TRMB

AI Research

Q4 2025 EPS beats at $1.00; 2026 guided at $3.86B revenue with AI as force multiplier

Trimble's Q4 2025 EPS of $1.00 beat forecasts of $0.96, with revenue reaching $970M (+9% YoY), with software and services now comprising 79% of total revenue. Management provided 2026 guidance projecting 7.5% revenue growth to $3.86B, EPS of $3.52, and 13% ARR growth, with CEO Rob Painter citing AI as a "force multiplier" in construction and transportation technology. All 13 covering analysts recommend buying the stock with an overall Strong Buy rating and average target of $93.33.