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How Trimble Inc. (TRMB) makes money: Q2 2026 revenue breakdown
The quarter in brief
Revenue grew 11.0% y/y to $972M, operating margin 13.6% vs 14.6%, net loss $472M (vs net income $89.2M a year earlier).
Key growth driver: Subscription and services — the fastest-growing revenue line: $641, +10% y/y. · by the Q2 2026 report
Total revenue
$972M
up 11.0% y/y
Next report
not announced yet
How does Trimble make money?
Trimble brought in $972 million of revenue in Q2 2026, up 11.0% year over year. The largest source was Subscription and services: $641 million, or 66% of the total, followed by Product ($331M, 34%).
Revenue by source, Q2 2026
- Subscription and services$641M · 66% · +9.9%
- Product$331M · 34% · +13.2%
Shares of $972M total revenue; changes are year over year, as reported. ≈ marks lines derived from disclosed totals. The same flows are drawn in the Sankey chart below.
All figures in $M.
| Line item | Amount and change |
|---|---|
| Subscription and services | $641 · +9.9% |
| Product | $331 · +13.2% |
| Total revenue | $972 · +11.0% |
| Other income, net | $3.5 · +34.6% |
| Income from equity method investments, net | $2.6 · +13.0% |
| Net (loss) income | $472 · vs $89.2 |
| Total cost of sales | $297 · +6.9% |
| Research and development | $177 · +8.5% |
| Sales and marketing | $176 · +11.3% |
| General and administrative | $150 · +27.3% |
| Amortization of purchased intangible assets | $27.2 · +1.5% |
| Restructuring | $12.6 · +215% |
| Goodwill impairment | $562 · vs $0 |
| Interest expense, net | $20.9 · +7.7% |
| Income tax provision | $26.9 |
Verdict: revenue grew 11.0% y/y to $972M, operating margin 13.6% vs 14.6%, net loss $472M (vs net income $89.2M a year earlier).
Diluted loss per share $(2.02) vs earnings of $0.37 a year earlier; non-GAAP diluted EPS $0.86; annualized recurring revenue $2.51 billion, up 14 percent; new $1.0 billion share repurchase authorization.
Source and notation
Source: Trimble earnings release, 8-K EX-99 of 08/12/2026 (SEC EDGAR). The income statement lines were taken from the release by hand; the program found every figure in the release text and checked the accounting identities and the chart balance; revenue and net income match SEC XBRL.
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
- The GAAP net loss of $471.7 million was driven largely by a $562.0 million impairment of goodwill related to the Transportation and Logistics segment; operating income itself rose to $132.0M.
- Revenue rose 11 percent to $972.0M, 10 percent organically, with subscription and services up to $640.6M.
- Operating income was $132M, a 13.6% margin vs 14.6% a year earlier.
- Diluted EPS was −$2.02 vs $0.37 a year earlier.
What distorts the picture in this report and what to watch beyond the headlines.
Who runs the company now
As of 10/20/2026, per the company’s SEC filings: signatures on the latest report and leadership-change filings.
Positions: the company’s SEC filings. Spotted an error, or is this you and you’d like it corrected or removed? Contact us
How this is compiled
Who runs the company now comes from primary sources only: for US companies, the CEO and CFO signatures on the latest SEC report, and a separate board chair from the proxy statement (DEF 14A); for Russian and Kazakh issuers, the company website and its disclosures. We recheck weekly; if a name can’t be confirmed, or a leadership-change filing came out after the report, we don’t show it until it’s reviewed. History comes from proxy statements, disclosures, Wikipedia and Wikidata; years show when a term started and ended, “since” means the person is in office now. An outcome for a previous employer is shown only when the linked document states it.
Sources · 2
- SEC EDGAR: 10-Q 2026-08-12 · SEC EDGAR · 10/20/2026
- SEC EDGAR: 10-Q 2026-08-12 · SEC EDGAR · 10/20/2026
Trimble Inc. is an American software, hardware, and services technology company that was founded in 1978. · Text: Wikipedia, CC BY-SA 4.0, abridged
Its headquarters is in Westminster, Colorado. It is publicly traded on the Nasdaq and listed on the S&P 500. Trimble develops hardware and software for a variety of business sectors including architecture, engineering, and construction (AEC); surveying, mapping, and geomatics (geospatial); and transportation and logistics (T&L).
