Want to see TRMB full AI Analyst Report?
Revenue by Segment
Separates revenue across Trimble’s business lines (such as construction, transportation, agriculture, geospatial and software/services), showing which products and services drive growth. A growing share of software and subscription revenue points to more predictable, higher-margin cash flow, while reliance on hardware sales can mean exposure to cyclical capital spending.Trimble’s revenue mix has materially shifted from legacy geospatial/hardware lines into AECO, Field Systems and Transportation & Logistics after a reporting reorg; AECO is now the clean growth engine (strong ARR conversion and notable margin expansion), while Field Systems shows post‑reorg volatility and sensitivity to hardware visibility and OpEx timing. Management’s modest FY26 guide raise after a strong Q1 reflects confidence in recurring ARR and AI/M&A levers but conservatism around hardware and freight cyclicality—watch AECO ARR conversion and Field Systems hardware trends for upside execution.
Date | Buildings and Infrastructure | Geospatial | Resources and Utilities | Transportation | Architects, Engineers, Construction & Owners | Field Systems | Transportation and Logistics | Buildings & Infrastructure | Resources & Utilities |
|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2026 | $0.00 | $0.00 | |||||||
Mar 31, 2026 | $0.00 | $0.00 | |||||||
Dec 31, 2025 | $0.00 | $0.00 | |||||||
Oct 03, 2025 | $0.00 | $0.00 | $358.50M | $408.70M | $134.00M | ||||
Sep 30, 2025 | $0.00 | $0.00 | |||||||
Jul 04, 2025 | $0.00 | $0.00 | $350.30M | $293.70M | $132.70M | ||||
Jun 30, 2025 | $0.00 | $0.00 | |||||||
Apr 04, 2025 | $0.00 | $0.00 | $335.40M | $359.20M | $146.00M | ||||
Mar 31, 2025 | $0.00 | $0.00 | |||||||
Jan 03, 2025 | $0.00 | $0.00 | $413.80M | $362.80M | $206.80M |