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DENYSE/industrials

Deere & Company

$585.64Down-1,22 (-0,21%)
Research reviewed: 12 juil. 2026, 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Deere & Company operates in Agricultural and Farm Machinery within the industrials sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Apertura
585,79
Máximo
587,83
Mínimo
582,01
Capitalización
158,09 mil M
Ratio PER
33.16
Máximo de 52 semanas
--
Dividendo
1.100%
Dividendo trimestral
--

3-month price context

Le graphique présente la tendance récente sur 3 mois afin de comprendre la structure court terme avant d’ouvrir le workspace complet.

Investment thesis

Base case
Autonomy, sensing and software can raise customer productivity and expand recurring technology revenue across Deere equipment. The base case remains conditional on agricultural downcycle staying manageable.
Bull case
Autonomy, sensing and software can raise customer productivity and expand recurring technology revenue across Deere equipment. Small Agriculture and Construction & Forestry can offset part of the downturn in large agricultural equipment. Continued product and technology investment can support market-share gains and stronger earnings when farm conditions recover.
Bear case
Lower farm income, crop prices and used-equipment values can suppress large-equipment demand and dealer orders. Failure to align production with retail demand can create excess dealer inventory, discounts and factory under-absorption. Right-to-repair litigation and regulatory actions could require business-practice changes and raise legal or compliance costs.
Thesis invalidation
Reassess the thesis if lower farm income, crop prices and used-equipment values can suppress large-equipment demand and dealer orders.

Key catalysts

  • Precision technology adoption

    Autonomy, sensing and software can raise customer productivity and expand recurring technology revenue across Deere equipment.

  • Portfolio diversification

    Small Agriculture and Construction & Forestry can offset part of the downturn in large agricultural equipment.

  • Investment through the cycle

    Continued product and technology investment can support market-share gains and stronger earnings when farm conditions recover.

Principal risks

  • Agricultural downcycle

    Lower farm income, crop prices and used-equipment values can suppress large-equipment demand and dealer orders.

  • Production and inventory alignment

    Failure to align production with retail demand can create excess dealer inventory, discounts and factory under-absorption.

  • Repair and regulatory litigation

    Right-to-repair litigation and regulatory actions could require business-practice changes and raise legal or compliance costs.

Latest earnings research

Q2 FY2026

Deere reported higher fiscal second-quarter 2026 worldwide sales and revenues while net income was slightly lower, with Small Agriculture and Construction & Forestry strength offsetting continued pressure in global agricultural markets.

Valuation interpretation

  • A through-cycle interpretation depends on portfolio diversification and precision technology sustaining economics during weak large-farm demand.
  • Recovery upside should be balanced against dealer inventory, production discipline and uncertainty over the timing of farm-income improvement.

Peer research

BACATGE

Recent news

24/7 Wall St. · hace 7 horas

Deere’s $20 Billion Precision Ag Push Is Transforming Farming– What That Means For the Stock

GuruFocus.com · hace 9 horas

Cathie Wood Loads Up on SpaceX, Meta, Eli Lilly and Circle Group

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Can CAT's Construction Industries Segment Deliver Sustained Growth?

Stocktwits · anteayer

Cathie Wood-led ARK Invest Buys Coinbase, Trails Only SpaceX Among Friday's Top Buys

Simply Wall St. · hace 3 días

Deere (DE) Following Right To Repair Deal Has Its Valuation Back In Focus

Simply Wall St. · hace 3 días

Deere (DE) Reaches Right To Repair Deal With FTC And States

Data and research sources

Research updated: 12 juil. 2026, 00:00 UTC
3 verified sources
Deere Reports Second Quarter Net Income of $1.773 BillionDeere & Company · earningsVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 28/05/2026 00:00:00

Open original source
Deere & Company Investor RelationsDeere & Company · companyVerified

Fetched: 12/07/2026 0:00:00 UTC

Open original source
Form 10-Q for the Quarter Ended May 3, 2026Deere & Company · filingVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 21/05/2026 00:00:00

Open original source

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