TRMB Trimble Inc.
FY2026 10-K
Trimble Inc. (TRMB) filed its fiscal year 2026 10-K annual report with the SEC on Feb 25, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2026 10-K
Business Overview
- • Technology platform provider connecting digital/physical workflows across construction, geospatial, and transportation; revenue model shifting to subscription/SaaS with software/services >70% of R&D investment
- • Transporeon repositioned as global shipper TMS in 2025; combined with carrier TMS makes Trimble unique dual-TMS provider; next-gen TMS with AI agents launched Q4 2025
Management Discussion & Analysis
- • Revenue $3,587M, down 3% YoY ($96M); subscription/services +2% to $2,452M, product revenue -12% to $1,135M
- • GAAP operating margin 16.5% vs 12.5%; non-GAAP operating margin 27.5% vs 25.4%; GAAP gross margin 69.1% vs 65.1%
Risk Factors
- • Material weaknesses in internal controls caused delayed 10-Q/10-K filings; Nasdaq Listing Rule 5250(c)(1) non-compliance triggered; Form S-3 restricted until April 2026
- • Total debt $1.4B in senior notes at end of 2025; delayed SEC filings created covenant breach risk of accelerated repayment
Financial SummaryXBRL
Source: XBRL data from Trimble Inc. FY2026 10-K filing on SEC EDGAR. All figures in USD.
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