Trimble Inc. reports developments in technology that connects physical and digital workflows for construction, geospatial, transportation and related essential industries. Company news commonly covers operating results, annualized recurring revenue, margin performance, guidance, and the Connect & Scale strategy, along with capital actions such as common stock repurchase authorizations.
Product and innovation updates focus on precise positioning, modeling, data analytics and workflow software. Recurring announcements include AI-enabled capabilities for Trimble tools such as SketchUp, agentic AI initiatives for engineering and construction workflows, and solutions that support infrastructure, building design and construction, supply-chain optimization and mapping.
Trimble (TRMB) announced new artificial intelligence capabilities for its Trimble Connect construction platform, covering design, building and operations workflows. Trimble Assist provides a conversational interface for interacting with AI agents, while Trimble Agent Studio lets customers create customized agents using their procedures and institutional knowledge.
The capabilities span structural modeling, site inspections, procurement and scheduling. Availability varies: several tools are available today, field hardware diagnostics is limited to select customers, and other capabilities remain in development or early engagement. All currently available agents and models in the platform's AI layer carry standardized safety labels.
Trimble (TRMB) reported third-quarter 2026 revenue of $966.8 million, up 7 percent year over year and on an organic basis. Annualized recurring revenue, a yearly measure of recurring revenue, reached $2.56 billion, up 11 percent year over year and 10 percent organically.
GAAP net income fell to $59.1 million from $111.5 million, with diluted earnings per share declining to $0.25 from $0.46. Operating income decreased to $142.0 million from $150.5 million, while gross margin narrowed to 68.2 percent from 68.9 percent. Non-GAAP operating income was $262.6 million, and non-GAAP diluted earnings per share were $0.86.
Trimble repurchased approximately 4.0 million shares for $231.7 million during the quarter. For the first three quarters, operating cash flow rose to $664.7 million from $225.9 million; a $562.0 million goodwill impairment accompanied a GAAP net loss of $313.7 million.
Nasdaq (NDAQ) appointed Börje Ekholm to its Board of Directors, effective November 1, 2026, with a seat on the Audit & Risk Committee. Ekholm previously chaired Nasdaq's board and served as President and CEO of Ericsson and Investor AB. He currently chairs Trimble's board.
Separately, Holden Spaht will resign effective December 31, 2026. He joined the board in November 2023 following Nasdaq's acquisition of Adenza. During his tenure, Nasdaq completed Adenza's integration, achieved its synergy and deleveraging targets ahead of schedule, and raised its medium-term revenue outlook.
Trimble (TRMB) will hold a conference call on November 4, 2026 to review its third quarter 2026 results.
The call begins at 8 a.m. ET and will be webcast live. Analysts wishing to dial in must register first; dial-in details will then be emailed to them.
Trimble (Nasdaq: TRMB) reported second quarter 2026 revenue of $972.0 million, up 11% year over year and 10% organically. Annualized recurring revenue reached a record $2.51 billion, up 14% year over year. GAAP operating income was $132.0 million, while non-GAAP operating income was $260.6 million (26.8% margin). Adjusted EBITDA was $278.0 million, or 28.6% of revenue.
Trimble recorded a GAAP net loss of $471.7 million, or $(2.02) per diluted share, largely due to a $562.0 million goodwill impairment in the Transportation and Logistics segment. Non-GAAP net income was $200.3 million, or $0.86 per diluted share. The company raised full-year 2026 revenue and earnings guidance and reported first-half 2026 free cash flow of $501.8 million. The Board approved a new $1.0 billion share repurchase authorization, replacing and cancelling the previous program, which had $608.2 million remaining.
Trimble (Nasdaq: TRMB) will hold a conference call on Wednesday, August 12, 2026 at 8 a.m. ET to review its second quarter 2026 results. The call will be broadcast live on the web at https://events.q4inc.com/attendee/848449078, with separate registration for analyst dial-in access.
Trimble (NASDAQ:TRMB) announced the Trimble Dimensions User Conference 2026, to be held Nov. 9–11, 2026 at The Venetian Resort in Las Vegas. The three-day AEC and geospatial-focused event will feature a keynote from CEO Rob Painter, an Offsite Expo at a 15-acre worksite, a Developer Summit, 3D Basecamp Summit, startup competitions and the Construction Innovation Awards. Trimble expects attendance to exceed 8,000 professionals, with early bird registration open until July 31, 2026.
Trimble (Nasdaq: TRMB) announced that CEO Rob Painter will join a fireside chat at the J.P. Morgan 2026 Global Technology, Media and Communications Conference on May 18, 2026, at 2:50 p.m. Eastern Time.
A live webcast and replay will be available on Trimble's investor relations website.
Trimble (Nasdaq: TRMB) reported strong Q1 2026 results on May 6, 2026, with revenue $939.9M (up 12% YoY, organic), ARR $2.43B (up 12% YoY), and record first-quarter gross and operating margins. GAAP operating income was $144.0M (15.3% of revenue); non-GAAP operating income was $243.2M (25.9%). GAAP net income was $98.9M and non-GAAP net income $186.9M; diluted EPS was $0.42 GAAP and $0.79 non-GAAP. Adjusted EBITDA was $257.7M (27.4% of revenue). The company repurchased ~4.7M shares for $316.9M and said it is raising full-year 2026 guidance.
Trimble (Nasdaq: TRMB) announced a SketchUp Connector integrating Anthropic's Claude, enabling conversational creation and editing of 3D models from text, speech, images and floor plans.
The Connector runs in a cloud SketchUp session, tracks version history within chat, generates .skp downloads and includes a free entitlement for up to 30 saved SketchUp models.