Trimble Delivers Q4 Revenue of $969.8M, 6% ARR Growth to $2.39B and 2026 Guidance
Trimble reported Q4 2025 revenue of $969.8 million, down 1% year-over-year but up 4% organically, with record ARR of $2.39 billion, up 6% year-over-year (14% organically). GAAP operating margin rose to 22.3% and non-GAAP margin to 32.3%, and the company set 2026 revenue guidance of $3.81-3.91 billion.
1. Q4 2025 Financial Results
Trimble reported fourth quarter revenue of $969.8 million, down 1% year-over-year but up 4% organically. Annualized recurring revenue reached a record $2.39 billion, rising 6% year-over-year (14% organically), while GAAP operating income margin expanded to 22.3% and non-GAAP margin to 32.3%. The company repurchased 1.9 million shares for $148.1 million.
2. Full Year 2025 Results
For fiscal 2025, Trimble generated revenue of $3.5873 billion, down 3% year-over-year but up 6% organically. GAAP net income was $424.0 million with diluted EPS of $1.76, non-GAAP net income was $756.3 million with diluted EPS of $3.13, and the company repurchased 12.2 million shares for $875.4 million.
3. Outlook for 2026
Trimble initiated full-year 2026 guidance with expected revenue of $3.81 to $3.91 billion, GAAP EPS of $2.04 to $2.23 and non-GAAP EPS of $3.42 to $3.62. For Q1 2026, revenue is forecast at $893 to $918 million, with GAAP EPS of $0.32 to $0.36 and non-GAAP EPS of $0.69 to $0.74.