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Agco (AGCO)
NYSE:AGCO
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Agco (AGCO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 10, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.86
Last Year’s EPS
1.97
Same Quarter Last Year
Based on 12 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 31, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
AGCO delivered a strong third quarter performance with significant improvements in Europe and strategic initiatives boosting long-term growth. However, challenges in North and South American markets, pricing pressures, and tariff impacts present notable headwinds.
Company Guidance
During the AGCO Third Quarter 2025 Earnings Call, the company provided detailed guidance across a range of financial metrics and strategic initiatives. AGCO reported net sales of $2.5 billion, a year-over-year decrease of approximately 5%, but an increase of nearly 6% when excluding the divested Grain & Protein business. Consolidated operating margins were reported at 6.1% on a reported basis and 7.5% on an adjusted basis. The company's free cash flow generation for the first nine months of 2025 was approximately $453 million, an improvement compared to the same period in 2024. AGCO announced a $1 billion share repurchase program, beginning with $300 million in the fourth quarter, following the sale of its ownership interest in TAFE. For the fiscal year, AGCO maintained its net sales outlook at approximately $9.8 billion, with an expected adjusted operating margin of 7.5%. The company noted a favorable currency impact of roughly 2% and revised its effective tax rate to 33-35%. Looking ahead to 2026, AGCO expects global markets to remain relatively flat, with North American large agriculture down and Europe and South America modestly up. The company emphasized its strategic focus on high-margin growth drivers, including expanding its Fendt product line, growing Precision Ag, and increasing its parts business.
Strong Third Quarter Performance
Net sales were $2.5 billion, with a significant improvement in operating margins to 7.5% on an adjusted basis. Free cash flow generation improved by approximately $453 million compared to the same period in 2024.
Europe Market Stability
Europe, Middle East posted a 20% increase in net sales compared to the same period in 2024, reflecting strong performance in high horsepower and mid-range tractors.
Tactical Shifts and Strategic Initiatives
AGCO announced a $1 billion share repurchase program and continued to strengthen its PTx business, aiming for $2 billion in Precision Ag revenues.
Innovation in Precision Agriculture
Launch of FarmENGAGE and advancements in autonomous solutions, positioning AGCO as a leader in smart farming solutions.
Project Reimagine
Company-wide restructuring effort expected to reduce costs by $175 million to $200 million.

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

AGCO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 10, 2026
2025 (Q4)
1.86 / -
1.97
Oct 31, 2025
2025 (Q3)
1.22 / 1.35
0.6898.53% (+0.67)
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
3.1824.84% (+0.79)
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
Oct 31, 2025
$106.12$103.16-2.79%
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%
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 Feb 10, 2026, Before Open (Confirmed).
    What is Agco (AGCO) earnings time?
    Agco (AGCO) earnings time is at Feb 10, 2026, 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 (Q4) is 1.86.
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