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Mar 28, 2025
Trimble Q1 2025 Earnings Report
Trimble reported its Q1 2025 results with revenue and EPS beating expectations despite a year-over-year decline.
Key Takeaways
Trimble posted Q1 2025 revenue of $840.6M, driven by a record annualized recurring revenue and steady subscription services. Net income stood at $66.7M with an adjusted EPS of $0.61.
Achieved record annualized recurring revenue of $2.18B
Organic revenue grew 2% despite a 12% YoY revenue decline
Non-GAAP net income reached $151.4M, more than double GAAP net income
Share repurchases totaled $627.4M in the quarter
Forward Guidance
Trimble maintained its full-year 2025 guidance, signaling confidence despite market uncertainties.
Positive Outlook
- Maintained revenue guidance of $3.37B to $3.47B
- GAAP EPS forecast raised to $1.43–$1.64
- Non-GAAP EPS guidance at $2.76–$2.98
- Strong start to year with record ARR
- Mobility divestiture completed, improving focus
Challenges Ahead
- Q1 revenue declined 12% YoY
- Transportation segment revenue dropped significantly
- Cash and cash equivalents decreased from $738.8M to $290M
- Free cash flow declined YoY from $227M to $149M
- Restructuring costs still present at $4.5M
Historical Earnings Impact
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Avg. Return Before/After Earnings
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