DE
Deere·NYSE
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DE fundamentals
Deere (DE) released its earnings on Feb 19, 2026: revenue was 8.00B (YoY +17.51%), beat estimates; EPS was 2.42 (YoY -24.14%), beat estimates.
Revenue / YoY
8.00B
+17.51%
EPS / YoY
2.42
-24.14%
Report date
Feb 19, 2026
DE Earnings Call Summary for Q1,2026
- Revenue Growth: Q1 net sales up 13% to $9.611 billion, driven by 24% growth in Small Ag & Turf and 34% in Construction & Forestry.
- Profitability: 5.9% operating margin, with Financial Services net income up 16% to $244 million.
- Construction Outlook: 15% full-year net sales growth forecast, supported by U.S. infrastructure and new product launches.
- Tariff Mitigation: $1.2 billion tariff impact offset by production cost efficiencies and price realization in key segments.
- Used Inventory Progress: North American large ag used tractors down 10% year-over-year, with focus on reducing South American combines inventory.
EPS
Actual | 1.63 | 2.11 | 2.57 | 2.39 | 3.87 | 5.68 | 5.32 | 4.12 | 2.92 | 6.81 | 6.16 | 7.44 | 6.55 | 9.65 | 10.2 | 8.26 | 6.23 | 8.53 | 6.29 | 4.55 | 3.19 | 6.64 | 4.75 | 3.93 | 2.42 | ||||||||||||||
Forecast | 1.2662 | 1.6852 | 1.2651 | 1.5541 | 2.1745 | 4.5213 | 4.5646 | 3.8717 | 2.2666 | 6.6926 | 6.6516 | 7.1121 | 5.5422 | 8.5873 | 8.2156 | 7.4616 | 5.2358 | 7.9122 | 5.6755 | 3.8691 | 3.1149 | 5.5572 | 4.5733 | 3.8433 | 2.0244 | ||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +28.73% | +25.21% | +103.15% | +53.79% | +77.97% | +25.63% | +16.55% | +6.41% | +28.83% | +1.75% | -7.39% | +4.61% | +18.18% | +12.38% | +24.15% | +10.70% | +18.99% | +7.81% | +10.83% | +17.60% | +2.41% | +19.48% | +3.86% | +2.26% | +19.54% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 6.53B | 8.22B | 7.86B | 8.66B | 8.05B | 11.00B | 10.41B | 10.28B | 8.53B | 12.03B | 13.00B | 14.35B | 11.40B | 16.08B | 14.28B | 13.80B | 10.49B | 13.61B | 11.39B | 9.28B | 6.81B | 11.17B | 10.36B | 10.58B | 8.00B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 6.22B | 7.89B | 6.78B | 7.56B | 7.21B | 10.56B | 10.30B | 10.46B | 8.28B | 13.23B | 12.93B | 13.44B | 11.34B | 14.89B | 14.14B | 13.66B | 10.30B | 13.31B | 10.94B | 9.20B | 7.70B | 10.79B | 10.35B | 9.83B | 7.59B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.91% | +4.27% | +16.00% | +14.47% | +11.64% | +4.10% | +1.09% | -1.76% | +3.08% | -9.05% | +0.56% | +6.76% | +0.58% | +7.97% | +1.00% | +1.06% | +1.77% | +2.29% | +4.13% | +0.82% | -11.57% | +3.55% | +0.06% | +7.58% | +5.45% |
Earnings Call
You can ask Aime
What is the market's earnings forecast for Deere next quarter?What factors drove the changes in Deere's revenue and profit?What is the revenue and EPS growth rate for Deere year over year?What guidance did Deere's management provide for the next earnings period?What does Deere do and what are its main business segments?What were the key takeaways from Deere's earnings call?Did Deere beat or miss consensus estimates last quarter?What is Deere's latest dividend and current dividend yield?
