Deere (DE) reported $8 billion in revenue for the quarter ended January 2026, representing a year-over-year increase of 17.5%. EPS of $2.42 for the same period compares to $3.19 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $7.6 billion, representing a surprise of +5.22%. The company delivered an EPS surprise of +26.21%, with the consensus EPS estimate being $1.92.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Deere performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales and Revenues- Production & precision ag net sales: $3.16 billion compared to the $3.05 billion average estimate based on four analysts. The reported number represents a change of +3.1% year over year.
- Net Sales and Revenues- Agriculture and Turf (Production & precision ag net sales + Small ag & turf net sales): $5.33 billion versus $5.21 billion estimated by four analysts on average.
- Net Sales and Revenues- Equipment Operations- Net sales: $8 billion compared to the $7.58 billion average estimate based on four analysts. The reported number represents a change of +17.5% year over year.
- Net Sales and Revenues- Small ag & turf net sales: $2.17 billion compared to the $2.16 billion average estimate based on four analysts. The reported number represents a change of +24% year over year.
- Net Sales and Revenues- Construction & forestry net sales: $2.67 billion versus $2.37 billion estimated by four analysts on average.
- Net Sales and Revenues- Other revenues: $226 million compared to the $223.12 million average estimate based on three analysts. The reported number represents a change of -1.3% year over year.
- Net Sales and Revenues- Financial services revenues: $1.38 billion compared to the $1.38 billion average estimate based on three analysts. The reported number represents a change of -5.9% year over year.
- Net Sales and Revenues- Financial services- Total: $1.49 billion versus the three-analyst average estimate of $1.49 billion. The reported number represents a year-over-year change of -5.4%.
- Net Sales and Revenues- Financial services- Other Income: $137 million versus the three-analyst average estimate of $118.14 million. The reported number represents a year-over-year change of +16.1%.
- Net Sales and Revenues- Financial services- Finance and Interest Income: $1.35 billion versus the three-analyst average estimate of $1.37 billion. The reported number represents a year-over-year change of -7.2%.
- Net Sales and Revenues- Net sales: $8 billion versus $7.55 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +17.5% change.
- Net Sales and Revenues- Equipment Operations- Finance and interest income: $120 million versus the two-analyst average estimate of $109.94 million. The reported number represents a year-over-year change of +9.1%.
View all Key Company Metrics for Deere here>>>
Shares of Deere have returned +12% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Deere & Company (DE): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
