DEERE & CO — Form 8-K
Filed August 20, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Deere reported Q3 2026 net income of $1.379B ($5.10 diluted EPS) vs. $1.289B ($4.75 EPS) in Q3 2025, with nine-month net income down 4% to $3.808B. CEO raised full-year 2026 net income guidance from prior range to $4.75–5.00B. Net sales rose 5% to $12.608B in Q3 and 7% to $35.589B year-to-date. Key drivers: Small Ag Turf operating profit +28% ($622M); Construction Forestry operating profit +84% ($436M); but Production Precision Ag down 9% ($527M). Tariff recoveries of $110M in Q3 and $382M YTD helped results. The company views 2026 as the bottom of the ag cycle with early order trends improving.
Why this rating
Guidance raise and strong Q3 results meaningful but company still facing macro headwinds—ag segment weak, YTD profit down 4%. Modest relative to $124B market cap.
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