Trimble Inc. · NASDAQ:TRMB
Trimble — Investor Presentation (February 2026)
21 slides from Trimble's investor presentation, February 2026
Slide 1: Trimble Inc. Investor Presentation February 2026
Trimble Inc. Investor Presentation February 2026 © 2026 Trimble Inc. All Rights Reserved.
Slide 2: Forward-Looking Statements
Forward-Looking Statements Certain statements made in this presentation and any subsequent Q&A period are forward-looking statements, within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and are made pursuant to the safe harbor provisions of the Securities Litigation
Slide 3: Trimble is the global technology company connecting the physical and digital worlds
Trimble is the global technology company connecting the physical and digital worlds, empowering customers in essential industries to unlock insights, take intelligent action, and get hard work done. 3
Slide 4: Connect & Scale is an Application and Platform Strategy
Connect & Scale is an Application and Platform Strategy Underlying systems and Best point solutions processes enable scale, in the market, increasingly efficiency and insights offered as a subscription Go-to-market motions unlock Connect Compelling bundles make it easy direct and indirect access to cus
Slide 5: Trimble model transformation
Trimble model transformation OUR STRATEGY IS COMPOUNDING FINANCIAL RETURNS Key statistics 2020 2025 Since 2020: ARR $1.3B $2.4B Revenue $3.2B $3.6B 23 Divestitures Recurring revenue % of total 40% 65% 13 Acquisitions SW/services/recurring % of revenue 58% 79% Non-GAAP gross margin % 59% 72% ≈+14% Or
Slide 6: Investment highlights
Investment highlights 1 2 3 4 5 We are We serve We have We have We have purpose attractive a differentiated the right a compelling driven markets strategy team business model 6
Slide 7: Investment highlights
Investment highlights 1 2 3 4 5 We have We are We serve We have We have a resilient and purpose attractive a differentiated the right compelling driven markets strategy team business model · Enabling our · Serving $72B · Leveraging the breadth · Building and · Growth potential in customers to do addr
Slide 8: Our customers drive the world's essential industries.
Our customers drive the world's essential industries. The jobs our customers do every day help to shape the quality of life for people around the world. For such high-stakes work, they turn to Trimble to deliver a better tomorrow. • Construction Building and maintaining vital infrastructure • Geospa
Slide 9: Our connected solution set
Our AECO Field Systems Transportation connected • Architecture & design software • Geospatial solutions for surveying & reality • Mapping, routing and navigation software solution • Engineering & BIM software focused on highest value capture • Civil construction • Enterprise solutions for Transporta
Slide 10: Trimble at a glance
Trimble Our mission & vision Trimble is transforming the way the world works by delivering at a products and services that connect the physical and digital worlds. Our right to win glance Trimble is uniquely positioned with the people, patents, reach, and interconnected scale to accelerate industria
Slide 11: Why Trimble?
Expertise • Leader in positioning, modeling, and analytics • Strong partnerships and collaborations with industry leaders Why • Proven ROI through efficiency and cost savings Trimble? Domain Knowledge • 45+ years of data insights Trimble offers a wide and • Access to vast datasets across multiple indus
Slide 12: Connected Data Environments
Connected Data Environments Modeling Positioning & Sensing Design, planning, visualization, cost Sensing and optimization and measuring by operations location Analytics & Optimization D D I IGG I TIATL A L Decision support, predictive indicators P H YPSH YI SCI CAALL 12
Slide 13: Trimble Construction is uniquely positioned to connect the digital and physical worlds
Trimble Construction is uniquely positioned to connect between the digital and physical worlds Common Data Environment Our platform connects these technologies & workflows together via a Common Data Environment 3D Model, Positioning, Sensing & Constructible BIM, Control, Field Data Digital Twin Sensi
Slide 14: Trimble Transportation is uniquely positioned to connect the digital and physical worlds
Trimble Transportation is uniquely positioned to connect between the digital and physical worlds Common Data Environment Our Trimble Transportation Cloud connects these technologies & workflows together via a Common Data Environment Procurement, Routing, Equipment location & status Dispatch, Fleet Ma
Slide 15: Connect & Scale
Connect & Scale is our customer-driven strategy to unlock the growth potential of Trimble Lifecycles Systems Workflows Processes Connect Scale Solutions Structure ECOSYSTEM Data Culture 15
Slide 16: Connect & Scale transforms how we do business and deliver customer value
Connect & Scale transforms how we do business and deliver breakthrough customer value Past Present Future Point solution Solution Bundles Ecosystem Product strategy Trimble HW or SW Trimble HW and SW XaaS Trimble & Partners Customer value Task optimization Systems optimization delivery “Book & burn”
Slide 17: The breadth and depth of Trimble's reach into served markets
The breadth and depth of Trimble’s reach into served markets provides the basis for a unique strategy to transform the way the world works Construction Geospatial Transportation Agriculture (via the AGCO JV) · Over $1 trillion of capital · 15 billion acres of · Over 90% of top 200 · Over 180 million
Slide 18: Our go to market strategy is evolving to provide a unified customer experience
Our go to market strategy is evolving to provide customers a unified customer experience while optimizing global reach Point products -> Subscription bundles Unified platform customer experience Industry offers/services Division 1 Field sales Ecosystem Online, Xaas Division 2 Partner value-add Distribu
Slide 19: We deliver industry transformation better, faster, safer, cheaper, and greener
We deliver industry transformation better, faster, safer, cheaper, and greener Potential industry-wide savings with adoption of technology solutions Construction Geospatial Transportation Agriculture (via the AGCO JV) 80/30 40/1 90/5 40/15 (1) (2) (3) (4) MMtCO2e/% efficiency MMtCO2e/% efficiency MMtCO2
Slide 20: We have set ambitious carbon reduction goals in line with the Paris Agreement
We have set ambitious carbon reduction goals for ourselves in line with the Paris Agreement Transforming the Way We Work and a net-zero future by 2050 Sciencebasedtargets.org Trimble establishes Trimble sources 100% 50% reduction of absolute Scope 1, 2, and 3** emissions ** Scope 3 emissions: includ
Slide 21: Thank you
Thank you