Heads-up
- a net loss in Q2 2026 ($472 · vs $89.2)
Most likely because the GAAP net loss of $471.7 million was driven largely by a $562.0 million impairment of goodwill related to the Transportation and Logistics segment; operating income was $132M, a 13.6% margin vs 14.6% a year earlier. Based on the Q2 2026 report.
The company's report ↗Company guidance
Same quarter a year ago (ended October 3, 2025): revenue $901M, EPS (GAAP) $0.46
How we calculate
Year-ago figures are GAAP, from the company's SEC filings (XBRL); EPS is diluted.
TRMB earnings history: past report dates
| Aug 12, 2026 Wed | 7:01 ambefore market open | Jul 3, 2026 | $972M+11% y/y | −$2.02 |
| May 6, 2026 Wed | 7:05 ambefore market open | Apr 3, 2026 | $940M+12% y/y | $0.42+56% y/y |
| Feb 10, 2026 Tue | 7:04 ambefore market open | Jan 2, 2026 | ≈$970M−1% y/y | ≈$0.66+83% y/y |
| Nov 5, 2025 Wed | 7:03 ambefore market open | Oct 3, 2025 | $901M+3% y/y | $0.46+188% y/y |
| Aug 6, 2025 Wed | 7:02 ambefore market open | Jul 4, 2025 | $876M+1% y/y | $0.37−93% y/y |
| May 7, 2025 Wed | 7:03 ambefore market open | Apr 4, 2025 | $841M−12% y/y | $0.27+17% y/y |
| Feb 19, 2025 Wed | 7:04 ambefore market open | Jan 3, 2025 | ≈$983M+5% y/y | ≈$0.36+44% y/y |
| Nov 6, 2024 Wed | 7:06 ambefore market open | Sep 27, 2024 | $876M−9% y/y | $0.16−47% y/y |
| Aug 6, 2024 Tue | 7:11 ambefore market open | Jun 28, 2024 | $871M−12% y/y | $5.34 |
| Apr 12, 2024 Fri | 2:31 pmduring market hours | Mar 29, 2024 | $953M+4% y/y | $0.23−56% y/y |
| Feb 12, 2024 Mon | 7:06 ambefore market open | Dec 29, 2023 | ≈$932M+9% y/y | ≈$0.25−29% y/y |
| Nov 1, 2023 Wed | 7:05 ambefore market open | Sep 29, 2023 | $957M+8% y/y | $0.30−12% y/y |
| Aug 3, 2023 Thu | 7:23 ambefore market open | Jun 30, 2023 | $994M+6% y/y | $0.18−73% y/y |
| May 3, 2023 Wed | 7:24 ambefore market open | Mar 31, 2023 | $915M−8% y/y | $0.52+18% y/y |
| Feb 8, 2023 Wed | 7:19 ambefore market open | Dec 30, 2022 | ≈$857M−8% y/y | ≈$0.35−24% y/y |
| Nov 2, 2022 Wed | 7:12 ambefore market open | Sep 30, 2022 | $885M−2% y/y | $0.34−31% y/y |
| Aug 5, 2022 Fri | 7:07 ambefore market open | Jul 1, 2022 | $941M−0% y/y | $0.67+22% y/y |
| May 5, 2022 Thu | 7:08 ambefore market open | Apr 1, 2022 | $994M+12% y/y | $0.44−2% y/y |
| Feb 9, 2022 Wed | 7:12 ambefore market open | Dec 31, 2021 | ≈$926M+12% y/y | ≈$0.46−36% y/y |
| Nov 3, 2021 Wed | 4:34 pmafter market close | Oct 1, 2021 | $901M+14% y/y | $0.49+44% y/y |
| Aug 4, 2021 Wed | 4:33 pmafter market close | Jul 2, 2021 | $945M+29% y/y | $0.55+120% y/y |
| May 5, 2021 Wed | 4:31 pmafter market close | Apr 2, 2021 | $887M+12% y/y | $0.45+80% y/y |
| Feb 10, 2021 Wed | 4:16 pmafter market close | Jan 1, 2021 | ≈$830M+0% y/y | ≈$0.72−35% y/y |
| Nov 4, 2020 Wed | 4:21 pmafter market close | Oct 2, 2020 | $793M+1% y/y | $0.34+10% y/y |
| Aug 5, 2020 Wed | 4:20 pmafter market close | Jul 3, 2020 | $735M−14% y/y | $0.25−32% y/y |
