Trimble Reports Strong Q4 Earnings Beat and Positive Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy TRMB?
Source: seekingalpha
Trimble Inc. shares fell 5.01% as the stock crossed below its 5-day SMA amid a generally positive market environment with the Nasdaq-100 up 0.20% and S&P 500 up 0.03%.
The company reported strong Q4 2025 earnings, with revenue of $970 million, a 9% increase year-over-year, and a significant profit growth to $156.6 million, or $0.65 per share. Despite a slight revenue decline of 1.4%, Trimble's adjusted earnings of $1.00 per share exceeded expectations, reflecting robust profitability and a positive outlook for 2026 and 2027, driven by AI initiatives and a strong shareholder return strategy.
This performance indicates Trimble's resilience in a challenging market, positioning the company well for future growth, despite the recent stock price decline.
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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: 65.630
Low
94.00
Averages
98.63
High
102.00
Current: 65.630
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.
Trimble (TRMB) Q4 2025 Earnings Call Transcript
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Trimble Inc. Reports Strong Q4 2025 Earnings Beat and Positive Outlook
- Strong Performance: Trimble reported $970 million in revenue for Q4 2025, a 9% increase, with full-year revenue reaching $3.57 billion, up 10%, indicating robust market performance that positions the company well for its 2026 and 2027 plans.
- Growing Recurring Revenue: Annual recurring revenue (ARR) grew 14% to $2.39 billion, with AECO and Field Systems showing 16% and 20% growth respectively, highlighting the company's successful transition towards software and services, which will enhance its competitive edge.
- AI-Driven Business Innovation: Trimble views AI as a key growth driver, with initiatives like AI agents for construction submissions and MEP estimating achieving over 50% productivity gains, expected to generate millions in incremental ARR and further boost revenue growth.
- Shareholder Return Strategy: The company repurchased approximately $148 million in shares during Q4, reflecting confidence in long-term business value, while the CFO confirmed a remaining $925 million under the current repurchase authorization, indicating a continued focus on core markets and acquisition strategies.
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Trimble (TRMB) Q4 2025 Earnings Call Transcript
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Trimble (TRMB) Q4 2024 Earnings Call Transcript
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Trimble (TRMB) Q3 2025 Earnings Call Transcript
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Trimble (TRMB) Q3 2024 Earnings Call Transcript
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Trimble (TRMB) Q1 2025 Earnings Call Transcript
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Trimble Inc. Reports Strong Q4 2025 Earnings Beat and Positive Outlook
- Strong Performance: Trimble reported $970 million in revenue for Q4 2025, a 9% increase, with full-year revenue reaching $3.57 billion, up 10%, indicating robust market performance that positions the company well for its 2026 and 2027 plans.
- Growing Recurring Revenue: Annual recurring revenue (ARR) grew 14% to $2.39 billion, with AECO and Field Systems showing 16% and 20% growth respectively, highlighting the company's successful transition towards software and services, which will enhance its competitive edge.
- AI-Driven Business Innovation: Trimble views AI as a key growth driver, with initiatives like AI agents for construction submissions and MEP estimating achieving over 50% productivity gains, expected to generate millions in incremental ARR and further boost revenue growth.
- Shareholder Return Strategy: The company repurchased approximately $148 million in shares during Q4, reflecting confidence in long-term business value, while the CFO confirmed a remaining $925 million under the current repurchase authorization, indicating a continued focus on core markets and acquisition strategies.
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