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Trimble10-K: Recurring revenue shift

Recurring revenue now 79% of total revenue, with ARR at $2.39B

What happened

Trimble is successfully shifting its business model, with software, services, and recurring revenue now comprising 79% of total revenue.

Source

SEC EDGARFeb 25, 2026

Annual report (Form 10-K)

Trimble 10-K for FY2026

Filing excerpt

We continue to experience a shift toward a more significant mix of recurring revenue as demonstrated by our success in driving annualized recurring revenue (“ARR”) of $2,392.3 million, which represents growth of 6% year-over-year at the end of 2025.

sec.gov/Archives/edgar/data/864749/000086474926000015/trmb-20260102.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Recurring revenue shift

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
01/02
Filed
Feb 25, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$2.4B (Annualized Recurring Revenue (ARR) at end of 2025)
Percent
79% (Portion of total revenue from software, services, and recurring sources)

Details

CIK
864749
Accession number
0000864749-26-000015
Timeframe
Current year
Filing year
2026
Why it matters
Billing/subscription tools

Topics and mentions

Technologies

  • software
  • SaaS

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
recurringRevenueShift

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/32fcfece-b0db-4dc3-a40a-f64f00776efd returns this record as JSON. POST /v1/companies/enrich returns every signal for trimble.com.

{
  "signal_id": "32fcfece-b0db-4dc3-a40a-f64f00776efd",
  "signal_type": "sec-10k",
  "signal_subtype": "recurringRevenueShift",
  "detected_at": "2026-03-03T06:00:05.739+00:00",
  "company": {
    "name": "Trimble",
    "domain": "trimble.com"
  },
  "data": {
    "detail": "Trimble is successfully shifting its business model, with software, services, and recurring revenue now comprising 79% of total revenue. This fundamental change creates significant pain points and budget for new systems in billing, subscription management, customer success, and financial reporting to support the new model.",
    "metrics": {
      "pct": 79,
      "timeframe": "current_year",
      "pct_context": "Portion of total revenue from software, services, and recurring sources",
      "dollar_context": "Annualized Recurring Revenue (ARR) at end of 2025",
      "dollar_millions": 2392.3
    },
    "summary": "Recurring revenue now 79% of total revenue, with ARR at $2.39B",
    "excerpts": "We continue to experience a shift toward a more significant mix of recurring revenue as demonstrated by our success in driving annualized recurring revenue (“ARR”) of $2,392.3 million, which represents growth of 6% year-over-year at the end of 2025.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/864749/000086474926000015/trmb-20260102.htm",
    "filing_date": "2026-02-25",
    "filing_year": 2026,
    "fiscal_year_end": "01/02",
    "sales_relevance": "Billing/subscription tools",
    "signal_category": "revenue",
    "technologies_mentioned": [
      "software",
      "SaaS"
    ]
  }
}

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