Trimble Reports Significant Q4 Profit Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Should l Buy TRMB?
Source: NASDAQ.COM
- Profit Growth: Trimble Inc. reported a fourth-quarter profit of $156.6 million, translating to $0.65 per share, which marks a significant increase from last year's $90.2 million and $0.36 per share, indicating improved profitability.
- Adjusted Earnings: Excluding items, Trimble's adjusted earnings reached $240.8 million or $1.00 per share, demonstrating strong performance in its core business despite a decline in overall revenue.
- Revenue Decline: Despite the profit increase, Trimble's fourth-quarter revenue fell by 1.4% to $969.8 million compared to $983.4 million last year, reflecting challenges in the market environment and demand fluctuations.
- Future Guidance: The company provided guidance for the next quarter with EPS expected between $0.69 and $0.74, and revenue projected between $893 million and $918 million, indicating a cautiously optimistic outlook from management regarding future performance.
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Analyst Views on TRMB
Wall Street analysts forecast TRMB stock price to rise
9 Analyst Rating
9 Buy
0 Hold
0 Sell
Strong Buy
Current: 70.450
Low
94.00
Averages
98.63
High
102.00
Current: 70.450
Low
94.00
Averages
98.63
High
102.00
About TRMB
Trimble Inc. is a global technology company. The Company's segments include Architects, Engineers, Construction and Owners (AECO), Field Systems, and Transportation and Logistics (T&L). The AECO segment primarily serves customers working in architecture, engineering, construction, design, asset management, operations, and maintenance. Within this segment, its substantial product portfolios are software solutions focused on design, engineering, building and civil construction, capital planning, and asset management software. The Field Systems segment primarily serves customers working in surveying and mapping, civil construction, building construction field services, and positioning systems. Within this segment, its substantial product portfolios are hardware and software solutions focused on geospatial, civil engineering construction, and positioning services. The T&L segment provides a suite of solutions for shippers, carriers, and intermediaries globally.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Operating Income Growth: The company's operating income for FY 2025 reached $592 million, up from $460.7 million in FY 2024, primarily due to organic revenue and gross margin expansion, while lower acquisition and divestiture transaction expenses also contributed to this increase.
- Long-Term Financial Goals: Trimble's FY 2025 results reflect progress towards its long-term financial model aiming for $3 billion in ARR, $4 billion in revenue, and 30% EBITDA margins by 2027, demonstrating the effectiveness of its strategic planning.
- AI Technology Enhancement: Trimble AI acts as a force multiplier by automating repetitive tasks and reducing errors, further enhancing operational efficiency, although analysts note that other AI stocks may offer greater upside potential and lower downside risk.
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