olivLaw · US equity research
Deere & Company DE
Farm Machinery & Equipment · SIC 3523 · Vertical: Industrial machinery and computer equipment (SIC 352x)
Deere & Company, also known as John Deere, is a global maker of agricultural, lawn and turf, construction and forestry equipment, supported by a financial services arm. The company is in the middle of a downturn in the farm equipment cycle, and management says fiscal 2026 could mark the bottom, with third-quarter net sales and revenues of $12.608 billion and full-year net income guidance between $4.75 billion and $5.00 billion.
At the close of 04 Nov 2026, Deere & Company (DE) stock was 676.50 USD (+1.60% on the day), with market capitalisation 182.4 bn USD, P/E 37.6 on diluted EPS of 18.00 USD over the last 12 months, dividend yield 0.96%, beta 0.67, 52-week range 462.86–709.48 USD. Latest reported quarter (Q3 2026): revenue of 12.6 bn USD (+4.9% YoY), net income of 1.4 bn USD (+7.0% YoY), diluted EPS 5.10 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 59.0
- strong (55–70)
- Bollinger (20, 2)
- 617.67 – 677.47
- in the upper half of the band · %B 0.98 · band width 9.2%
- SMA 50 / 200
- 665.46 / 607.18
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 1.67 / -2.78
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −0.8% | −1.1% | +0.3 pp | — |
| 3 months | +10.5% | −0.5% | +11.0 pp | — |
| 6 months | +14.3% | +4.4% | +10.0 pp | — |
| Year to date | +45.3% | +12.3% | +33.0 pp | — |
| 1 year | +44.5% | +13.5% | +30.9 pp | +6.4% |
| 3 years | +77.0% | +76.4% | +0.6 pp | −0.7% |
| 5 years | +90.5% | +63.7% | +26.8 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 02 Aug 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 11.1 bn | 8.5 bn | 12.8 bn | 12.0 bn | 12.4 bn | 9.6 bn | 13.4 bn | 12.6 bn |
| Research & development | 626.0 m | 526.0 m | 549.0 m | 556.0 m | 680.0 m | 554.0 m | 583.0 m | 567.0 m |
| SG&A | 1.2 bn | 972.0 m | 1.2 bn | 1.2 bn | 1.3 bn | 972.0 m | 1.2 bn | 1.2 bn |
| Depreciation & amortisation | 520.0 m | 549.0 m | 555.0 m | 564.0 m | 561.0 m | 590.0 m | 594.0 m | 603.0 m |
| Interest expense | 870.0 m | 829.0 m | 784.0 m | 794.0 m | 762.0 m | 719.0 m | 712.0 m | 710.0 m |
| Pre-tax income | 1.5 bn | 895.0 m | 2.3 bn | 1.6 bn | 1.4 bn | 836.0 m | 2.3 bn | 1.9 bn |
| Income tax | 249.0 m | 27.0 m | 539.0 m | 339.0 m | 354.0 m | 196.0 m | 518.0 m | 529.0 m |
| Net income | 1.2 bn | 869.0 m | 1.8 bn | 1.3 bn | 1.1 bn | 656.0 m | 1.8 bn | 1.4 bn |
| Diluted EPS | 4.55 ≈ | 3.19 | 6.64 | 4.75 | 3.93 ≈ | 2.42 | 6.55 | 5.10 |
| Operating cash flow | 5.1 bn | -1.1 bn | 1.7 bn ≈ | 2.9 bn ≈ | 4.0 bn | -890.0 m | 1.9 bn ≈ | 2.2 bn ≈ |
| Capex | 597.0 m | 352.0 m | 203.0 m ≈ | 297.0 m ≈ | 508.0 m | 256.0 m | 195.0 m ≈ | 265.0 m ≈ |
| Dividends paid | 403.0 m | 403.0 m | 440.0 m ≈ | 439.0 m ≈ | 438.0 m | 441.0 m | 437.0 m ≈ | 438.0 m ≈ |
| Share repurchases | 780.0 m | 441.0 m | 397.0 m ≈ | 298.0 m ≈ | 2.0 m | 302.0 m | 198.0 m ≈ | 197.0 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 98 percentile of its own 43-quarter history (min 10.4, median 18.4, max 39.2; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 37.4 bn | 39.3 bn | 35.5 bn | 44.0 bn | 52.6 bn | 61.3 bn | 51.7 bn | 45.7 bn |
