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Sep 30
Trimble Q3 2025 Earnings Report
Trimble reported strong third-quarter 2025 financial results, exceeding revenue and earnings expectations, driven by continued operational and financial momentum and a record level of annualized recurring revenue.
Key Takeaways
Trimble delivered a robust third quarter in 2025, surpassing both top and bottom-line expectations with total revenue reaching $901.2 million and diluted EPS at $0.46. The company achieved a record annualized recurring revenue of $2.31 billion and raised its full-year 2025 guidance, reflecting solid execution of its Connect & Scale strategy.
Trimble's total revenue for Q3 2025 was $901.2 million, an increase from $875.8 million in Q3 2024.
Diluted GAAP EPS for the quarter was $0.46, significantly up from $0.16 in the same period last year.
Non-GAAP diluted EPS reached $0.81, exceeding the previous year's $0.70.
Annualized Recurring Revenue (ARR) hit a record $2.31 billion, demonstrating strong recurring revenue growth.
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 fourth quarter of 2025, Trimble anticipates revenue between $927 million and $967 million, with GAAP earnings per share projected to be $0.59 to $0.67 and non-GAAP earnings per share between $0.91 and $0.99. The company has also raised its full-year 2025 guidance.
Positive Outlook
- Fourth-quarter 2025 revenue expected to be strong, ranging from $927 million to $967 million.
- GAAP diluted EPS for Q4 2025 projected between $0.59 and $0.67.
- Non-GAAP diluted EPS for Q4 2025 expected to be $0.91 to $0.99.
- Full-year 2025 GAAP diluted EPS guidance raised to $1.69 to $1.77.
- Full-year 2025 non-GAAP diluted EPS guidance raised to $3.04 to $3.12.
Challenges Ahead
- GAAP guidance assumes a tax rate of 18.0 percent, which could impact net income.
- Non-GAAP guidance assumes a tax rate of 17.5 percent.
- Guidance assumes approximately 240 million shares outstanding, which could dilute EPS.
- The Mobility divestiture, which closed in February 2025, is reflected in the full-year guidance, indicating a change in business scope.
- Potential for actual results to materially differ due to various risks and uncertainties, including macroeconomic conditions and supply chain disruptions.
Revenue & Expenses
Visualization of income flow from segment revenue to net income