TRIMBLE INC. is expected to release its Q3 2026 10-Q filing in the upcoming earnings season. Last quarter: Trimble (TRMB) delivered a strong Q1 FY2026 with revenue up 11.8% YoY to $939.9M, operating income surging 47.7% to $144.0M, and operating cash flow jumping 76.5% to $274.7M, reflecting meaningful margin expansion and improved profitability.
Drawn from management commentary in the Q2 2026 10-Q:
Revenue grew 11.8% YoY to $939.9M in Q1 FY2026, up from $840.6M in the prior-year period, indicating broad-based demand strength. Gross profit rose 15.2% to $646.3M, outpacing revenue growth and signaling a favorable mix shift toward higher-margin products or services.
Gross margin improved approximately 200 basis points YoY to 68.8% from 66.7%, while operating margin expanded 372 basis points to 15.3% from 11.6%. This suggests operating leverage is materializing as revenue scales faster than costs.
Operating cash flow jumped 76.5% YoY to $274.7M from $155.6M, a significant improvement that demonstrates strong earnings quality and cash conversion. This robust cash generation supports ongoing capital allocation flexibility.
Revenue
$939.9M
++11.81% YoY
EPS (Basic)
$0.42
++55.56% YoY
Gross Margin
68.8%
++2.05% YoY
Operating Income
$144M
++47.69% YoY
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