Sunnyvale, California-based Trimble (NASDAQ:TRMB) reported financial results for the fourth quarter and full year ended December 31, 2025, highlighting record annualized recurring revenue (ARR), margin expansion, and strong cash generation despite modest top-line trends.
Fourth-quarter revenue totaled $969.8 million, down 1% year-over-year but up 4% organically.
ARR reached a record $2.39 billion, increasing 6% year-over-year and 14% organically.
GAAP operating income was $216.2 million (22.3% margin), while non-GAAP operating income rose to $313.1 million (32.3% margin), reflecting record quarterly margins.
For the full year 2025, revenue was $3.587 billion, down 3% year-over-year but up 6% organically.
During the fourth quarter, the company repurchased approximately 1.9 million shares for $148.1 million and about 12.2 million shares for $875.4 million during the full year.