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Dec 31, 2021

Trimble Q4 2021 Earnings Report

Announced Q4 and Full Year 2021 results and initiated 2022 guidance.

Key Takeaways

Trimble reported a 12% year-over-year increase in both GAAP and non-GAAP revenue for the fourth quarter of 2021, reaching $926.0 million. The company's annualized recurring revenue (ARR) also saw a 9% increase, amounting to $1.41 billion. GAAP net income was $115.3 million, with a diluted earnings per share of $0.45, while non-GAAP net income was $157.8 million, with a diluted earnings per share of $0.62. Adjusted EBITDA stood at $222.9 million, representing 24.1% of non-GAAP revenue.

GAAP and non-GAAP revenue increased by 12% year-over-year, reaching $926.0 million.

Annualized recurring revenue (ARR) grew by 9% year-over-year, totaling $1.41 billion.

GAAP operating income was $127.8 million, and non-GAAP operating income was $204.5 million.

Adjusted EBITDA was $222.9 million, which is 24.1% of non-GAAP revenue.

Total Revenue
$926M
Previous year: $830M
+11.6%
EPS
$0.62
Previous year: $0.61
+1.6%
Annual Recurring Revenue
$1.41B
Previous year: $1.41B
+0.0%
Gross Profit
$512M
Previous year: $460M
+11.2%
Cash and Equivalents
$326M
Previous year: $189M
+72.1%
Free Cash Flow
$141M
Previous year: $516M
-72.8%
Total Assets
$7.1B
Previous year: $6.64B
+6.9%

Trimble

Trimble

Trimble Revenue by Segment

Forward Guidance

For the full year 2022, Trimble expects to report GAAP revenue between $3,950 million and $4,050 million and GAAP earnings per share of $1.80 to $1.99, and non-GAAP revenue between $3,950 million and $4,050 million and non-GAAP earnings per share of $2.75 to $2.95.

Revenue & Expenses

Visualization of income flow from segment revenue to net income