Trimble's earnings call highlighted strong financial performance, growth in key segments like AECO and Field Systems, and a positive outlook for the future. Despite challenges in the federal business and macroeconomic uncertainties, the company remains confident and raised its financial guidance.

Company Guidance

During Trimble's second quarter 2025 financial results call, the company highlighted a strong performance with revenue reaching $876 million, marking a 9% organic increase. The annual recurring revenue (ARR) grew to $2.21 billion, reflecting a 14% organic rise, while earnings per share (EPS) increased by 15% year-over-year to $0.71. Software and services constituted 79% of the quarter's revenue, with recurring revenue accounting for 63%. The firm's EBITDA margin expanded to 27.4%, a 170 basis point increase. Trimble's long-term goals include achieving $3 billion in ARR, $4 billion in revenue, and a 30% EBITDA margin by 2027. The company is optimistic about its AI-driven future, having processed over 1.5 million drawings with AI in its ProjectSight system since late 2024. Trimble's strategic initiatives, such as bundling solutions and transitioning to subscription models, are expanding its user base and enhancing business visibility. The company raised its full-year 2025 guidance, setting expectations for as-reported revenue of $3.52 billion and EPS of $2.98.

Strong Financial Performance

Trimble reported $876 million in revenue, up 9% organically, and an EPS of $0.71, up 15% year-over-year. ARR reached $2.21 billion, up 14% organically.

Software and Services Growth

Software and services accounted for 79% of second-quarter revenue, with recurring revenue making up 63% of total revenue.

AECO Segment Success

ARR in the AECO segment reached $1.36 billion with 16% growth, marking strong performance and ongoing growth potential.

Field Systems and Machine Control

Field Systems revenue was $393 million, up 3%, with ARR growth at 17%, driven by the Works Plus machine control offering.

Transportation and Logistics Expansion

Revenue and ARR in the Transportation and Logistics segment were both up 8%, with ACV bookings up double digits.

Positive Future Outlook

Trimble raised its full-year revenue guidance by $100 million and EPS guidance by $0.11, reflecting confidence in ongoing performance.

Trimble (TRMB) Earnings, Revenues Date & History

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TRMB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.71 / -	0.7	―	―	―
Aug 06, 2025	2025 (Q2)	0.63 / 0.71	0.62	14.52% (+0.09)
May 07, 2025	2025 (Q1)	0.58 / 0.61	0.64	-4.69% (-0.03)
Feb 19, 2025	2024 (Q4)	0.89 / 0.89	0.63	41.27% (+0.26)
Nov 06, 2024	2024 (Q3)	0.62 / 0.70	0.68	2.94% (+0.02)
Aug 06, 2024	2024 (Q2)	0.58 / 0.62	0.64	-3.13% (-0.02)
May 03, 2024	2024 (Q1)	0.62 / 0.64	0.72	-11.11% (-0.08)
Feb 12, 2024	2023 (Q4)	0.60 / 0.63	0.6	5.00% (+0.03)
Nov 01, 2023	2023 (Q3)	0.60 / 0.68	0.66	3.03% (+0.02)
Aug 03, 2023	2023 (Q2)	0.59 / 0.64	0.64	0.00% (0.00)

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
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%
Nov 06, 2024	$61.62	$72.64	+17.88%

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.