DE · Industrials
DEERE & CO
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Senior Notes IssuanceImportance 64 · Surprise 42Deere completed a $1.8 billion senior notes issuance. The reported financing amount exceeds the $401 million materiality threshold for revenue-based items. The digest does not specify the notes' maturity, interest…
- Debt and Financing ActivityImportance 64 · Surprise 42Deere issued $1.8 billion of senior notes, creating a material financing transaction. The issuance increases the company’s outstanding debt and may support liquidity or general corporate purposes. The report did not…
- Guidance and OutlookImportance 47 · Surprise 60Deere raised its fiscal 2026 net income guidance, indicating a more favorable forward earnings outlook. The updated guidance nevertheless remains below fiscal 2025 net income. The report attributed the outlook to…
- Quarterly Earnings PerformanceImportance 37 · Surprise 32Deere reported a 5% year-over-year increase in third-quarter revenue. Net income attributable to Deere increased 7% year over year, while diluted earnings per share reached $5.10. Deere raised its fiscal 2026 net…
News · 2026-09-21
- Headcount / RestructuringImportance 34 · Surprise 42Deere is recalling more than 375 employees to its Quad Cities manufacturing facilities in Iowa and Illinois to increase production and strengthen dealer inventory. The recalled employees include workers returning to…
- Manufacturing and CapacityImportance 34 · Surprise 42Deere is recalling more than 375 employees to Quad Cities manufacturing facilities to increase production and strengthen dealer inventory. The recalled workers are returning to Seeding and Cylinder Operations and…
- 5E Utility Tractor LaunchImportance 31 · Surprise 42John Deere introduced a new 5E 3-Cylinder utility tractor equipped with the company’s first electronically controlled eHydro™ transmission in this tractor class. The tractor targets rural lifestyle owners and specialty…
News · 2026-09-19
- Products and TechnologyImportance 23 · Surprise 24John Deere showcased autonomous tractors, intelligent sprayers, and new seeding equipment at a technology event in Minot, North Dakota. The displayed products are designed to improve farm efficiency and help address…
- Autonomous Agriculture DeploymentImportance 23 · Surprise 24John Deere hosted a technology showcase in Minot, North Dakota, featuring autonomous tractors, intelligent sprayers, and new seeding equipment. The event highlighted technologies available now and planned for coming…
News · 2026-09-15
- Headcount / RestructuringImportance 31 · Surprise 42Deere is rehiring 375 employees across its Quad Cities factory operations, including Seeding and Cylinder Operations in Moline and Harvester Works in East Moline. The additions raise total rehiring since January to 800…
- Manufacturing and CapacityImportance 31 · Surprise 42Deere is rehiring 375 employees across its Quad Cities factory operations, including Seeding and Cylinder Operations in Moline and Harvester Works in East Moline. The rehiring brings total employees brought back since…
- End-Market Demand TrendsImportance 17 · Surprise 24Used John Deere equipment showed strong buyer demand at recent auctions, with a 30-year-old 9510 sidehill combine selling for $90,000 in Pennsylvania. The sale was the highest recorded auction price for that model…
News · 2026-09-14
- Headcount / RestructuringImportance 31 · Surprise 42Deere is recalling more than 375 employees to its Quad Cities facilities in Moline and East Moline. Approximately 150 workers will support Seeding and Cylinder operations in Moline, while about 225 will return to…
- Manufacturing and CapacityImportance 31 · Surprise 42Deere is recalling more than 375 employees to its Quad Cities facilities in Moline and East Moline, including 150 for Seeding and Cylinder operations and approximately 225 for Harvester Works. The added workforce is…
- Labor Contract NegotiationsImportance 23 · Surprise 24Deere is recalling more than 375 employees to its Moline and East Moline, Iowa, facilities, including 150 for Seeding and Cylinder operations and approximately 225 for Harvester Works. The company plans to build dealer…
News · 2026-09-12
- Guidance / OutlookImportance 69 · Surprise 60Deere expects fiscal 2026 net income of $4.75 billion to $5 billion. The company indicated that 2026 is expected to mark the bottom of the current agricultural equipment cycle. The outlook follows a third-quarter…
- Guidance and OutlookImportance 69 · Surprise 60Deere expects fiscal 2026 net income of $4.75 billion to $5 billion. Management expects fiscal 2026 to represent the bottom of the current agricultural equipment cycle. The outlook relates primarily to the Production &…
- Quarterly Earnings PerformanceImportance 29 · Surprise 14Deere reported third-quarter fiscal 2026 net income of $1.379 billion, or $5.10 per share, for the period ended August 2, 2026, up from the prior year. Worldwide net sales and revenues increased 5% year over year to…
- Product Launch and TransitionImportance 13 · Surprise 24John Deere’s New Generation tractors and later 30 and 40 Series introductions materially increased the company’s North American market share. The 4440 became a particularly popular model, supported by the Sound-Gard…
News · 2026-09-11
- Product Launch and TransitionImportance 33 · Surprise 42John Deere introduced three new attachments for skid steers and compact track loaders: brush grapples, box blades, and vibratory rollers. The brush grapples target debris removal, while the box blades support precision…
