AGCO demonstrated resilience in a challenging environment, with strong cash flow and strategic advancements in precision agriculture and shareholder returns. However, significant declines in net sales and ongoing challenges in key markets like North America due to global trade uncertainties weigh on the outlook.

Company Guidance -

Q3 2025

During AGCO's Second Quarter 2025 Earnings Call, the company provided guidance on several key financial metrics. AGCO reported net sales totaling over $2.6 billion, reflecting a decrease of approximately 19% year-over-year, or 11% when excluding the divested Grain & Protein business. The company achieved consolidated operating margins of 6.2% on a reported basis and 8.3% on an adjusted basis, despite a 16% reduction in production hours compared to the second quarter of 2024. Free cash flow generation increased by nearly $400 million compared to the same period in 2024. AGCO expects full-year production to be 15% to 20% lower than 2024 levels, with a focus on aligning dealer inventories, particularly in North America. The company raised its full-year net sales forecast to approximately $9.8 billion and adjusted its earnings per share target to a range of $4.75 to $5. AGCO also announced a new $1 billion share repurchase program, marking a shift in capital allocation strategy following a settlement with TAFE.

Solid Financial Performance in Challenging Conditions

AGCO delivered solid second quarter results with net sales totaling over $2.6 billion. The company managed to achieve an adjusted operating margin of 8.3% despite a challenging global agricultural landscape and a 16% reduction in production hours.

Strong Cash Flow Generation

Free cash flow generation was up nearly $400 million compared to the same period in 2024, primarily driven by better working capital performance and lower capital expenditures.

Positive Developments in Brazil

Tractor sales in Brazil rose 6% in the first half of 2025, supported by favorable trade dynamics.

Precision Agriculture and Innovation Advances

AGCO's Precision Ag division, PTx Trimble, is meeting financial and operational forecasts, with innovation leading to over 10 new advancements in 2025.

TAFE Agreement Resolution

AGCO resolved outstanding issues with TAFE, allowing for a more shareholder-friendly capital allocation strategy, including a new $1 billion share repurchase program.

Agco (AGCO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AGCO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	1.22 / -	0.68	―	―	―
Jul 31, 2025	2025 (Q2)	1.08 / 1.35	2.53	-46.64% (-1.18)
May 01, 2025	2025 (Q1)	0.04 / 0.41	2.32	-82.33% (-1.91)
Feb 06, 2025	2024 (Q4)	1.90 / 1.97	3.78	-47.88% (-1.81)
Nov 05, 2024	2024 (Q3)	1.08 / 0.68	3.97	-82.87% (-3.29)
Jul 30, 2024	2024 (Q2)	2.90 / 2.53	4.29	-41.03% (-1.76)
May 02, 2024	2024 (Q1)	2.26 / 2.32	3.51	-33.90% (-1.19)
Feb 06, 2024	2023 (Q4)	4.02 / 3.78	4.47	-15.44% (-0.69)
Oct 31, 2023	2023 (Q3)	3.31 / 3.97	3.18	24.84% (+0.79)
Jul 27, 2023	2023 (Q2)	3.73 / 4.29	2.38	80.25% (+1.91)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AGCO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$106.36	$117.66	+10.62%
May 01, 2025	$84.37	$92.90	+10.11%
Feb 06, 2025	$102.44	$97.26	-5.06%
Nov 05, 2024	$96.74	$89.19	-7.80%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Agco (AGCO) report earnings?

Agco (AGCO) is schdueled to report earning on Nov 11, 2025, Before Open (Confirmed).

What is Agco (AGCO) earnings time?

Agco (AGCO) earnings time is at Nov 11, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AGCO EPS forecast?

AGCO EPS forecast for the fiscal quarter 2025 (Q3) is 1.22.

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