Trimble

Q2 FY2026 EarningsQ2 FY26 results beat consensus across the board, with revenue of $972.0M exceeding the expected $952.1M and Non-GAAP EPS of $0.86 surpassing the $0.80 forecast. Performance was driven by record gross margins and 14% YoY growth in ARR to $2.51B, highlighting the success of the 'Connect & Scale' strategy. Consequently, management raised full-year FY26 revenue and EPS guidance above market expectations and authorized a new $1.0B share repurchase program.