| Revenue YoY | +25.6% | +5.1% | −9.5% | +23.9% | +19.4% | +16.5% | −15.6% | −11.7% |
| Net income | 2.4 bn | 3.3 bn | 2.8 bn | 6.0 bn | 7.1 bn | 10.2 bn | 7.1 bn | 5.0 bn |
| Net income YoY | +9.7% | +37.4% | −15.4% | +116.8% | +19.6% | +42.6% | −30.2% | −29.2% |
| Diluted EPS | 7.24 | 10.15 | 8.69 | 18.99 | 23.28 | 34.63 | 25.62 | 18.50 |
| Diluted EPS YoY | +8.4% | +40.2% | −14.4% | +118.5% | +22.6% | +48.8% | −26.0% | −27.8% |
| net % | 6.3% | 8.3% | 7.7% | 13.5% | 13.6% | 16.6% | 13.7% | 11.0% |
| Free cash flow | 926.0 m | 2.3 bn | 6.7 bn | 6.9 bn | 3.6 bn | 7.1 bn | 7.6 bn | 6.1 bn |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 02 Nov 2025
- Cash
- 8.3 bn USD
- Financial debt
- 13.8 bn USD
- Net debt
- 5.5 bn USD
- Equity
- 26.0 bn USD
- Total assets
- 106.0 bn USD
- Debt / equity
- 0.53x
- Current ratio
- unavailable
- ROE
- 20.6%
- ROA
- 4.7%
- FCF margin
- 13.4%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 35.5 bn | 44.0 bn | 52.6 bn | 61.3 bn | 51.7 bn | 45.7 bn | SEC (XBRL)· 18 Dec 2025verified |
| Research & development | 1.6 bn | 1.6 bn | 1.9 bn | 2.2 bn | 2.3 bn | 2.3 bn | SEC (XBRL)· 18 Dec 2025verified |
| SG&A | 3.5 bn | 3.4 bn | 3.9 bn | 4.6 bn | 4.8 bn | 4.7 bn | SEC (XBRL)· 18 Dec 2025verified |
| Operating income | 4.3 bn | 8.0 bn | 9.5 bn | 13.0 bn | 9.0 bn | — | SEC (XBRL)· 12 Dec 2024verified |
| Depreciation & amortisation | 2.1 bn | 2.1 bn | 1.9 bn | 2.0 bn | 2.1 bn | 2.2 bn | SEC (XBRL)· 18 Dec 2025verified |
| EBITDA | 6.4 bn ≈ | 10.1 bn ≈ | 11.4 bn ≈ | 15.0 bn ≈ | 11.2 bn ≈ | — | SEC (XBRL)· 12 Dec 2024derived |
| Interest expense | 1.2 bn | 993.0 m | 1.1 bn | 2.5 bn | 3.3 bn | 3.2 bn | SEC (XBRL)· 18 Dec 2025verified |
| Pre-tax income | 3.9 bn | 7.6 bn | 9.1 bn | 13.0 bn | 9.2 bn | 6.3 bn | SEC (XBRL)· 18 Dec 2025verified |
| Income tax | 1.1 bn | 1.7 bn | 2.0 bn | 2.9 bn | 2.1 bn | 1.3 bn | SEC (XBRL)· 18 Dec 2025verified |
| Net income | 2.8 bn | 6.0 bn | 7.1 bn | 10.2 bn | 7.1 bn | 5.0 bn | SEC (XBRL)· 18 Dec 2025verified |
| Diluted EPS | 8.69 | 18.99 | 23.28 | 34.63 | 25.62 | 18.50 | SEC (XBRL)· 18 Dec 2025verified |
| Weighted average diluted shares | 316.6 m | 314.0 m | 306.3 m | 293.6 m | 277.1 m | 271.7 m | SEC (XBRL)· 18 Dec 2025verified |
| Dividend per share | 3.04 | 3.61 | 4.36 | 5.05 | 5.88 | 6.48 | SEC (XBRL)· 18 Dec 2025verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 7.1 bn | 8.0 bn | 4.8 bn | 7.5 bn | 7.3 bn | 8.3 bn | SEC (XBRL)· 18 Dec 2025verified |
| Inventories | 5.0 bn | 6.8 bn | 8.5 bn | 8.2 bn | 7.1 bn | 7.4 bn | SEC (XBRL)· 18 Dec 2025verified |
| Goodwill | 3.1 bn | 3.3 bn | 3.7 bn | 3.9 bn | 4.0 bn | 4.2 bn | SEC (XBRL)· 18 Dec 2025verified |
| Intangibles (excl. goodwill) | 1.3 bn | 1.3 bn | 1.2 bn | 1.1 bn | 999.0 m | 892.0 m | SEC (XBRL)· 18 Dec 2025verified |
| Total assets | 75.1 bn | 84.1 bn | 90.0 bn | 104.1 bn | 107.3 bn | 106.0 bn | SEC (XBRL)· 18 Dec 2025verified |
