DULUTH, Ga., July 10, 2025 /PRNewswire/ -- AGCO (NYSE: AGCO), a global leader in the design, manufacture and distribution of agricultural machinery and precision ag technology, announced today its second-quarter 2025 earnings release conference call is scheduled for Thursday, July 31, at 10 a.m. ET. The company will refer to slides on its conference call. Interested persons can access the conference call and slide presentation via AGCO's website at www.agcocorp.com under the "Investors" Section.The webcast ...

Core Viewpoint - AGCO Corporation has reached a comprehensive agreement with Tractors and Farm Equipment Limited (TAFE) to resolve all outstanding disputes and governance issues, including shareholding and brand ownership matters related to the Massey Ferguson brand in India and other countries [1][3]. Commercial Terms - All commercial agreements between AGCO and TAFE will be terminated with agreed wind-down provisions [6]. - TAFE will repurchase AGCO's current shareholding in TAFE for an aggregate amount of $260 million, subject to compliance with applicable law [6]. Governance and Shareholding Terms - Ownership of the "Massey Ferguson" brand will rest exclusively with TAFE in India, Nepal, and Bhutan [6]. - TAFE retains the right to maintain its current ownership level of 16.3% but will participate in future share repurchase programs executed by AGCO [6]. - TAFE will no longer have the right to nominate a representative to the AGCO Board of Directors, and AGCO's Director on TAFE's Board will step down [6]. - The parties have agreed to mutual non-disparagement and TAFE will not engage in public activism [6]. Company Background - AGCO is a global leader in agricultural machinery and precision ag technology, with net sales of approximately $11.7 billion in 2024 [5].

Core Insights - Deere & Company (DE) and CNH Industrial N.V. (CNH) are leading global players in agricultural machinery, with Deere holding the top position [1] - Both companies are significantly impacted by ongoing weaknesses in agricultural and construction markets, raising questions about investment choices [2] Company Overview - Deere has a market capitalization of $139 billion and specializes in agricultural, forestry, and turf equipment, with a strong presence in precision farming technology [3] - CNH Industrial has a market capitalization of approximately $16 billion and operates well-known agricultural equipment brands such as New Holland and Case IH [8] Financial Performance - Both DE and CNH have faced revenue declines for seven consecutive quarters, with DE's earnings slipping in the last six quarters due to lower volumes in agriculture and construction [4][9] - DE anticipates a 30% decline in large agriculture equipment sales in fiscal 2025, while CNH expects total net sales to decline between 11% and 19% compared to 2024 [5][10] Market Outlook - The agricultural equipment market in the U.S. and Canada is projected to decline by 10-15% for small equipment, while European markets are expected to decline approximately 5% [5] - Construction equipment demand is also under pressure, with DE expecting a 10% drop in U.S. and Canadian construction equipment sales [6] Innovation and Growth Prospects - Both companies are ramping up innovation capabilities, with DE focusing on advanced technologies and geographic expansion to drive long-term growth [7][11] - CNH is making strategic strides in automation and digital integration, with 80% of its precision components developed internally in 2024 [12] Earnings Estimates - The Zacks Consensus Estimate for DE's fiscal 2025 earnings is $18.82 per share, indicating a year-over-year fall of 26.54% [13] - CNH's 2025 earnings estimate is 62 cents per share, indicating a year-over-year decline of 41% [14] Stock Performance and Valuation - Year-to-date, DE stock has gained 21.2%, outperforming the Zacks manufacturing - farm equipment industry's growth of 19.7%, while CNH has lagged at 15% [16] - DE is trading at a forward 12-month earnings multiple of 24.49X, while CNH is at 17.71X, with CNH trading at a discount to industry averages [18] Investment Considerations - Both companies face near-term headwinds, but are fundamentally tied to long-term megatrends such as rising food demand and advancements in agricultural technology [20] - From a valuation standpoint, CNH appears more attractive currently, with a Value Score of B compared to DE's D [21]

在2025年的中俄经贸合作中，跨境电商成为最耀眼的亮点。中国出口企业通过与俄罗斯本土电商平台（如Wildberries、OZON）合作，成功打开了俄罗斯市 场的消费大门。据俄罗斯联邦统计局数据显示，2025年第一季度，俄罗斯对中国商品的进口同比增长28%，其中智能手机、家用电器、农业机械等品类增长 尤为显著。这一现象的背后，是中俄两国在数字化转型和供应链整合上的深度合作。 俄罗斯电商崛起：中国企业的"新大陆" 俄罗斯本土电商平台的快速发展，为中国企业提供了前所未有的市场入口。以Wildberries为例，其市场份额占比高达47%，日均订单量超过1200万件，且订 单量年增长118%。平台通过简化入驻流程、优化物流网络和提供本地化服务，吸引了大量中国卖家。例如，武汉江夏区的Wildberries产业孵化基地，已为 3000多家跨境卖家提供从产品设计到物流仓储的全链路支持。 "中国商品在俄罗斯的受欢迎程度远超预期。"一位在Wildberries上开店的浙江卖家表示，"从日常用品到高科技产品，几乎每一件商品都能找到对应的消费 群体。"而像OZON这样的平台，也通过定期发布消费趋势报告，帮助中国卖家精准把握市场需求。 ...

DULUTH, Ga., May 12, 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 the JP Morgan 53rd Annual Technology, Media & Communications Conference on Wednesday, May 14, 2025. The conference will include a fireside chat with Damon Audia, Senior Vice President and Chief Financial Officer, and Andrew Sunderman, Vice President, PTx Product Creation & Delivery, at 10:40 ...