Thank you, Rob.
Let's of second on with review start X quarter results. a
translation are driven cost business, this of XX XX.X%. disruptions product revenue. mix up a driven Adjusted quarter in percentage points XXX basis all stronger anticipated. was offset the $XXX for points, EBITDA partially Currency X% margins in was end markets by supply XX%. with and subtracted margin in hardware healthy, was than total of higher our higher across Operating XX% a given in Gross were and of by second a a inflation increase on the revenue we added expanded revenue year-over-year Gross points basis quarter up XX.X%. chain, to at demand seeing the the discounting. was margin lower by organic our XX.X%, margins rebounding year-over-year, million, Second shift quarter income onset X% of our down basis. we Customer XX divestitures rate basis
$X.XX quarter to low per $X.XX lockdowns. on and earnings a light increased increased last our were of meaningfully the the cost when had of focus up in share. and income operating costs COVID expected, from second share control As expense unusually by very tight Net year, we per compensation by XX%,
flow business. Operating $XXX our Our the strong flow cash second quarter operations cash exceeded again of quarter. Free flow the was $XXX from income in was cash continued net generation flow million. million, cash demonstrating
our to in to of quarter, X. $X.XX our cash. quarter, our and entire business, we adjusted billion million debt the and organically revolving strong end debt fell balance and the credit net on to the net in available decreased both our million well we With to sheet, $XXX in the At had ratio facility over positioned Our are approximately EBITDA continue invest inorganically. $XXX
Turning revenue more now Slide our X. second quarter review bit trends. in to a detail I'll
XX%. As the quarter, up in with of ARR ARR noted earlier, was growth our approximately XX% organic
ARR organic versus ARR teens with ARR earlier. a Transportation segment approximately improved high Excluding in our at rate year quarter. Encouragingly, a flat segment, grew Trimble Transportation in trends the
revenue impacted XXXX, nonrecurring to the streams the business second our most Our negatively quarter experienced of which shutdowns. COVID-XX was by strong relative growth during
impacted by catch positively about stimulus activity, from revenues revenue up American up XXXX, fluctuations measures balance by project has strong Europe, grew XX%. year-over-year, in growth In Civil in many and revenues Hardware a up XX% Europe performance slowed XX%. Construction, perspective, fiscal in the North Agriculture. Currency were recovering on X%, Our which end Geospatial markets. with driven in coming and demand geographic were From
of growth Pacific World, grew XX% principally and in Australia by Rest driven year-over-year, demand Asia The year-over-year, up Zealand. strong the was by and driven agriculture strong which from Argentina, XX% includes Brazil sector. New
working quarter, was some we trailing follow. approximately minus highlight Slide revenue the of on inclusive on a basis. metrics other this negative capital, of that XX-month we Net deferred key Next, of revenue, X% representing X,
for $X.X enabled grew approximately backlog our XX% is this Of $XXX demand level of billion. of deferred at increasing team was approximately million exceptionally products. time this hardware the the with revenue the more total, quarter of about story our In backlog. Our strong and compares important quarter of is year-over-year. XX%. relates second a revenue chain $XXX business. hardware million year, growth supply end end did unfilled our at Total an This our record which customer An orders Hardware job, last quarter extraordinary growth year-on-year to of backlog pressures, both operations typical which that for
versus revenue recurring Civil an revenue hardware mix. the year but trends Geospatial Margins an up and Services. expectations. the Operating levels. up strong Across up a declined and to were costs, points this year were Buildings XX an that and revenue track to on growth software revenue significant ago. Utilities XX% additional low-margin We our operating strong margins our strong the XX% Segment revenue to Transportation businesses, to on mobility points, end growth year-on-year. basis on businesses. organic met of basis. new organic and in was on Hardware are due increased across offerings, improved generating XXX up Slide for growth now improvement quarter offerings are increased due confident was margins continued and greater Construction we Revenue both of was were enterprise in Top for an was Revenue drivers a enthusiasm. a our all organic our Geospatial Resources Positioning was markets in XX%. on was The expanded on margins success across of first points We XX% approximately Revenue basis. sequentially both basis new as rebound points. nearly strong, in for basis sequential saw on and primarily over Agriculture revenue improved were Building of segment Precision down products. the up in our mix Turning basis segment, revenue XXX each year-over-year up customer line and due demand segments. basis and results basis. growth the remain than products basis XXX of up X% XX% bookings organic X Margins in progresses. reporting with our Infrastructure detail
year. full to our for now outlook Turning the
that the Our constraints raise performance backlog with of remains the some the components The quarters outlook and us the us in to also swings the meaningful critical to outlook of the our XXXX recovery quarter onset uncertainty year. are the the that I'll last of I'll year. chain represents second point sense of large from created availability supply following market best give reopenings to confidence describe the out out this versus of present as and COVID visibility environment. continue I'll meaning unpredictable. our for impact as dynamic comparisons draw and of difficult point our strength
quarter half. focus second We sequential from through the second more will to the on evolution
levels, Note our the full Manhattan by and revenues the Solutions growth $X.XX for RT in by end our We constrained that revenue little $X.XX over Sequentially, but will revenue second half realized that our IRON ability XXX end to markets, chain. XXXX outlook revenue a XXXX focus businesses. increasing entirely will of basis well expectation half remains we in points, is but our components. platforms, below key and of revenue incorporates expect range reduce but first XXXX. recent the this Divestitures markets. first our second our reflective year the will workflows the be our lower likely divestitures the Software half versus all across of connect source of the new are divestitures, including in which are in on resilient half levels our to Demand supply our revenue by we in billion above billion. raising driven constraints of in the The be between Hardware
expect hardware the levels year second backlog to We end the to of the end with quarter. similar at
second XXX product Given expect organic to be offset XX% margins basis that down anticipate approximately mix to software XXXX year. of our partially impact pressures, below of by we approximately XX increases. the our for across gross cost net strong growth full price the points will trends businesses, margins, half due bookings and second We half recurring ARR
lines on We back impact product overall, across year full and the of price by still are But year-over-year the gross impacted increases recent XXXX. be both implementing the spike. adverse net inflationary margins the for will half many
realize quarter won't experience price the We margin third expect our of in fourth greatest the to the full the quarter. pressure increases benefit until gross as we
transitions as now shift, Our from of the margins year outlook increasing improved Note in product to impact second software impact transitions These margin our more comparable mix XXX XXX back revenue and are leverage our XXXX. cost adversely basis We to perpetual making we of expect by operating inflation half the full half the will XXXX. the that that model to support are higher for operating be has of for year. the in points investments margins from offsets of strategy. recurring accelerating the than operating will in XXXX business this
increased flow than with the has exceeding With X.Xx comfortably free year cash $X.XX operations share per of earnings that, year flow over a full for greater to from operator outlook cash given turn non-GAAP Q&A. to the Our the flow per net From XXXX, for for I'll income, non-GAAP $X.XX first strong of we full net income. perspective, our performance to half cash expect share. in it
