TRIMBLE INC. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
Trimble reported Q3 2026 revenue of $966.8 million (up 7% YoY on organic basis) and record ARR of $2.56 billion (up 11% YoY, 10% organic). The company took a $562 million goodwill impairment charge in the first three quarters related to the Transportation & Logistics segment, driven by sustained market capitalization decline and lower software multiples. GAAP net loss for 9M 2026 was $313.7 million ($-1.34 diluted EPS), though non-GAAP net income was $587.7 million ($2.51 diluted EPS). Full-year 2026 guidance: revenue $3,910–$3,940 million, GAAP loss per share $-0.55 to $-0.49, non-GAAP EPS $3.63–$3.69. The company repurchased 4.0 million shares for $231.7 million in Q3.
Why this rating
Goodwill impairment ($562M ≈ 3% of $18.7B market cap) signals valuation issues in T&L segment; offset by strong ARR growth and guidance. Moderate concern but non-GAAP earnings healthy.
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