| May 6, 2020 Wed | 4:24 pmafter market close | Apr 3, 2020 | $794M−1% y/y | $0.25+0% y/y |
| Feb 12, 2020 Wed | 4:13 pmafter market close | Jan 3, 2020 | ≈$827M+5% y/y | ≈$1.11+226% y/y |
| Oct 30, 2019 Wed | 4:25 pmafter market close | Sep 27, 2019 | $784M−1% y/y | $0.31+7% y/y |
| Jul 31, 2019 Wed | 4:30 pmafter market close | Jun 28, 2019 | $856M+9% y/y | $0.37+48% y/y |
| May 1, 2019 Wed | 4:32 pmafter market close | Mar 29, 2019 | $802M+8% y/y | $0.25+9% y/y |
| Feb 6, 2019 Wed | 4:31 pmafter market close | Dec 28, 2018 | $786M+11% y/y | $0.34+0% y/y |
| Nov 1, 2018 Thu | 4:33 pmafter market close | Sep 28, 2018 | $795M+18% y/y | $0.29+0% y/y |
| Aug 1, 2018 Wed | 4:31 pmafter market close | Jun 29, 2018 | $786M+19% y/y | $0.25+0% y/y |
| Apr 23, 2018 Mon | 6:58 pmafter market close | Mar 30, 2018 | $742M+22% y/y | $0.23+0% y/y |
| Feb 8, 2018 Thu | 4:32 pmafter market close | Dec 29, 2017 | $708M+21% y/y | $0.34 |
| Oct 26, 2017 Thu | 4:31 pmafter market close | Sep 29, 2017 | $676M+16% y/y | $0.29+32% y/y |
| Aug 2, 2017 Wed | 4:31 pmafter market close | Jun 30, 2017 | $662M+9% y/y | $0.25+39% y/y |
| Apr 13, 2017 Thu | 4:32 pmafter market close | Mar 31, 2017 | $611M+5% y/y | $0.23+21% y/y |
| Feb 8, 2017 Wed | 4:31 pmafter market close | Dec 30, 2016 | $586M+5% y/y | −$0.14 |
| Nov 1, 2016 Tue | 4:31 pmafter market close | Sep 30, 2016 | $584M+4% y/y | $0.22+57% y/y |
| Aug 2, 2016 Tue | 4:57 pmafter market close | Jul 1, 2016 | $610M+4% y/y | $0.18+80% y/y |
| Apr 28, 2016 Thu | 4:32 pmafter market close | Apr 1, 2016 | $583M+0% y/y | $0.19+46% y/y |
| Jan 21, 2016 Thu | 3:56 pmduring market hours | Jan 1, 2016 | $560M−1% y/y | $0.09−57% y/y |
| Oct 29, 2015 Thu | 4:31 pmafter market close | Oct 2, 2015 | $562M−4% y/y | $0.14+250% y/y |
| Aug 4, 2015 Tue | 4:32 pmafter market close | Jul 3, 2015 | $586M−9% y/y | $0.10−66% y/y |
| Apr 30, 2015 Thu | 4:30 pmafter market close | Apr 3, 2015 | $583M−4% y/y | $0.13−50% y/y |
| Feb 10, 2015 Tue | 4:31 pmafter market close | Jan 2, 2015 | $564M−6% y/y | $0.21−9% y/y |
| Oct 30, 2014 Thu | 4:06 pmafter market close | Oct 3, 2014 | $585M+5% y/y | $0.04−81% y/y |
| Aug 5, 2014 Tue | 4:31 pmafter market close | Jul 4, 2014 | $642M+11% y/y | $0.29+38% y/y |
| May 6, 2014 Tue | 4:32 pmafter market close | Apr 4, 2014 | $605M+9% y/y | $0.26+37% y/y |
| Feb 11, 2014 Tue | 4:57 pmafter market close | Jan 3, 2014 | $599M+16% y/y | $0.23+77% y/y |
| Oct 31, 2013 Thu | 4:51 pmafter market close | Sep 27, 2013 | $557M+10% y/y | $0.21+0% y/y |
| Jul 30, 2013 Tue | 5:27 pmafter market close | Jun 28, 2013 | $576M+11% y/y | $0.21+0% y/y |
| Apr 30, 2013 Tue | 4:48 pmafter market close | Mar 29, 2013 | $556M+11% y/y | $0.19−5% y/y |
| Feb 5, 2013 Tue | 4:12 pmafter market close | Dec 28, 2012 | $516M+18% y/y | $0.13+8% y/y |
| Nov 1, 2012 Thu | 4:35 pmafter market close | Sep 28, 2012 | $505M+21% y/y | $0.21+91% y/y |
| Aug 1, 2012 Wed | 4:34 pmafter market close | Jun 29, 2012 | $518M+27% y/y | $0.21−5% y/y |
