TRIMBLE $TRMB Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $972.0M (Est. $952M) 🟢; +11% YoY 🔹 Adj. EPS: $0.86 (Est. $0.80) 🟢 🔹 ARR: $2.5B; +14% YoY 🔹 Adj. EBITDA: $278.0M (Est. $262M) 🟢 FY26 Guide: 🔹 Revenue: $3.9B-$3.95B (Est. $3.9B) 🟡 🔹 Adj. EPS: $3.60-$3.70 (Est. $3.59) 🟢 🔹 GAAP Loss/Share: $0.07-$0.12 Q3 Guide: 🔹 Revenue: $953M-$978M (Est. $960M) 🟡 🔹 Adj. EPS: $0.83-$0.88 (Est. $0.87) 🟡 Segment Revenue: 🔹 AECO: $388.5M 🔹 Field Systems: $442.5M 🔹 T&L: $141.0M Other Q2 Metrics: 🔹 Non-GAAP Operating Income: $260.6M 🔹 GAAP Gross Margin: 69.4%; +110 bps YoY 🔹 Non-GAAP Net Income: $200.3M Capital Return: 🔹 New Share Repurchase Authorization: $1.0B Key Updates: 🔹 Goodwill Impairment: $562.0M related to the T&L segment Comments: 🔸 “Trimble is well positioned to accelerate AI-enabled value for customers and shareholders.”