Trimble (TRMB) Reports Q3 Earnings: What Key Metrics Have to Say

Core Insights - Trimble Navigation (TRMB) reported revenue of $901.2 million for the quarter ended September 2025, marking a year-over-year increase of 2.9% and a surprise of +3.41% over the Zacks Consensus Estimate of $871.47 million [1] - The earnings per share (EPS) for the same period was $0.81, compared to $0.70 a year ago, resulting in an EPS surprise of +12.5% against the consensus estimate of $0.72 [1] Revenue and Earnings Performance - Segment revenue for AECO was $358.5 million, closely aligning with the average estimate of $358.54 million from five analysts [4] - Field Systems segment revenue reached $408.7 million, exceeding the estimated $378.04 million by five analysts [4] - T&L segment revenue was reported at $134 million, slightly below the average estimate of $134.89 million from five analysts [4] Operating Income Analysis - AECO segment operating income was $113.9 million, surpassing the estimated $110.85 million from three analysts [4] - Field Systems segment operating income was $136.7 million, exceeding the average estimate of $125.6 million from three analysts [4] - T&L segment operating income was $34.6 million, which was below the estimated $35.16 million from three analysts [4] Stock Performance - Trimble's shares have returned -0.9% over the past month, while the Zacks S&P 500 composite has changed by +1% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]