Q2 FY26 · Ended Jul 3, 2026 · View SEC filing
One segment out-earns the whole company
Field Systems earns more than Trimble's consolidated operating income, since corporate costs, amortization and deal costs sit outside the segments.
For investorsWhat Trimble's profit depends on from here
For foundersHardware as the doorway to recurring software
The $562.0M charge erased net profit, and the filing ties it to falling software market multiples while the unit's operating income rose.
The $471.7M net loss came with strong cash, because the impairment uses no cash and capital spending stays small.
Gross margin widened, but deal, pay and software costs in overhead grew faster than sales, so operating margin slipped.
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Business Lens describes Trimble from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.