News · 2026-09-10
- AI Product DevelopmentImportance 31 · Surprise 42John Deere introduced JD, an AI assistant embedded in its Operations Center, at the 2026 Farm Progress Show. The tool uses individual farmers’ historical field, machine, and agronomic data to provide operational…
News · 2026-09-09
- AI Product DevelopmentImportance 31 · Surprise 42Deere is launching JD, an AI assistant similar to ChatGPT, to help farmers with planting, harvesting, and other business-operation decisions. The tool uses farmers’ own farm data and is part of Deere’s broader…
News · 2026-09-08
- Capital AllocationImportance 34 · Surprise 42Deere completed a share repurchase that included 333,000 shares purchased for $198.58 million. The company also declared a quarterly dividend after its third-quarter 2026 results exceeded expectations. The combined…
News · 2026-09-07
- Capital AllocationImportance 34 · Surprise 42Deere completed a share repurchase that included 333,000 shares purchased for $198.58 million. The company also declared a quarterly dividend after its third-quarter 2026 results exceeded expectations. The combined…
News · 2026-09-04
- Right-to-Repair RegulationImportance 47 · Surprise 60The Federal Trade Commission settled with John Deere over access to repair tools and resources. The settlement requires Deere to provide independent repair providers with the same electronic repair tools and resources…
News · 2026-09-03
- Acquisition / Partnership / DivestitureImportance 31 · Surprise 42Deere announced a strategic collaboration with Reservoir, a California-based on-farm agricultural technology incubator serving specialty-crop growers. Deere will be Reservoir’s exclusive original-equipment-manufacturer…
News · 2026-09-02
- Capital AllocationImportance 34 · Surprise 42Deere completed a share repurchase that included 333,000 shares purchased for $198.58 million. The company also declared a quarterly dividend after its third-quarter 2026 results exceeded expectations. The combined…
- AI Product DevelopmentImportance 31 · Surprise 42Deere launched “JD,” an AI assistant embedded in its Operations Center mobile app and platform. The tool allows farmers to query equipment and farm-cycle data on field conditions, fuel use, yield impacts, operator…
- Product Launch and TransitionImportance 31 · Surprise 42John Deere unveiled hands-free baling technology at the Farm Progress Show in Boone, Iowa. The system extends existing AutoTrac automation with Weave Automation to reduce operator activity during baling. Deere is…
- End-Market Demand TrendsImportance 18 · Surprise 24Analysts cited an aged U.S. high-horsepower agricultural equipment fleet, reduced channel inventory, and improving precision-agriculture technology as factors supporting Deere’s equipment outlook. Separate commentary…
News · 2026-09-01
- Right-to-Repair RegulationImportance 40 · Surprise 42Deere agreed to a $99 million antitrust class-action settlement concerning alleged restrictions on repairs of large agricultural equipment. The settlement covers qualifying equipment purchasers and repair-service users…
- Product Launch and TransitionImportance 34 · Surprise 42Deere introduced the JD AI assistant within Operations Center to replace spreadsheet- and dashboard-based analysis with conversational queries of historical field and equipment data. The tool is intended to provide…
- AI Product DevelopmentImportance 31 · Surprise 42John Deere launched “JD,” a generative AI assistant integrated into its Operations Center and mobile application for conversational analysis of farmers’ field, machine, yield, fuel-use, soil, and operational data. The…
- Quarterly Dividend DeclarationImportance 9 · Surprise 6Deere & Company’s board declared a quarterly dividend of $1.62 per share on August 26, 2026. The dividend is payable November 9, 2026, to stockholders of record on September 30, 2026. The declaration maintains Deere’s…
News · 2026-08-31
- Production Agriculture Demand TrendsImportance 17 · Surprise 24Baird upgraded Deere based on improving North American row-crop demand. Higher crop prices were described as improving farm profitability, potentially supporting purchases of Deere agricultural machinery. The demand…
News · 2026-08-26
- Quarterly Dividend DeclarationImportance 9 · Surprise 6Deere & Company’s Board declared a quarterly dividend of $1.62 per share on August 26, 2026. The dividend is payable November 9, 2026, to stockholders of record on September [date not provided in digest]. The…
News · 2026-08-25
- Trade Policy and TariffsImportance 78 · Surprise 74Deere expects tariff expenses to increase to approximately $1 billion in 2027, compared with an estimated $750 million in 2026 after significant refunds. The company received $382 million of tariff reimbursements in…
- Right-to-Repair RegulationImportance 44 · Surprise 60John Deere is releasing software updates for construction, farm, and forestry equipment to prevent engine shutdowns caused by diesel exhaust fluid (DEF) derate faults. The updates align with new U.S. Environmental…
- Products and TechnologyImportance 31 · Surprise 42John Deere is releasing software updates for construction, farm, and forestry equipment to prevent engine shutdowns caused by diesel exhaust fluid (DEF) derate faults. The updates give operators approximately 20 hours…
News · 2026-08-24
- Revenue Performance and MixImportance 54 · Surprise 40Deere reported fiscal third-quarter 2026 revenue of $12.61 billion, above analyst estimates of $10.81 billion. Construction & Forestry sales increased 18% year over year, supported by AI data-center and infrastructure…
