Core Insights - Deere & Company is a global leader in agricultural, construction, and forestry machinery, providing precision agriculture technologies and financial services, operating in over 100 countries [1][2] Financial Performance - For the fourth quarter of 2025, Deere reported net sales and revenues of approximately $12.4 billion, an 11% increase year-over-year, exceeding analyst expectations of $9.8-9.9 billion [5] - Diluted EPS for the quarter was $3.93, slightly above the consensus of $3.85, but down around 14% from $4.55 a year earlier due to margin pressure [5][7] - Net income attributable to Deere for the quarter was roughly $1.07 billion [5] Segment Performance - Equipment operations net sales rose 14% to about $10.6 billion, with notable performance in different segments [6] - Production & Precision Agriculture sales increased 10% to $4.74 billion, with a 12.7% operating margin [6] - Small Agriculture & Turf sales rose 7% to $2.46 billion, but operating profit fell to $25 million [6] - Construction & Forestry segment saw a significant 27% sales growth to $3.38 billion, with a 10.3% operating margin [6] Market Performance - Deere's stock is currently trading about 13% below its 52-week high of $533.78, reflecting pressure from a weaker 2026 outlook [3] - Over the past five days, the stock is down about 1%, and it has seen an 8% decline over the past six months [3][4] - The stock offers a dividend yield of approximately 1.38%, totaling $1.62 for the past four quarters [3]

Core Insights - Deere & Company is a leading American multinational with a market cap of $127 billion, making it a large-cap stock in the agricultural and heavy construction machinery industry [2]. Financial Performance - In Q4 2025, Deere reported net sales of $12.02 billion, a 9% decline year-over-year, with net income dropping to $1.29 billion or $4.75 per share from $1.73 billion or $6.29 per share a year earlier [5]. - The company's operating profit fell 32% to $1.57 billion, indicating compressed margins [5]. - Full-year net-income guidance was narrowed to $4.75–$5.25 billion, reflecting challenging market conditions and weaker equipment demand [6]. Segment Performance - The Production & Precision Agriculture segment experienced a 16% decline in sales and a 50% drop in operating profit [6]. - The Construction & Forestry segment also saw a 5% decrease in sales, with profits nearly halved [6]. Stock Performance - DE stock has decreased 12% from its all-time high of $533.78 on May 16 and has dropped 3.7% over the past three months, underperforming the Nasdaq Composite's 7.8% rise [3]. - Year-to-date, DE stock has increased by 10.9% and 1.9% over the past 52 weeks, although it has lagged behind the Nasdaq's 20.2% and 21.1% increases respectively [4].

Core Insights - Deere & Company (NYSE:DE) is a leading manufacturer in the agricultural, construction, and forestry machinery sectors, recognized for its green and yellow equipment and strong global market presence [1] - The company reported earnings per share (EPS) of $3.93 for the fiscal fourth quarter, exceeding the estimated $3.85, indicating strong profitability despite a decline in stock price influenced by market factors [2][6] - Revenue for the fiscal fourth quarter reached approximately $12.4 billion, surpassing the estimated $11.8 billion, reflecting robust sales performance [3][6] Financial Metrics - The price-to-sales ratio is about 3.10, indicating that investors value each dollar of sales highly, reflecting confidence in the company's revenue-generating capabilities [3] - The enterprise value to sales ratio is around 4.44, showing the total valuation relative to sales, while the enterprise value to operating cash flow ratio is approximately 22.53, emphasizing operational efficiency [4] - The debt-to-equity ratio is approximately 2.65, indicating a higher reliance on debt for financing compared to equity, but the current ratio of around 2.31 suggests strong liquidity to cover short-term liabilities [5][6]

Core Insights - Deere & Company is a prominent manufacturer in the agricultural, construction, and forestry machinery sectors, known for its green and yellow equipment, and is preparing for its quarterly earnings release on November 26, 2025 [1] Financial Performance - Analysts project Deere's earnings per share (EPS) at $3.96, reflecting a year-over-year decrease of 12.97%, while net sales are expected to reach $9.99 billion, indicating a 7.69% increase from the previous year [2][6] - The company's stock closed at $487.24, marking a 2.29% increase from the previous day, and has risen by 1.47% over the past month, outperforming major market indices [3][6] Valuation Metrics - Deere's price-to-earnings (P/E) ratio is approximately 25.33, and the price-to-sales ratio is about 3.04, indicating the market's valuation of the company's earnings and sales [4] - The enterprise value to sales ratio stands at around 4.37, providing insight into the company's valuation relative to its revenue [4] Financial Health - The debt-to-equity ratio is approximately 2.65, highlighting the proportion of debt used to finance assets, while the current ratio of around 2.31 suggests a strong ability to cover short-term liabilities with short-term assets [5]

Core Insights - Deere & Company (DE) has a market capitalization of $129.2 billion and specializes in manufacturing agricultural, construction, forestry, and turf equipment, along with providing precision agriculture technologies and financial services [1] Performance Overview - Over the past 52 weeks, DE shares have increased by 22.1%, outperforming the S&P 500 Index, which rose by 14.5%. However, year-to-date, DE's stock is up 13.5%, lagging behind the S&P 500's 16.5% return [2] - DE has also outperformed the First Trust Indxx Global Agriculture ETF (FTAG), which saw a 10.1% increase over the past 52 weeks and a 12.7% rise year-to-date [3] Financial Results - In Q3, DE reported revenue of $12 billion and earnings per share (EPS) of $4.75, both exceeding analyst expectations. However, the stock fell by 6.8% on the announcement day due to a 16.2% decline in the Production & Precision Agriculture division and an overall revenue decrease of 8.6% compared to the previous year [4] - The net income per share dropped by 24.5%, and the company narrowed its fiscal 2025 net income guidance, citing a challenging operating environment [4] Future Expectations - For the current fiscal year ending in October, analysts project DE's EPS to decline by 27.5% year-over-year to $18.57. Despite this, DE has a strong earnings surprise history, exceeding consensus estimates in the last four quarters [5] - Among 23 analysts covering DE, the consensus rating is a "Moderate Buy," with 11 "Strong Buy," 2 "Moderate Buy," 9 "Hold," and 1 "Strong Sell" rating [5]