Citable filing context
DE's research view summarizes recent SEC filing context, starting with earnings from Aug 20, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 20, 2026 | earnings | Deere reported Q3 net income of $1.379 billion, or $5.10 per share, on revenues of $12.608 billion. |
| Jul 15, 2026 | debt_offering | Deere Funding Canada Corporation agreed to sell $300 million in 4.850% notes due 2031, guaranteed by Deere & Company. |
| Jun 1, 2026 | management_change | Director Dmitri Stockton notified Deere & Co he will not stand for re-election at the 2027 annual meeting. |
| Aug 20, 2026 | Guidance: net_income | 870.00 to 870.00 |
| Aug 20, 2026 | Guidance: net_sales_growth | 20.00 to 20.00 |
| May 21, 2026 | Guidance: asia_ag_turf_growth | 0.00 to not reported |
| Aug 27, 2026 | mda_quarterly | Deere & Company expects overall net sales to increase in fiscal year 2026, as growth in Construction & Forestry (CF) and Small Agriculture & Turf (SAT) offsets subdued demand in Production & Precision Agriculture (PPA). Large agriculture demand remains pressured by elevated input costs, commodity price volatility, and high interest rates, particularly in North America and South America. Conversely, CF is supported by infrastructure, data center, and roadbuilding projects. In Q3 2026, consolidated net sales and revenues rose 5% year-over-year to $12,608 million, and net income increased 7% to $1,379 million ($5.10 diluted EPS), driven by $403 million in pretax favorable price realization. Segment operating profits diverged: PPA fell 9% to $527 million on lower volumes in Brazil and Europe; SAT rose 28% to $622 million; and CF surged 84% to $436 million. Key operational developments include a July 2026 settlement with the FTC regarding right-to-repair litigation, requiring Deere to provide repair resources to farmers. Additionally, a Supreme Court decision invalidating certain tariffs led to a $110 million tariff recovery in Q3 2026, mitigating year-to-date net tariff costs of $502 million. Nine-month operating cash flow was $3,250 million, with full-year capital expenditures projected at $1.3 billion. |
| May 28, 2026 | mda_quarterly | Deere & Company reported a 5% increase in net sales for the quarter and 8% year-to-date, reaching $13.369 billion and $22.981 billion respectively, driven by higher volumes and foreign currency translation. However, net income decreased 2% for the quarter and 9% year-to-date, primarily due to lower Production & Precision Agriculture (PPA) shipment volumes and increased production costs. PPA sales declined 14% for the quarter and 8% year-to-date, mainly in North America and Brazil, with operating profit down significantly. In contrast, Small Agriculture & Turf (SAT) sales rose 16% (Q) and 19% (YTD), and Construction & Forestry (CF) sales increased 29% (Q) and 31% (YTD), both benefiting from higher volumes and favorable pricing. For 2026, the company anticipates overall net sales growth, with improvements in CF and SAT offsetting expected declines in large agriculture sales in North and South America due to elevated farm input costs and market uncertainty. Key risks include the agricultural market cycle, global trade policies, and an ongoing FTC lawsuit alleging monopolization in equipment repair. Tariffs negatively impacted costs, but a $272 million refund claim was accepted. Financial Services net income increased due to favorable financing spreads and lower credit loss provisions. Operating cash flows improved, though cash used for financing activities rose due to increased shareholder returns and reduced borrowings. |
Source: SEC EDGAR filing text and events; period Aug 20, 2026; filed Aug 20, 2026.
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