AGCO (NYSE:AGCO) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsDamon Audia - SVP and CFOEric Hansotia - Chairman, President, and CEOGreg Peterson - Head of Investor RelationsJerry Revich - MD of Equity ResearchTami Zakaria - Executive DirectorConference Call ParticipantsEsther Osinaiya - Research AnalystJamie Cook - MD and Senior Equity AnalystKristen Owen - Equity Research AnalystMircea Dobre - Senior Research AnalystStephen Volkmann - Equity AnalystOperatorGood day, and welcome t ...

AGCO (NYSE:AGCO) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAngel Castillo - Executive Director, Head of US Machinery, and Construction Equity ResearchDamon Audia - SVP and CFOEric Hansotia - Chairman, President, and CEOGreg Peterson - Head of Investor RelationsJerry Revich - MD of Equity ResearchTami Zakaria - Executive DirectorConference Call ParticipantsJamie Cook - MD and Senior Equity AnalystKristen Owen - Equity Research AnalystMircea Dobre - Senior Research AnalystStephen ...

AGCO (NYSE:AGCO) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Speaker3Good day, and welcome to the AGCO 2025 fourth quarter earnings call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. In consideration of time, please limit yourself to one question and one follow-up. To ask a question, you may press Star, then One on ...

February 5, 2026 2 SAFE HARBOR Forward-looking statements in this presentation, including statements about our strategic plans and initiatives as well as their financial impacts, demand, product development, and capital expenditure plans and timing of those plans, and our expectations with respect to the costs and benefits of those plans and timing of those benefits, future revenue, crop production and farm income, production levels, price levels, margins, earnings, operating income, cash flow, engineering ...

Core Insights - AGCO, a global leader in agricultural machinery and precision ag technology, will showcase its innovations at AGRITECHNICA 2025, emphasizing its commitment to smarter and more sustainable farming solutions [2][6][7] Product Innovations - AGCO will debut five new tractor series from Fendt, alongside the Fendt IDEAL combine and Katana forage harvester, highlighting the brand's full-line capabilities [6] - The Future Zone will feature Fendt's OutRun autonomous technologies and AI-powered solutions like RowPilot for sustainable weed control [6] - Massey Ferguson will present the MF 5S Series and MF 3 Specialty Series with new transmission options, integrating smart farming solutions across its product line [6] - PTx will showcase its precision ag solutions, including the mixed-fleet farm management platform FarmENGAGE and AI vision-based spraying system SymphonyVision [6] - Valtra will highlight the Valtra Coach Talking Tractor, an AI-driven concept aimed at enhancing farming efficiency and data utilization [6] Sustainability Initiatives - AGCO will present the fully battery-electric Fendt e100 Vario tractor and the Future Battery Concept, aimed at reducing emissions and supporting low-carbon farming [6] - The CO Calculator, developed in collaboration with Valtra, and expanded remanufacturing capabilities are part of AGCO's sustainable portfolio [6] Financial Performance - In 2024, AGCO reported net sales of approximately $11.7 billion, reflecting its strong market position and growth in the agricultural machinery sector [7]

Core Insights - AGCO Corporation is showcasing innovations in precision agriculture technology at its sixth annual Tech Day in Markt Indersdorf, Germany, focusing on a "Farmer-First" approach that integrates seamlessly with any farming equipment [1][3] Group 1: Market Potential and Sales Goals - AGCO aims to achieve $2 billion in precision agricultural sales by 2029, promising enhanced yields and higher profitability for farmers while expanding its total addressable market [2] Group 2: Technological Innovations - The event will demonstrate high-performance equipment paired with retrofit or factory-fit precision agricultural technology solutions that integrate across different brands, providing a competitive edge [3] - PTx FarmENGAGE, launched in August, is a next-generation farm operations management software that manages equipment operations regardless of brand or model year, offering real-time information for improved efficiency [4] Group 3: Autonomy and Efficiency - PTx Trimble's Outrun autonomous technology is being utilized for grain handling, fertilization, and tillage applications, addressing labor shortages and enhancing efficiency [5] - AGCO's harvesting solutions, including IDEALharvest and HarvestPlus, utilize innovative sensors and AI control algorithms to simplify operations [6] Group 4: Precision Application Technologies - Precision Planting's SymphonyVision, an AI-based targeted spraying system, can reduce chemical usage by up to 70% by differentiating weeds from crops, while RowPilot enhances precision application in mechanical weeding [7] - AGCO's Precision Planting technologies, such as 20|20 SeedSense and DeltaForce, automate planting processes, optimizing seed placement and ensuring consistent planting depth [8] Group 5: Industry Competition - AGCO's advancements in precision agriculture are part of a broader trend in the industry, with competitors like Deere & Company, CNH Industrial, and Komatsu also investing heavily in precision agriculture technologies [9][10][11][12]

Core Insights - AGCO Corporation is showcasing innovative precision agriculture technology during its annual Tech Day, emphasizing solutions that enhance farmer profitability and yield across various equipment brands [1][9] - The company aims to achieve $2 billion in precision ag sales by 2029, highlighting its commitment to providing technology that meets the diverse needs of farmers [4][3] Company Overview - AGCO is a global leader in agricultural machinery and precision ag technology, with net sales of approximately $11.7 billion in 2024 [7] - The company operates under several leading brands, including Fendt®, Massey Ferguson®, PTx, and Valtra®, delivering value through a differentiated brand portfolio [7] Technology Highlights - AGCO's precision ag solutions, including PTx Trimble's OutRun autonomous technology, are designed to integrate with mixed-fleet equipment, enhancing efficiency and addressing labor shortages [5][3] - Technologies showcased include advanced automation solutions for harvesting, targeted spraying systems that can reduce chemical usage by up to 70%, and innovations for automated planting that improve seed placement and reduce operator intervention [5][4] Event Details - The Tech Day event will take place from September 30 to October 1, 2025, at Götz Agrardienst farm in Markt Indersdorf, Germany, featuring a presentation on AGCO's strategy and precision ag business [5][2]