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Deere & Company

$585.64下跌-1,22 (-0,21%)
研究复核截至: 2026年7月12日 上午12:00 [UTC]
研究概览近 3 个月价格投资论点关键催化剂最新财报研究近期新闻数据与研究来源

研究概览

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.

Abertura
585,79
Máxima
587,83
Mínima
582,01
Valor de mercado
158,09 bi
P/L
33.16
Máxima de 52 semanas
--
Dividendo
1.100%
Dividendo trimestral
--

近 3 个月价格

這裡展示近 3 個月價格走勢，幫助使用者先理解短期結構，再決定是否進入完整研究工作台。

投资论点

基础情景
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.
多头情景
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.
空头情景
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.
论点失效条件
Reassess the thesis if lower farm income, crop prices and used-equipment values can suppress large-equipment demand and dealer orders.

关键催化剂

  • 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.

主要风险

  • 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.

最新财报研究

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.

估值解读

  • 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.

同行比较入口

BACATGE

近期新闻

24/7 Wall St. · há 7 horas

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

GuruFocus.com · há 9 horas

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

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Stocktwits · anteontem

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

Simply Wall St. · há 3 dias

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

Simply Wall St. · há 3 dias

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

数据与研究来源

研究更新: 2026年7月12日 上午12:00 [UTC]
3 个已核验来源
Deere Reports Second Quarter Net Income of $1.773 BillionDeere & Company · earnings已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/5/28 上午12:00:00

查看原始来源
Deere & Company Investor RelationsDeere & Company · company已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

查看原始来源
Form 10-Q for the Quarter Ended May 3, 2026Deere & Company · filing已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/5/21 上午12:00:00

查看原始来源

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