Deere Performance degli utili passati
Criteri Il passato verificati 2/6
Deere ha registrato una crescita degli utili a un tasso medio annuo di 3.2%, mentre il settore Machinery ha registrato utili in crescita a un tasso medio annuo di 8%. I ricavi sono stati in crescita a un tasso medio annuo di 3%. Il ritorno sul capitale proprio di Deere è 18.2% e ha margini netti di 10.3%.
Informazioni chiave
3.23%
Tasso di crescita degli utili
6.09%
Tasso di crescita dell'EPS
| Machinery Crescita del settore | 8.77% |
| Tasso di crescita dei ricavi | 2.95% |
| Rendimento del capitale proprio | 18.16% |
| Margine netto | 10.30% |
| Prossimo aggiornamento sugli utili | 21 May 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • May 14
Deere: I Would Take The Gains (Q1 Earnings Preview)
Summary Caterpillar outperformed Deere over the past year, driven by AI-related power generator demand and manufacturing reshoring tailwinds. I have maintained a neutral rating on Deere, as its returns have largely tracked the broader market without clear outperformance. Upcoming Deere earnings are a key catalyst; I will reassess my rating based on reported results and forward outlook. Manufacturing sector momentum, fueled by data center buildout and reshoring, remains a central theme impacting both CAT and DE. Read the full article on Seeking Alpha
Aggiornamento della narrazione • May 09
DE: Construction Strength And Expected Large Ag Recovery Will Support Future Earnings
Narrative Update: Deere The analyst price target on Deere has been adjusted to reflect a more balanced risk and reward profile. Recent research highlights mixed views on valuation, with several firms raising targets by $25 to above $200, while others have flagged the stock as a bearish pick or issued downgrades even as they raised targets.Aggiornamento della narrazione • Apr 21
DE: Construction Momentum And Pending Large Ag Recovery Will Support Future Earnings
The analyst fair value estimate for Deere has increased by about $1 to $665, reflecting modest adjustments to growth, profit and P/E assumptions as analysts weigh recent price target increases against mixed views on valuation and the timing of an agriculture recovery. Analyst Commentary Recent research on Deere is divided, with many firms lifting price targets and talking up execution, while others focus on valuation risk and the timing of an agriculture recovery.Aggiornamento della narrazione • Apr 05
DE: Construction Strength And Anticipated Large Ag Upswing Will Support Future Earnings
Analysts have made a small upward adjustment to the Deere price target, adding roughly $0.50. This reflects slightly higher modeled revenue growth and future P/E expectations, partially offset by a modestly higher discount rate and a stable profit margin outlook.Aggiornamento della narrazione • Mar 22
DE: Construction Momentum And Large Ag Recovery Will Support Future Earnings Momentum
Analysts have made a small downward reset to the model driven price target for Deere, trimming it by about $2 to $663.51. A slightly higher discount rate offsets broadly supportive views around stronger Q1 results, healthier Large Ag orders, and improving trends in construction and small ag and turf.Aggiornamento della narrazione • Mar 08
DE: Construction Strength And Large Ag Recovery Will Support Future Earnings Momentum
We are nudging our fair value estimate for Deere up from $630 to about $666 per share, reflecting analysts' higher price targets following a strong Q1 beat, healthier Large Ag order trends, and better support from Construction and Small Ag/Turf, even as views differ on how much of the next cycle is already priced in. Analyst Commentary Street research after Deere's Q1 report reflects a mix of enthusiasm about execution and caution around how much optimism is already embedded in the share price.
Nuova narrazione • Mar 07
Construction Tailwinds And Equipment Pricing Power Will Eventually Fade For This Machinery Giant
Catalysts About Deere Deere & Company designs, manufactures and finances agricultural, construction and forestry equipment for customers globally. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Feb 22
DE: Q1 Beat And Construction Strength Will Support Earnings Recovery As Cycle Bottoms
Analysts have raised their implied fair value estimate for Deere from about $527 to about $630, citing stronger than expected Q1 results, an improved margin outlook, and higher long-term earnings power. This view is reflected in a slightly lower discount rate, steadier revenue expectations, and a similar future P/E multiple.
