Earnings summaries and quarterly performance for TRIMBLE.
Executive leadership at TRIMBLE.
Robert G. Painter
Detailed
President and Chief Executive Officer
CEO
JP
Jim Palermo
Detailed
Chief Information Officer
KB
Kenny Bement
Detailed
Chief Accounting Officer
MS
Mark Schwartz
Detailed
Senior Vice President, AECO Sector
PL
Peter Large
Detailed
Senior Vice President, Strategy, Corporate Development, Corporate Partnerships and Alliances, and Office of Technology Innovation
PS
Phillip Sawarynski
Detailed
Senior Vice President and Chief Financial Officer
RJ
Ronald J. Bisio
Detailed
Senior Vice President, Field Systems
Board of directors at TRIMBLE.
BE
Börje Ekholm
Detailed
Chairperson of the Board
JC
James C. Dalton
Detailed
Director
JW
Johan Wibergh
Detailed
Director
K(
Kaigham (Ken) Gabriel
Detailed
Director
KS
Kara Sprague
Detailed
Director
MS
Mark S. Peek
Detailed
Director
ML
Meaghan Lloyd
Detailed
Director
RS
Ronald S. Nersesian
Detailed
Director
TS
Thomas Sweet
Detailed
Director
Research analysts who have asked questions during TRIMBLE earnings calls.
Kristen Owen
Oppenheimer & Co. Inc.
10 questions for TRMB
Also covers: , AGCO, AVNT +15 more
TZ
Tami Zakaria
JPMorgan Chase & Co.
10 questions for TRMB
Also covers: ADM, AGCO, ALSN +24 more
JH
Jonathan Ho
William Blair & Company
8 questions for TRMB
Also covers: AKAM, ALLT, AXON +15 more
CA
Charles Albert Dillard
Bernstein
7 questions for TRMB
Also covers: CAT, CMI, DE +6 more
Jason Celino
KeyBanc Capital Markets
7 questions for TRMB
Also covers: ADSK, AZPN, BSY +12 more
JR
Jerry Revich
Goldman Sachs Group Inc.
7 questions for TRMB
Also covers: AGCO, ALSN, ATMU +28 more
Arsenije Matovic
Wolfe Research, LLC
5 questions for TRMB
Also covers: ALTR, APP, ASAN +5 more
RM
Robert Mason
Robert W. Baird & Co.
5 questions for TRMB
Also covers: AEIS, AME, ATMU +12 more
Robert Wertheimer
Melius Research
5 questions for TRMB
Also covers: ALSN, AME, CAT +12 more
GH
Guy Hardwick
Freedom Capital Markets
4 questions for TRMB
Also covers: APH, CGNX, GWW +9 more
NS
Nay Soe Naing
Berenberg Capital Markets LLC
4 questions for TRMB
Also covers: CDNS, PTC, SNPS
CJ
Clarke Jeffries
Piper Sandler & Co.
3 questions for TRMB
Also covers: AVAV, AVDX, AZPN +12 more
DA
Devin Au
KeyBanc Capital Markets Inc.
3 questions for TRMB
Also covers: APPN, CHGG, COUR +5 more
JT
Joshua Tilton
Wolfe Research
3 questions for TRMB
Also covers: ADSK, ALTR, BSY +17 more
Chad Dillard
AllianceBernstein
2 questions for TRMB
Also covers: CAT, CMI, DE +6 more
RM
Rob Mason
Baird
2 questions for TRMB
Also covers: AEIS, DCI, KEYS +5 more
Rob Wertheimer
Melius Research LLC
1 question for TRMB
Also covers: ALSN, AME, CAT +13 more
Recent press releases and 8-K filings for TRMB.
Trimble Reports Q4 2025 Results
TRMB
Earnings
Guidance Update
- Q4’25 revenue of $970M (+16% organic, +9% ex–Jan 1 renewals) and ARR of $2.392B (+14% organic); delivered $1.00 non-GAAP EPS and 33.5% adjusted EBITDA margin.
- FY’25 revenue reached $3.565B (+10% organic), ARR $2.392B (+14% organic), with non-GAAP EPS of $3.13 and 29.3% adjusted EBITDA margin.
- AECO segment drove robust Q4 growth: revenue of $454M (+32% organic, +15% ex–Jan 1) at 44.1% operating margin; Field Systems posted $379M (+4% organic) at 30.0% margin.
