TRMB Trimble (TRMB) Q2 FY26 earnings call
Trimble delivered a strong quarter, exceeding top and bottom-line guidance driven by robust organic growth and accelerating AI transformation. The company raised its full-year outlook and announced a new share repurchase program, while also initiating a strategic review of its Transportation & Logistics business following inbound interest. Management emphasized the compounding value of its Connect & Scale strategy and early monetization efforts in AI.
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TRMB operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Annual recurring revenue (ARR) | $2.435BRevenue at $940 million, up 12%; ARR at $2.435 billion, up 13%; and earnings per share above the high end of our range at $0.79.Source: earnings call transcript | $2.509BARR was in line with our outlook at 12% to a record $2.509 billion.Source: earnings call transcript | +3% |
| Annual recurring revenue (ARR) AECO | $1.51BIt achieved a record $1.51 billion of ARR, posting 14% ARR growth and 14% revenue growth for the quarter.Source: earnings call transcript | $1.577BIn AECO, revenue was $389 million, up 9%, and ARR reached a record $1.577 billion, up 14%.Source: earnings call transcript | +4.4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.