Filing Flows › Trimble (TRMB) › Q3 2026 › vs Q2 2026
Trimble (TRMB) Q3 2026 vs Q2 2026 (quarter over quarter)
Trimble's revenue fell $5.2M (-0.5%) from $972M in Q2 2026 to $967M in Q3 2026. The biggest changes: Field Systems −$6.7M (-2%); AECO +$6.5M (+2%); T&L −$5.0M (-4%). Gross margin 68.2% against 69.4% (-1.3 pts).
Trimble, Q3 2026: revenue $967M (+7% year over year), operating margin 14.7%, net earnings $59.1M, operating cash flow $150M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 68.2% | 69.4% | -1.3 pts |
| Operating margin | 14.7% | 13.6% | +1.1 pts |
| Net margin | 6.1% | -48.5% | +54.6 pts |
| Free cash flow margin | 14.7% | 24.0% | -9.3 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Field Systems | $436M | $442M | −$6.7M | -2% |
| AECO | $395M | $388M | $6.5M | +2% |
| T&L | $136M | $141M | −$5.0M | -4% |
| Revenue | $967M | $972M | −$5.2M | -0.5% |
| Gross profit | $659M | $675M | −$15.8M | -2% |
| Cost of revenue | $308M | $297M | $10.6M | +4% |
| Operating profit | $142M | $132M | $10.0M | +8% |
| Operating expenses | $517M | $543M | −$25.8M | -5% |
| Pre-tax earnings | $121M | −$445M | $566M | — |
| Other expense, net | $20.7M | $577M | −$556M | -96% |
| Research & development | $163M | $177M | −$14.2M | -8% |
| Sales & marketing | $178M | $176M | $1.4M | +0.8% |
| General & admin | $125M | $150M | −$25.0M | -17% |
| Other operating costs | $51.8M | $39.8M | $12.0M | +30% |
| Net earnings | $59.1M | −$472M | $531M | — |
| Income tax | $62.2M | $26.9M | $35.3M | +131% |
| Depreciation & amortization | $50.7M | $51.1M | −$400K | -0.8% |
| Share-based compensation | $33.2M | $43.3M | −$10.1M | -23% |
| Working capital & other | $6.7M | $618M | −$611M | -99% |
| Operating cash flow | $150M | $240M | −$90.6M | -38% |
| Free cash flow (OCF − capex) | $142M | $233M | −$91.4M | -39% |
| Capital expenditures | $7.9M | $7.1M | $800K | +11% |
Questions
How much did Trimble's revenue grow quarter over quarter in Q3 2026?
Trimble's revenue fell $5.2M (-0.5%) from $972M in Q2 2026 to $967M in Q3 2026.
What drove Trimble's revenue change in Q3 2026?
Field Systems −$6.7M (-2%); AECO +$6.5M (+2%); T&L −$5.0M (-4%).