{"symbol":"DE","fiscalQuarter":"Q3-2026","reportDate":"2026-08-20","reportTime":"BMO","status":"upcoming","company":{"name":"Deere & Company","sector":"Industrials","industry":"Agricultural & Farm Machinery"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/DE/earnings/Q3-2026","estimates":{"consensusEps":4.6694,"consensusRevenue":10731.54,"epsLow":4.33,"epsHigh":5.02,"whisperEps":null,"numAnalysts":null},"preBrief":{"companySnapshot":"Deere & Company (DE) is a leading manufacturer of agricultural and farm machinery, playing a crucial role in the industrial sector. As farmers increasingly adopt technology to improve efficiency and sustainability, Deere's products are essential for modern agriculture.","keyMetrics":[{"name":"EPS","why":"Earnings per share is a key indicator of profitability and financial health, reflecting how much profit is allocated to each share of stock.","consensus":"$4.67"},{"name":"Revenue","why":"Total revenue shows the overall sales performance and demand for Deere's products, which can indicate market strength.","consensus":"$10.7B"}],"lastQuarterRecap":{"summary":"In Q2-2026, Deere reported an EPS of $6.55, exceeding expectations by 12.74%. However, the stock fell 5.19% the following day, indicating market concerns despite the strong earnings.","promises":[]},"wallStreetExpectations":{"summary":"Analysts expect Deere to report strong earnings again, with a consensus EPS of $4.67. However, there are concerns about potential supply chain issues and agricultural demand.","bullCase":"If Deere can meet or exceed EPS expectations, it may signal strong demand for its machinery and a robust agricultural sector, leading to positive stock movement.","bearCase":"If earnings fall short of expectations or if management expresses concerns about future demand, the stock could see a significant decline."},"optionsSignal":{"impliedMove":"13.86%","context":"The options market is pricing in a significant move, suggesting that traders anticipate volatility around the earnings report."},"earningsTrackRecord":[{"quarter":"Q2-2026","epsSurprise":"+12.74%","reaction":"-5.19%"},{"quarter":"Q1-2026","epsSurprise":"+26.17%","reaction":"+11.58%"},{"quarter":"Q4-2025","epsSurprise":"-0.63%","reaction":"-5.67%"},{"quarter":"Q3-2025","epsSurprise":"-1.80%","reaction":"-6.76%"},{"quarter":"Q2-2025","epsSurprise":"+16.86%","reaction":"+3.78%"},{"quarter":"Q1-2025","epsSurprise":"+1.79%","reaction":"-2.17%"},{"quarter":"Q4-2024","epsSurprise":"+16.82%","reaction":"+8.05%"},{"quarter":"Q3-2024","epsSurprise":"+8.49%","reaction":"+6.26%"}],"pivotalQuestions":[{"question":"Will the EPS meet or exceed the consensus estimate of $4.67?","whyItMatters":"This figure is crucial for investor confidence and could significantly influence stock performance."},{"question":"What insights will management provide regarding future demand for agricultural machinery?","whyItMatters":"Understanding demand trends is vital for assessing the company's growth potential and market position."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $4.67 or higher would confirm strong demand and profitability.","bearTrigger":"An EPS below $4.33 would raise concerns about demand and profitability.","context":"The market is weighing the potential for strong earnings against concerns about agricultural demand and supply chain issues."},"scenarioPlaybook":{"beatAndRaise":"If Deere beats expectations, history suggests a stock increase of around 3.72%, confirming strong demand.","inLineCautious":"If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future demand.","miss":"A miss could lead to a decline of around 6.22%, indicating market disappointment and concerns over future performance."},"peerReadThroughs":[],"setupPatternInsight":{"pattern":"Prior-quarter beat + options rich in Industrials","sampleSize":30,"fadeRate":"6 of 24 (25%)","insight":"This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days \u2014 this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +2.0% (modestly positive historical bias)."},"whatTheStreetIsMissing":{"thesis":"The Street may underestimate the resilience of agricultural demand, especially given recent positive trends in commodity prices.","supportingPoints":["Deere's recent EPS surprises indicate stronger-than-expected performance.","Options pricing suggests traders anticipate significant movement, indicating underlying volatility.","The agricultural sector has shown signs of recovery, which may not be fully reflected in consensus estimates."],"riskToConsensus":"If management provides strong commentary on future demand, it could significantly shift market sentiment."},"whatToListenFor":["Any commentary on agricultural commodity prices and their impact on demand.","Updates on supply chain management and potential challenges.","Insights into new product launches or technological advancements.","Management's outlook on global agricultural trends.","Any changes in guidance or expectations for the next quarter."],"metaDescription":"Deere & Company (DE) reports Q3 2026 earnings August 20. Analysts expect $4.67 EPS on $10.7B revenue. Here's what to watch."}}