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Dec 31, 2025
Trimble Q4 2025 Earnings Report
Trimble reported a slight revenue decrease but strong organic growth and increased profitability for the fourth quarter of 2025.
Key Takeaways
Trimble announced its fourth quarter and full year 2025 results, exceeding expectations with a revenue of $969.8 million, a 1% decrease year-over-year but a 4% increase on an organic basis. The company achieved record annualized recurring revenue of $2.39 billion, up 6% year-over-year, and reported significant improvements in gross and operating income margins.
Fourth quarter revenue was $969.8 million, a 1% decrease year-over-year but a 4% increase organically.
Annualized recurring revenue (ARR) reached a record $2.39 billion, growing 6% year-over-year and 14% organically.
GAAP operating income was $216.2 million (22.3% of revenue), and non-GAAP operating income was $313.1 million (32.3% of revenue).
Diluted EPS was $0.65 on a GAAP basis and $1.00 on a non-GAAP basis, with adjusted EBITDA at $324.8 million (33.5% of revenue).
Revenue by Segment
Forward Guidance
For the full-year 2026, Trimble expects revenue between $3,810 million and $3,910 million, GAAP earnings per share of $2.04 to $2.23, and non-GAAP earnings per share of $3.42 to $3.62. For the first quarter of 2026, revenue is expected between $893 million and $918 million, GAAP earnings per share of $0.32 to $0.36, and non-GAAP earnings per share of $0.69 to $0.74.
Positive Outlook
- Full-year 2026 revenue guidance of $3.81 billion to $3.91 billion indicates continued growth.
- Full-year 2026 non-GAAP EPS guidance of $3.42 to $3.62 suggests strong profitability.
- First quarter 2026 non-GAAP EPS guidance of $0.69 to $0.74 is positive.
- GAAP guidance assumes a tax rate of 22.0 percent for the full year, and 25.0 percent for Q1 2026.
- Non-GAAP guidance assumes a tax rate of 17.5 percent for both the full year and Q1 2026.
Challenges Ahead
- GAAP EPS guidance for Q1 2026 ($0.32 to $0.36) is lower than the non-GAAP guidance, indicating significant adjustments.
- The difference between GAAP and non-GAAP EPS guidance highlights ongoing non-GAAP adjustments.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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