For the quarter ended December 2025, Trimble Navigation (TRMB) reported revenue of $969.8 million, down 1.4% over the same period last year. EPS came in at $1.00, compared to $0.89 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $950.78 million, representing a surprise of +2%. The company delivered an EPS surprise of +3.98%, with the consensus EPS estimate being $0.96.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Trimble performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Annualized Recurring Revenue (ARR): $2.39 billion compared to the $2.38 billion average estimate based on two analysts.
- Segment revenue- AECO: $454.4 million versus $453.49 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +9.8% change.
- Segment revenue- Field Systems: $378.9 million versus the six-analyst average estimate of $360.95 million. The reported number represents a year-over-year change of +4.4%.
- Segment revenue- T&L: $136.5 million versus the six-analyst average estimate of $136.33 million. The reported number represents a year-over-year change of -34%.
- Segment operating income- AECO: $200.2 million versus $194.95 million estimated by three analysts on average.
- Segment operating income- T&L: $31.2 million versus $34.45 million estimated by three analysts on average.
- Segment operating income- Field Systems: $113.8 million versus $111.08 million estimated by three analysts on average.
View all Key Company Metrics for Trimble here>>>
Shares of Trimble have returned -17.2% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Trimble Inc. (TRMB): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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