| Short-term debt | 8.6 bn | 10.9 bn | 12.6 bn | 17.9 bn | 13.5 bn | 13.8 bn | SEC (XBRL)· 18 Dec 2025verified |
| Long-term debt | 32.7 bn | 32.9 bn | — | — | — | — | SEC (XBRL)· 16 Dec 2021verified |
| Total liabilities | 62.1 bn | 65.7 bn | 69.7 bn | 82.2 bn | 84.4 bn | 80.0 bn | SEC (XBRL)· 18 Dec 2025verified |
| Equity | 12.9 bn | 18.4 bn | 20.3 bn | 21.8 bn | 22.8 bn | 26.0 bn | SEC (XBRL)· 18 Dec 2025verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 7.5 bn | 7.7 bn | 4.7 bn | 8.6 bn | 9.2 bn | 7.5 bn | SEC (XBRL)· 18 Dec 2025verified |
| Capex | 820.0 m | 848.0 m | 1.1 bn | 1.5 bn | 1.6 bn | 1.4 bn | SEC (XBRL)· 18 Dec 2025verified |
| Free cash flow | 6.7 bn ≈ | 6.9 bn ≈ | 3.6 bn ≈ | 7.1 bn ≈ | 7.6 bn ≈ | 6.1 bn ≈ | SEC (XBRL)· 18 Dec 2025derived |
| Investing cash flow | -3.3 bn | -5.8 bn | -8.5 bn | -8.7 bn | -6.5 bn | -2.1 bn | SEC (XBRL)· 18 Dec 2025verified |
| Financing cash flow | -980.0 m | -1.1 bn | 826.0 m | 2.8 bn | -2.7 bn | -4.6 bn | SEC (XBRL)· 18 Dec 2025verified |
| Dividends paid | 956.0 m | 1.0 bn | 1.3 bn | 1.4 bn | 1.6 bn | 1.7 bn | SEC (XBRL)· 18 Dec 2025verified |
| Share repurchases | 750.0 m | 2.5 bn | 3.6 bn | 7.2 bn | 4.0 bn | 1.1 bn | SEC (XBRL)· 18 Dec 2025verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
Risk
Valuation
olivLaw classification
- score weight coverage: 58.3% of at least 60%
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 182.4 bn USD
Key indicators
Coverage and freshness
Score by group
58% · Insufficient data
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 85.15 – 518.28 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)310.39 – 499.04 (Mid 382.74)WACC 8.9% · starting FCFF 8.2 bn USD · terminal value share of EV 73%The WACC × g sensitivity gives the method's bounds; these are not probabilities.Reverse DCF: starting growth implied by the price (fading linearly to terminal growth, everything else fixed): 19.5%
- Peers: EV/EBITDAunavailable · input data missing
- Peers: P/E395.66 – 518.28 (Mid 460.66)4 companies used · median multiple 25.6x · quartiles 22.0x – 28.8xAGCO, ALG, LNN, TTC
- Dividend discount (DDM)85.15 – 114.52 (Mid 97.68)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: score weight coverage: 58.3% of at least 60%
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | 10.2% | 100 (vs peers) | 11% |
| FCF conversion · Quality | 123.6% | 100 (on a fixed band) | 11% |
| Revenue CAGR 3Y · Growth | -4.6% | 0 (on a fixed band) | 14% |
| EPS CAGR 3Y · Growth | -7.4% | 0 (on a fixed band) | 14% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | unavailable | unavailable | — |
| P/E (TTM) · Valuation | 37.6x | 0 (on a fixed band) | 18% |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 3.3% | 41 (on a fixed band) | 14% |
| Shareholder yield (distributions) · Returns | 1.3% | 19 (on a fixed band) | 11% |
| Payout ratio (FCF) · Returns | 29.1% | 100 (on a fixed band) | 7% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partialunavailable · 0/3 factors with a value
- Growth0/100 · 2/2 factors with a value
