선택적 제품 분석
허용하는 경우 개인정보 보호를 고려한 제한적 분석을 사용해 어떤 리서치 여정이 효과적인지 파악합니다. 광고 추적기나 세션 녹화는 사용하지 않습니다. 환경설정에서 이 선택을 변경할 수 있습니다. 자세한 내용은 개인정보 처리방침.
Deere & Company's published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $184.4B |
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| Revenue (ttm) | 47.9B |
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| Net income (ttm) | 4.9B |
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| EPS (ttm) | $18.0 |
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| Shares out | 269.6M |
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| P/E (trailing) | 35.6x |
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| P/E (forward) | 29.2x |
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| Dividend | $6.48 (1.01%) |
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| Volume | 544,845 |
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| Beta | 0.87 |
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Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-10-31 | 2022-10-30 | 2023-10-29 | 2024-10-27 | 2025-11-02 | Trend |
| Revenue | $44.02B | $52.58B | $61.25B | $51.72B | $45.68B | +0.9% |
| Gross profit | $13.72B | $15.73B | $22.31B | $19.50B | $16.30B | +4.4% |
| Operating income | $8.01B | $9.51B | $12.96B | $9.04B | $9.43B | +4.1% |
| Net income | $5.96B | $7.13B | $10.17B | $7.10B | $5.03B | -4.2% |
| EPS (diluted) | $18.99 | $23.28 | $34.63 | $25.62 | $18.50 | -0.7% |
| EBITDA | $10.65B | $12.08B | $17.48B | $14.67B | $11.66B | +2.3% |
| R&D | $1.59B | $1.91B | $2.18B | $2.29B | $2.31B | +9.9% |
| SG&A | $3.38B | $3.86B | $4.60B | $4.84B | $4.66B | +8.4% |
Recent company headlines from major financial publishers.
The base scenario projects that equipment demand navigates a cyclical trough before stabilizing through replacement demand and precision software adoption entering FY2027. For this trajectory to hold, channel inventories must clear without widespread wholesale discounting, and operating margins must normalize toward mid-cycle levels. This pathway would be disconfirmed if crop commodity prices weaken further, causing commercial producers to extend fleet deferrals. This path yields a target of $267.81 with a probability of 50.0%, representing an expected return of -60.9% relative to $684.73.
The bull scenario envisions an accelerated replacement cycle where grower adoption of autonomous machinery and precision telematics drives premium average selling prices and variable cost savings, while Construction & Forestry maintains robust sales momentum. This path requires rapid dealer channel destocking and expanded software attach rates. It would be disconfirmed if elevated interest rates continue to suppress agricultural capital spending into FY2027. Under these conditions, the valuation approaches Potential value of $330.41 with a likelihood of 15.0%, representing a return of -51.7% relative to $684.73.
| Ke ↓ / g → | 1.0% | 1.5% | 2.0% | 2.5% | 3.0% |
|---|---|---|---|---|---|
| 6.7% | $283 | $283 | $283 | $283 | $283 |
| 7.7% | $275 | $275 | $275 | $275 | $275 |
| 8.7% | $268 | $268 | $268 | $268 | $268 |
| 9.7% | $261 | $261 | $261 | $261 | $261 |
| 10.7% | $254 | $254 | $254 | $254 | $254 |
Upcoming earnings date and setup when available.
매월 발행된 리서치 판이 부여한 등급입니다. 등급은 분석 시점의 가격을 공정 가치와 비교한 것이며, 판단이 맞았는지에 대한 기록이 아닙니다.
| 연도 | 1월 | 2월 | 3월 | 4월 | 5월 | 6월 | 7월 | 8월 | 9월 | 10월 | 11월 | 12월 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
