Trimble Inc. (TRMB) Presents at Piper Sandler 5th Annual Growth Frontiers Conference Transcript

SA Transcripts 162.21K Followers Follow Trimble Inc. ( TRMB ) Piper Sandler 5th Annual Growth Frontiers Conference September 15, 2026 5:00 PM EDT Company Participants Phillip Sawarynski - Executive VP & CFO Conference Call Participants Clarke Jeffries - Piper Sandler & Co., Research Division Presentation Clarke Jeffries Piper Sandler & Co., Research Division All right. Go ahead and get started. Well, my name is Clarke Jeffries. I'm part of the tech research practice here at Piper Sandler. Very pleased to have Phil Sawarynski, CFO of Trimble. Thanks for coming to Nashville. Phillip Sawarynski Executive VP & CFO Thanks. Good to be here again. Clarke Jeffries Piper Sandler & Co., Research Division Yes. Fantastic. Well, let's maybe just start with some brief overview of where the Trimble business stands in 2026, and then we'll get right into it with some segment questions. Phillip Sawarynski Executive VP & CFO Yes, great. So I would characterize 2026 is really a year of continued execution across the business. And maybe to step back and give a little bit of context to that statement, I really like where Trimble is. I think -- as I think about sort of the growth drivers and the thesis around us around the markets, the strategy, the execution and the execution by the right management team, so when I think about the markets, large global underserved, underpenetrated markets for Trimble. At our Investor Day late 2024, we indicated $72 billion of addressable market that's only 25% penetrated across Trimble. So that says that there's a lot of ability for us to continue to grow, continue to drive our offerings and our applications, particularly in the world of AI that I'll talk about in a little bit. The right strategies, we started on our Connect & Scale strategy, and this is connecting workflows, connecting data via our ecosystems and our platforms. We