DE · Full Picture

DEERE & CO — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 50
    +5.4% revenue (realized); quote_verified
    Deere & Company reported Q2 earnings with EPS of $6.55, surpassing analyst estimates, and revenue growth of 5.4% year-over-year.
  2. Labor Contract Cost Exposure · Labor, headcount & wagesPriority 39
    -0.6% operating_income; 2 forward row(s); quote_verified
    The UAW's counteroffer exceeded Deere's proposal by approximately half a billion dollars.
  3. Right-to-Repair Regulation · UnclassifiedPriority 37
    1 forward row(s); quote_verified
    John Deere settled with the Federal Trade Commission granting farmers and independent repair shops access to essential diagnostic and repair tools.
  4. Severance Litigation and ERISA · Litigation & settlementsPriority 32
    1 forward row(s); quote_verified
    John Deere is seeking to dismiss a lawsuit in Illinois federal court that claims its severance program is governed by ERISA.
  5. Products and Technology · Products & launchesPriority 31
    quote_verified
    Rajesh Kalathur, previously President of John Deere Financial and CIO of Deere & Company, has been appointed to BorgWarner's Board of Directors.
  6. Quarterly Dividend Declaration · Buybacks & dividendsPriority 25
    quote_verified
    Deere & Company declared a quarterly dividend of $1.62 per share.

Threads by pillar

Revenue & Demand Priority 52 · 2 threads

Costs & Margins Priority 39 · 1 thread

Capital & Balance Sheet Priority 25 · 1 thread

Legal, Regulatory & Policy Priority 32 · 1 thread

Unclassified Priority 37 · 1 thread

Expected impact by metric

metricforward netforward grossrealized
operating_income-0.6%+0.6%—
revenue——+5.4%