AGCO reported third-quarter net sales of approximately $2.3 billion and adjusted earnings per share of $1.05. It expects full-year net sales of $9.8 billion to $10 billion, adjusted earnings per share of approximately $5.50 and global industry demand down 4% versus 2025.
AGCO · Agco Corp
You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Price & Indicators
Up next
Latest documents
AGCO Corporation reported third-quarter net income of $50.0 million, with $51.7 million attributable to AGCO Corporation, as net sales fell 8.6% to $2,262.5 million and operating income declined to $116.1 million.
AGCO reported third-quarter net sales of $2.3 billion, down 8.6% year-over-year, and adjusted earnings per share of $1.05. Its 2026 outlook calls for net sales of $9.8 to $10.0 billion and approximately $5.50 adjusted earnings per share.
AGCO restructured its executive leadership, reducing the team by one member. Stefan Caspari was appointed Senior Vice President and General Manager, Fendt/Valtra & Product Management, while Torsten Dehner stepped down effective October 5, 2026 and remained in Switzerland to support the transition.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. AGCO cut its full-year 2026 outlook, lowering adjusted EPS to $5.50-$5.75 and net sales to $10.1-$10.2 billion on weaker Western Europe and Brazil demand and softer pricing, even as North America delivered share gains and higher margins remain supported by cost actions.
- + North America sales rose ~20% constant currency on high-horsepower tractor and hay tool share gains
- + Adjusted EPS of $1.43, up $0.08 year-over-year
- + Cost optimization initiatives expected to deliver $60-$70 million of benefits in 2026
- − Western Europe industry outlook revised from modest growth to approximately flat year-over-year
- − Brazil industry forecast cut to 5%-10% below 2025 (from 5% below)
- − Pricing outlook reduced to 2%-2.5% from 2%-3% and FX tailwind cut to 2% from 3%
- − Latin America Q2 operating income fell ~$49 million year-over-year on sharply lower sales
- − Net tariff cost now expected at ~$95 million in 2026, a $50 million increase year-over-year
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted operating margin non-GAAP | 5.6% | Six Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Farm & Heavy Construction Machinery — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AGCO
this stock
Agco Corp
|
$7.72B | +7.3% | -13.5% | 28.8 | 5.5% |
|
CAT
Caterpillar Inc
|
$274.65B | +4.8% | +4.3% | 23.6 | 1.8% |
|
DE
Deere & Co
|
$181.60B | +44.7% | -11.7% | 37.4 | 2.0% |
|
SNHIY
Sany Heavy Industries Co., Ltd.
|
$86.82B | — | — | — | 0.0% |
|
PCAR
Paccar Inc
|
$56.16B | -2.6% | -15.5% | 20.3 | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 29, 2026
- This year
- 25
AGCO Corporation reported third-quarter net income of $50.0 million, with $51.7 million attributable to AGCO Corporation, as net sales fell 8.6% to $2,262.5 million and operating income declined to $116.1 million.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AGCO | +1.4% | +7.9% | -2.1% | +0.9% | +7.3% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -1.2% | +9.1% | -2.6% | +1.1% | -3.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.