- FY’26 guidance targets organic ARR growth of 12–14%, revenue of $3.81–3.91B, non-GAAP EPS of $3.42–3.62, and adjusted EBITDA margin of 29.4–30.2%.
Feb 10, 2026, 1:00 PM
Trimble reports Q4 2025 results
TRMB
Earnings
Guidance Update
Share Buyback
- Trimble delivered Q4 revenue of $970 million (+9% YoY) and full-year revenue of $3.57 billion (+10%), with ARR of $2.39 billion (+14%), Q4 EPS of $1.00, and FY EPS of $3.13.
- Q4 gross margin expanded to 74.6% and EBITDA margin to 33.5%, while full-year gross margin was 71.7% and EBITDA margin 29.3%.
- Segment performance in Q4: AECO ARR $1.48 billion (+16%) and revenue $454 million (+15%); Field Systems ARR $409 million (+20%) and revenue $379 million (+4%); Transportation & Logistics ARR $508 million (+7%) and revenue $136 million (+4%).
- The company repurchased $148 million of shares in Q4 (with $925 million remaining authorization) and generated full-year free cash flow of $361 million.
- For 2026, Trimble guides revenue of $3.86 billion (+7.5%), EPS of $3.52, ARR growth of 13%, and EBITDA margin expansion to 29.8%.
Feb 10, 2026, 1:00 PM
Trimble reports Q4 2025 results and 2026 guidance
TRMB
Earnings
Share Buyback
Guidance Update
- Q4 revenue of $970 M (+9%) and FY 2025 revenue of $3.57 B (+10%); ARR grew 14% to $2.39 B; Q4 EPS $1.00 (+12%) and FY 2025 EPS $3.13 (+10%)
- AECO segment Q4 revenue $454 M (+15%) with ARR up 16% to $1.48 B (operating margin 44%); Field Systems Q4 revenue $379 M (+4%) with ARR up 20% to $409 M (operating margin 30%)
- Q4 gross margin expanded to 74.6% and EBITDA margin to 33.5%; FY 2025 gross margin 71.7% and EBITDA margin 29.3%
- Repurchased $148 M of shares in Q4 with $925 M remaining under authorization; FY 2025 free cash flow was $361 M and net leverage 1.1×
- 2026 outlook: revenue $3.86 B (+7.5%), ARR growth 13%, EPS $3.52, and EBITDA margin 29.8%
Feb 10, 2026, 1:00 PM
Trimble reports Q4 2025 results
TRMB
Earnings
Guidance Update
Share Buyback
- In Q4, revenue was $970 M (+9% YoY); full-year revenue reached $3.57 B (+10%); ARR grew 14% to $2.39 B, led by AECO (+16%) and Field Systems (+20%).
- Q4 non-GAAP EPS was $1.00 (+12% YoY); FY EPS was $3.13 (+10%).
- Segment Q4 highlights: AECO revenue $454 M (+15%); Field Systems revenue +4% with ARR +20%; Transportation & Logistics revenue +4%, ARR +7%.
- 2026 guidance: revenue of $3.86 B (~7.5% growth), ARR growth 13%, non-GAAP EPS of $3.52, and EBITDA margin expansion to 29.8%.
- Capital allocation: repurchased $148 M of shares in Q4 ($925 M remaining authorization), generated $361 M YTD free cash flow, and ended with a 1.1x leverage ratio.
Feb 10, 2026, 1:00 PM
Trimble announces Q4 and full year 2025 results and 2026 guidance
TRMB
Earnings
Guidance Update
- In Q4 2025, Trimble reported $969.8 million in revenue, down 1% year-over-year but up 4% organically; annualized recurring revenue (ARR) reached $2.39 billion, up 6% year-over-year (14% organically).
- GAAP operating income was $216.2 million (22.3% margin) and non-GAAP operating income was $313.1 million (32.3% margin); diluted GAAP EPS was $0.65 and non-GAAP EPS was $1.00.
- For fiscal 2025, revenue totaled $3.587 billion (down 3% YoY, up 6% organically); GAAP EPS was $1.76 and non-GAAP EPS was $3.13.
- Full-year 2026 guidance projects revenue of $3.81–3.91 billion, GAAP EPS of $2.04–2.23, and non-GAAP EPS of $3.42–3.62.
