PresentationEric HansotiaChairman, President & CEO Yes, you bet. So just briefly to let everybody have a common foundation, AGCO is the largest pure-play farm equipment company in the world. That means all we do every day is figure out how we can serve farmers better. We have a machinery business with multiple brands going after different segments of the market. But for this conference, we also are focusing on our tech business. We call that PTx, precision and technologies multiplied. The combination of tho ...

AGCO (AGCO) 2025 Conference September 04, 2025 10:50 AM ET Company ParticipantsEric Hansotia - Chairman, President & CEOConference Call ParticipantsKyle Menges - VP - Equity Research AnalystNone - AnalystKyle MengesAnd I'm joined by AGCO. Thanks for being here at our tech conference. I think this is the third year in a row now.Eric HansotiaYeah.Kyle MengesSo I'm joined by CEO, Eric Ansodia CFO, Damon Audia.Eric, I think you wanted to go through the the slide first, quick overview, and we'll then we'll jump ...

PresentationLooks like we're live here. Great. Good. Well, thanks for joining us for the AGCO session. I'm Steve Volkmann, the Jefferies analyst who covers AGCO and very pleased to welcome Eric Hansotia, who's the CEO; and Damon Audia, who is the CFO; and Greg Peterson, who handles IR is in the audience, if anyone wants to follow up with him afterwards. So I think Eric is going to make a few opening comments. We'll do a little fireside chat, and we'd love to have questions from you guys as well. So with tha ...

Investors interested in Manufacturing - Farm Equipment stocks are likely familiar with Agco (AGCO) and Deere (DE) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision ...

AGCO (AGCO) 2025 Conference September 03, 2025 10:50 AM ET Company ParticipantsStephen Volkmann - Managing DirectorEric Hansotia - Chairman, President & CEODamon Audia - SVP & CFOConference Call ParticipantsNone - AnalystStephen VolkmannLooks like we're live here. Great. Good. Well, thanks for joining us for the AGCO session. I'm Steve Volkmann, the Jefferies analyst who covers AGCO, And very pleased to welcome Eric Hensiota, who's the CEO, and Damon Audio, who is the CFO, and Greg Peterson, who handles IR, ...

Key Takeaways XLI gained 16.1% as of July as PMI swings showed volatility before rebounding strongly in August.AGCO is set for 36.7% earnings growth next year, with estimates up 13.8% in 60 days.Hudson Technologies expects 19.2% earnings growth, with estimates up 27% recently.The industrial sector in 2025 has been shaped by a blend of cyclical recovery, policy stimulus, trade-driven structural shifts and volatile PMI movement. The early-year optimism faded mid-summer before roaring back by August. Investors ...

DULUTH, Ga., Aug. 25, 2025 /PRNewswire/ -- AGCO (NYSE: AGCO), a global leader in the design, manufacture and distribution of agricultural machinery and precision ag technology, announced today that it will participate in Citi's 2025 Global TMT Conference on Thursday, September 4, 2025. The conference will include a fireside chat with Eric Hansotia, Chairman, President and Chief Executive Officer, and Damon Audia, Senior Vice President and Chief Financial Officer, at 10:50 a.m. Eastern Time. Investors may li ...

Group 1 - AGCO will participate in the 2025 Jefferies Industrials Conference on September 3, 2025, featuring a fireside chat with key executives [1] - The conference will include Eric Hansotia, Chairman, President and CEO, and Damon Audia, Senior Vice President and CFO, discussing company insights [1] - Investors can access a live webcast of the presentation through the company's Investor Relations website, which will be archived for 12 months [1] Group 2 - AGCO is a global leader in agricultural machinery and precision ag technology, with a differentiated brand portfolio including Fendt®, Massey Ferguson®, PTx, and Valtra® [2] - The company reported net sales of approximately $11.7 billion in 2024, highlighting its significant market presence [2] - AGCO aims to provide value to farmers and OEM customers through its full line of equipment and smart farming solutions [2]

Core Insights - AGCO Corporation is experiencing strong demand for its Precision Agriculture Business, driven by its technology-rich Fendt equipment lineup and replacement parts, which is expected to continue in the upcoming quarters [1][4] - The U.S. Department of Agriculture projects a significant increase in net farm income, which is anticipated to enhance AGCO's margins [2] - Despite challenges such as lower retail sales in North America and Western Europe, AGCO is focusing on innovation and cost control to mitigate these issues [1][8] Financial Projections - The U.S. Department of Agriculture forecasts net farm income to reach $180.1 billion in 2025, a 29.5% increase from 2024, reflecting a $33.1 billion rise in direct government farm payments [2] - AGCO expects precision agriculture net sales to reach $2 billion by 2029, outpacing industry growth by 4-5% annually, with an anticipated adjusted operating margin of 14-15% at mid-cycle by 2029 [5] - AGCO's net sales for 2025 are projected at $9.8 billion, a decline of 15.5% from 2024, with adjusted earnings per share expected to be between $4.75 and $5.00, indicating a 35% decline at the mid-point from 2024 [11] Market Dynamics - The agricultural machinery market in the U.S. is projected to grow from $42.05 billion in 2025 to $57.08 billion in 2030, with a compound annual growth rate of 6.3% [3] - Demand for agricultural equipment is expected to remain strong due to increasing global food demand driven by population growth and rising living standards [3] - AGCO's joint venture with Trimble, forming PTx Trimble, aims to enhance its technology transformation and provide compatible precision agriculture solutions [6] Recent Developments - AGCO completed the sale of the majority of its Grain & Protein business to American Industrial Partners for $700 million, with plans to use the proceeds for debt repayment, technology investment, and shareholder returns [7] - The company has adjusted its retail sales outlook for North America and Europe for 2025 due to declining sales in the agricultural equipment sector [10]

Group 1 - The article highlights the author's focus on agriculture machinery manufacturers, specifically Deere, CNH Industrial, and AGCO Corporation, indicating a bullish outlook on these companies [1] - The author emphasizes the importance of sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, as a more reliable driver of returns than valuation alone [1] - The author manages a portfolio publicly on eToro, where they are recognized as a Popular Investor, allowing others to follow their real-time investment decisions [1] Group 2 - The author's interdisciplinary background in Economics, Classical Philology, Philosophy, and Theology enhances their quantitative analysis and market narrative interpretation [1] - The motivation behind the author's investment strategy is to ensure financial freedom for their family, aiming for a balance between work and personal fulfillment [1]