• Reported GAAP EPS of $0.66 up 78.38% YoY • Reported revenue of $969.8M down -1.38% YoY • For full-year 2026, Trimble expects revenue between $3.81B and $3.91B, with GAAP diluted EPS of $2.04 to $2.23 and non-GAAP diluted EPS of $3.42 to $3.62.
Bullish
Trimble delivered record annualized recurring revenue and achieved record gross and operating income margins in Q4 2025, with results surpassing expectations and the company repurchasing shares.
Bearish
Trimble's Q4 and full year 2025 revenue declined year-over-year, while the company faces risks from global macroeconomic weakness, trade tensions, supply chain disruptions, and inflationary pressures.