Home 9 AEC 9 Trimble Raises 2026 Outlook as ARR Hits $2.43B

Trimble Raises 2026 Outlook as ARR Hits $2.43B

by | May 7, 2026

AECO and Field Systems strengthened Trimble’s segment performance as revenue, margins and outlook improved

WESTMINSTER, CO, May 7, 2026 – Trimble has announced its Q1 FY26 results, reporting $940M in revenue – a 3.1% decrease from $970M in Q4 FY25 – with a profit of $99M.

First Quarter Financial Highlights

  • ARR: $2.43 billion, up 12% year over year and 12% organically
  • GAAP operating income: $144.0 million, or 15.3% of revenue
  • GAAP EPS: $0.42
  • Adjusted EBITDA: $257.7 million, or 27.4% of revenue
  • Shares repurchase: $316.9 million in Q1, covering about 4.7 million shares
  • Operating cash flow: $274.7 million, up from $155.6 million in Q1 2025
  • Tekla 2026: Trimble introduced AI-enabled Tekla software for BIM, structural engineering and steel fabrication in Mar’2026
Eight-quarter financial trends: A comparative analysis of Trimble’s results.
Eight-quarter financial trends: A comparative analysis of Trimble’s results.

“We began the year with strong momentum, delivering record annualized recurring revenue of $2.435 billion in the first quarter, and surpassing expectations on both top and bottom lines,” said Rob Painter, president and CEO of Trimble. “Our Connect & Scale strategy connects people, data, workflow and ecosystems. In an AI-forward world, Trimble is the intelligence and execution layer that reconciles the digital model with physical reality.”

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.