AGCO Corporation

NYSE:AGCO 株式レポート

時価総額:US$8.1b

AGCO マネジメント

マネジメント 基準チェック /34

AGCOの CEO はEric Hansotiaで、 Jan2021年に任命され、 の在任期間は 5.42年です。 の年間総報酬は$ 19.66Mで、 7.1%給与と92.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.32%を直接所有しており、その価値は$ 26.00M 。経営陣と取締役会の平均在任期間はそれぞれ5.4年と5.4年です。

主要情報

Eric Hansotia

最高経営責任者

US$19.7m

報酬総額

CEO給与比率7.12%
CEO在任期間5.4yrs
CEOの所有権0.3%
経営陣の平均在職期間5.4yrs
取締役会の平均在任期間5.4yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 03

AGCO: Tariff Relief And Mixed Regional Trends Will Likely Cap Future Upside

Analysts have nudged the fair value estimate for AGCO up from $102.00 to $105.00, pointing to updated tariff relief that supports earnings potential for agricultural equipment makers, and also reflecting revised assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research around AGCO is mixed, with some analysts highlighting tariff relief as a modest earnings tailwind while others are leaning more cautious on the stock's risk and reward trade off.
分析記事 May 13

AGCO's (NYSE:AGCO) Earnings Seem To Be Promising

The market seemed underwhelmed by last week's earnings announcement from AGCO Corporation ( NYSE:AGCO ) despite the...
ナラティブの更新 May 02

AGCO: Rising Expectations On Execution Will Likely Cap Future Share Upside

The analyst price target for AGCO has been revised from $93.99 to $102.00 as analysts factor in updated assumptions on revenue growth, profit margin, and future P/E following a series of recent price target increases across the Street. Analyst Commentary Recent Street research on AGCO has centered on a series of price target adjustments, with most activity tied to updated assumptions for revenue, margins, and the P/E that analysts are comfortable using.
Seeking Alpha Apr 26

AGCO Corporation: Strong Execution Isn't Enough For A Bull Case Yet (Rating Upgrade)

Summary AGCO Corporation is upgraded from 'sell' to 'hold' as management demonstrates resilience amid deteriorating agricultural market conditions. Despite industry headwinds, AGCO's Q4 2025 saw revenue and adjusted profits rise, with strong performance in Europe and the Middle East. Management guides for 2026 sales of $10.4–$10.7 billion and adjusted EPS of $5.50–$6, reflecting cautious optimism and ongoing innovation. AGCO trades at reasonable valuations, particularly on EV/EBITDA, but industry risks and regional weaknesses warrant a neutral stance. Read the full article on Seeking Alpha
ナラティブの更新 Apr 17

AGCO: Margin Risk Debate Will Spotlight 2026 Earnings Power Outlook

AGCO's analyst price target has been reset to $152.00. The tweak in supporting assumptions reflects a mix of recent target increases across several firms, fresh caution around margin risk, and a new bearish call from one broker.
ナラティブの更新 Apr 03

AGCO: Rising Street Confidence Will Highlight Updated Earnings Power Outlook

Analysts have lifted their price targets on AGCO by increments ranging from $4 to $18, reflecting updated views that incorporate modestly higher revenue growth, slightly firmer profit margin assumptions, and a marginally lower discount rate, while leaving long term fair value estimates largely unchanged. Analyst Commentary Recent research points to a consistent tilt toward higher valuation targets for AGCO, with several bullish analysts revising their models to reflect updated assumptions on revenue, margins, and discount rates.
ナラティブの更新 Mar 20

AGCO: Higher Street Expectations Will Highlight Updated Earnings Power Outlook

Analysts recently lifted the price target on AGCO to $152, reflecting updated assumptions around higher revenue growth, a slightly different discount rate, and modestly adjusted profit margin and future P/E expectations. Analyst Commentary Recent Street research around AGCO has centered on a cluster of price target increases, signalling a constructive tone from several bullish analysts even as some research highlights potential margin risk tied to Europe tariffs.
ナラティブの更新 Mar 06

