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Key Takeaways DE faces nine quarters of volume declines; expects large U.S. ag equipment market to drop 30% in 2025.U.S. farm income to rise 40.7% in 2025, driven mainly by $30.4B increase in government payments.Crop receipts are expected to decline 2.5% this year, which does not look promising for the farm sector.Deere & Company (DE) continues to face persisting challenges in its equipment operations, experiencing nine consecutive quarters of volume declines. The Agricultural & Turf segment has been the ha ...

I’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management quality—and how those factors translate into long-term free cash flow generation and shareholder value creation. I focus on fundamental research, and I tend to focus on sectors with st ...

By Oliver Griffin and Ana Mano SAO PAULO (Reuters) - Global agricultural machinery manufacturer Deere & Co.'s sales in Brazil could fall by a single-digit percentage in 2026 amid global uncertainties related to U.S. President Donald Trump's tariffs and high interest rates in the South American country, an executive said on Thursday. "Today, a positive scenario would be (like) 2025, but (sales are) likely to decline," Antonio Carrere, vice president of sales and marketing at the company's Brazil unit, tol ...

Key Takeaways Deere has raised dividends eight times in five years, more than doubling its quarterly payout.The company returned $5.6B to shareholders in 2024, 81% of equipment operations cash flow.DE expects fiscal 2025 net income of $4.75-$5.25B, down about 30% year over year.Deere & Company (DE) has emerged as a standout in the Manufacturing - Farm Equipment industry, consistently delivering dividend yields above the industry average despite mounting challenges for both the company and the broader market ...

Investors interested in Manufacturing - Farm Equipment stocks are likely familiar with Agco (AGCO) and Deere (DE) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision ...

收购事件与战略意义 - 迪尔公司收购果园和葡萄园自主喷雾器先驱GUSS Automation LLC 以加速创新并减少操作错误、劳动力成本和材料浪费[1] - GUSS Automation在成立七年内部署250台机器 覆盖260万英亩并记录50万自主运行小时[1] - 收购后结合2023财年收购的Smart Apply智能喷洒系统 为农户提供自动化与精准喷洒综合解决方案[3][4] 技术优势与运营效率 - GUSS喷雾器集成GPS、激光雷达与车辆传感器 可在不平坦地形自主运行且单操作员可远程监控八台设备[2] - Smart Apply系统通过传感技术测量叶面密度自动调整喷洒量 平均节省50%化学品和水资源[3] - 技术组合实现自动化广域喷洒与智能精准施用的双重优势[4] 行业竞争格局 - 竞争对手CNH工业集团强化人工智能能力 计划通过新产品发布和数字技术整合巩固市场前二地位[7] - 小松Smart Construction平台利用信息通信技术实现全流程可视化操作 旨在缓解劳动力短缺并提升资源分配效率[8] - 行业整体聚焦技术驱动解决方案应对劳动力短缺和成本上升挑战[6] 财务表现与估值 - 迪尔股价年内上涨12.6% 超越行业10.8%涨幅及标普500指数9.2%涨幅[9] - 当前远期市盈率23.23倍 高于行业21.43倍及自身五年中位数15.83倍[11] - 2025财年每股收益共识预期18.62美元 同比下降27.3% 但2026财年预计增长12.1%[12] 业绩预期变动 - 60日内2025财年每股收益预期从18.82美元下调至18.62美元 降幅1.06%[15] - 2026财年预期从22.05美元下调至20.88美元 降幅达5.31%[15] - 第二季度预期下调幅度最为显著 从3.72美元降至2.99美元 降幅19.62%[15]

Key Takeaways Deere shares have gained 13% YTD, outpacing its industry, sector and the S&P 500.DE's Q3 sales decreased 9% and earnings per share declined 24% year over year.Deere cut its FY25 net income outlook to $4.75-$5.25B, well below last year's $7.1B.Deere & Company (DE) shares have gained 12.8% year to date, outperforming the Zacks Manufacturing - Farm Equipment industry’s 11.5% growth. In contrast, the broader Zacks Industrial Products sector has gained 6.7% and the S&P 500 gained 9.9%.DE Stock's YT ...

股价表现与趋势 - 公司股价自8月中旬财报公布后出现68%的跳空下跌 进一步远离5月16日创下的53378美元历史高点[1] - 当前股价47539美元 若上涨65%可达到50629美元 基本收复8月跌幅[2] - 股价正测试历史看涨趋势线 近期回调受到市场关注[1] 技术指标信号 - 股价在过去10个交易日中有80%时间位于200日移动平均线上方 过去两个月亦有80%时间维持该态势[2] - 过去三年出现五次类似技术形态 其中60%案例在一个月后实现上涨 平均涨幅达65%[2] - Schaeffer波动率指数(SVI)为22% 处于年度波动范围的低9百分位 显示期权市场预期波动率较低[4] 外部环境因素 - 公司股价表现受到特朗普关税政策持续影响[1] - 联邦上诉法院最新裁决动向值得密切关注[1]

公司战略与领导层调整 - 迪尔公司宣布关键领导层变动以推进智能工业战略 旨在提供智能互联设备和解决方案来提升客户经济价值 [1] - 公司强调构建经验丰富且目标驱动的领导团队 专注于提升客户成功并致力于全球客户价值交付 [2] 高管任命与职责分配 - Cory Reed被任命为生命周期解决方案、供应管理和客户成功总裁 负责全球售后市场、客户支持、供应链、精准升级和业务转型计划 [2][3][8] - Justin Rose担任全球农业与草坪部门小型农业和草坪业务总裁 负责欧洲、非洲和亚洲市场 专注于小型拖拉机、紧凑型多功能拖拉机及草坪护理设备 [4][7] - Deanna Kovar被任命为全球农业与草坪部门生产与精准农业总裁 负责美洲和澳大利亚市场 管理大型拖拉机、收割设备和作物护理设备等生产级农业解决方案 [5][6] 业务领域与市场覆盖 - 公司业务涵盖农业、建筑、林业、草坪和动力系统等领域 通过创新技术支撑全球粮食、纤维、燃料和基础设施生产 [9] - 区域市场管理职责明确划分：美洲和澳大利亚由Kovar负责 欧洲、非洲和亚洲由Rose管理 [4][5][6][7]