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Deere Narrows Profit Outlook as Farm Recovery Seen in 2027
Deere & Co. narrowed its annual profit outlook as a stabilizing agriculture sector points to a more pronounced rebound next year for farm machinery. The company estimated net income for the fiscal year between $4.75 billion and $5 billion, compared with its previous outlook for $4.5 billion to $5 billion. Chief Executive Officer John May said 2026 will mark the bottom of the current ag equipment cycle, citing early order program trends, improving used-equipment inventories, and increasing customer adoption of advanced technologies. The outlook follows mixed signals from rivals, with CNH Industrial raising its annual outlook and AGCO trimming its estimates.
Bloomberg·6dRead more ▾
CNH▼
Deere set to report Q3 with cautious setup
Deere & Company is set to report fiscal third-quarter results on August 20, with investors expecting non-GAAP EPS of $4.67 and revenue of $10.74B. Analysts have made 18 downward EPS revisions and only five upward revenue revisions over the past three months, though Deere has beaten EPS and revenue estimates in seven of the past eight quarters. Seeking Alpha analyst Luca Socci said the stock has moved ahead of fundamentals as investors price in an agricultural recovery that has yet to appear in industry data. Recent results from CNH Industrial and AGCO pointed to soft North American demand, margin pressure, and possible pricing aggression, creating risks for Deere’s Production & Precision Agriculture business. In the second quarter, Production & Precision Agriculture sales fell 14% to $4.50B, while Construction & Forestry sales jumped 29% to $3.79B and Small Ag & Turf sales rose 16% to $3.49B. Management maintained fiscal 2026 net income guidance of $4.50B to $5.00B and cut its South American ag outlook to a 15% decline, mainly because of weaker conditions in Brazil.
Seeking Alpha·7dRead more ▾
CNH▼
CNH Industrial Shares Fall 5.6% After Q2 Net Income Drops to $138 Million
CNH Industrial N.V. reported second-quarter 2026 results with sales of US$4,143 million and revenue of US$4,803 million, while net income from continuing operations decreased to US$138 million compared with the prior year. Despite slightly higher sales and revenue, the drop in net income and earnings per share highlights pressure on profitability even as CNH continues to push precision agriculture technologies and manage leadership transitions. The company also announced that long-time CTO Jay Schroeder will retire, with precision ag veteran Eric Shuman stepping into the role, making execution under new technology leadership a key focus. Rising inventories and weak North American agricultural demand remain risks that could further strain margins.
Simply Wall St·23dRead more ▾
CNH▲
CNA Financial, CNH Industrial, Atkore beat earnings estimates while Marriott misses on revenue
Several companies reported quarterly results on August 4, 2026. CNA Financial shares rose 2.1% after second-quarter adjusted earnings of $1.19 per share beat the Zacks Consensus Estimate of $1.04 per share. CNH Industrial surged 5.4% as second-quarter adjusted earnings of $0.13 per share topped the estimate of $0.11 per share. Atkore soared 28.2% after third-quarter fiscal 2026 adjusted earnings of $1.92 per share exceeded the estimate of $1.47 per share. Marriott International tumbled 7% after second-quarter revenues of $7,071 million missed the estimate of $7,259.84 million.
Zacks Investment Research·23dRead more ▾
CNH Industrial Stock Surges 12% After Strong Q2 Results and Upgraded Guidance
CNH Industrial shares jumped 12% on Monday after the company reported second-quarter earnings and revenue that beat analyst expectations and raised its full-year guidance. The agriculture and construction equipment maker posted adjusted earnings per share of $0.11 on sales of roughly $4.8 billion, topping the consensus estimates of $0.09 per share and $4.75 billion in revenue. Management now expects agricultural segment net sales to be roughly flat in 2026, a significant improvement from the prior forecast of a decline of up to 5%, and raised its construction segment revenue growth outlook to between 5% and 10% from roughly flat. The company also lifted its adjusted earnings per share guidance range to $0.41 to $0.46, up from $0.35 to $0.45. With the gains, CNH stock is now up about 26.5% year to date.
