Description

Trimble Is Expanding Beyond North America—Can Global AECO Penetration Unlock the Next Growth Leg?

Trimble, Inc. delivered strong financial performance in its fourth quarter of 2025, marking a successful year of growth. Their financial metrics indicate a robust market position, driven by strategic execution of the Connect & Scale strategy. In Q4, Trimble achieved $970 million in revenue, representing a 9% year-over-year increase. For the full year, revenue was $3.57 billion, up by 10%. Annual recurring revenue (ARR) showed a notable increase of 14%, totaling $2.39 billion, with particularly strong growth in the Architecture, Engineering, Construction, and Operations (AECO) segment and Field Systems. Positively, Trimble has significantly improved its business model, evidenced by its expansion from 40% to 65% in recurring revenues as a percentage of total revenue since 2020. Software and services now account for 79% of total revenue.