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Trimble TRMB

Trimble reported strong Q3 2026 results

Item 2.02 Reports results

Form
8-K
Filed
Importance
Major
  1. Revenue of $966.8 million, up 7% year-over-year
  2. Annualized recurring revenue of $2.56 billion, up 11% year-over-year
  3. Non-GAAP net income of $200.5 million
  4. Guidance for full-year 2026 revenue between $3,910 million and $3,940 million

Written from the 8-K on EDGAR. Check the filing before you rely on it.

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The reading, claim by claim

  1. The information in the filing is not deemed filed for purposes of the Securities Exchange Act of 1934.
  2. Annualized recurring revenue reached $2.56 billion, up 11 percent year-over-year.
  3. The company also repurchased 4.0 million shares for $231.7 million during the quarter.

3 of 3 claims matched the filing text.

For perspective, checked against its own source

From the 10-Q for the quarter ended July 3, 2026

  • Trimble's 10-Q for the quarter ended July 3, 2026, showed revenue of $972.0 million and a net loss of $471.7 million.
  • Revenue increased 11.0 percent year-over-year.

From the filing

Item 2.02 Results of Operations and Financial Condition.

Item 2.02 Results of Operations and Financial Condition.

On November 4, 2026 , Trimble Inc. (the " Company ") issued a press release reporting its financial results for the quarter ended October 2, 2026. A copy of the press release is attached hereto as Exhibit 99.1.

The information in this report, including the exhibit, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended1 (the " Exchange Act "), nor be incorporated by reference in any filing under the Exchange Act or the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No. Description

99.1 Press Release dated November 4 , 2026 related to the Company's financial results for the quarter ended October 2 , 2026

104 The cover page from this Report on Form 8-K, formatted in Inline XBRL

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

TRIMBLE INC.

a Delaware corporation

Dated: November 4, 2026

By: /s/ Phillip Sawarynski

Phillip Sawarynski

Chief Financial Officer

Trimble Announces Third Quarter 2026 Results and Updates Full Year Guidance

• Executing Connect & Scale strategy to compound value across the Trimble-led ecosystem

• Third quarter results exceeded expectations

• Record annualized recurring revenue

WESTMINSTER, Colo., Nov 4, 2026 - Trimble Inc. (Nasdaq: TRMB) today announced financial results for the third quarter of 2026.

Third Quarter 2026 Financial Highlights

• Revenue of $966.8 million, up 7 percent on a year-over-year basis, up 7 percent on an organic basis • Annualized recurring revenue ("ARR") was $2.56 billion, up 11 percent year-over-year2, up 10 percent on an organic basis • GAAP operating income was $142.0 million, 14.7 percent of revenue, and non-GAAP operating income was $262.6 million, 27.2 percent of revenue

• GAAP net income was $59.1 million and non-GAAP net income was $200.5 million

• Diluted earnings per share was $0.25 on a GAAP basis and $0.86 on a non-GAAP basis

• Adjusted EBITDA was $278.5 million, 28.8 percent of revenue

• During the third quarter, Trimble repurchased approximately 4.0 million shares for $231.7 million3

Executive Quote

"Our third quarter results surpassed expectations on both revenue and earnings per share, while delivering record annualized recurring revenue of $2.56 billion," said Rob Painter, President and CEO of Trimble. "Our fu

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