Inferra AI / Company / AGCO
Agco Corp /De
AGCO · Industrials
Last earnings Oct 29, 2026
Key results
Reported net incomequarter
$0.75
Reported net income was $0.75 per share for the quarter and adjusted net income (1) was $1.05 per share.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Adjusted net incomequarter
$1.05
Reported net income was $0.75 per share for the quarter and adjusted net income (1) was $1.05 per share.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Net incomequarter
$4.09
These results compare to reported net income of $4.09 per share and adjusted net income (1) of $1.35 per share for the third quarter of 2025.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Net incomeytd
$2.59
For the first nine months of 2026, reported net income was $2.59 per share and adjusted net income (1) was $3.42 per share.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
These results compare to reported net income of $8.45 per share and adjusted net income (1) of $3.11 per share for the same period in 2025.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Revenuequarter
13.8%
Third Quarter Highlights Reported regional sales results (2) Europe Middle East ( EME ) (19.1)%, North America +34.8%, Latin America ( LATAM ) (15.4)%, Asia Pacific Africa ( APA ) +13.8% Constant currency regional sales results (1)(2)(3) EME (18.1)%, North America +35.1%, LATAM (19.1)%, APA +9.2% Regional operating margin performance EME 10.5%, North America 2.8%, LATAM 2.5%, APA 13.9% (1) See reconciliation of non-GAAP measures in appendix.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Regional operating marginquarter
9.2%
Third Quarter Highlights Reported regional sales results (2) Europe Middle East ( EME ) (19.1)%, North America +34.8%, Latin America ( LATAM ) (15.4)%, Asia Pacific Africa ( APA ) +13.8% Constant currency regional sales results (1)(2)(3) EME (18.1)%, North America +35.1%, LATAM (19.1)%, APA +9.2% Regional operating margin performance EME 10.5%, North America 2.8%, LATAM 2.5%, APA 13.9% (1) See reconciliation of non-GAAP measures in appendix.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
EPSquarter
$5.50
Based on these assumptions, 2026 adjusted earnings per share is targeted at approximately $5.50.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
net earnings of affiliates 7.1 7.0 Net income 50.0 302.7 Net loss attributable to noncontrolling interests 1.7 3.0 Net income attributable to AGCO Corporation $ 51.7 $ 305.7 Net income per common share attributable to
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
net earnings of affiliates 32.1 30.7 Net income 177.2 625.8 Net loss attributable to noncontrolling interests 6.7 5.2 Net income attributable to AGCO Corporation $ 183.9 $ 631.0 Net income per common share attributable to
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
AI analysis
Q3 2026 · reported Oct 29, 2026
Based on: Earnings release + parent 8-K — transcript not held
Headline figures
| Metric | Q3 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Reported net income | $0.75 | — | $4.22 |
| Adjusted net income | $1.05 | — | $1.35 |
| Net income | $4.09 | — | $4.36 |
| Revenue | 13.8% | — | $290.5 million |
| Regional operating margin | 9.2% | — | 14.7% |
| EPS | $5.50 | — | $4.75 |
Guidance · company-stated
“of $2.3 billion”
“(1) of $1.05”
“(1) of $1.35”
Guidance stated in the release for the third quarter of 2025; figures as stated.
Margin
Capital allocation
In addition, Rabobank also is the lead lender in our revolving credit facility and term loans and for many years has been an important financing partner for us.
Event summary
These results compare to reported net income of $4.09 per share and adjusted net income (1) of $1.35 per share for the third quarter of 2025
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
Net sales: “Net sales of $2.3 billion”
adjusted earnings per share: “adjusted earnings per share (1) of $1.05”
adjusted net income: “adjusted net income (1) of $1.35”
Net sales (“the third quarter of 2025”)
“com AGCO REPORTS THIRD-QUARTER RESULTS Net sales of $2.3 billion, down 8.6% year-over-year Reported earnings per share of $0.75 and adjusted earnings per share (1) of $1.05 Full-year adjusted earnings per share outlook of approximately $5.50 DULUTH, GA October 29 AGCO (NYSE AGCO) reported net sales of $2.3 billion for the third quarter ended September 30, 2026, a decrease of 8.6% compared to the third quarter of 2025.”
adjusted earnings per share (“the third quarter of 2025”)
“com AGCO REPORTS THIRD-QUARTER RESULTS Net sales of $2.3 billion, down 8.6% year-over-year Reported earnings per share of $0.75 and adjusted earnings per share (1) of $1.05 Full-year adjusted earnings per share outlook of approximately $5.50 DULUTH, GA October 29 AGCO (NYSE AGCO) reported net sales of $2.3 billion for the third quarter ended September 30, 2026, a decrease of 8.6% compared to the third quarter of 2025.”
adjusted net income (“the third quarter of 2025”)
“These results compare to reported net income of $4.09 per share and adjusted net income (1) of $1.35 per share for the third quarter of 2025.”
