AGCO Corporation

NYSE:AGCO 株式レポート

時価総額：US$8.2b

AGCO 過去の業績

過去 基準チェック /26

AGCOの収益は年間平均-17.5%の割合で減少していますが、 Machinery業界の収益は年間 増加しています。収益は年間8.3% 0.2%割合で 減少しています。 AGCOの自己資本利益率は16.6%であり、純利益率は7.4%です。

主要情報

-17.55%

収益成長率

-17.36%

EPS成長率

Machinery 業界の成長8.77%
収益成長率-0.19%
株主資本利益率16.61%
ネット・マージン7.43%
前回の決算情報31 Mar 2026

最近の業績更新

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...

Recent updates

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

収支内訳

AGCO の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:AGCO 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2610,3747711,333504
31 Dec 2510,0827271,321488
30 Sep 2510,0493751,326460
30 Jun 2510,1721001,328458
31 Mar 2510,784-5821,380478
31 Dec 2411,662-4251,404493
30 Sep 2412,5751701,486541
30 Jun 2413,4324211,497559
31 Mar 2414,0081,1071,468560
31 Dec 2314,4121,1711,450549
30 Sep 2314,5111,1551,374530
30 Jun 2314,1771,1121,304495
31 Mar 2313,2999701,257464
31 Dec 2212,6518901,197444
30 Sep 2211,9088501,156422
30 Jun 2211,5117931,134410
31 Mar 2211,4458981,103410
31 Dec 2111,1388971,088406
30 Sep 2110,7007501,093396
30 Jun 2110,4737261,086385
31 Mar 219,6005131,033354
31 Dec 209,1504271,023343
30 Sep 208,9462031,012332
30 Jun 208,558541,001332
31 Mar 208,9741251,043344
31 Dec 199,0411251,057343
30 Sep 199,1203121,055342
30 Jun 199,2253761,069343
31 Mar 199,3403261,080349
31 Dec 189,3522861,079355
30 Sep 189,2872311,078361
30 Jun 189,0592211,050357
31 Mar 188,6862211,012341
31 Dec 178,307186971323
30 Sep 177,873204918312
30 Jun 177,648183898298
31 Mar 177,479142880298
31 Dec 167,411160867298
30 Sep 167,276160866286
30 Jun 167,250187857290
31 Mar 167,324244853285
31 Dec 157,467266852282
30 Sep 157,994282875295
30 Jun 158,412280891303

質の高い収益: AGCOは 高品質の収益 を持っています。

利益率の向上: AGCO過去に利益を上げました。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: AGCOの収益は過去 5 年間で年間17.5%減少しました。

成長の加速: AGCOは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。

収益対業界: AGCO昨年収益を上げたため、昨年の収益成長をMachinery業界 ( 2.1% ) と比較することは困難です。

株主資本利益率

高いROE: AGCOの 自己資本利益率 ( 16.6% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/29 04:06
終値2026/05/29 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やYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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。35

アナリスト機関
Mircea DobreBaird
Adam SeidenBarclays
Andrew KaplowitzBarclays