Trimble increases FY25 EPS forecast to $3.04-$3.12, up from $2.90-$3.06; consensus stands at $2.99
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 05 2025
0mins
Should l Buy TRMB?
Revenue Guidance Update: Trimble raises its FY25 revenue forecast to between $3.55 billion and $3.59 billion, up from the previous estimate of $3.48 billion to $3.56 billion, with a consensus expectation of $3.52 billion.
Earnings Per Share Projections: The company anticipates GAAP earnings per share of $1.69 to $1.77 and non-GAAP earnings per share of $3.04 to $3.12 for the full year 2025.
Tax Rate Assumptions: The GAAP guidance includes a tax rate of 17.8%, while the non-GAAP guidance assumes a slightly lower tax rate of 17.4%.
Impact of Mobility Divestiture: The full-year 2025 guidance takes into account the completion of the Mobility divestiture, which was finalized on February 8, 2025.
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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: 66.910
Low
94.00
Averages
98.63
High
102.00
Current: 66.910
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 (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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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.
See More