AGCO: Future Precision Equipment Demand Will Test Europe Tariff Margin Resilience

AGCO's updated analyst price target has increased by a mid-teens dollar amount, as analysts point to modest tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions to support their refreshed views. Analyst Commentary Recent research on AGCO clusters around updated price targets and refreshed assumptions, with most analysts fine tuning their models rather than completely rethinking the story.
ナラティブの更新 Feb 19

AGCO: Mid Cycle Outlook Balances Precision Aftermarket Strength With Europe Tariff Margin Risks

The analyst price target for AGCO has been raised from about $118.50 to roughly $128.57, as analysts factor in updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples highlighted in recent research updates. Analyst Commentary Recent research updates show a cluster of upward price target revisions on AGCO, alongside at least one cautionary view around potential margin headwinds.
分析記事 Feb 05

AGCO (NYSE:AGCO) Is Due To Pay A Dividend Of $0.29

AGCO Corporation ( NYSE:AGCO ) has announced that it will pay a dividend of $0.29 per share on the 16th of March...
ナラティブの更新 Feb 05

AGCO: Precision Agriculture Aftermarket And Tariff Risks Will Shape Mid Cycle Outlook

Analysts have nudged their price targets on AGCO higher into a tighter $114 to $120 range, citing a mix of support for the aftermarket and precision agriculture story, along with fresh tariff related margin concerns in Europe. Analyst Commentary Recent research on AGCO centers on a mid range view, with analysts weighing the appeal of its aftermarket and precision agriculture focus against fresh questions on European tariff exposure and where the stock sits in the machinery cycle.
ナラティブの更新 Jan 22

AGCO: Precision Agriculture Aftermarket Will Support Margins While Tariff Risks Persist

Analysts have trimmed their AGCO fair value estimate by about $1 to $118.50, reflecting slightly lower assumed revenue growth and P/E expectations, while still seeing support from the company's precision agriculture positioning and recent price target increases from several firms. Analyst Commentary Bullish Takeaways Bullish analysts have raised AGCO price targets into the US$114 to US$120 range, which indicates they see the current P/E as reasonable relative to the company’s earnings profile.
分析記事 Jan 19

AGCO (NYSE:AGCO) Has Affirmed Its Dividend Of $0.29

The board of AGCO Corporation ( NYSE:AGCO ) has announced that it will pay a dividend on the 16th of March, with...
ナラティブの更新 Jan 07

AGCO: Mid-Cycle Focus On Precision Aftermarket Will Likely Limit Share Upside

Narrative Update The analyst price target for AGCO has been adjusted to a range of $114 to $116, with analysts pointing to the company's aftermarket precision agriculture focus, improving machinery inventories, and a balanced mid cycle valuation profile as key drivers for their updated view. Analyst Commentary Recent research coverage on AGCO centers on a neutral stance, with analysts flagging both the appeal of its aftermarket precision agriculture focus and several reasons to stay cautious at current levels.
分析記事 Jan 05

What Is AGCO Corporation's (NYSE:AGCO) Share Price Doing?

While AGCO Corporation ( NYSE:AGCO ) might not have the largest market cap around , it saw significant share price...
ナラティブの更新 Dec 24

AGCO: Mid-Cycle Positioning Will Likely Cap Upside Despite Improving Inventories

Analysts have nudged their fair value target for AGCO higher from $84 to about $94, supported by a more constructive view on revenue growth, improving inventory dynamics in agricultural machinery, and a preference for the company’s aftermarket precision agriculture positioning, even as they maintain a balanced and mid-cycle stance on the shares. Analyst Commentary Recent Street commentary on AGCO highlights a more nuanced tone beneath the headline price target increases.
分析記事 Dec 21

Does AGCO (NYSE:AGCO) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Dec 10

AGCO: Aftermarket Precision Agriculture Will Drive Upside As Sector Inventories Normalize

