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Trimble
Trimble (TRMB) investor relations material
Trimble Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Fourth quarter and full-year results exceeded expectations, with strong top- and bottom-line performance and momentum heading into 2026 and the 2027 plan.
Achieved record annualized recurring revenue (ARR) of $2.39 billion, up 14% organically, and strong revenue and margin expansion driven by software and recurring revenue.
Strategic transformation since 2020 increased recurring revenue to 65% of total and improved margins across key metrics.
Divestitures of agriculture and mobility businesses streamlined operations and improved comparability of results.
Financial highlights
Q4 revenue reached $970 million, up 9% year-over-year; full-year revenue was $3.57 billion, up 10% organically.
Q4 ARR was $2.39 billion, up 14% organically; Q4 EPS was $1.00 non-GAAP, and full-year non-GAAP EPS was $3.13.
Q4 gross margin expanded to 74.6% non-GAAP; Q4 adjusted EBITDA margin was 33.5%.
Free cash flow for the year was $361 million; year-end cash and equivalents were $253 million, with a leverage ratio of 1.1x.
Q4 GAAP operating income was $216.2 million (22.3% margin); Q4 non-GAAP operating income was $313.1 million (32.3% margin).
Outlook and guidance
FY26 revenue guidance: $3.81–$3.91 billion (6%–9% organic growth); non-GAAP EPS: $3.42–$3.62; ARR growth: 12%–14%.
Q1 2026 revenue guidance: $893–$918 million; non-GAAP EPS: $0.69–$0.74; ARR growth: 12%–14%.
All segments are aligned to deliver 2027 targets: $3 billion ARR, $4 billion revenue, and 30% EBITDA margin.
What caused Q4 organic revenue to exceed reported?
Why is AECO's operating margin significantly higher?
How does subscription model transition impact financials?
Connect & Scale: impact on margins
Ag divestiture cash tax payment amount?
AECO's 'Rule of 50' performance?
Detail AI monetization strategy and margin structure
Field Systems ARR growth deceleration drivers
Expand multi-product customer penetration strategy
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Next Trimble earnings date
Q1 20266 May, 2026
Trimble
Next Trimble earnings date
Q1 20266 May, 2026
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Frequently asked questions
GPS Systems and More
Trimble Inc. is an American company with multinational operations specializing in hardware and software solutions for diverse industries, including agriculture, construction, geospatial, and transportation. Its products include advanced GPS systems, 3D modeling software, farm management tools, construction project management software, UAVs, and several other products and services. The company is headquartered in Sunnyvale, California, and its shares are listed on the Nasdaq.
Early Days and Commercial Success
Trimble was founded in 1978 by Charles Trimble along with two partners from Hewlett-Packard, and initially operated over a small movie theatre in Los Altos, California. The idea was relatively simple but would go on to become a massive success: Trimble would go on to utilize the then-emerging GPS technology for commercial applications. At the time, GPS was primarily used by the military, and Trimble's venture represented a significant shift towards civilian and commercial use. The company has been a pioneer in GPS technology throughout the years, growing organically as well as making several key acquisitions over the years in order to broaden its portfolio and areas of operations. Today the company is still an expert in GPS technology but provides a much more comprehensive portfolio of products and services.
GPS Experts
Trimble's GPS product offerings are diverse, catering to a wide range of industries. The company specializes in high-precision GPS receivers that provide accurate location data, essential for professionals in industries such as construction, agriculture, and land management. Trimble also offers GPS solutions for vehicle and fleet tracking, as well as navigation systems for marine and aviation sectors. In agriculture, its products are used in farm automation and resource management. Overall, Trimble's GPS offerings focus on accuracy and reliability in sectors where this is absolutely paramount.
Some companies with similar portfolios and offerings include Hexagon, Garmin, and several privately held businesses.
Other Products and Services
Beyond GPS technology, Trimble's product range extends across several sectors. In construction, they offer building information modeling (BIM) software, 3D modeling tools, and laser-based survey equipment. For the agriculture sector, Trimble provides precision farming tools that integrate data collection, analysis, and automation that effectively improve crop management and yield. In transportation and logistics, the company offers fleet management software and telematics solutions, as well as software for resource and workforce management for various industries.
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