Understanding the Geospatial Reasoning Capabilities of LLMs: A Trajectory Recovery Perspective

We explore the geospatial reasoning capabilities of Large Language Models (LLMs), specifically, whether LLMs can read road network maps and perform navigation. Using road network as context, our prompting framework enables LLMs to generate valid paths without accessing any external navigation tools. Experiments show that LLMs outperform off-the-shelf baselines and specialized trajectory recovery models, with strong zero-shot generalization. Fine-grained analysis shows that LLMs have strong comprehension of the road network and coordinate systems, but also pose systematic biases with respect to regions and transportation modes. Finally, we demonstrate how LLMs can enhance navigation experiences by reasoning over maps in flexible ways to incorporate user preferences. Large Language Models (LLMs) are increasingly recognized as general-purpose systems, showing strong performance across domains ranging from mathematics and coding to vision and robotics. An emerging yet underex-plored question is whether these models possess geospa-tial understanding, the ability to reason about maps, paths, and spatial relationships. Such capabilities are fundamental to many real-world applications, e.g., autonomous vehicle navigation, logistics, and urban planning. While prior work has studied LLMs in contexts such as geographic knowledge retrieval (Manvi et al., 2024a;b) and map-based multiple-choice question answering (Dihan et al., 2025), the ability of LLMs to read road networks and plan paths has not been systematically evaluated. We investigate whether LLMs can perform navigation through the trajectory recovery task: reconstructing masked segments of GPS traces from the road network context, to bypass the restriction of relying on shortest path-type of ground truth which may not reflect human navigation pattern in practice (Golledge, 1995; Duckham & Kulik, 2003). Our dataset is framed in away that is harder than the traditional point-wise trajectory recovery task (Newson & Krumm, 2009; Song et al., 2017; Si et al., 2024), and closer to the higher-level navigation problem.