TRMB — what changed in the latest 10-Q
A section-by-section comparison of TRMB's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-12 vs the prior 10-Q · 2026-05-06
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +42 | −36 | ~17 | 38 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~3 | 4 |
| Controls & procedures | Text added/removed | +1 | −4 | 0 | 8 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | −1 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Legal proceedings
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-12
On April 4, 2026, we acquired 100% of the equity interests in Document Crunch for consideration of $246.4 million. We financed the acquisition by borrowing from our credit facilities. Document Crunch is an AI platform advanced in construction-specific AI document analysis and risk management across …
As of July 3, 2026, Trimble was approved for a $17.8 million tariff refund under the U.S. Customs and Border Protection (CBP) IEEPA refund program. Of this amount, we received $13.9 million in cash in the second quarter of 2026 and reversed the previously recognized cost of goods sold. Additionally,…
Second Quarter and First Two Quarters of 2026 as Compared to 2025
ProductSubscription and ServicesTotal RevenueProductSubscription and ServicesTotal Revenue
Total organic revenue increased for the second quarter and first two quarters from both strong product demand and subscription and services growth.
Text removed vs the prior filing · source: 10-Q · 2026-05-06
Total organic revenue increased for the first quarter from both strong product demand and subscription and services growth.
Organic product revenue increased for the first quarter primarily due to strong end-user demand for civil construction solutions and revenue growth in surveying products.
Organic subscription and services revenue increased for the first quarter due to subscription growth across all segments, most notably, in AECO.
Gross margin and gross margin as a percentage of revenue increased for the first quarter due to the improved mix of higher margin subscription and software term license sales, as well as the divestiture of lower margin businesses.
Operating income and operating income as a percentage of revenue increased for the first quarter primarily due to organic revenue and gross margin expansion, and to a lesser extent, lower acquisition and divestiture transaction expenses. In addition to organic revenue and gross margin expansion, ope…
Controls & procedures
Text added vs the prior filing · source: 10-Q · 2026-08-12
Except for the ongoing progress against the remediation plan as described above, there have been no changes that have materially affected, or are reasonably likely to materially affect, our internal control over financial reporting during the quarter for which this report relates.
Text removed vs the prior filing · source: 10-Q · 2026-05-06
Except as listed below, there have been no changes in our internal control over financial reporting identified in connection with management’s evaluation required by paragraph (d) of Rules 13a-15 and 15d-15 under the Exchange Act, that have materially affected, or are reasonably likely to materially…
•Designed and implemented additional manual procedures and controls to enhance our internal control process through a combination of preventative and detective controls;
•Designed, implemented and operated effective ITGCs over certain of our IT systems, including our core ERP system, revenue management system and key reporting tool.
Other than as described above, there have been no changes that have materially affected, or are reasonably likely to materially affect, our internal control over financial reporting during the quarter for which this report relates.
Other information
Text removed vs the prior filing · source: 10-Q · 2026-05-06
•On March 4, 2026, Kaigham Gabriel, Director, adopted a Rule 10b5-1 trading arrangement that provides for potential sales of up to 4,194 shares of our common stock between June 3, 2026 and November 4, 2026.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice