AGCO · Agco Corp /De
Price & Indicators
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Metrics snapshot
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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
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
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 /De
|
$8.28B | +9.5% | -13.5% | 16.4 | 5.0% |
|
CAT
Caterpillar Inc
|
$379.99B | +41.5% | +4.3% | 35.6 | 1.8% |
|
DE
Deere & Co
|
$182.08B | +44.2% | -11.7% | 37.5 | 2.1% |
|
SNHIY
Sany Heavy Industries Co., Ltd./ADR
|
$86.82B | — | — | — | 0.0% |
|
PCAR
Paccar Inc
|
$58.59B | +0.3% | -15.5% | 23.4 | 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 sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AGCO | -6.1% | -6.6% | -6.5% | -3.5% | +9.5% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -5.5% | -6.7% | -18.7% | -2.9% | -2.3% |
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.