Deere & Company (DE)
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-11-04
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-11-04
QuarterlyIQ Insights · DE
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 49.1% |
| Our one-year growth estimate | diamond | 2.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 46.8 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 7 industry peers
DE — debt issuance
Dated 2026-07-15
Other Events. On July 10, 2026, Deere Funding Canada Corporation (the “Issuer”) agreed to sell $300,000,000 aggregate principal amount of 4.850% Notes due July 15, 2031 (the “Notes”). The Issuer is an indirect, wholly owned subsidiary of Deere & Company (the “Guarantor”). The Notes will be fully and unconditionally guaranteed (the “Guarantee” and, together with the Notes, the “Securities”) on a senior unsecured basis by the Guarantor. The Guarantee will be the Guarantor’s senior unsecured obl…
Why it matters: Construction & Forestry sales rose 18% in Q3. A sharp slowdown would weaken a key source of growth beyond farm equipment.
Worry ifConstruction & Forestry net sales grow less than 10% year over year in the next reported quarter.
Less concerning ifConstruction & Forestry net sales grow 10% or more year over year.
Why it matters: Deere raised its profit range to $4.75 billion to $5.00 billion in August. The next report tests whether results stay on that path.
Watch forOn Nov. 25, Deere keeps its FY2026 net income range at $4.75 billion to $5.00 billion or raises it.
Also watch forOn Nov. 25, Deere cuts its FY2026 net income range below $4.75 billion.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$111 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $269 loss on $10,000 · 2.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,990 loss on $10,000 · 19.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.