Annualized recurring revenue reached $2.39 billion, up 6% year over year and 14% on an organic basis, underscoring progress in its subscription-focused Connect & Scale strategy. The company operates in three main segments: Architects, Engineers, Construction, and Owners (AECO); Field Systems; and Transportation and Logistics (T&L). In Q4, Trimble generated an operating margin profit margin of 22.3%, up 4.7 percentage points year on year, with increased efficiency in marketing, R&D, and administrative overhead.
Cyborg Score Rationale
Trimble's 2025 revenue reached $3.59B with expanding non-GAAP margins, ARR of $2.39B and $875M in buybacks. The company's beta of 1.54 suggests higher volatility compared to the market. Strong margin expansion and recurring revenue growth offset moderate revenue challenges.
Top Insights
Trimble showcased its agentic AI strategy and new AI capabilities at Trimble Dimensions, introducing an open, extensible agentic AI platform and piloting Trimble Agent Studio with select customers to build, deploy, monitor, and maintain AI agents for engineering and construction workflows.
Fourth-quarter revenue was $969.8 million, down 1% year over year, but up 4% on an organic basis, with ARR reaching $2.39 billion, up 6% year over year and 14% on an organic basis.
Trimble projects 2026 revenue between $3.81 billion and $3.91 billion with GAAP EPS expected to range from $2.04 to $2.23 and non-GAAP EPS projected between $3.42 and $3.62.
Over the past three months, there have been seven insider selling transactions with no insider buying, totaling 29,538 shares sold.
Named Competitors
Autodesk — Design and construction software solutions
Hexagon — Geospatial and industrial data technology
ServiceTitan — Field service management software
Recent Developments
(February 2026) Reported Q4 2025 results with $969.8M revenue (down 1% YoY, up 4% organic) and record ARR of $2.39B; initiated 2026 guidance calling for $3.81-3.91B revenue
(November 2025) Unveiled agentic AI strategy with Agent Studio platform for engineering and construction workflows at Trimble Dimensions conference
(November 2025) Reported Q3 2025 results with $901.2M revenue (up 3% YoY, 10% organic) and record ARR of $2.31B
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