Deere & Company (NYSE:DE) Q1 2026 Earnings call February 19, 2026 10:00 AM ET Company ParticipantsChris Seibert - Manager, Investor CommunicationsJosh Beal - Director of Investor RelationsJosh Jepsen - Chief Financial OfficerRyan Campbell - President, Worldwide Construction, Forestry, and Power SystemsConference Call ParticipantsAngel Castillo - AnalystChad Dillard - AnalystDavid Raso - AnalystEvan McCall - AnalystJairam Nathan - AnalystJamie Cook - Research AnalystKristen Owen - AnalystMike Shlisky - Analy ...

Deere & Company (NYSE:DE) Q1 2026 Earnings call February 19, 2026 10:00 AM ET Speaker10Good morning, and welcome to Deere & Company first quarter earnings conference call. Your lines have been placed in listen-only until the question and answer session of today's conference. I would now like to turn the call over to Mr. Josh Beal, Director of Investor Relations. Thank you. You may begin.Speaker6Hello. Welcome, and thank you for joining us on today's call. Joining me on the call today are Josh Jepsen, Chief ...

迪尔公司股价上涨超10%，有望创收盘历史新高。 来源：滚动播报 ...

1Q 2026 Earnings Call 19 February 2026 $8,508 $9,611 1Q 2025 1Q 2026 $6,809 $8,001 1Q 2025 1Q 2026 $869 $656 1Q 2025 1Q 2026 $3.19 $2.42 1Q 2025 1Q 2026 18% Net Sales and Revenues Net Sales (Equipment Operations) Net Income (attributable to Deere & Company) Diluted EPS ($ per share) 13% 25% 24% Forward-Looking Statements This earnings call and accompanying materials may include forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 ...

Deere's stock jumps toward another record. The construction business is booming again. - MarketWatch## Earnings Results# Deere's stock jumps toward another record. The construction business is booming again.## The stock is headed toward its eighth record this year, as Deere's estimate for 2026 sales growth looks set to outpace the industryPublished: Feb. 19, 2026 at 8:55 a.m. ETShareResize---Listen(3 min)Deere's stock surges further into record territory after a big earnings beat and a full-year outlook for ...

智通财经APP获悉，农用机械巨头迪尔股份(DE.US)公布了好于预期的2026财年第一季度业绩，并上调 了全年盈利预测。财报显示，迪尔股份Q1营收同比增长13%至96.11亿美元，好于分析师普遍预期的 76.9亿美元;净利润为6.56亿美元，较上年同期的8.69亿美元下降25%;摊薄后每股收益为2.42美元，低于 上年同期的3.19美元，但好于分析师普遍预期的2.06美元。 展望未来，迪尔股份预计，2026财年全年净利润为45亿至50亿美元，高于此前预测的40亿至47.5亿美 元，也高于分析师普遍预测的44.5亿美元。 对于迪尔股份来说，其最大的生产和精准农业部门——面向全球最大的农民——仍然面临压力，该公司 重申了对今年净销售额下降5%至10%的预期。该公司还上调了对小型农业和草坪以及建筑和林业部门 的展望。 迪尔股份首席执行官约翰·梅表示："尽管全球大型农业行业继续面临挑战，但我们对建筑和小型农业领 域持续复苏的需求感到鼓舞。这些积极进展让我们更加相信，2026年将是当前周期的底部，并为我们未 来加速增长奠定了坚实的基础。" 相比之下，迪尔股份的竞争对手CNH Industrial NV本周早些时候采取了 ...

Core Insights - Deere & Company reported a 25% year-on-year decline in net income to $656 million, or $2.42 per share, despite a 13% increase in total revenues to $9.61 billion [1][2] - The company raised its full-year net income guidance to a range of $4.5 billion to $5 billion, indicating optimism about future growth [3] Financial Performance - The Production & Precision Agriculture division experienced a significant operating profit decline of 59% to $139 million, with operating margin decreasing from 11% to 4.4% [2] - In contrast, the Construction & Forestry division saw operating profit more than double to $137 million, while the Small Agriculture & Turf division reported a 58% increase in operating profit to $196 million, both benefiting from higher shipment volumes [2] Future Outlook - The CEO of Deere & Company expressed belief that 2026 will mark the bottom of the current agricultural cycle, citing recovering demand in construction and small agriculture as a basis for future growth [3]

Core Insights - Deere (DE) reported quarterly earnings of $2.42 per share, exceeding the Zacks Consensus Estimate of $1.92 per share, but down from $3.19 per share a year ago, resulting in an earnings surprise of +26.21% [1] - The company achieved revenues of $8 billion for the quarter, surpassing the Zacks Consensus Estimate by 5.22%, compared to $6.81 billion in the same quarter last year [2] - Deere's stock has increased by approximately 27.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $5.55, with projected revenues of $11.32 billion, and for the current fiscal year, the EPS estimate is $16.82 on revenues of $40 billion [7] - The trend of estimate revisions for Deere was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Manufacturing - Farm Equipment industry, to which Deere belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% of industries [8] - Alamo Group (ALG), another company in the same industry, is expected to report quarterly earnings of $2.06 per share, reflecting a year-over-year decline of -13.8%, with revenues projected at $399.6 million, up 3.7% from the previous year [9][10]

本文源自：金融界AI电报 迪尔股份(DE.N)报告第一季度净利润为6.56亿美元。第一季度营收96.1亿美元。 ...

美国机械制造商Deere第一季度每股收益为2.42美元，去年同期为3.19美元，市场预期为2.05美元。第一 季度净收入为6.56亿美元，同比下降25%，市场预期为5.54亿美元。预计全年净收入为45亿至50亿美 元，此前预计40亿至47.5亿美元。 本文源自：金融界AI电报 ...