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Trimble Inc. TRMB AECO — Cost of Sales

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Field Systems
$175M+13.5%
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Other financials

Income statement

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Revenue$939.9M+11.8%
Gross profit$646.3M+15.2%
Operating income$144.0M+47.7%
Net income$98.9M+48.3%
EPS (diluted)$0.42+55.6%

Balance sheet

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Cash & equivalents$234.1M-19.3%
Total debt$1.4B+2.3%
Total equity$5.6B+4.0%
Total assets$9.0B+1.0%

Cash flow

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Operating cash flow$274.7M+76.5%
CapEx$6.1M-7.6%
Free cash flow$268.6M+80.3%

Valuation

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Market cap$13.66B-32.0%
Enterprise value$14.84B-30.6%
P/E29.9×-40.1×
P/S3.7×-1.9×

Profitability

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Gross margin69.5%+3.3pp
Operating margin17.3%+4.7pp
Net margin12.4%-30.0pp
FCF margin11.8%-3.4pp

Returns & leverage

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Return on equity8.3%-22.7pp
Debt / equity0.3×0.0×
Current ratio+0.2×

Where this comes from

Reported directly by Trimble Inc. in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServiceExcludingDepreciationDepletionAndAmortization.

The source filing: Trimble Inc.’s 10-Q, filed May 6, 2026.

Filed
May 6, 2026, 4:21 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q2 2026
Accession
0000864749-26-000063
(In millions) / First Quarter of 2026Reportable Segments / AECOReportable Segments / Field SystemsReportable Segments / T&L
Segment revenue$391.1$409.2$139.6
Cost of sales62.7175.034.4
Operating expense205.3116.271.4
Operating income$123.1$118.0$33.8
Operating income %31.5%28.8%24.2%
First Quarter of 2025
Segment revenue$335.4$359.2$146.0
Cost of sales58.9154.244.6

Item 1. Financial Statements (Unaudited)

FAQ

What is Trimble Inc.'s AECO — cost of sales?
Trimble Inc. (TRMB) reported AECO — cost of sales of $62.7M in Q1 2026.
How has Trimble Inc.'s AECO — cost of sales changed year-over-year?
Trimble Inc.'s AECO — cost of sales increased by 6.5% year-over-year, from $58.9M to $62.7M.
What is the long-term trend for Trimble Inc.'s AECO — cost of sales?
Over 3 years (2022 to 2025), Trimble Inc.'s AECO — cost of sales has grown at a 5.3% compound annual growth rate (CAGR), from $201.2M to $235.1M.
What does AECO — cost of sales mean?
Includes the direct costs attributable to the production and delivery of AECO segment products and services, such as software hosting, hardware manufacturing, and direct support labor. Monitoring this helps evaluate the direct cost efficiency of the segment's offerings.

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