensus by 9.8%. Annual recurring revenue (ARR) reached a record $2.43B, up 13% organically. The company raised its FY2026 revenue guidance midpoint to $3.875B (~8% growth), EPS to $3.55, with EBITDA margin guidance of 29.7%. Q2 2026 revenue guidance is $938M-$963M. Trimble also announced the Document Crunch acquisition for AI-powered contract intelligence, and SVP Peter Large announced his retirement effective late May 2026.

Trimble Announces First Quarter 2026 Resultsprnewswire.comTrimble Adjusts FY26 Revenue Expectations Upwardgurufocus.comTrimble Senior Vice President Peter Large plans retirementstocktitan.net

Trimble posted strong Q1 2026 results with revenue of $939.9M (up 12% YoY, beating $905.58M estimate) and adjusted EPS of $0.79 (beating $0.72 estimate). Annualized recurring revenue (ARR) reached $2.435B (up 13% organic YoY). AECO segment ARR grew 14% to $1.51B with 31.5% operating margin (up 420bps). Company raised FY2026 revenue guidance to $3.835-$3.915B and adjusted EPS to $3.47-$3.64. Acquisition of Document Crunch announced April 2 for AI-powered construction risk management. Free cash flow: $275M in Q1.

Trimble Announces First Quarter 2026 Resultsprnewswire.comTrimble Raises 2026 Guidancerttnews.com

Trimble reported Q1 2026 revenue of $939.9M (+12% YoY) with adjusted EPS of $0.79 beating $0.69 estimates (+14.5%). Gross margin rose to 68.8% and operating income jumped 48%. The company raised FY2026 revenue guidance to $3.835-$3.915B and lifted adjusted EPS guidance to $3.56 midpoint. Post-acquisition, acquired Document Crunch for ~$250M to expand construction-focused AI. Stock fell 5.18% despite strong results.

Trimble Announces First Quarter 2026 Resultsprnewswire.comTrimble Inc Stock Pagefinance.yahoo.comTRMB: Trimble Inc - CNBCcnbc.com

Trimble announced strong Q1 2026 results on May 6 with revenue of $939.9 million, up 12% organically, and EPS of $0.79 exceeding the $0.72 forecast. Annualized recurring revenue reached $2.43 billion, up 12% year-over-year, with gross margin expanding to 71%. The company raised full-year 2026 guidance to revenue between $3.835 billion and $3.915 billion, GAAP EPS of $2.05 to $2.21, and non-GAAP EPS of $3.47 to $3.64. Trimble announced the acquisition of Document Crunch, an AI tool for construction document analysis. Stock moved up 0.73% in pre-market trading.

Trimble Q1 2026 Resultsprnewswire.comYahoo Finance TRMBfinance.yahoo.comSeeking Alpha TRMBseekingalpha.com