Agco raises FY25 adjusted EPS view to ~$5.00, consensus $4.81

Sees FY25 revenue ~$9.8B, consensus $9.85B. Adjusted operating margins are projected to be approximately 7.5%. Lower production volumes are expected to be partially offset by cost controls and stable engineering expenses. These estimates incorporate the expected impact of tariffs in effect as of October 31, 2025, along with AGCO‘s (AGCO) mitigation strategies.