Trimble Posts Q3 Revenue Growth, Signals Positive Outlook

Posted by Gianni Dessi

Growth across all three business segments, led by AECO and Field Systems, accompanies rising recurring revenue and updated full-year guidance.

WESTMINSTER, CO, Nov 4, 2026 – Trimble has announced its Q3 FY26 results, reporting $967M in revenue – a 0.5% decrease from $972M in Q2 FY26 – with a profit of $59M.

Third Quarter Financial Highlights

• Revenue: $966.8M, up 7% year over year and 7% organically.
• ARR: $2.56B, up 11% year over year and 10% organically.
• GAAP operating income: $142M, or 14.7% of revenue.
• GAAP EPS: $0.25.
• Adjusted EBITDA: $278.5M, or 28.8% of revenue.
• AECO revenue rose 10.2% to $395M, Field Systems grew 6.6% to $435.8M, and Transportation and Logistics increased 1.5% to $136M.
• Subscription and services revenue: $642.5M, compared with $598.7M in Q3 2025.
• Approximately 4 million shares repurchased for $231.7M during the quarter.

Eight-quarter financial trends: A comparative analysis of Trimble’s results.
Eight-quarter financial trends: A comparative analysis of Trimble’s results.

“Our third quarter results surpassed expectations on both revenue and earnings per share, while delivering record annualized recurring revenue of $2.56 billion,” said Rob Painter, president and CEO of Trimble. “Our full year 2026 guidance reflects solid execution against our Connect & Scale strategy, which continues to leverage our unique presence across the physical and digital worlds with our unmatched breadth and depth of connected industry data.”

A detailed chart outlining the financial results is available here, providing a comprehensive breakdown of key metrics and performance indicators for better insight into the company’s financial standing.

Source: Trimble

About Trimble

Trimble Inc., established in 1978, is a technology company focused on creating tools that connect the physical and digital worlds. Based in Westminster, CO, the company serves industries such as agriculture, construction, geospatial technology, and transportation. Its products include GNSS receivers, optical devices, machine control systems, and widely used software and services. Trimble’s construction technology improves project efficiency by using data throughout each build stage. The company employs around 12,000 people worldwide. The company prioritizes innovation and sustainability, working to make industries productive, safer, and environmentally friendly.

Gianni Dessi
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