Trimble Beats Expectations In Q4, Software And Recurring Revenue Drive Growth
Take Stock Of The Week Ahead

Get all the latest Share Market trends and news to set you up for the week ahead.

Zinger Key Points
  • Trimble reports strong Q4 2024 earnings, beating revenue and EPS estimates.
  • FY25 revenue outlook: $3.37B-$3.47B vs. $3.43B estimate.

Trimble Inc TRMB reported fourth-quarter 2024 revenue growth of 5% year-over-year to $983.4 million.

The company beat the analyst consensus estimate of $944.4 million

Revenue growth was 17% Y/Y on an organic basis in the quarter. Annualized recurring revenue was $2.26 billion, up 14% Y/Y on both reported and organic basis.

The GPS navigation maker's adjusted EPS of 89 cents beat the analyst consensus estimate of 88 cents.

The adjusted gross margin expanded by 300 bps Y/Y to 71.7% in the quarter. Trimble held $738.8 million in cash and equivalents as of the fourth quarter of 2024.

Buyback: Trimble’s board has approved a share buyback program of up to $1 billion.

Outlook: For FY25, Trimble expects revenue of $3.37 billion-$3.47 billion vs. $3.43 billion estimate and adjusted EPS of $2.76-$2.98 versus the $2.89 estimate.

The company projects first-quarter revenue of $794 million-$824 million, vs. $804.42 million estimate and adjusted EPS of 55-61 cents, versus the 60-cent estimate.

“Fiscal 2024 was a transformative year for Trimble. We simplified and focused the Company through portfolio moves and re-segmentation,” Trimble CEO Rob Painter said.

The company also reported “record levels of software as a percent of total revenue,” Painter added.

Investors can gain exposure to the stock via ARK Space Exploration & Innovation ETF ARKX and Procure Space ETF UFO.

Price Action: Trimble shares are up 1.68% at $76.40 premarket at the last check Wednesday.

Now Read:

Comments
Loading...