DE · Earnings call · 2026Q3T · Full report
Products and Technology
DEERE & CO · 2026-08-20 · Importance 54 · Surprise 74 · In source text
Deere 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 out over the next three to four years. In Construction and Forestry, factory-installed smart grade adoption increased more than 50% year to date. Job-site safety solution sales increased nearly 40% year over year, while the company is expanding its digital construction ecosystem through solutions such as Tenna.
Key facts
- Factory-installed smart grade adoption in Construction has increased more than 50% year to date.
- Early order program timing: sprayer program opened in mid-May and runs through the end of this month; planter program opened beginning of June and will close at the end of September; combine program just opened.
- Sales of job-site safety solutions increased nearly 40% year over year.
- Deere launched the first Deere-designed excavator models earlier this spring and currently has three models in the market.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Factory-installed smart grade adoption in Construction has increased more than 50% year to date. |