Earning Analysis
Welcome to our in-depth analysis of Trimble Inc(TRMB) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Trimble Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-11-05 | Pre-Market | 0.72 | 0.81 | +12.50 | 870.30M | 901.20M | +3.55 | +2.51 | +1.40 |
| FY2025Q2 | 2025-08-06 | Pre-Market | 0.62 | 0.71 | +14.52 | 835.01M | 875.70M | +4.87 | +1.73 | -0.13 |
| FY2025Q1 | 2025-05-07 | Pre-Market | 0.58 | 0.61 | +5.17 | 810.91M | 840.60M | +3.66 | +4.71 | +11.40 |
| FY2024Q4 | 2025-02-19 | Pre-Market | 0.88 | 0.89 | +1.14 | 944.36M | 983.40M | +4.13 | +0.57 | -5.03 |
| FY2024Q2 | 2024-08-06 | - | 0.45 | 0.47 | +4.44 | 862.50M | 870.80M | +0.96 | +3.43 | +4.60 |
| FY2024Q1 | 2024-05-03 | - | 0.48 | 0.52 | +8.33 | 912.54M | 953.30M | +4.47 | -6.92 | -5.51 |
| FY2023Q4 | 2024-02-12 | - | 0.46 | 0.53 | +15.22 | 911.57M | 932.40M | +2.29 | +4.15 | +14.82 |
| FY2023Q3 | 2023-11-01 | - | 0.47 | 0.56 | +19.15 | 966.99M | 957.30M | -1.00 | -13.09 | -9.93 |
| FY2023Q2 | 2023-08-03 | - | 0.47 | 0.51 | +8.51 | 972.74M | 993.60M | +2.14 | +3.26 | +1.21 |
| - | 2023-05-03 | - | 0.55 | 0.60 | +9.09 | - | - | - | +3.11 | +2.85 |
TRMB Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Trimble Inc reported performance for FY2025Q3, announced on 2025-11-05. The company achieved an EPS of 0.81, compared to analyst estimates of 0.72 by 12.50% . Revenue for the quarter reached 901.20M compared to expectations of 870.30M by 3.55% .
The stock price reacted with a 2.51% one-day change and a 1.40% five-day change following the earnings release. These movements reflect market reaction in Trimble Inc growth trajectory and strategic initiatives.
TRMB Earnings Forecast
Looking ahead, Trimble Inc(TRMB) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 948.33M and an EPS of 0.96.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 1.25%, while EPS estimates have been Revise Upward by 3.51%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 1.63% . These revisions correlate with a 1.93% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Trimble Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between TRMB's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+1.25%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+3.51%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+1.63%
In Past 3 Month
Stock Price
Go Up
+1.93%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2025:3.56B
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EPS Estimate-Annual FY 2025:3.09
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Stock Price82.30
TRMB Revenue and EPS Performance: A Historical Perspective
Trimble Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-11-05,Pre-Market):
EPS: 0.81 (Actual) vs.0.72 (Estimate) (12.50%)
Revenue: 901.20M (Actual) vs. 870.30M (Estimate) (3.55%)
Price Reaction: 2.51%(1-Day), 1.40%(5-Day)
FY2025Q2 (2025-08-06,Pre-Market):
EPS: 0.71 (Actual) vs.0.62 (Estimate) (14.52%)
Revenue: 875.70M (Actual) vs. 835.01M (Estimate) (4.87%)
Price Reaction: 1.73%(1-Day), -0.13%(5-Day)
FY2025Q1 (2025-05-07,Pre-Market):
EPS: 0.61 (Actual) vs.0.58 (Estimate) (5.17%)
Revenue: 840.60M (Actual) vs. 810.91M (Estimate) (3.66%)
Price Reaction: 4.71%(1-Day), 11.40%(5-Day)
Earnings Reaction
The chart below shows how TRMB performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TRMB sees a +1.52% change in stock price 10 days leading up to the earnings, and a +1.55% change 10 days following the report. On the earnings day itself, the stock moves by +0.35%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -2.17% on the day following the earnings release and then changed by -5.97% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Trimble Inc (TRMB) Q3 2025 Earnings Call Summary
Positive
2025-11-05
Trimble's earnings call highlights strong financial performance, increased revenue and EPS guidance, and a positive outlook on AI and innovation. The Q&A section reveals analyst confidence in growth strategies, though some uncertainties remain regarding 2026 margins and specific EPS details. New OEM partnerships and focus on ARR growth are positive indicators. Overall, the sentiment is positive, with potential for stock price appreciation.
Trimble Inc (TRMB) Q2 2025 Earnings Call Summary
Positive
2025-08-06
The earnings call summary and Q&A indicate strong financial metrics, optimistic guidance, and strategic initiatives like AI and subscription models. Despite some unclear responses, management's focus on growth areas and strategic partnerships suggests a positive outlook. The positive reception in Europe and new opportunities in infrastructure and defense sectors further support this sentiment. However, caution is warranted due to macro uncertainties and federal business decline. Overall, the balance leans towards a positive reaction, with potential for a 2% to 8% stock price increase.
Trimble Inc (TRMB) Q1 2025 Earnings Call Summary
Positive
2025-05-07
Trimble's earnings call indicates strong financial performance with revenue and ARR growth, improved margins, and strategic partnerships. The Q&A session confirmed positive sentiment, highlighting strong product offerings and market opportunities, despite minor concerns about tariffs and sales cycles. Overall, the optimistic guidance and solid execution suggest a positive stock price movement.
Trimble Inc (TRMB) Q4 2024 Earnings Call Summary
Positive
2025-02-20
The earnings call summary presents strong financial performance, with revenue and ARR growth, record gross margins, and EPS beating expectations. The Q&A section highlights positive sentiment and strategic initiatives like AI and shareholder returns. Despite competitive pressures and economic factors, the increased revenue guidance and share repurchase plan indicate confidence in future growth. The positive changes in FY '25 guidance and strong customer feedback further support a positive sentiment, suggesting a stock price increase of 2% to 8% over the next two weeks.
Trimble Inc. (TRMB) Q3 2024 Earnings Call Summary
Positive
2024-11-06
The earnings call summary indicates strong financial performance with record gross margins, increased revenue and EPS guidance, and a robust ARR growth, particularly in the AECO segment. The Q&A section highlights positive analyst sentiment towards strong ACV bookings and strategic partnerships with Deere and Caterpillar. Despite some churn in the mobility business, the overall outlook remains optimistic with plans for share buybacks and a focus on software acquisitions. These factors suggest a positive stock price movement over the next two weeks.
Trimble Inc. (TRMB) Q2 2024 Earnings Call Summary
Positive
2024-08-06
The earnings call highlights strong AECO ARR growth, record-high gross margins, and a solid financial position with low net debt. Despite competitive pressures and economic challenges in transportation, the optimistic guidance and ongoing investments in AECO suggest positive momentum. Share buyback resumption further supports a positive outlook. The Q&A session confirms growth in existing and new customer segments, especially in AECO, and management's strategic focus on leveraging AI and expanding sales efforts. Overall, the positive elements outweigh concerns, indicating a likely stock price increase of 2% to 8%.
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FAQ
What were the key highlights of TRMB’s latest earnings report for FY2025Q3?
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How does TRMB’s stock price correlate with earnings forecast revisions?
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