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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Trimble
Trimble (TRMB) investor relations material
Trimble Baird 2026 Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Baird 2026 Global Industrial Conference summary11 Nov, 2026
Platform strategy and market opportunity
Platform strategy centers on connecting workflows across construction from concept to maintenance, and transportation from shipping through settlement.
Construction spending exceeds $10T; up to one-third of project spend can be reworked or wasted, and 90% of projects are over schedule or budget.
Field-to-office connectivity combines hardware, software and field data into a shared source of truth; linked workflows support higher-value solutions than standalone applications.
Addressable markets were cited at $72B overall, ~25% penetrated, and $50B for AECO, 20% penetrated; digitization and AI could expand the opportunity.
Financial model and capital allocation
Software and services account for almost 80% of revenue on a recurring basis; operating and EBITDA margins have expanded nearly 500 bps since 2020.
Current-year operating margin guidance rose to 36%, ~100 bps above the prior level; current-year EPS growth guidance is ~17%.
YTD share repurchases exceeded $550M, with ~$770M remaining under authorization; repurchases since the start of 2025 totaled ~$1.4B.
Construction represents ~85% of revenue, and North America contributes more than half.
Business performance and ARR outlook
AECO net retention, excluding SketchUp, is ~110%; gross retention remains stable, net new ARR is growing, and management expects it to exit the year at its highest level.
Recurring-business RPO is ~13% at the overall level, with AECO the majority; management cited this as visibility into 2027.
AECO ARR is approaching $1.7B; roughly one-third of bookings come from new logos, while cross-sell opportunity exceeds $1B and bundles aim to deepen customer adoption.
Field Systems has ~$400M ARR; about half is positioning services, roughly half of that is correction services, with a large share tied to agriculture.
Field Systems ARR headwinds include winding down a low-margin white-label product, lower transport transaction activity, weaker South American agriculture, and below-plan correction-service renewals.
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Latest events from Trimble
- Record ARR and 7% revenue growth; FY26 ARR outlook eased and a T&L impairment drove a 9M GAAP loss.TRMB
Q3 2026 - Strong execution, durable growth, and AI-driven innovation position the business for 2026 and beyond.TRMBPiper Sandler 5th Annual Growth Frontiers Conference
- Q2 2026 revenue up 11%, ARR up 14%, and a $1B buyback offset a goodwill impairment.TRMBQ2 2026
- Software-centric transformation and integrated platform strategy drive growth and margin expansion.TRMBPiper Sandler 4th Annual Growth Frontiers Conference
- All proposals passed with strong support; board and audit committee changes announced.TRMBAGM 2026
- Targets $4B revenue, $3B ARR, and 80% recurring revenue by 2027, driven by AI and digital innovation.TRMBInvestor Day 2024
- Record ARR and margin led to raised 2024 guidance, supported by Ag divestiture gains.TRMBQ2 2024
- Q4 and FY 2024 beat guidance, with $1.7B divestiture gain and $1B buyback planned.TRMBQ4 2024
- Record Q1 recurring revenue, robust margins, and $627M buyback amid divestitures and revenue drop.TRMBQ1 2025
Next Trimble earnings date
Q4 20269 Feb, 2027
Trimble
Next Trimble earnings date
Q4 20269 Feb, 2027
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Frequently asked questions
GPS Systems and More
Trimble Inc. is an American company with multinational operations specializing in hardware and software solutions for diverse industries, including agriculture, construction, geospatial, and transportation. Its products include advanced GPS systems, 3D modeling software, farm management tools, construction project management software, UAVs, and several other products and services. The company is headquartered in Sunnyvale, California, and its shares are listed on the Nasdaq.
Early Days and Commercial Success
Trimble was founded in 1978 by Charles Trimble along with two partners from Hewlett-Packard, and initially operated over a small movie theatre in Los Altos, California. The idea was relatively simple but would go on to become a massive success: Trimble would go on to utilize the then-emerging GPS technology for commercial applications. At the time, GPS was primarily used by the military, and Trimble's venture represented a significant shift towards civilian and commercial use. The company has been a pioneer in GPS technology throughout the years, growing organically as well as making several key acquisitions over the years in order to broaden its portfolio and areas of operations. Today the company is still an expert in GPS technology but provides a much more comprehensive portfolio of products and services.
GPS Experts
Trimble's GPS product offerings are diverse, catering to a wide range of industries. The company specializes in high-precision GPS receivers that provide accurate location data, essential for professionals in industries such as construction, agriculture, and land management. Trimble also offers GPS solutions for vehicle and fleet tracking, as well as navigation systems for marine and aviation sectors. In agriculture, its products are used in farm automation and resource management. Overall, Trimble's GPS offerings focus on accuracy and reliability in sectors where this is absolutely paramount.
Some companies with similar portfolios and offerings include Hexagon, Garmin, and several privately held businesses.
Other Products and Services
Beyond GPS technology, Trimble's product range extends across several sectors. In construction, they offer building information modeling (BIM) software, 3D modeling tools, and laser-based survey equipment. For the agriculture sector, Trimble provides precision farming tools that integrate data collection, analysis, and automation that effectively improve crop management and yield. In transportation and logistics, the company offers fleet management software and telematics solutions, as well as software for resource and workforce management for various industries.