Filing Flows › Trimble (TRMB) › Q3 2026 › vs Q3 2025
Trimble (TRMB) Q3 2026 vs Q3 2025 (year over year)
Trimble's revenue rose $65.6M (+7%) from $901M in Q3 2025 to $967M in Q3 2026. The biggest changes: AECO +$36.5M (+10%); Field Systems +$27.1M (+7%); T&L +$2.0M (+1%). Gross margin 68.2% against 68.9% (-0.7 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 Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Gross margin | 68.2% | 68.9% | -0.7 pts |
| Operating margin | 14.7% | 16.7% | -2.0 pts |
| Net margin | 6.1% | 12.4% | -6.3 pts |
| Free cash flow margin | 14.7% | 12.9% | +1.7 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Field Systems | $436M | $409M | $27.1M | +7% |
| AECO | $395M | $358M | $36.5M | +10% |
| T&L | $136M | $134M | $2.0M | +1% |
| Revenue | $967M | $901M | $65.6M | +7% |
| Gross profit | $659M | $621M | $38.0M | +6% |
| Cost of revenue | $308M | $280M | $27.6M | +10% |
| Operating profit | $142M | $150M | −$8.5M | -6% |
| Operating expenses | $517M | $471M | $46.5M | +10% |
| Pre-tax earnings | $121M | $125M | −$3.8M | -3% |
| Other expense, net | $20.7M | $25.4M | −$4.7M | -19% |
| Research & development | $163M | $153M | $10.0M | +7% |
| Sales & marketing | $178M | $159M | $18.9M | +12% |
| General & admin | $125M | $118M | $7.2M | +6% |
| Other operating costs | $51.8M | $41.4M | $10.4M | +25% |
| Net earnings | $59.1M | $112M | −$52.4M | -47% |
| Income tax | $62.2M | $13.6M | $48.6M | +357% |
| Depreciation & amortization | $50.7M | $50.5M | $200K | +0.4% |
| Share-based compensation | $33.2M | $34.8M | −$1.6M | -5% |
| Working capital & other | $6.7M | −$73.0M | $79.7M | — |
| Operating cash flow | $150M | $124M | $25.9M | +21% |
| Free cash flow (OCF − capex) | $142M | $117M | $25.2M | +22% |
| Capital expenditures | $7.9M | $7.2M | $700K | +10% |
Questions
How much did Trimble's revenue grow year over year in Q3 2026?
Trimble's revenue rose $65.6M (+7%) from $901M in Q3 2025 to $967M in Q3 2026.
What drove Trimble's revenue change in Q3 2026?
AECO +$36.5M (+10%); Field Systems +$27.1M (+7%); T&L +$2.0M (+1%).