- Quality100/100 · 2/3 factors with a value
- Returns52/100 · 2/2 factors with a value
- Valuation18/100 · 2/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
DEERE & CO (DE). Latest full fiscal year: 2025; data up to 2026-08-02.
Figures computed from the financial statements: revenue 45.7 bn USD in 2025; YoY growth -11.7%; net margin 10.2%; ROE 18.3%.
The estimated value range is 310.39–499.04 USD per share (median of 3 methods, agreement: medium); assumptions are illustrative. Against the central value of 382.74 USD, the price of 676.50 USD leaves a potential of -43.4% (value / price − 1) and a margin of safety of -76.8% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
Insufficient data for a verdict (score weight coverage: 58.3% of at least 60%).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Net margin: 10.2%
- FCF conversion: 123.6%
- Payout ratio (FCF): 29.1%
What contradicts it
- Revenue CAGR 3Y: -4.6%
- EPS CAGR 3Y: -7.4%
- P/E (TTM): 37.6x
- Shareholder yield (distributions): 1.3%
- The price is above the estimated value range
Not assessed (insufficient data or a ratio without meaning): ROIC, Net debt / EBITDA, Interest coverage, Current ratio, EV/EBITDA.
Versus the vertical median
Industrial machinery and computer equipment (SIC 352x) · same industry group (3-digit SIC) · compared with 5 companies
The size band was not applied: too few companies would have remained; the vertical includes much smaller or larger companies.
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| DEDeere & Co | 182.4 bn | 37.6 | 18.3% | 10.2% | −11.7% | +44% / +77% |
| TTCThe Toro Company | 10.2 bn | 28.7 | 26.4% | 7.6% | −1.6% | +54% / +30% |
| AGCOAgco Corp | 7.8 bn | 29.0 | 6.5% | 2.8% | −13.5% | +6% / −1% |
| ALGAlamo Group Inc. | 1.8 bn | 22.5 | 6.7% | 4.7% | −1.5% | −10% / −22% |
| LNNLindsay Corporation | 1.1 bn | 20.5 | 10.7% | 8.8% | −6.0% | −5% / −8% |
| ARTWArts Way Manufacturing Co Inc | 14.6 m | — | -3.0% | -1.6% | −6.2% | +19% / +36% |
1- and 3-year price returns: for DE from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 364.92 Total return -45% · Per year -45% | 648.25 Total return -3% · Per year -3% | 980.68 Total return 46% · Per year 46% |
| 3 years | 292.49 Total return -55% · Per year -23% | 590.27 Total return -10% · Per year -3% | 989.01 Total return 50% · Per year 14% |
| 5 years | 234.44 Total return -63% · Per year -18% | 537.48 Total return -16% · Per year -4% | 997.41 Total return 53% · Per year 9% |
- Exit P/E± 147.57
- Net margin± 103.30
- Annual revenue growth± 92.87
- Annual dilution± 8.68
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Deere & Company, also known as John Deere, is a global maker of agricultural, lawn and turf, construction and forestry equipment, supported by a financial services arm. The company is in the middle of a downturn in the farm equipment cycle, and management says fiscal 2026 could mark the bottom, with third-quarter net sales and revenues of $12.608 billion 3 and full-year net income guidance between $4.75 billion and $5.00 billion 3.
