Deere & Company is experiencing a cyclical revenue recovery, with the most recent quarter showing 7.0% year-over-year growth after a period of severe contraction, suggesting a potential trough in the agricultural equipment cycle. However, this recovery is acco...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has turned positive at 7.0% in the latest quarter, but operating margin remains volatile, ranging from 15.7% to 24.8% over the past ten quarters, indicating significant sensitivity to cyclical demand swings.
Deere is entering FY2025 at a cyclical trough, with 2026 expected to be the bottom of the current agricultural cycle, leading to improved demand.
The company's emphasis on precision agriculture and technology is projected to enhance higher-margin products and recurring revenue.
Deere has shown margin resilience and consistent earnings beats, returning significant capital to shareholders through dividends and buybacks.
Deere's business is cyclical, closely tied to farm income and crop prices, with historical drawdowns during market shocks.
Some analysts highlight a 'lofty P/E' ratio, raising concerns about potential profit-taking after recent stock rallies.
Resurgent inflation could lead to interest rate hikes, increasing risk aversion and negatively impacting equities.
Trailing total returns as of 10/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 20, 2026 | $5.10+8.7% vs $4.69 | $12.6B+16.6% vs $10.8B |
Q2 2026 May 21, 2026 | $6.55+14.9% vs $5.70 | $11.8B+2.0% vs $11.6B |
Q1 2026 Feb 19, 2026 | $2.42+19.8% vs $2.02 | $8.0B+5.4% vs $7.6B |
Q4 2025 Nov 26, 2025 | $3.93+2.3% vs $3.84 | $12.1B+23.0% vs $9.8B |
Axxcess Wealth Management LLC trimmed its stake in Deere and Company (NYSE: DE) by 19.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 7,368 shares of the industrial products company's stock after selling 1,790 shares during the quarter. Axxcess Wealth
Investors with an interest in Manufacturing - Farm Equipment stocks have likely encountered both Kubota Corp. (KUBTY) and Deere (DE). But which of these two companies is the best option for those looking for undervalued stocks?
Weybosset Research and Management LLC trimmed its position in shares of Deere and Company (NYSE: DE) by 2.1% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 45,057 shares of the industrial products company's stock after selling
Banque Pictet and Cie SA raised its position in shares of Deere and Company (NYSE: DE) by 1.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 78,879 shares of the industrial products company's stock after buying an additional 900 shares during
Benchmark DE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Deere & Company (DE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $643.62 | $173.74B | 34.79 | -11.59% | 11.25% | 20.55% | 0.98% | |
| $11.58 | $14.36B | 28.24 | -8.78% | 1.71% | 3.97% | — | |
| $106.17 | $7.69B | 10.89 | -13.55% | 5.15% | 11.64% | — | |
| $704.05 | $324.31B | 37.39 | 4.29% | 14.5% | 54.14% | — | |
| $22.99 | $535.72M | -9.66 | -10.18% | -2.46% | -9.8% | — | |
| $111.99 | $1.14B | 16.52 | 11.41% | 8.79% | 10.73% | — |
Deere & Company (DE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Deere & Company (DE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 20, 2026·SEC
May 21, 2026·SEC
May 1, 2026·SEC
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Deere & Company (DE) stock FAQ — growth, dividends, profitability & financials explained
Deere & Company (DE) reported $47.68B in revenue for fiscal year 2025. This represents a 331% increase from $11.06B in 1996.
Deere & Company (DE) saw revenue decline by 11.6% over the past year.
Yes, Deere & Company (DE) is profitable, generating $4.87B in net income for fiscal year 2025 (11.3% net margin).
Yes, Deere & Company (DE) pays a dividend with a yield of 0.98%. This makes it attractive for income-focused investors.
Deere & Company (DE) has a return on equity (ROE) of 20.5%. This is excellent, indicating efficient use of shareholder capital.
Deere & Company (DE) generated $3.87B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
