Global agriculture market woes continued with Agco reporting an 8.6% decline in revenue to $2.3 billion and a 25.9% decline in adjusted operating income to $137 million (6.1% margin). The company reduced its 2026 sales guidance but held the low end of EPS guidance at $5.50.
Fendt will gain some market share in the US.
The Trimble acquisition will flop, resulting in write-downs and potential financial distress.
Metric | AGCO | CNH | DE |
|---|---|---|---|
Price/Earnings (Normalized) | 19.21 | 29.95 | 38.48 |
Price/Book Value | 1.92 | 2.53 | 6.63 |
Price/Sales | 0.80 | 0.84 | 3.97 |
Price/Cash Flow | 15.42 | 9.38 | 25.04 |
Metric | AGCO | CNH | DE |
|---|---|---|---|
Quick Ratio | 0.42 | 5.99 | 1.98 |
Current Ratio | 1.32 | 7.41 | 2.20 |
Interest Coverage | 3.71 | 1.37 | 3.22 |
Metric | AGCO | CNH | DE |
|---|---|---|---|
Return on Assets (Normalized) | 3.36% | 0.75% | 4.68% |
Return on Equity (Normalized) | 9.52% | 4.07% | 18.74% |
Return on Invested Capital (Normalized) | 6.03% | 4.10% | 7.86% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Caterpillar Inc CAT | LOCK|CQmdHL@# | LOCK|>ql | $267B | |||
| Deere & Co DE | LOCK|!G!>WZb | LOCK|@t | $185B | |||
| Volvo AB Class A VOLAF | — | LOCK|<JwGm | $67B | |||
| Volvo AB Class B VOLVF | — | LOCK|l##vl | $67B | |||
| Volvo AB ADR VLVLY | — | LOCK|bq<h? | $67B | |||
| PACCAR Inc PCAR | LOCK|Nxbr%$q | LOCK|$@rrF | $56B | |||
| CNH Industrial NV CNH | LOCK|qCj?$#Q | LOCK|jh@S# | $20B | |||
| Oshkosh Corp OSK | LOCK|@^t%!b | LOCK|j>j& | $9B | |||
| Terex Corp TEX | LOCK|Pwq<t#q | LOCK|S?^x! | $6B |
United States