SWOT
Strengths
- A diversified portfolio across four segments, with a significant share of sales in the United States and Canada 1.
- Advanced technology integration through telematics, automation and digital platforms, supported by lifecycle services 1.
- An in-house financial services arm that supports sales through customer financing 1.
Weaknesses
Opportunities
Risks
- Farm cyclehigh
A drop in farm incomes could sharply reduce equipment demand and raise receivable write-offs 1.
- Trade policyhigh
Tariffs and retaliatory measures could raise costs and reduce exports, and their path remains uncertain 12.
- Supply chainmedium
The availability and price of raw materials, components and whole goods could disrupt production 13.
- Funding costsmedium
Market conditions could raise funding costs for both customers and the financial services arm 1.
- Litigation and repair rulesmedium
A settlement with the FTC and plaintiff states requires repair resources for farmers and independent providers, which could change service terms 2.
Investment thesis
What would need to be true (bull case)
- If fiscal 2026 does mark the bottom of the farm cycle, a recovery in demand could help, especially if used equipment inventories improve 3.
- Expected growth in construction and roadbuilding could offset weakness in agriculture, particularly in the U.S. and Canada 3.
- Tariff recoveries could support margins if the refund process is completed 2.
What to watch
- PPA sales trends in the U.S. and CanadaQ1 2027
- Completion of the IEEPA tariff refund process2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Deere runs its business through four segments: Production & Precision Agriculture (PPA), Small Agriculture & Turf (SAT), Construction & Forestry (CF) and Financial Services. The first three form the equipment operations, while the financial arm provides financing for customers, including retail notes, leases and extended warranties 1. The company focuses on integrated technology such as telematics, automation and the John Deere Operations Center, aiming to turn machines into intelligent solutions and to build lifecycle services 1.
The strategy rests on three pillars: aligning products with customers' production systems, a technology stack covering hardware, embedded software, connectivity and applications, and lifecycle solutions for aftermarket support across the life of a machine 1. These are grouped under Leap Ambitions, long-term goals toward 2030 that were refined in December 2025 1.
Sales are seasonal, tied to planting and harvest periods, and many machines are sold through early order programs 1. Most sales occur in the U.S. and Canada, but the company also invests abroad, including a research and development center built in Indaiatuba, Brazil in 2024 focused on tropical agriculture 1.
Market context
Trends
- Downturn in agricultureheadwind
Lower farm income, volatile prices and high input costs are weighing on demand for large equipment, affecting volumes, sales incentives and receivable write-offs. Management believes 2026 could mark the bottom of the cycle, though this depends on market conditions 23.
- Tariffs and tariff recoveriesmixed
Tariffs imposed in 2025 raised costs, and in February 2026 the U.S. Supreme Court invalidated IEEPA tariffs, allowing the company to record significant recoveries. The net effect remains uncertain as trade policies continue to change 12.
- Technology and service solutionstailwind
Customers are increasingly adopting telematics, automation and precision technology, which the company links to lifecycle services. Revenue from SaaS products is not yet a significant share of sales 2.
- Construction and infrastructure investmenttailwind
Infrastructure, data center, energy projects and rental fleet investment support demand for construction and roadbuilding equipment. Housing weakness remains a risk 3.
Competitive position
The analyzed sources do not explicitly name the company's competitors. The segments compete in farm, turf, construction and forestry equipment, where pricing, technology and dealer networks shape results 1. The company states it operates in highly competitive markets where customer expectations for products and precision technology are changing 3.
- Competitors not named in the sources
The sources do not name specific competitors, so no companies can be identified from them.
- Construction and roadbuilding equipment makers
The company includes the Wirtgen segment, which operates in the global roadbuilding market, a field with many players 1.
- Agricultural technology providers
Integration of precision technology is a differentiating factor the company cites in its competitive setting 2.
