Trimble Expects FY24 Revenue of $3.57B-$3.67B Vs $3.84B Est, Adj EPS of $2.60-$2.80 Vs $2.72 Est, Q1 Revenue of $905M-$935M Vs $977.07M Est, Adj EPS of $0.57-$0.62 Vs $0.67 Est
Portfolio Pulse from Benzinga Newsdesk
Trimble has provided its financial guidance for FY24, expecting revenue between $3.57B and $3.67B, below the estimated $3.84B. Adjusted EPS is forecasted at $2.60-$2.80, around the $2.72 estimate. For Q1 2024, revenue is expected to be between $905M-$935M, below the $977.07M estimate, with adjusted EPS of $0.57-$0.62, under the $0.67 estimate. Both forecasts assume the closure of a joint venture with AGCO in Q2 2024.

February 12, 2024 | 12:02 pm
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NEGATIVE IMPACT
Trimble's FY24 revenue forecast is below expectations at $3.57B-$3.67B, with adjusted EPS of $2.60-$2.80. Q1 2024 also sees lower than expected revenue and EPS. The guidance includes the impact of a joint venture with AGCO.
The lower than expected revenue and EPS forecasts for both FY24 and Q1 2024 suggest a cautious outlook from Trimble, likely to negatively impact investor sentiment in the short term. The mention of the joint venture with AGCO indicates strategic moves but doesn't seem to offset the lower forecasts in investors' eyes.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 100