Deere & Co Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
12.6%projected annual EPS growth
Analyst Coverage
23analysts covering
FY EPS (est.)
$18.09next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q4 2026 Earnings Release | 26 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Connected Machines Annually1MTarget: 1.5 million machines by 2026
Engaged Acres on Operations Center Annually500MTarget: Continued expansion of digital scale
Scope 1 and Scope 2 GHG Emissions Reduction (from 2021 baseline) Annually0.4Target: 50% absolute reduction by 2030
Scope 3 Category 1 and 11 GHG Emissions Reduction (from 2021 baseline) Annually0.3Target: 30% absolute reduction by 2030
Watch Items
- Agricultural Cycle BottomingTrigger: Stabilization of Large Agriculture segment sales and EBIT marginsAction: Monitor dealer inventory levels and commodity price trends to confirm the fiscal 2026 cyclical trough.
- Tariff Headwinds and Cost PressuresTrigger: Tariff exposure exceeding $1.2 billion pre-tax in FY2026Action: Track pricing realization actions (expected 1.5%) and material cost reduction initiatives to offset margin pressure.
- Precision Ag and Software MonetizationTrigger: See & Spray adoption scaling to global markets and Precision Essentials renewal ratesAction: Evaluate monthly active digital users and subscription-based recurring revenue growth toward the 2030 target of 10% of total revenue.
Research as of 2 Sep 2026