- Equipment rental networks
The company works with major rental companies to support construction equipment sales 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- A hacker broke into John Deere and SharkNinja with an army of AI agentsThe Verge · 19 Oct 2026 · EN
- Caterpillar Falls 4% While Deere Edges Higher: Is the Data Center Power Trade Unwinding?Yahoo Finance — News · 14 Sept 2026 · EN
- I Fixed a Tractor Using John Deere's Self-Repair Service. Farmers Aren't SoldHacker News · 11 Sept 2026 · EN
- Why Deere Stock Hit an All-Time High This WeekYahoo Finance — News · 05 Sept 2026 · EN
- UBS Remains Bullish on Deere (DE) Despite Weakness in Farm Equipment Cycle: Here’s WhyYahoo Finance — News · 03 Sept 2026 · EN
- Here are Thursday's biggest analyst calls: Nvidia, Apple, Broadcom, Snowflake, Deere, Tesla, Amazon & moreCNBC — Top News · 03 Sept 2026 · EN
- Here Are Thursday’s Top Wall Street Analyst Research Calls: Broadcom, Deere & Company, Dell Technologies, Devon Energy, Moderna, Permian Resources, PG&E, Thermo Fisher, Viper Energy, and MoreYahoo Finance — News · 03 Sept 2026 · EN
- Baird Upgrades Deere (DE) to Outperform on Hopes of RecoveryYahoo Finance — News · 02 Sept 2026 · EN
- Market Extremes Flash Warning Signs: Deere Stock Soars While Dave & Buster’s Circles the DrainYahoo Finance — News · 02 Sept 2026 · EN
- How Is Deere & Company's Stock Performance Compared to Other Industrial StocksYahoo Finance — News · 02 Sept 2026 · EN
- Baird Just Upgraded Deere Stock. Here's Why.Yahoo Finance — News · 01 Sept 2026 · EN
- John Deere launched an AI chatbot for farmersThe Verge · 01 Sept 2026 · EN
- Why Deere Stock Rallied TodayYahoo Finance — News · 31 Aug 2026 · EN
- Deere (DE): Baird Sees Upside as Agricultural Recovery ApproachesYahoo Finance — News · 31 Aug 2026 · EN
- Deere upgraded, Lumentum initiated: Wall Street's top analyst callsYahoo Finance — News · 31 Aug 2026 · EN
- Here are Monday's biggest analyst calls: Nvidia, Apple, SpaceX, Dell, Deere, Broadcom, Costco, Redcat & moreCNBC — Top News · 31 Aug 2026 · EN
- Here Are Monday’s Top Wall Street Analyst Research Calls: AGCO Corporation, Deere & Co., Edison International, Lumentum Holdings, PG&E, Sempra Energy, STAG Industrial, Ticketplus, and MoreYahoo Finance — News · 31 Aug 2026 · EN
- Deere has been on fire in 2026. Baird sees even more returns aheadCNBC — Top News · 31 Aug 2026 · EN
- Jim Cramer Was Left Frustrated By Deere & Company (NYSE:DE)’s Share Price RiseYahoo Finance — News · 28 Aug 2026 · EN
- Deere & Company (DE): Farm Equipment Giant Finds Growth In Unlikely CornersYahoo Finance — News · 27 Aug 2026 · EN
The latest news item in our archive is from 19 Oct 2026; the newest SEC filing is from 02 Nov 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Current report02 Nov 2026Departure or appointment of officers · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report27 Aug 2026
- Current report20 Aug 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Current report15 Jul 2026Other events · Financial statements and exhibits
- Current report01 Jun 2026Departure or appointment of officers
- Quarterly report28 May 2026
- Current report21 May 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Current report01 May 2026Departure or appointment of officers · Regulation FD disclosure · Financial statements and exhibits
- Current report16 Mar 2026Departure or appointment of officers · Financial statements and exhibits
- Current report27 Feb 2026Shareholder vote
Sources
- [1] Form 10-K, fiscal year ended 2025-11-02 · SEC / Deere & Company · 18 Dec 2025
- [2] Form 10-Q, quarter ended 2026-08-02 · SEC / Deere & Company · 27 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Deere & Company · 20 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.