Guidance
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AI
Капзатраты
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TRMB
FY2026 Q1
Повышен
Отчётный звонок Trimble Inc.
Вывод Buzzberg
Trimble raises full-year guidance after Q1 beat
Trimble beat Q1 FY2026 expectations and raised full-year guidance, driven by strong AECO and Field Systems growth and AI monetization. Management highlighted new AI partnerships (Anthropic), acquisitions (Document Crunch), and the shift to consumption-based pricing. Total revenue up 12% YoY to $940M, EPS $0.79 above guidance.
Вывод Buzzberg Trimble raises full-year guidance after Q1 beat Trimble beat Q1 FY2026 expectations and raised full-year guidance, driven by strong AECO and Field Systems growth and AI monetization. Management highlighted new AI partnerships (Anthropic), acquisitions (Document Crunch), and the shift to consumption-based pricing. Total revenue up 12% YoY to $940M, EPS $0.79 above guidance. Читать полный анализСвернуть анализ
Trimble beat Q1 FY2026 expectations and raised full-year guidance, driven by strong AECO and Field Systems growth and AI monetization. Management highlighted new AI partnerships (Anthropic), acquisitions (Document Crunch), and the shift to consumption-based pricing. Total revenue up 12% YoY to $940M, EPS $0.79 above guidance.
- Full-year revenue guidance raised to $3.875B, EPS to $3.55.
- AECO ARR growth 14%, Field Systems ARR growth 12%.
- Launched SketchUp integration with Anthropic's Claude for AI-driven design workflows.
Выручка$0.9399B-3% к/к
EPS$0.79-21% к/к
Валовая маржа65.88%Факт
Операционная маржа15.63%Факт
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
AI
AI monetization includes hybrid models with consumption
AI
SketchUp AI credits almost fully consumed
Показать ещё 3 тезиса
M&A
Document Crunch acquisition creates new AI risk category
Demand
Transportation bookings strength supports growth plans
Demand
Field systems demand strong, no pull forward
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| Выручка | $0.9399B | -3% к/к |
| EPS | $0.79 | -21% к/к |
| Валовая маржа | 65.88% | Факт |
| Операционная маржа | 15.63% | Факт |
| Свободный денежный поток | $0.2686B | Факт |
| Капзатраты | $0.0061B | Факт |
Прогнозные данные
Прогноз компании
| Показатель | Период | Диапазон | Середина | Статус |
|---|---|---|---|---|
| EPS | FY2026 | $3.55Выше консенсуса | $3.55 | Повышен |
| EPS | FY2026 Q2 | $0.80 | $0.80 | Обозначен |
| Выручка | FY2026 | $3.875BВыше консенсуса | $3.875B | Повышен |
| Выручка | FY2026 Q2 | $0.95B | $0.95B | Обозначен |
AI, капзатраты и спрос
Оценка менеджмента
Confident
Management expressed confidence in strategy and execution, highlighted strong results, raised guidance, and emphasized unique competitive positioning.
Оценка AI от менеджмента
Management is leveraging AI across the company, seeing strong user adoption of AI credits, and believes AI expands the addressable market. They are monetizing AI through hybrid models of licenses and consumption, and see AI as a key competitive differentiator.
Инвестиции и мощности
Management did not discuss specific capital expenditure plans, but mentioned reinvesting for future growth, particularly in AI and product development, while maintaining strong free cash flow and executing buybacks.
все упомянутые компании ниже: 3
Компаниис момента звонка
Партнёры
ANTHROPIC
Партнёры
Rob Painter
Trimble's integration with Anthropic's Claude expands Trimble's addressable market by converting Claude users into SketchUp customers, while Anthropic gains distribution in the AEC design workflow.
Доказательства
“Last week, we launched an integration with SketchUp and Anthropix Cloud.”
Цепочка поставок
Цепочка поставок
Rob Painter
Trimble's AI monetization is shifting to consumption-based models with credits; SketchUp AI charges $11.99/month per add-on, signaling a new pricing vector beyond per-seat licenses. — Competitors like Autodesk may face pressure as Trimble introduces low-cost AI add-ons that leverage proprietary workflows.
Доказательства
“With that SketchUp AI license, it's only $11.99 a month for that add-on license. You get a set of credits for it or tokens”
Цепочка поставок
Rob Painter
Document Crunch acquisition creates a new AI-powered construction risk management category, integrating contract intelligence into project management/ERP workflows. — Trimble is expanding its software moat in construction, potentially disrupting standalone risk/compliance tools and enhancing cross-sell.
Доказательства
“We're establishing a new AI-powered risk management category within Trimble, bringing contract intelligence and compliance automation into the project management, estimating, and ERP workflows”
Внешние сигналы
Альфа цепочки поставок · 2с момента звонка
Trimble's AI monetization is shifting to consumption-based models with credits; SketchUp AI charges $11.99/month per add-on, signaling a new pricing vector beyond per-seat licenses.
Document Crunch acquisition creates a new AI-powered construction risk management category, integrating contract intelligence into project management/ERP workflows.
Методология и полнота
Анализ основан только на заявлениях менеджмента. Показаны все подтверждённые упоминания компаний: 3. Фактические результаты и прогнозы разделены. Публичные доказательства ограничены восемью короткими атрибутированными цитатами. AI-анализ может быть неполным или ошибочным — проверяйте важные утверждения по первоисточнику.