Nuova narrazione • Feb 21
Long Term Construction Upswing And Aging Farm Fleets Will Support A Stronger Outlook
Catalysts About Deere Deere manufactures equipment and technology for agriculture, construction, forestry and related financial services. What are the underlying business or industry changes driving this perspective?Articolo di analisi • Jan 07
Shareholders Should Be Pleased With Deere & Company's (NYSE:DE) Price
Deere & Company's ( NYSE:DE ) price-to-earnings (or "P/E") ratio of 26.1x might make it look like a sell right now...Aggiornamento della narrazione • Dec 23
DE: Precision Ag Subscriptions Will Support Earnings Recovery As Downturn Nears Trough
Analysts have nudged our fair value estimate for Deere modestly higher by about $1.50 per share to roughly $527, reflecting increased confidence that Precision Ag subscription growth and a maturing earnings downturn will support steadier profitability despite a still mixed cyclical backdrop. Analyst Commentary Recent Street commentary on Deere underscores a constructive long term outlook supported by Precision Ag adoption and technology driven differentiation, tempered by caution around near term cyclical headwinds and used equipment dynamics.Aggiornamento della narrazione • Dec 09
DE: Precision Ag Subscriptions Will Drive Future Earnings Recovery Despite Cyclical Headwinds
Analysts have modestly raised their price target on Deere to approximately $540 from about $535, reflecting increased confidence in the long term earnings power from its expanding Precision Ag subscription base and data enabled ecosystem, even as they acknowledge a near term cyclical downturn and a mixed demand backdrop. Analyst Commentary Recent Street research on Deere reflects a generally constructive stance on the shares, with analysts emphasizing the company’s growing Precision Ag subscription base, data driven offerings, and potential earnings recovery as key drivers of long term value, even as they flag near term cyclical and inventory related risks.Articolo di analisi • Dec 07
Deere (NYSE:DE) Is Paying Out A Dividend Of $1.62
The board of Deere & Company ( NYSE:DE ) has announced that it will pay a dividend on the 9th of February, with...Aggiornamento della narrazione • Nov 25
DE: Technology-Driven Offerings Will Aid Earnings Recovery Amid Steel Tariff Headwinds
Deere's analyst price target was modestly increased to $525.78 from $525.40, reflecting analysts' expectations for ongoing growth in Precision Ag adoption, technology-driven profitability, and constructive long-term fundamentals. This outlook remains despite mixed cyclical indicators and tariff headwinds.Aggiornamento della narrazione • Nov 08
DE: Technology Ecosystem Will Drive Earnings Recovery After Tariff Headwinds
Deere’s analyst price target increased slightly by $0.45 to $525.40. Analysts cite improving revenue growth, embedded technology advantages, and expectations for an earnings recovery in 2027 that are starting to be reflected in forecasts.Aggiornamento della narrazione • Oct 24
Precision Farming Advances Will Drive Cycle Recovery Despite Headwinds
Deere's analyst price target was revised slightly lower to approximately $524.95. This modest decrease reflects analysts' cautious outlook on near-term agriculture fundamentals, tariff impacts, and expectations for a longer earnings recovery cycle, balanced by ongoing innovation and the company's strong market position.Aggiornamento della narrazione • Oct 10
Precision Agriculture And Automation Will Boost Global Reach
Deere's analyst price target has been modestly reduced to approximately $525 from $533. Analysts cite updated tariff headwinds, along with softening revenue growth and profit margin projections, in their revised outlooks.Aggiornamento della narrazione • Sep 04
Precision Agriculture And Automation Will Boost Global Reach
Analysts cite increased steel and aluminum tariffs as a margin headwind and lingering weak global ag demand, but also highlight Deere’s strong Q3 Small Ag performance, lower dealer inventories, and an expected cyclical earnings upturn in FY26, resulting in no change to the consensus price target at $534.61. Analyst Commentary Bearish analysts lowered price targets to reflect updated Section 232 tariffs, which significantly increase the cost of steel and aluminum content in imported products, posing a headwind to margins and earnings.Articolo di analisi • Jun 25
Deere (NYSE:DE) Takes On Some Risk With Its Use Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Jun 12
Investors Interested In Deere & Company's (NYSE:DE) Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Articolo di analisi • May 29
Is Now An Opportune Moment To Examine Deere & Company (NYSE:DE)?
