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Operating Income by Segment
Shows operating profit generated by each business unit after costs, highlighting which segments are most profitable and which are margin-drains. Tracking these trends reveals whether revenue growth is translating into sustainable profits or requiring heavy investment, which affects future margins, cash flow and return potential.Legacy segment values dropping to zero reflect Trimble’s 2023 reporting reshuffle—not a collapse—and operating income has concentrated in AECO and Field Systems. AECO is the clear profitability engine, delivering margin expansion that aligns with management’s raised guidance and strong ARR momentum; Field Systems shows healthy ARR/revenue growth but faces near‑term margin pressure from OpEx timing, hardware visibility and subscription conversion. Transportation & Logistics is smaller but improving. Strategic AI and M&A bolster monetization, yet hardware and macro risks remain the primary downside threats.
Date | Buildings and Infrastructure | Geospatial | Resources and Utilities | Transportation | Architects, Engineeers, Construction & Owners | Field Systems | Transportation & Logistics | Buildings & Infrastructure | Resources & Utilities |
|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $119.00M | $145.80M | $33.90M | ||
Mar 31, 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $123.10M | $118.00M | $33.80M | ||
Dec 31, 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $200.20M | $113.80M | $31.20M | ||
Oct 03, 2025 | $0.00 | $0.00 | |||||||
Sep 30, 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $113.90M | $136.70M | $34.60M | ||
Jul 04, 2025 | $0.00 | $0.00 | |||||||
Jun 30, 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $106.40M | $121.00M | $28.60M | ||
Apr 04, 2025 | $0.00 | $0.00 | |||||||
Mar 31, 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $91.60M | $106.60M | $26.10M | ||
Jan 03, 2025 | $0.00 | $0.00 |