Analysts have made a modest downward revision to their AGCO price target, trimming it by approximately $0.30 to about $119.60. They are balancing optimism around the company’s aftermarket precision agriculture strategy and improving agriculture inventories with a preference for other machinery names at this point in the cycle.
ナラティブの更新 Nov 25

AGCO: Improving Sector Inventories Will Support Performance Despite Tariff Risks Ahead

AGCO's analyst price target has seen a marginal increase of less than $1 to approximately $119.86. Analysts cite improved agriculture inventories and stabilization in sector expectations, despite persisting tariff-related risks.
ナラティブの更新 Nov 11

AGCO: Improving Machinery Inventories Will Support Execution Despite Tariff Headwinds

AGCO's fair value estimate has decreased slightly from $121.62 to $119.77 per share as analysts adjust price targets in response to updated sector tariffs and evolving industry conditions. Analyst Commentary Recent street research presents a balanced outlook for AGCO, highlighting both potential upside and significant challenges in the face of evolving industry dynamics and trade policies.
ナラティブの更新 Oct 28

Tariff Pressures And Digital Focus Will Transform Agriculture By 2026

Analysts have modestly adjusted AGCO's fair value target downward to $121.62 from $121.85, citing industry headwinds such as updated tariffs and tempered growth expectations. Analyst Commentary Recent research updates on AGCO reflect both optimism and caution among Street analysts, as they assess the company in light of broader industry developments, including shifting tariffs and evolving growth prospects.
ナラティブの更新 Oct 13

Premium Brands And Digital Solutions Will Reshape Agriculture

AGCO's analyst price target was decreased by $2 to $135, as analysts adjusted estimates to account for the impact of recently expanded steel and aluminum tariffs on agricultural equipment makers. Analyst Commentary Analysts have recently weighed in on AGCO’s stock, reevaluating their positions in light of evolving policy and market conditions.
分析記事 Sep 08

Fewer Investors Than Expected Jumping On AGCO Corporation (NYSE:AGCO)

AGCO Corporation's ( NYSE:AGCO ) price-to-sales (or "P/S") ratio of 0.8x might make it look like a buy right now...
分析記事 Aug 15

AGCO (NYSE:AGCO) Is Due To Pay A Dividend Of $0.29

The board of AGCO Corporation ( NYSE:AGCO ) has announced that it will pay a dividend on the 15th of September, with...
分析記事 Aug 08

We Think You Can Look Beyond AGCO's (NYSE:AGCO) Lackluster Earnings

NYSE:AGCO 1 Year Share Price vs Fair Value Explore AGCO's Fair Values from the Community and select yours AGCO...
分析記事 Jul 31

AGCO (NYSE:AGCO) Is Paying Out A Dividend Of $0.29

The board of AGCO Corporation ( NYSE:AGCO ) has announced that it will pay a dividend on the 15th of September, with...
分析記事 Jul 15

AGCO (NYSE:AGCO) Has Announced A Dividend Of $0.29

AGCO Corporation's ( NYSE:AGCO ) investors are due to receive a payment of $0.29 per share on 15th of September. This...
分析記事 Jul 13

Does AGCO (NYSE:AGCO) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Feb 14

AGCO's 2025 Outlook: Is A Turnaround On The Horizon?

Summary AGCO recently reported Q4 and FY24 earnings. While it was given for granted that last year's performance would have been poor, all eyes were on the 2025 outlook AGCO released. In this article, we analyze what should be down the road for the owner of the Fendt brand and what the current valuation of the stock suggests. Read the full article on Seeking Alpha

CEO報酬分析

AGCO の収益と比較して、Eric Hansotia の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$771m