Deere & Company ( NYSE:DE ) received a lot of attention from a substantial price increase on the NYSE over the last few...Seeking Alpha • Mar 21
Deere: What Turnaround? (Technical Analysis)
Summary Deere's technicals are currently mixed, with the chart and moving averages favouring an upside breakout while the indicators show that the top is likely in for the stock. Most recent earnings show weak financials, with revenue and EPS growth hitting three-year lows. Guidance shows that net income declines may moderate modestly in 2025. The valuation has gotten ahead of itself, as expansion in the P/S and P/E ratios are unjustified by the fundamentals of the business. Therefore, I initiate DE stock at a sell rating on technical uncertainty and fundamental unattractiveness. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Is Deere Still Cheap?
Summary Deere's Q1 earnings served to reaffirm the investment thesis despite the "worrying" headline numbers. There are certain things to be optimistic about regarding the future of the company. I discuss these in the article. I believe Deere's stock remains attractive despite hovering at all-time highs. I explain why my base case scenario yields a 16% 6-year IRR. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Deere's Q1 Earnings: Why Investors Want 'Bad News'
Summary Deere & Company's stock is currently expensive with a high forward P/E of 24, but investor optimism is driven by an expected gradual recovery through 2025. Deere's earnings report is crucial, especially regarding inventory management and production hours, as competitors face significant declines and market downturns. Despite a weak 2025 outlook, Deere's strong market position and technology in precision agriculture and autonomous solutions offer long-term potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
As Cyclical Pressures And Strategic Shifts Emerge, I'm Bearish On Deere & Company
Summary Deere & Company faces near-term challenges due to declining commodity prices, tightening financial conditions, and reduced demand, prompting a sell rating. The latest earnings report shows a significant drop in net income, reflecting broader market and economic uncertainties impacting farm equipment investments. Current valuations appear overly optimistic, with DCF calculations indicating shares are approaching fair value, posing downside risk amid potential economic downturns. Despite Deere's focus on precision agriculture and automation, its high P/E ratio compared to peers suggests vulnerability if market conditions worsen. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
Deere: Strong Buy At The Ag Cycle Nadir
Summary Deere is a strong buy with a conservative upside target of $600, driven by structural profitability improvements and a turn in the agricultural cycle. Historically, the best buying opportunities for DE shares occur when corn and soybean prices are low, as the agricultural cycle inevitably turns higher. DE's investment in new technologies and rapid response to industry downturns have improved profit margins, justifying higher valuations through the next agricultural cycle. Despite current weak fundamentals, improving supply/demand balance for key crops and a rising Farm Capital Investment Index suggest the worst may be over for DE's core markets. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
Deere: Another Challenging Year Ahead (Rating Downgrade)
Summary Deere's share price continues to disappoint in relative terms to the broader equity market. After yet another year of underperformance, the outlook for 2025 appears bleak. Deere's share price remains elevated once we consider margins, demand outlook, commodity prices and last but not least - the dividend. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Deere: Conservative Market Expectations As It Sows The Seeds Of Recovery
Summary Deere faces sales declines due to weak crop prices, but strong margin protection and operational excellence support a 'Buy' rating. Despite a challenging 2025 outlook, DE's structural improvements and cash flow generation position it well for a potential market rebound. Long-term growth prospects are bolstered by precision agriculture technologies and potential benefits from infrastructure investments. Current valuation appears attractive, suggesting investors are paying a relatively cheap multiple for a business likely to outperform conservative analyst estimates. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
Is The Market Waking Up To Deere?
