Deere's 1.3B-Share Volume Ranks 57th as Stock Gains 2.08% Amid 9% Revenue Drop and 2025 Guidance Cut

On August 15, 2025, Deere & Company (DE) traded with a volume of 1.3 billion, a 46.5% decline from the previous day, ranking 57th in market activity. The stock closed 2.08% higher, reflecting mixed market dynamics as the firm navigated operational and external challenges.

Deere reported a 9% year-on-year revenue drop to $12.02 billion in Q3, driven by reduced shipment volumes and unfavorable pricing in production and precision agriculture. Despite beating EPS estimates at $4.75, operating profits fell 50% to $580 million. Management attributed the weakness to ongoing tariff pressures, cautious customer demand, and inventory adjustments. The company narrowed its fiscal 2025 net income guidance to $4.75–$5.25 billion, citing persistent market uncertainty.

Analysts highlighted structural resilience despite near-term headwinds. Truist Securities noted improved retail tractor sales in Europe and stabilizing demand in North American turf equipment. Jamie Cook of Truist emphasized Deere’s margin expansion, cost discipline, and alignment with retail demand as key drivers for long-term outperformance. The firm projects 2025 as the earnings trough, with recovery potential in 2026 as the farm equipment cycle bottoms. Truist revised its 2025–2027 EPS estimates to $18.30, $21.85, and $27.90, maintaining a Buy rating.

Strategic actions included a 45% reduction in large tractor inventories and 30% in smaller units, alongside workforce reductions of 238 employees across three plants. Management underscored a focus on controllable factors amid $600 million in estimated tariff-related costs for 2025. Analysts caution oversupply in used equipment markets and soft crop prices, but highlight Deere’s strong cash flow and technology-driven differentiation as long-term advantages.

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