Deere & Company · DE · Next earnings

Deere & Company reports Wednesday, Nov 25, 2026

DE reports before market open with consensus EPS at $4.03 and revenue at $10.42B. Last quarter: Deere raises outlook as construction strength offsets farm-market risks

Reports Before market open20 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $4.03 Calendar consensus
Consensus revenue $10.42B Calendar consensus
Report date Nov 25, 2026 Wednesday, date estimated
Session Before market open 20 days away

Where DE left off: FY2026 Q3

Full report

Deere raises outlook as construction strength offsets farm-market risks

EPS surprise +8.7% Reported $5.10 vs $4.69
Revenue surprise +16.6% Reported $12.61B vs $10.81B
Stock move +6.9% Event window
Subsequent drift +10.2% Up to 20 sessions

Management raised full-year net income guidance to $4.75-$5 billion, cash flow guidance to $5-$5.5 billion, and kept construction and forestry sales growth near 20%.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Commodity and farm-profitability volatility
  • Elevated fertilizer and other input costs
  • Softer demand in South America and Europe
  • Ongoing tariff expense and policy changes
  • Higher fourth-quarter R&D and SG&A spending

Questions analysts left open

  • Production and retail inventory balance by region
  • 2027 pricing amid inflationary pressure
  • Tariff exposure and relief timing into FY27
  • Potential Q4 margin compression from higher R&D and SG&A

Ask FN2 about DE next report

Transcript, numbers and history already loaded
What should I watch for in DE's next earnings report?How did DE guide last quarter, and is consensus above or below that?Give me the bull and bear case going into DE earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the DE recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent DE quarters

All DE earnings
+6.9%FY2026 Q3-5.2%FY2026 Q2+11.6%FY2026 Q1-5.7%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.