- Guidance and OutlookImportance 51 · Surprise 60Third-party reporting said Deere raised its 2026 net income outlook after a stronger-than-expected fiscal third quarter. Management reportedly expects the agricultural equipment cycle to bottom in 2026, although…
- Labor Contract NegotiationsImportance 45 · Surprise 50United Auto Workers members representing approximately 10,000 Deere employees rejected a proposed two-year extension to the current labor agreement. The offer reportedly included 4% annual wage increases and $3,000…
- Construction Forestry Demand GrowthImportance 42 · Surprise 40Deere’s Construction & Forestry sales increased 18% in the third quarter, supported by AI data-center construction and broader infrastructure spending. The strength in construction equipment is offsetting continued…
News · 2026-08-23
- Labor Contract NegotiationsImportance 45 · Surprise 50United Auto Workers members representing approximately 10,000 Deere employees rejected a proposed two-year extension to the current labor agreement. The offer reportedly included 4% annual wage increases and $3,000…
News · 2026-08-21
- Guidance and OutlookImportance 47 · Surprise 60Deere reportedly views fiscal 2026 as the bottom of the agricultural equipment cycle. Management raised its full-year net income and cash-flow outlook following stronger-than-expected results. The company expects…
- Labor Contract NegotiationsImportance 31 · Surprise 42The United Auto Workers is scheduled to vote on August 23, 2026, on Deere’s proposed two-year contract extension. The union’s counteroffer reportedly exceeds Deere’s proposal and follows a month-long strike in the…
- End-Market Demand TrendsImportance 20 · Surprise 24Construction Equipment demand is continuing to grow and is offsetting weakness in Deere’s larger Production Agriculture business. Third-party reporting characterized construction demand as firm, with construction sales…
Earnings call · 2026-08-20
- Guidance and OutlookImportance 85 · Surprise 76Deere raised fiscal 2026 net income guidance to $4.75 billion-$5 billion and equipment-operation cash flow guidance to $5 billion-$5.5 billion, while maintaining an effective tax-rate range of 24% to 26%. Production…
- Trade Policy and TariffsImportance 63 · Surprise 42Deere recognized $110 million of incremental tariff refunds in the third quarter, bringing fiscal 2026 refunds to $382 million, with no additional refunds assumed for the remainder of the year. Following changes to…
- End-Market Demand TrendsImportance 60 · Surprise 40Deere expects U.S. and Canada large agriculture equipment sales to decline 15% to 20% in fiscal 2026 as muted farm profitability, elevated input costs, commodity-price volatility, and crop-demand uncertainty constrain…
- Precision Agriculture StrategyImportance 59 · Surprise 82Deere reported that See & Spray customers are using the technology on significantly more acres year over year while achieving more than 50% herbicide savings. Early order trends indicate factory-installed See & Spray…
- Products and TechnologyImportance 54 · Surprise 74Deere launched the first three models of its Deere-designed excavator in spring 2026 and is shipping them to customers, with early feedback described as very positive. Additional excavator models are scheduled to roll…
- Order Backlog and Book-to-BillImportance 49 · Surprise 32Production and Precision Ag order books are effectively full for fiscal 2026, with fourth-quarter orders closed and 8R tractor orders running as expected at four-to-five months out. North American early order programs…
- Revenue Performance and MixImportance 43 · Surprise 32Third-quarter net sales and revenues increased 5% year over year to $12.608 billion, while equipment operations net sales increased 6% to $10.999 billion. Production and Precision Ag sales declined 6% to $3.998 billion…
- Customer and Dealer Inventory TrendsImportance 40 · Surprise 56Deere has balanced production with demand through the downturn, improving equipment inventory health across the company and its dealer channel. In North America, new inventories remain tight, while late-model used…
- Segment ProfitabilityImportance 37 · Surprise 32Equipment operations achieved a 14.4% operating margin in the third quarter. Production and Precision Ag operating profit was $527 million at a 13.2% margin, with lower volumes and higher production costs outweighing…
- Right-to-Repair RegulationImportance 37 · Surprise 42Deere discussed its FTC-related right-to-repair agreement and said it continues to support customers repairing equipment themselves or using independent third parties. The agreement formalizes access to products and…
- Construction Forestry Demand GrowthImportance 31 · Surprise 32U.S. and Canadian earthmoving equipment industry sales are expected to increase 5%-10% for construction equipment and 5% for compact construction equipment in fiscal 2026. Large infrastructure, data-center, energy, and…
8-K · 2026-08-20
- FX / Currency HeadwindsImportance 22 · Surprise 32Production & Precision Agriculture’s third-quarter sales decline included favorable foreign currency translation, while operating profit also benefited from the effects of foreign currency exchange. Deere’s fiscal 2026…
- Geographic Market CommentaryImportance 10 · Surprise 6Deere characterized U.S. market conditions as stable during the quarter. Management said the company managed softer conditions in Brazil and Europe, indicating regional weakness outside the United States. The company’s…