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12 analysts' median target is $730[FMP target], stock is $581, +25.7% vs the analyst consensus median. After Q1 +19.8% EPS beat[FMP earnings], the stock moved +0.1%.
B- = MoonshotScore 31[multi-pillar formula] + Council 4/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Quick AnswerDeere & Company (DE) Q4 consensus: revenue $11.6B[FMP est], EPS $5.70[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q1 EPS +19.8% beat[FMP] but the stock +0.1% D+1[FMP D+1].
Watchlist
Equipment Operations Cash Flow Guidance
equipment_operations_cash_flow_guidance
Deere has increased its projections for cash flow from the equipment operations by $500 million at both ends of our range and is now expected to be between $4.5 billion and $5.5 billion.
"And lastly, projections for cash flow from the equipment operations increased by $500 million at both ends of our range and is now expected to be between $4.5 billion and $5.5 billion."
- Christopher Seibert, Manager, Investor Communications - Q1 FY26 Earnings Call - February 19, 2026
Fy26 Net Income Guidance
fy26_net_income_guidance
Deere has raised its fiscal year 2026 net income outlook to between $4.5 billion and $5 billion.
"For fiscal year '26, our updated outlook for net income is now between $4.5 billion and $5 billion."
- Christopher Seibert, Manager, Investor Communications - Q1 FY26 Earnings Call - February 19, 2026
Construction Equipment Outlook
construction_equipment_outlook
Industry sales for both construction equipment and compact construction equipment in the U.S. and Canada are now expected to be up around 5% year-over-year.
"Industry sales for both construction equipment and compact construction equipment in the U.S. and Canada are now expected to be up around 5% year-over-year."
- Christopher Seibert, Manager, Investor Communications - Q1 FY26 Earnings Call - February 19, 2026
Used Combine Inventory Reduction
used_combine_inventory_reduction
However, current inventory levels for Deere combines remain about 15% below their peak in March 2024 with model year distribution at a normal mix.
"We saw a typical seasonal increase in used Deere combines during our first quarter. However, current inventory levels for Deere combines remain about 15% below their peak in March 2024 with model year distribution at a normal mix."
- Josh Beal - Q1 FY26 Earnings Call - February 19, 2026
Construction Forestry Sales Outlook
construction_forestry_sales_outlook
2026 net sales are now forecasted to be up around 15%.
"2026 net sales are now forecasted to be up around 15%."
- Christopher Seibert, Manager, Investor Communications - Q1 FY26 Earnings Call - February 19, 2026
Small Ag Turf Sales Outlook
small_ag_turf_sales_outlook
Deere now expects net sales to be up about 15% for the Small Ag & Turf segment.
"We now expect net sales to be up about 15%."
- Christopher Seibert, Manager, Investor Communications - Q1 FY26 Earnings Call - February 19, 2026
Stock Expert AI - Methodology
multi-pillar methodology. - strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 4 bullish (Ray Dalio, Klarman, Buffett, Munger), 1 bearish (Ken Griffin), 1 neutral (Jim Simons).
How is it calculated? ->Quality business, discounted price.
How is it calculated? ->Past Performance
Q1 (February 19, 2026): EPS $2.42 vs $2.02 est[FMP], +19.8% beat. D+1 movement: +0.1%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q1: EPS $2.42 vs $2.02 beat[FMP], stock +0.1% D+1[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $688.0M[FMP cashflow]. Q1 op margin 16.2%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Thursday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Thursday evening. The framework is ready on this page: Q4 EPS threshold $5.70[FMP], CapEx threshold "below $688.0M". Two anchors, three scenarios.
Comparison Stock Expert AI is free today — no credit card.
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Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Deere & Company (DE) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Deere & Company (DE): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Deere & Company (DE): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
Deere & Company (DE): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.