Feb 10, 2026, 12:04 PM
Trimble reports Q4 2025 results and 2026 guidance
TRMB
Earnings
Guidance Update
Share Buyback
- Q4 revenue of $969.8 million (-1% y/y, +4% organic) and ARR of $2.39 billion (+6% y/y, +14% organic).
- Record Q4 gross margin of 72.0%, GAAP operating margin of 22.3% and non-GAAP operating margin of 32.3%; Q4 diluted EPS of $0.65 GAAP and $1.00 non-GAAP.
- FY 2025 revenue of $3,587.3 million (-3% y/y, +6% organic), GAAP EPS $1.76, non-GAAP EPS $3.13, and 12.2 million shares repurchased for $875.4 million.
- 2026 guidance: FY revenue $3,810–3,910 million, GAAP EPS $2.04–2.23, non-GAAP EPS $3.42–3.62; Q1 revenue $893–918 million, GAAP EPS $0.32–0.36, non-GAAP EPS $0.69–0.74.
Feb 10, 2026, 11:55 AM
Trimble enters new $1.25 billion revolving credit facility and authorizes $1 billion share buyback
TRMB
Debt Issuance
Share Buyback
- On December 4, 2025, Trimble entered into an unsecured revolving credit facility of $1.25 billion maturing December 4, 2030, replacing its prior 2022 agreement; the facility can be upsized by $500 million and had no outstanding borrowings at signing.
- Undrawn commitments incur fees of 0.075%–0.275% per annum; borrowings bear interest at either the alternate base rate plus 0.00%–0.75% or at term SOFR/SONIA/EURIBOR rates plus 0.875%–1.75%, with quarterly or periodic payment schedules.
- The Board approved a new, indefinite share repurchase program of up to $1.0 billion, replacing its prior $1.0 billion authorization (of which $273 million remained).
Dec 5, 2025, 9:05 PM
Trimble outlines Connect and Scale strategy at Baird Global Industrial Conference
TRMB
- Trimble’s “Connect and Scale” model now spans three segments—Transportation & Logistics, Field Systems and AECO—driving the business to 65% recurring revenue and >70% gross margin in 2025.
- The company targets significant growth in under-penetrated markets, with a $72 billion total addressable market (25% penetrated) and a $49 billion AECO TAM (20% penetrated), supporting a low- to mid-teens EPS growth outlook.
- AI is positioned as an extension of existing solutions, using Trimble’s industry domain knowledge and customers’ private and public data to deliver tailored insights and process automation.
- Capital allocation focuses on high-ROI organic ARR expansion, tuck-in M&A and returning ~1/3 of free cash flow to shareholders via share buybacks, while evaluating larger construction-software acquisitions as opportunities arise.
Nov 12, 2025, 4:50 PM
Trimble reports Q3 2025 results
TRMB
Earnings
Share Buyback
Guidance Update
- Trimble delivered $901 million revenue (+11% y/y), ARR of $2.31 billion (+15%) and EPS of $0.81 (+16%) in Q3 2025.
- Full-year 2025 guidance was raised: revenue midpoint increased by $45 million to $3.565 billion, EPS midpoint to $3.08, and organic ARR growth midpoint maintained at 14%.
- AECO segment ARR reached $1.42 billion (+17%) with revenue of $358 million (+17%); Field Systems posted $409 million revenue (+8%) and ARR of $386 million (+18%).
- Repurchased $50 million of shares in Q3 2025, with $273 million remaining under authorization and a long-term plan to use ≥ 33% of free cash flow for buybacks.
Nov 5, 2025, 1:00 PM
Trimble reports Q3 2025 results
TRMB
Earnings
Guidance Update
Share Buyback
- Q3 revenue of $901 million, up 11%, with ARR of $2.31 billion (+15%) and EPS of $0.81 (+16%)
- AECO segment: ARR $1.42 billion and revenue $358 million, both +17%; Field Systems: revenue $409 million (+8%) and ARR $386 million (+18%)
- Margins improved: gross margin 71.2% (+90 bps) and EBITDA margin 29.9% (+160 bps)
- Capital return: $50 million share repurchase in Q3, $273 million remaining authorization; YTD free cash flow $206 million; leverage ratio 1.2×
- Raised FY25 revenue guidance by $45 million to $3.565 billion, increased EPS midpoint to $3.08, and maintained organic ARR growth midpoint at 14%
Nov 5, 2025, 1:00 PM
Quarterly earnings call transcripts for TRIMBLE.
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