Dec 31 2025US$20mUS$1m

US$727m

Sep 30 2025n/an/a

US$375m

Jun 30 2025n/an/a

US$100m

Mar 31 2025n/an/a

-US$582m

Dec 31 2024US$15mUS$1m

-US$425m

Sep 30 2024n/an/a

US$170m

Jun 30 2024n/an/a

US$421m

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$17mUS$1m

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$970m

Dec 31 2022US$13mUS$1m

US$890m

Sep 30 2022n/an/a

US$850m

Jun 30 2022n/an/a

US$793m

Mar 31 2022n/an/a

US$898m

Dec 31 2021US$11mUS$1m

US$897m

Sep 30 2021n/an/a

US$750m

Jun 30 2021n/an/a

US$726m

Mar 31 2021n/an/a

US$513m

Dec 31 2020US$4mUS$727k

US$427m

Sep 30 2020n/an/a

US$203m

Jun 30 2020n/an/a

US$54m

Mar 31 2020n/an/a

US$125m

Dec 31 2019US$4mUS$711k

US$125m

報酬と市場: Ericの 総報酬 ($USD 19.66M ) は、 US市場 ($USD 8.38M ) の同規模の企業の平均を上回っています。

報酬と収益: Ericの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Eric Hansotia (57 yo)

5.4yrs
在職期間
US$19,657,541
報酬

Mr. Eric P. Hansotia has been Independent Director at The Toro Company since March 15, 2022. Mr. Hansotia has been Chairman, President and Chief Executive Officer at AGCO Corporation since January 1, 2021...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Eric Hansotia
Chairman5.4yrsUS$19.66m0.32%
$ 26.0m
Damon Audia
Senior VP & CFO3.9yrsUS$5.09m0.037%
$ 3.0m
Luis Fernando Felli
Senior VP7.4yrsUS$2.30m0.019%
$ 1.5m
Torsten Dehner
Senior VP6.4yrsUS$2.94m0.054%
$ 4.4m
Timothy Millwood
Senior VP & Chief Supply Chain Officer3.8yrsUS$2.33m0.0085%
$ 692.3k
Indira Agarwal
VP & Chief Accounting Officer2yrsデータなし0.0042%
$ 340.5k
Jena Holtberg-Benge
Senior VPless than a yearデータなしデータなし
Greg Peterson
Vice President of Investor Relationsno dataデータなしデータなし
Roger Batkin
Senior VP13yrsデータなしデータなし
Ivory Harris-Brown
Senior VP & Chief Human Resources Officer5.1yrsデータなし0.014%
$ 1.2m
Stefan Caspari
Senior Vice President of Customer Success & North America AG6.4yrsデータなし0.035%
$ 2.9m
Kelvin Bennett
Senior Vice President of Engineering5.4yrsデータなし0.017%
$ 1.4m
5.4yrs
平均在職期間
55.5yo
平均年齢

経験豊富な経営陣: AGCOの経営陣は経験豊富で経験豊富です(平均在職期間は5.4年)。


取締役

名称ポジション在職期間報酬所有権
Eric Hansotia
Chairman5.7yrsUS$19.66m0.32%
$ 26.0m
Michael Arnold
Independent Director12.7yrsUS$377.50k0.034%
$ 2.7m
James Collins
Independent Directorless than a yearデータなし0.0023%
$ 188.2k
Suzanne Clark
Independent Director9.2yrsUS$334.61k0.020%
$ 1.6m
Sondra Barbour
Independent Director7.2yrsUS$348.68k0.018%
$ 1.5m
David Sagehorn
Independent Director4.3yrsUS$337.96k0.011%
$ 904.1k
Niels Porksen
Independent Director4.7yrsUS$330.30k0.0088%
$ 716.8k
Bob De Lange
Lead Director5.4yrsUS$335.00k0.024%
$ 2.0m
Zhanna Golodryga
Independent Director1.2yrsUS$286.25k0.0053%
$ 430.9k
5.4yrs
平均在職期間
63yo
平均年齢

経験豊富なボード: AGCOの 取締役会経験豊富 であると考えられます ( 5.4年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/15 15:19
終値2026/06/15 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AGCO Corporation 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31

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