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Trimble (TRMB) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 4, 2026 · Trimble (TRMB) Q3 2026 earnings results →

Q3 2026 Revenue up 7% year over year to $967M · 6¢ of every $1 of revenue kept as net profit · operating margin 14.7%

Trimble made $967M in Q3 2026 (+7% Y/Y): Field Systems $436M, AECO $395M, T&L $136M. Operating margin 14.7%, net earnings $59.1M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 4, 2026.

Revenue$967M
Year over year+7%
Operating margin14.7%
Net earnings$59.1M
Operating cash flow$150M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $966.8M in Q3 2026, up 7% year over year and down 1% from the previous quarter. Field Systems was the largest line at 45% of revenue. AECO added $36.5M year over year (up 10%), 56% of the total change.

Gross margin was 68.2%, down 0.7 points from Q3 2025. Operating profit was $142.0M, a 14.7% margin (down 2.0 points year over year). Operating profit fell $8.5M even though revenue rose $65.6M versus Q3 2025, so costs grew faster than sales. Operating expenses grew 10% against revenue growth of 7%. The fastest-growing cost line was Other operating costs (+25%). Net earnings were $59.1M, down 47% year over year. The effective tax rate was 51.3%.

Operating cash flow was $149.7M (up 21% year over year), 253% of net earnings. Non-cash charges added back $50.7M of depreciation and amortization and $33.2M of share-based compensation. Capital expenditures of $7.9M left free cash flow of $141.8M.

Quarterly history

Trimble revenue by quarterTrimble revenue by quarter$841MQ1 2025$876MQ2 2025$901MQ3 2025$970MQ4 2025$940MQ1 2026$972MQ2 2026$967MQ3 2026
Trimble net earnings by quarterTrimble net earnings by quarter$66.7MQ1 2025$89.2MQ2 2025$112MQ3 2025$157MQ4 2025$98.9MQ1 2026−$472MQ2 2026$59.1MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 4, 2026$967M+7%14.7%$59.1M$150M
Q2 202610-QAug 12, 2026$972M+11%13.6%−$472M$240M
Q1 202610-QMay 6, 2026$940M+12%15.3%$98.9M$275M
Q4 202510-KFeb 25, 2026$970M-1%22.3%$157M$160M
Q3 202510-QNov 5, 2025$901M+3%16.7%$112M$124M
Q2 202510-QAug 6, 2025$876M+0.6%14.6%$89.2M−$53.5M
Q1 202510-QMay 12, 2025$841M-12%11.6%$66.7M$156M

Charts

Trimble: revenue growth, year over year and quarter over quarterTrimble: revenue growth, year over year and quarter over quarterY/YQ/Q-12%Q1 2025+1%+4%Q2 2025+3%+3%Q3 2025-1%+8%Q4 2025+12%-3%Q1 2026+11%+3%Q2 2026+7%-1%Q3 2026
Latest (Q3 2026): Y/Y +7%, Q/Q -1%.
Trimble: where the cash came from (+) and went (−), TTM to Q3 2026Trimble: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow$825MBuybacks−$689MAcquisitions−$236MNet borrowing (+) / repaid (−)$140MCapital spending−$26.7MCash drawn (+) / kept (−)$18.2MShares issued−$16.2MOther financing−$10.5MExchange rates−$6.4MOther investing$1.7MAsset & business sales$100K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Trimble: profit against cash, quarter by quarterTrimble: profit against cash, quarter by quarterNet incomeOperating cash flow$90.2M$115MQ4 2024$66.7M$156MQ1 2025$89.2M−$53.5MQ2 2025$112M$124MQ3 2025$157M$160MQ4 2025$98.9M$275MQ1 2026−$472M$240MQ2 2026$59.1M$150MQ3 2026
Latest (Q3 2026): Net income $59.1M, Operating cash flow $150M.
Trimble: diluted shares by fiscal yearTrimble: diluted shares by fiscal year252MFY2020254MFY2021250MFY2022249MFY2023247MFY2024242MFY2025
-4.3% since FY2020: buybacks shrank the count.
Trimble: long-term debt falling due (FY2024)Trimble: long-term debt falling due (FY2024)$600M2028$800MLater
Cash $739M, short-term investments —, long-term debt $1.4B at 2025-01-03.
Trimble in its industry: growth against margin (10 companies, SIC 3829)Trimble in its industry: growth against margin (10 companies, SIC 3829)revenue growth, year over year →↑ operating marginmedian +9%median 6%TMOROKONTOMIROWLTGEOSBCHTUS Nuclear Corp.QSITRMB (+7%, 15%)
Measuring & Controlling Devices, NEC; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Trimble

Trimble is a leading technology solutions and platform provider, enabling office professionals and field workers to connect their workflows and industry lifecycles, driving a more productive, efficient, and sustainable future. With a focus on the industries that build, maintain, and move the world, the comprehensive depth and breadth of our solutions are transforming the way the world works, making it easier for Trimble customers to focus on what matters—getting the job done right. We innovate at the intersection of the digital and physical worlds with solutions that span the world’s foundational industries, including building, civil and infrastructure construction, geospatial, natural resources, utilities, and transportation.

In its own words, from its 10-K, filed Feb 25, 2026.

Trimble against its Measuring & Controlling Devices, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +7% against the peers' median +9%. Operating margin: 14.7% against the peers' median 6.2%.

CompanyQuarterRevenueY/YOp. margin
TRMB TrimbleQ3 2026$967M+7%14.7%
TMO Thermo Fisher ScientificQ3 2026$12.1B+9%18.6%
ROK Rockwell AutomationQ4 FY26$2.3B+0.7%18.6%
ONTO Onto InnovationQ2 2026$343M+35%18.5%
MIR Mirion TechnologiesQ3 2026$278M+24%6.2%
OWLT OwletQ2 2026$33.9M+30%5.1%
GEOS Geospace TechnologiesQ3 FY26$15.8M-36%-64.1%
BCHT BirchtechQ2 2026$3.8M+16%-42.8%
US NuclearQ1 2026$352K-26%-41.4%

Source: Trimble 10-Q on SEC EDGAR · CIK 864749 · Measuring & Controlling Devices, NEC

Guidance and outlook

Trimble GAAP tax rate: guidance against what was reportedTrimble GAAP tax rate: guidance against what was reportedguided rangereported (above / within / below)Q4 2024FY202425.0%Q1 202522.8%FY202516.8%Q1 202624.7%FY2026
Met or beat 1 of 4 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
Trimble: what its forward-looking statements are about (10-Q filed 2026-11-04)Trimble: what its forward-looking statements are about (10-Q filed 2026-11-04)Other2AI1Deals1Products1Tax1Buybacks & dividends1
7 statements; tone -0.29 (−1 all cautious, +1 all confident); 0 hedged.
Trimble: outlook statements against the filing beforeTrimble: outlook statements against the filing beforeCautious2

13F: who owns TRMB and who is buying

Largest holders of TRMB (13F)Largest holders of TRMB (13F)Vanguard Group$2.4BBlackRock$1.1BVanguard Capital Management LLC$780MAmeriprise Financial$649MVanguard Portfolio Management LLC$620MState Street$596MMorgan Stanley$477MInvesco$377MGeneration Investment Management …$368MGeode Capital Management, LLC$338M
Funds' net buying of TRMB by quarter (13F)Funds' net buying of TRMB by quarter (13F)−$33.1M2024-09−$161M2024-12−$62.4M2025-03−$120M2025-06$47.5M2025-09−$15.3M2025-12−$459M2026-03$578M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on TRMB

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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