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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 Piper Sandler 5th Annual Growth Frontiers Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 5th Annual Growth Frontiers Conference summary15 Sep, 2026
Business overview and growth drivers
2026 is positioned as a year of continued execution, leveraging large, under-penetrated global markets with only 25% penetration and a $72 billion addressable market as of late 2024.
The Connect and Scale strategy focuses on connecting workflows and data across platforms in engineering, construction, and transportation, with $1.4 billion in cross-sell opportunities identified.
Q2 saw 10% revenue growth despite tariff headwinds, 12% ARR growth, and 21% EPS growth year-over-year, with full-year guidance raised by $65 million in revenue and $0.13 in EPS.
AECO segment and AI integration
AECO has delivered mid-teens or higher ARR growth for 28 consecutive quarters, reaching nearly $1.6 billion in ARR by Q2.
Durable growth is driven by market size, execution, and expanding cross-sell opportunities, with AI seen as a key future unlock.
Trusted data, domain expertise, and integration of digital and physical workflows create competitive moats.
Document Crunch acquisition brought AI-forward risk management, addressing costly and lengthy construction disputes.
Launch of Trimble Financials targets smaller and mid-size customers, aiming to grow them into the ecosystem and cross-sell higher-value products as they scale.
Field systems and business model transition
Field systems are transitioning from hardware-driven to subscription-based models, with ARR growth supported by conversions from perpetual licenses and bundling hardware/software.
Subscription offerings unlock new addressable markets, with about 50% of new bookings from new customers.
Technology assurance in subscriptions keeps customers current with hardware advancements, reducing procurement friction.
Mixed fleet support and expansion of Trimble Technology Labs increase market access and standardization opportunities.
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Latest events from Trimble
- Q2 2026 revenue up 11%, ARR up 14%, and a $1B buyback offset a goodwill impairment.TRMB
Q2 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
- Strong Q1, software-led growth, and AI-driven expansion support robust cross-sell and buybacks.TRMBJ.P. Morgan 54th Annual Global Technology, Media and Communications Conference
- Q1 2026 saw 12% revenue growth, record margins, and a $250M AI acquisition post-quarter.TRMBQ1 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
Q3 20264 Nov, 2026
Trimble
Next Trimble earnings date
Q3 20264 Nov, 2026
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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.