| May 3, 2012 Thu | 5:01 pmafter market close | Mar 30, 2012 | $502M+31% y/y | $0.20+25% y/y |
| Feb 23, 2012 Thu | 6:01 ambefore market open | Dec 30, 2011 | $435M | $0.12 |
Show all 59 reports since 2012Show fewer
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Companies that file the 8-K late in the evening publish the release the next morning: the date is that morning, before market open, and the evening filing time is not shown. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
Trimble Inc.: 15-year financials
| FY2025 | 3,587 | 592 | 424 | 361 |
| FY2024 | 3,683 | 461 | 1,504 | 498 |
| FY2023 | 3,799 | 449 | 311 | 555 |
| FY2022 | 3,676 | 511 | 450 | 348 |
| FY2021 | 3,659 | 561 | 493 | 704 |
| FY2020 | 3,152 | 420 | 390 | 615 |
| FY2019 | 3,271 | 376 | 514 | 516 |
| FY2018 | 3,132 | 321 | 283 | 419 |
| FY2017 | 2,647 | 236 | 118 | 386 |
| FY2016 | 2,362 | 180 | 132 | 405 |
| FY2015 | 2,290 | 154 | 121 | 313 |
| FY2014 | 2,396 | 261 | 214 | 360 |
| FY2013 | 2,288 | 252 | 219 | 344 |
| FY2012 | 2,040 | 213 | 191 | 287 |
| FY2011 | 1,644 | 156 | 151 | 218 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP)*.
How we calculate
Figures are annual report lines; if a year was later restated (discontinued operations, mergers), we use the latest filing that shows it. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing. The company’s fiscal year doesn’t match the calendar year, so years follow the company’s own labels. The table starts in 2011; where the listed issuer changed (holding reorganization, redomicile), earlier years come from the predecessor’s filings.
Shareholders’ equity at Jul 3, 2026: $5.1B (60% of total assets). Compare with other S&P 500 companies →
Trimble Inc. (TRMB) earnings: FAQ
How does Trimble make money?
Trimble brought in $972 million of revenue in Q2 2026, up 11.0% year over year. The largest source was Subscription and services: $641 million, or 66% of the total, followed by Product ($331M, 34%).
When is TRMB's next earnings date?
We have not yet seen an announcement of the date from Trimble Inc. (TRMB). Based on last year's report on Nov 5, 2025, the next report is expected around Nov 4, 2026.
What time does TRMB report earnings?
Trimble Inc. usually reports before market open: its latest results release was filed with the SEC at 7:01 am ET on Aug 12, 2026.
When did TRMB last report earnings?
Trimble Inc. reported Q2 2026 results on Aug 12, 2026.
Where can I find Trimble Inc.'s financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to TRMB's filings; this page breaks the latest report down in a Sankey chart.
How has Trimble Inc.'s revenue changed since 2011?
Per its 10-K filings, revenue grew 2.2x: $1,644M in fiscal 2011 and $3,587M in fiscal 2025. The peak was $3,799M in fiscal 2023. Year-by-year figures are in the table above.
New to earnings reports? Start with how to read an earnings report.
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