Guidance stated in the release for the third quarter of 2025; figures as stated.
Capital allocation
In addition, Rabobank also is the lead lender in our revolving credit facility and term loans and for many years has been an important financing partner for us.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Strategy & priorities
We also advanced our Farmer-First strategy by strengthening the market position of our premium brands and expanding precision agriculture solutions that help farmers automate tasks, address labor constraints and get more from their equipment.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
We remain focused on what we can control helping farmers improve their economics while strengthening our cost structure.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Together with our premium equipment brands, this differentiated strategy positions AGCO to create value through the cycle and capture growth as market conditions improve.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
(7) Effective January 1, 2026, the Company realigned its organizational structure to support its Farmer First transformation initiatives in North America.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
These estimates reflect tariff policies as of October 29, 2026, together with AGCO s established mitigation actions and sourcing strategies.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Risks & headwinds
Income from operations for the third quarter of 2026 was $13.8 million compared to a loss from operations of $42.0 million in the same period in 2025, primarily due to higher sales and production volumes and the benefit of approximately $13.0 million of certain IEEPA tariff refunds recognized during the period.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
These estimates reflect tariff policies as of October 29, 2026, together with AGCO s established mitigation actions and sourcing strategies.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Any changes to tariff policies or related responses could affect these projections.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Our financial results depend entirely upon the agricultural industry, and factors that adversely affect the agricultural industry generally, including declines in the general economy, adverse weather, tariffs, increases in farm input costs, lower commodity prices, lower farm income and changes in the availability of credit for our retail customers, will adversely affect us.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
As a result, we are exposed to risks related to foreign laws, taxes and tariffs, trade restrictions, economic conditions, labor supply and relations, political conditions and governmental policies.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
government implemented a series of tariffs on goods imported into the United States from various countries, and in many cases these measures resulted in reciprocal tariffs and other actions on goods exported from the United States.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
What changed vs prior quarter
Reported net income — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Net income — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Net income — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Agco Corp /De — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q3 2026
- 8-KAGCO
Oct 29, 2026
- 8-KAGCO
Oct 5, 2026
- Q2 2026
- 8-KAGCO
Aug 3, 2026
- 10-QAGCO
Jul 30, 2026
- 8-KAGCO
Jul 30, 2026
- 8-KAGCO
Jul 10, 2026
- Q1 2026
- 10-QAGCO
May 5, 2026
- 8-KAGCO
May 5, 2026
- 8-KAGCO
Apr 24, 2026
- Q4 2025
- 8-KAGCO
Mar 6, 2026
- 8-KAGCO
Mar 5, 2026
- EX-99AGCO
Mar 5, 2026
- 10-KAGCO
Feb 13, 2026
- 8-KAGCO
Feb 5, 2026
- 8-KAGCO
Jan 30, 2026
- Q3 2025
- 10-QAGCO
Oct 31, 2025
- 8-KAGCO
Oct 31, 2025
- Q2 2025
- 8-KAGCO
Sep 30, 2025
- 10-QAGCO
Jul 31, 2025
- 8-KAGCO
Jul 31, 2025
- 8-KAGCO
Jul 9, 2025
- 8-KAGCO
Jul 8, 2025
- 8-KAGCO
Jul 1, 2025
- Q1 2025
- 10-QAGCO
May 1, 2025
- 8-KAGCO
May 1, 2025
- 8-KAGCO
Apr 25, 2025
- 8-KAGCO
Apr 24, 2025
- 8-KAGCO
Apr 24, 2025
- Q4 2024
- 10-KAGCO
Feb 24, 2025
- 8-KAGCO
Feb 12, 2025
- 8-KAGCO
Feb 6, 2025
- 8-KAGCO
Jan 31, 2025
Earnings releases
10 documentsPresentations
0 documentsNo presentations for Agco Corp /De are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Agco Corp /De are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.