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From DE earnings calls
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14:00
May 21 ◎
Brent Norwood DE Q2 FY26 call
Though the ag cycle is at its bottom, management expects 2026 to be the trough with a recovery in 2027, supported by inventory reductions and fleet aging. Strong performance in construction and small ag segments offsets weakness in large ag.
DE
HIGH
15:00
Feb 19 ◎
Josh Jepson DE Q1 FY26 call
Management raised full-year EPS and segment guidance due to better-than-expected execution and signs of market stabilization, increasing confidence in bottoming out the cycle.
DE
HIGH
15:00
Nov 26 ◎
Josh Jepson DE Q4 FY25 call
Management guides 2026 with continued North American large ag declines (down 15-20%) and a $1.2B tariff headwind, framing 2026 as the trough with lean production and low margins in Q1.
DE
HIGH

About DE Analyst Coverage

Buzzberg tracks DE (Deere & Company) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: Brent Norwood, Josh Jepson.