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Trimble (TRMB)
NASDAQ:TRMB
Earnings Data
Report Date
Feb 11, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.96Last Year’s EPS
0.89Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Trimble's earnings call presented a strong performance with significant revenue and ARR growth, increased full-year guidance, and successful integration of AI in its operations. However, challenges such as the U.S. federal government shutdown and a tough freight market were noted.Company Guidance
Strong Revenue and ARR Growth
Trimble reported $901 million in revenue for Q3 2025, up 11% year-over-year, and ARR grew 15% to $2.31 billion.
Increased Full-Year Guidance
The company raised its full-year revenue guidance by $45 million to $3.565 billion and increased its EPS outlook by $0.10 to $3.08.
AECO Segment Performance
AECO delivered $1.42 billion in ARR with 17% growth in both ARR and revenue. Operating income increased by 270 basis points.
Recurring Revenue and Software Expansion
Recurring revenue accounted for 63% of Q3 revenue, and software and services made up 78% of total revenue, highlighting the structural quality of the business model.
AI and Technology Integration
Trimble is leveraging AI across its business for internal efficiencies, product innovation, and extending leadership in various markets, including construction and transportation.
TRMB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TRMB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 05, 2025 | $78.60 | $80.57 | +2.51% |
Aug 06, 2025 | $82.70 | $84.13 | +1.73% |
May 07, 2025 | $63.32 | $66.30 | +4.71% |
Feb 19, 2025 | $75.14 | $75.57 | +0.57% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Trimble (TRMB) report earnings?
Trimble (TRMB) is schdueled to report earning on Feb 11, 2026, After Close (Confirmed).
What is Trimble (TRMB) earnings time?
Trimble (TRMB) earnings time is at Feb 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TRMB EPS forecast?
TRMB EPS forecast for the fiscal quarter 2025 (Q4) is 0.96.