Summary Deere & Company reported good results last week, to which the market reacted positively. The stock is currently hovering around all-time highs. The company is still going through a downcycle, but there's no denying it's becoming a structurally better business. We go over the valuation to show that Deere might be trading at a reasonable valuation despite the recent run. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Deere: Sell It On Q4 Earnings Bounce, Buy It Back Later
Summary Deere is the undisputed market leader among tractor and farming equipment manufacturers. This year, the whole industry faced many challenges and was expected to report weak earnings. However, after a weak report, John Deere's shares are rising close to ATHs. I see this as an opportunity to sell. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Deere guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 01 Feb 26 | 46,731 | 4,814 | 3,706 | 2,339 |
| 02 Nov 25 | 45,628 | 5,027 | 3,700 | 2,311 |
| 27 Jul 25 | 44,250 | 5,207 | 3,617 | 2,250 |
| 27 Apr 25 | 45,384 | 5,652 | 3,582 | 2,234 |
| 26 Jan 25 | 47,855 | 6,218 | 3,626 | 2,250 |
| 27 Oct 24 | 51,532 | 7,100 | 3,702 | 2,257 |
| 28 Jul 24 | 55,955 | 8,224 | 3,765 | 2,244 |
| 28 Apr 24 | 58,604 | 9,468 | 3,764 | 2,232 |
| 28 Jan 24 | 60,755 | 9,958 | 3,522 | 2,215 |
| 29 Oct 23 | 61,222 | 10,166 | 3,428 | 2,177 |
| 30 Jul 23 | 61,361 | 10,043 | 3,205 | 2,147 |
| 30 Apr 23 | 59,662 | 8,949 | 3,099 | 2,100 |
| 29 Jan 23 | 55,646 | 8,187 | 3,089 | 2,005 |
| 30 Oct 22 | 52,563 | 7,131 | 2,964 | 1,912 |
| 31 Jul 22 | 48,354 | 6,168 | 3,005 | 1,786 |
| 01 May 22 | 45,752 | 5,951 | 2,902 | 1,699 |
| 30 Jan 22 | 44,440 | 5,642 | 2,882 | 1,623 |
| 31 Oct 21 | 43,983 | 5,963 | 2,879 | 1,587 |
| 01 Aug 21 | 42,375 | 5,438 | 2,886 | 1,544 |
| 02 May 21 | 39,800 | 4,582 | 2,797 | 1,519 |
| 31 Jan 21 | 36,995 | 3,458 | 2,763 | 1,546 |
| 01 Nov 20 | 35,514 | 2,751 | 2,732 | 1,589 |
| 02 Aug 20 | 35,687 | 2,714 | 2,752 | 1,669 |
| 03 May 20 | 36,796 | 2,802 | 2,891 | 1,731 |
| 02 Feb 20 | 38,880 | 3,272 | 2,986 | 1,784 |
| 03 Nov 19 | 39,233 | 3,253 | 2,999 | 1,782 |
| 28 Jul 19 | 38,731 | 3,316 | 2,928 | 1,765 |
| 28 Apr 19 | 39,005 | 3,327 | 2,946 | 1,750 |
| 27 Jan 19 | 38,389 | 3,401 | 2,951 | 1,708 |
| 28 Oct 18 | 37,318 | 2,368 | 2,897 | 1,658 |
| 29 Jul 18 | 35,567 | 2,094 | 2,817 | 1,570 |
| 29 Apr 18 | 32,971 | 1,825 | 2,693 | 1,491 |
| 28 Jan 18 | 30,360 | 1,425 | 2,538 | 1,401 |
| 29 Oct 17 | 29,071 | 2,159 | 2,494 | 1,357 |
| 30 Jul 17 | 27,874 | 1,934 | 2,449 | 1,360 |
| 30 Apr 17 | 26,884 | 1,781 | 2,376 | 1,362 |
| 29 Jan 17 | 26,757 | 1,468 | 2,320 | 1,382 |
| 30 Oct 16 | 26,549 | 1,523 | 2,275 | 1,394 |
| 31 Jul 16 | 26,804 | 1,589 | 2,236 | 1,407 |
| 01 May 16 | 27,671 | 1,612 | 2,296 | 1,415 |
| 31 Jan 16 | 27,816 | 1,807 | 2,327 | 1,411 |
| 01 Nov 15 | 28,781 | 1,939 | 2,386 | 1,425 |
| 31 Jul 15 | 31,046 | 2,237 | 2,504 | 1,433 |
Guadagni di qualità: DE ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di DE (10.3%) sono inferiori rispetto allo scorso anno (13%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di DE sono cresciuti del 3.2% all'anno negli ultimi 5 anni.
Accelerare la crescita: DE ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: DE ha avuto una crescita negativa degli utili ( -22.1% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Machinery ( 1.6% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 18.2% ) di DE è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 04:23 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/02/01 |
| Utili annuali | 2025/11/02 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Deere & Company è coperta da 50 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Eade | Argus Research Company |
| Mircea Dobre | Baird |
| Andrew Kaplowitz | Barclays |