Trimble expects strong annual growth as software demand rises
Trimble projects 2026 earnings above estimates today as software demand rises. The company is successfully shifting from hardware to a recurring revenue model.
Insights:
Trimble Inc. announced on Feb. 10, 2026, that it expects its 2026 revenue and adjusted earnings per share to exceed Wall Street estimates. The company also reported fourth-quarter results that surpassed expectations for both revenue and adjusted earnings per share.
For the full year 2026, the company issued revenue guidance between $3.81 billion and $3.91 billion, with a midpoint that sits above the $3.83 billion anticipated by analysts. Adjusted earnings per share for the same period are projected to be in the range of $3.42 to $3.62, placing the midpoint above the LSEG estimate of $3.46. These figures reflect the company's continued growth in recurring revenue, with its Annualized Recurring Revenue (ARR) rising 6% to reach $2.39 billion.
