earnings
confidence high
sentiment positive
materiality 0.85
Trimble Q4 rev $969.8M, GAAP EPS $0.65; FY26 guidance rev $3.81-3.91B
TRIMBLE INC.
2025-FY EPS reported
$1.76
revenue$3,587,300,000
- Q4 revenue $969.8M (-1% YoY, +4% organic); GAAP operating margin 22.3%, non-GAAP 32.3%.
- Q4 GAAP EPS $0.65, non-GAAP EPS $1.00; ARR $2.39B (+6% YoY, +14% organic).
- Full year 2025 revenue $3,587.3M (-3% YoY, +6% organic); GAAP EPS $1.76, non-GAAP $3.13.
- FY2026 guidance: revenue $3,810-3,910M, GAAP EPS $2.04-2.23, non-GAAP EPS $3.42-3.62.
- Record Q4 and FY gross margins and operating margins; repurchased 1.9M shares for $148.1M in Q4.