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Jun 30
Trimble Q2 2025 Earnings Report
Trimble reported strong second quarter 2025 financial results, exceeding revenue and earnings expectations, driven by momentum in its Connect & Scale strategy, and subsequently raised its full-year 2025 guidance.
Key Takeaways
Trimble delivered a robust second quarter in 2025, with total revenue reaching $875.7 million, a slight increase from the previous year. The company achieved a net income of $89.2 million and diluted EPS of $0.37. Non-GAAP diluted EPS was $0.71, surpassing expectations. Annualized recurring revenue hit a record $2.21 billion, reflecting strong business momentum.
Total revenue for Q2 2025 was $875.7 million, showing a slight increase compared to Q2 2024.
GAAP diluted EPS for Q2 2025 was $0.37, while non-GAAP diluted EPS reached $0.71, exceeding expectations.
Annualized recurring revenue (ARR) achieved a record high of $2.21 billion, indicating strong recurring revenue growth.
Trimble raised its full-year 2025 guidance, reflecting strong first-half performance and continued business momentum.
Trimble
Trimble
Trimble Revenue by Segment
Revenue by Segment
AECO Revenue
CapyFin.comField Systems Revenue
CapyFin.comT&L Revenue
CapyFin.com Forward Guidance
For the third quarter of 2025, Trimble anticipates revenue between $850 million and $890 million, with GAAP earnings per share projected to be $0.34 to $0.43, and non-GAAP earnings per share between $0.67 and $0.75. The company has also raised its full-year 2025 guidance.
Positive Outlook
- Third quarter 2025 revenue expected to be between $850 million and $890 million.
- Third quarter 2025 non-GAAP diluted EPS expected to be between $0.67 and $0.75.
- Full-year 2025 guidance has been raised, reflecting strong first-half performance.
- GAAP guidance assumes a tax rate of 19.0 percent for Q3 2025.
- Non-GAAP guidance assumes a tax rate of 17.5 percent for Q3 2025.
Challenges Ahead
- GAAP diluted EPS for Q3 2025 is projected lower than non-GAAP, at $0.34 to $0.43.
- The Mobility divestiture, which closed in February 2025, impacts full-year guidance.
- Potential adverse effects from weakness in the U.S. and global macroeconomic outlook.
- Risks include heightened trade tensions, inflationary pressures, and interest rate fluctuations.
- Supply chain shortages and disruptions could negatively impact results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income