Trimble (NASDAQ:TRMB) reported second-quarter results that exceeded its guidance midpoint, driven by strength in its architecture, engineering, construction and operations business and Field Systems segment. Trimble raised the midpoint of its 2026 revenue outlook by $50 million to $3.925 billion, representing about 9% growth. Field Systems revenue rose 12% to $442 million, while ARR increased 12% to $399 million. Trimble lowered its Field Systems ARR outlook to high-single-digit to low-double-digit growth because it is replacing a white-label field data-processing product with an internally developed offering. Management said Trimble already generates more than $150 million of transaction-based revenue in Transportation, providing experience with usage-based commercial models.