← All forecasts · November 2–6

TRMB / FQ3 2026 (quarter ended 2026-10-02)

Trimble Inc.

Reported: Nov 4, 2026

Forecast published

Opus 5.5 High in Shortcut

Review incomplete

Shortcut

0.87

Normalized diluted EPS

+1.1% vs Street

Off by $0.01 per share

Street

0.86

Normalized diluted EPS

November 1 consensus snapshot

Exact

Real

0.86

Reported normalized EPS

Street win

Reported result · Nov 4 ↗ · Provider normalized EPS 0.86 matches issuer non-GAAP diluted common-share EPS 0.86 for the quarter ended October 2, 2026, distinct from GAAP diluted EPS 0.25.

USD per diluted ordinary/common share. Comparisons use unrounded estimates.

Model download

Explore the assumptions and calculations behind the forecast. This is the agent’s original workbook. Its review didn’t finish, so it hasn’t been checked or repaired.

Open in Shortcut ↗Download XLSX ↓

Shortcut’s reasoning.

Guidance (Aug-12) for 3Q26: revenue $953-978M, non-GAAP EPS $0.83-0.88 (mid $0.855); consensus $0.86/$966.4M sits at the midpoint.

Track record: non-GAAP EPS beat the guidance midpoint in 6/6 quarters (avg +$0.07) and revenue by avg +$31M; consensus shows 6/6 strict beats vs consensus.

Segment build: AECO $406M (ARR +$60M q/q, +13% y/y), Field Systems $428M (+5%; white-label ARR wind-down, Hexagon I&G only +4%, offset by Caterpillar CI +18%), T&L $142M (+6%) = $976M.

Margins: segment margins near 3Q25/2Q26 levels less $36M corporate give non-GAAP OI $267M (27.3%, top of 26.7-27.3% guide); $20.5M non-GAAP non-op cost, 17.3% tax, 234M shares -> $0.870.

Start probability (8x0.78+6)/14 = 87.4% trimmed to 80% because the model sits only $0.01 above consensus (an exact $0.86 print is not a beat) and FS/peer signals are mixed.

On the record.

Reporting period
FQ3 2026 (quarter ended 2026-10-02)
Reporting basis
Non-GAAP diluted EPS per common share, USD (issuer non-GAAP = normalized EPS)
Consensus snapshot
November 1, 2026
Model / effort
Opus 5.5 · High effort
Workbook
Original workbook · review incomplete
Record history
Forecast generated
Nov 1, 2026 at 10:27 PM PST
First posted
Nov 2, 2026 at 4:10 PM PST
Result checked
Nov 4, 2026 at 6:44 AM PST
Result basis

Provider normalized EPS 0.86 matches issuer non-GAAP diluted common-share EPS 0.86 for the quarter ended October 2, 2026, distinct from GAAP diluted EPS 0.25. All six frozen normalized histories match exactly. Rounded issuer reconciliation components are not forced to reproduce printed EPS; item-by-item vendor adjustment identity and financial model acceptance are not established.