U.S. Markets

Deere & Company (DE) Q3 2026 (USD): EPS 5.10 (exp. 4.69), Revenue 12.6bln (exp. 10.81bln); sees FY Net Income 4.75-5bln (prev. guided 4.5-5bln)

StockNow breaking-news AI analysis

Deere beat Q3 expectations and raised guidance, citing 2026 as the ag-cycle bottom. Performance was supported by $110M in tariff recoveries and strong order books despite earlier market skepticism.

News detail

Commentary: Order book trends reinforce 2026 as the bottom of ag equipment cycle. Recorded tariff recoveries in Q3 & first nine months of 2026 of USD 110mln and USD 382mln.

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