DE · News · 20260824N

Revenue Performance and Mix

DEERE & CO · 2026-08-24 · Importance 54 · Surprise 40 · In source text

Deere 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 spending. Core agricultural equipment remained under pressure, indicating a mix shift toward construction-related demand.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized—Deere & Co. reported Q3 fiscal 2026 revenue of $12.61 billion, beating estimates of $10.81 billion.