The Motley Fool·23dRead more ▾
CNH▼
CNH Industrial Q2 revenue rises 2% to $4.8 billion, agriculture margins pressured by tariffs and mix
CNH Industrial reported second-quarter revenue of $4.8 billion, up 2% from a year earlier, while adjusted earnings per share came in at $0.13. Agriculture segment sales were approximately $3.3 billion, up 1%, but adjusted EBIT margin fell to 5.2% from 8.1% a year ago due to unfavorable product mix and tariff costs. Construction sales rose 12% to $866 million, though its adjusted EBIT margin dropped to 1.7% from 4.5% as tariffs weighed on profitability. The company plans to reduce dealer inventories by an additional $400 million to $500 million by year-end and expects a broadly flat agriculture market in 2027. CNH also noted that revised Section 232 tariff rules lowered rates on certain equipment to 15% from 25%, and it is filing approximately $135 million in Phase 2 refund claims.
MarketBeat·23dRead more ▾
CNH▲
CNH precision technology helps family farms turn data into better decisions
CNH Industrial's latest feature in its A Sustainable Year series highlights how Moreland Farms, a fourth-generation operation in Oklahoma and Southern Kansas, uses Case IH precision technology to turn operational data into better field decisions. The farm employs Case IH FieldOps, AIM Command FLEX II, and AccuSync to connect machines, improve spraying accuracy, and coordinate multiple machines in the same field, reducing overlap and missed rows. Farmer Matt Moreland says the technology has allowed the family to learn from year-over-year harvest insights and optimize nitrogen applications, making them better stewards of the land. The story is part of CNH's broader effort to show how advanced technology can improve efficiency and support more responsible land management.
GlobeNewswire·27dRead more ▾
CNH▲
Agricultural Machinery Components Market to Reach $77.91 Billion by 2031
The global agricultural machinery components market is projected to grow from $58.12 billion in 2026 to $77.91 billion by 2031, registering a compound annual growth rate of 6.04%. Aging equipment fleets are driving replacement demand, with Italy's used tractor market reaching 57,000 units and an average machine age of 22 years. Precision farming retrofits are accelerating growth in electronic components, which are forecast to expand at an 8.1% CAGR through 2031. Engine components accounted for 28.4% of the market in 2025, while North America held a 32.7% revenue share. The report profiles 15 companies including Deere & Company, CNH Industrial, AGCO Corporation, and Kubota Corporation.
GlobeNewswire·43dRead more ▾
CNH
Deere reaches right-to-repair settlement with FTC and states
Deere has agreed to a right-to-repair settlement with the Federal Trade Commission and several states, granting farmers and independent repair shops broader access to its repair tools and software. The deal introduces new compliance obligations for Deere over the next decade, codifying how the company must share diagnostic tools, software, and parts outside its dealer network. The settlement resolves an open legal dispute and may reduce uncertainty around right-to-repair claims, though it adds a layer of regulatory oversight that could influence aftermarket revenue and customer relationships. Competitors such as AGCO, CNH Industrial, and Caterpillar also face scrutiny on repair access, so the agreement may set a reference point for the broader sector.
Simply Wall St·47dRead more ▾
CNH▲
Planting Equipment Market to Reach $29.44 Billion by 2031
The global planting equipment market is forecasted to grow from USD 21.74 billion in 2026 to USD 29.44 billion by 2031, achieving a CAGR of 6.3%. Growth is driven by advancements in digital agronomy tools, precision fertigation systems, and data-driven nutrient management platforms. The mechanical planting equipment segment holds a substantial market share due to its cost-effectiveness and reliability, while the planter segment is one of the fastest-growing, particularly for row crops like corn, soybeans, and cotton. Key players include Deere & Company, AGCO Corporation, and CNH Industrial N.V., among others.
ResearchAndMarkets.com·57dRead more ▾
CNH Industrial Capital Canada prices C$450 million senior notes
CNH Industrial announced that its indirect wholly owned subsidiary, CNH Industrial Capital Canada, has priced C$450 million of 3.80% senior unsecured notes due January 22, 2030, at 99.872% of face value in a private placement to accredited investors in Canada. The offering is expected to close on June 29, with net proceeds to be used for working capital and other general corporate purposes, including purchasing receivables or other assets in the ordinary course of business and repaying debt as it matures. The notes will pay interest semi-annually beginning January 22, 2027, and are guaranteed by indirect CNH subsidiaries CNH Industrial Capital LLC, CNH Industrial Capital America LLC, and New Holland Credit Company.
Seeking Alpha·62dRead more ▾