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大和将农用设备制造商迪尔的目标价从565美元下调至530美元，维持"跑赢大市"评级。(格隆汇) ...

SANTA ROSA, CALIFORNIA - AUGUST 26: Brand new John Deere equipment is displayed at a John Deere dealership on August 26, 2025 in Santa Rosa, California. Farm equipment manufacturer and industry bellwether John Deere is planning to lay off over 200 workers, as the company has seen a slowdown in sales due to customer uncertainty, as the Trump administration's tariffs begin to take effect. The company says that tariffs have cost it $300 million this year and forecasts a full-year tariff impact of nearly $600 m ...

Core Viewpoint - Investors in the Manufacturing - Farm Equipment sector should consider Agco (AGCO) and Deere (DE) for potential value opportunities, with AGCO currently presenting a stronger case for investment [1] Valuation Metrics - AGCO has a Zacks Rank of 1 (Strong Buy), while DE has a Zacks Rank of 4 (Sell), indicating a stronger earnings outlook for AGCO [3] - AGCO's forward P/E ratio is 23.09, compared to DE's forward P/E of 25.65, suggesting AGCO may be undervalued relative to DE [5] - AGCO's PEG ratio is 1.76, while DE's PEG ratio is significantly higher at 3.06, indicating better expected earnings growth for AGCO [5] - AGCO's P/B ratio is 1.97, whereas DE's P/B ratio is 5.11, further supporting AGCO's valuation advantage [6] - AGCO's overall Value grade is B, while DE's Value grade is D, highlighting AGCO's superior valuation metrics [6]

奥本海默将农用设备生产商迪尔的目标价从566美元下调至512美元，维持"跑赢大市"评级。(格隆汇) ...

Key Takeaways Deere expects fiscal 2025 net income of $4.75B-$5.25B, well below last year's $7.1B.AGCO raised 2025 sales view to $9.8B, still a 15.5% drop, with EPS seen down 35% at midpoint.AGCO shares are up 17.4% YTD versus Deere's 10.8%, and trade at a lower forward earnings multiple.Deere & Company (DE) and AGCO Corporation (AGCO) are two well-known names in the agricultural machinery industry. Both companies produce a wide range of farm equipment, from tractors, combines and sprayers, and have been st ...

Group 1 - The U.S. labor market is experiencing stagnation due to significant layoffs in manufacturing, wholesale retail, and energy sectors, primarily attributed to tariffs imposed by President Trump, which have increased costs and hindered expansion plans [1][2] - The August non-farm payroll report indicated that the "goods-producing industries" were the main contributors to job declines, with only 22,000 jobs added in the month, and manufacturing alone losing 12,000 jobs [2] - Companies like John Deere reported substantial financial losses due to tariffs, with an estimated $300 million loss by 2025, leading to layoffs and a 26% year-over-year decline in net profit [2] Group 2 - There is a divide between the government and businesses regarding tariffs, with some companies claiming tariffs have prompted increased capital spending and future hiring, while others express uncertainty and a hiring freeze due to unpredictable policy changes [3] - The oil industry is facing dual pressures from tariffs and low oil prices, with significant layoffs occurring, including Chevron and ConocoPhillips planning to cut thousands of jobs [4][5] - Despite challenges, some executives remain optimistic that tariffs will ultimately benefit domestic industries, although they are also implementing layoffs and automation to maintain competitiveness [6]

在美国，那些受贸易动荡影响最深的行业已经踩下招聘"刹车"，甚至开始裁员，这导致美国劳动力市场 的增长陷入停滞。 上周最新发布的8月就业报告显示，美国经济当月仅新增2.2万个就业岗位，招聘速度放缓至涓涓细流。 制造业、批发零售业和能源业等受关税影响的商品生产部门，在近几个月经历了一波失业潮。 9月14日，这些企业高管们在接受英国《金融时报》采访时表示，特朗普总统全面的关税政策导致成本 上升，使他们难以制定扩张计划，这是裁员和招聘放缓的主要原因。 疲软的就业市场也改变了市场预期。经济学家们认为，美联储在本周会议上降息的可能性正在增加。美 联储主席鲍威尔上月曾表示，就业增长放缓可能会抵消特朗普全面关税制度带来的通胀影响。 特朗普政府：关税提振了就业 尽管企业界怨声载道，但特朗普政府仍坚持其立场。财政部长贝森特表示："每有一家John Deere，就有 一些公司告诉我们'关税帮助了我们的业务，我们正在增加资本支出和就业'。"美国政府认为，关税最 终将刺激企业将业务迁回美国，并随之带来就业激增。 制造业与能源业首当其冲 在黯淡的就业数据背后，是具体行业的困境。据美国劳工统计局（BLS）数据，制造业在8月份减少了 1.2 ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Deere & Company. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Core Insights - Deere & Company is experiencing ongoing challenges in its equipment operations, with nine consecutive quarters of volume declines, particularly in the Agricultural & Turf segment due to weak farmer demand influenced by commodity prices, high input costs, and elevated interest rates [1][9]. Agricultural Market Projections - The U.S. Department of Agriculture projects net farm income to reach $179.8 billion in 2025, a 40.7% increase from the previous year, largely driven by a $30.4 billion rise in direct government farm payments [2][9]. - Crop receipts are expected to decline by 2.5% due to lower revenues from soybeans, corn, and wheat, although this will be partially offset by an 11.2% increase in animal and animal products receipts [3]. Equipment Market Outlook - Deere anticipates a challenging industry outlook for fiscal 2025, with a projected 30% decline in the large agriculture equipment market in the U.S. and Canada, and a 10% decline in the small agriculture and turf equipment market [4][5]. - The Production & Precision AG segment is expected to see a volume decline of 15-20%, while the Small AG & Turf segment is projected to decline by 11% [5][6]. Competitor Performance - Industry peers such as AGCO Corporation and CNH Industrial are also facing difficulties, with AGCO experiencing six consecutive quarters of negative organic growth and expecting a decline in sales volumes for both large and small agricultural equipment [7][8]. Financial Performance and Estimates - Deere's shares have increased by 11.4% this year, slightly outperforming the industry average of 10.9% [8]. - The Zacks Consensus Estimate indicates a year-over-year earnings decline of 27.5% for fiscal 2025, with revenues expected to drop by 14.5% [12].