Education
About Us
Working with TipRanks
Follow Us
Trimble (TRMB)
NASDAQ:TRMB
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.63Last Year’s EPS
0.62Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 15.10%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
Trimble posted strong Q1 results with significant growth in key segments and advancements in AI initiatives. However, macroeconomic uncertainties, including tariffs and extended sales cycles, present challenges. The company's cautious guidance reflects these potential risks.Company Guidance
During Trimble's First Quarter 2025 Financial Results Conference Call, the company provided guidance focusing on several key metrics that illustrate its performance and strategic direction. Revenue in the first quarter of 2025 reached $841 million, representing a 3% organic increase and a 10% rise after accounting for the timing of January 1st license revenue. The Annual Recurring Revenue (ARR) grew by 17% organically to $2.11 billion, surpassing expectations across segments. Earnings per share (EPS) exceeded forecasts at $0.61. Despite a strong start, Trimble maintained its full-year guidance, with projected revenue at $3.42 billion and EPS at $2.87. They also anticipate an organic ARR growth midpoint of 14%. Gross margins were reported at 69.9%, an expansion of 180 basis points year-over-year, and EBITDA margins at 25.9%, a 100 basis point increase. The company highlighted the durability of its business model, with a strong balance sheet featuring a leverage ratio below 1.3 times. Capital deployment included a share repurchase of $627 million in the first quarter, with $373 million still authorized. Trimble remains focused on leveraging AI to enhance operations and customer solutions, emphasizing its commitment to innovation and efficiency.Strong Revenue Growth
Revenue at $841 million was up 3% organically and up 10% after adjusting for the timing of January 1. ARR at $2.11 billion was up 17% organically, with EPS at $0.61 ahead of expectations.
Field Systems Segment Performance
Field Systems outperformed with particular strength in civil construction and advanced positioning. ARR growth was up 25% to a record $358 million.
AECO Segment Success
AECO delivered a record $1.29 billion of ARR, posting 19% ARR growth for the quarter. Operating income increased, with margins expanding.
Transportation and Logistics Growth
ARR in Transportation grew 7% to a record $459 million, with operating margins expected to improve in the coming quarters.
AI Initiatives
Trimble is advancing its AI journey with internal summits and integrating AI into customer-facing solutions, aiding in efficiency and growth.
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 |
|---|---|---|---|
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% |
Aug 06, 2024 | $49.82 | $51.53 | +3.43% |
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 Jul 31, 2025, TBA Not Confirmed.
What is Trimble (TRMB) earnings time?
Trimble (TRMB) earnings time is at Jul 31, 2025, TBA Not 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 (Q2) is 0.63.
