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Trimble reports record Q4 ARR of $2.39B, up 14% organically
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Trimble reports record Q4 ARR of $2.39B, up 14% organically

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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.