{"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","preBrief":{"companySnapshot":"Deere & Company (DE) is a leading manufacturer of agricultural and farm machinery, playing a crucial role in the industrial sector. As global demand for food production increases, Deere's innovations in farming equipment are vital for enhancing agricultural efficiency and sustainability.","keyMetrics":[{"name":"EPS (Earnings Per Share)","why":"EPS is a key indicator of the company's profitability and is closely watched by investors.","consensus":"Not available"},{"name":"Revenue Growth","why":"Revenue growth reflects the company's ability to increase sales, which is essential for long-term success.","consensus":"Not available"},{"name":"Market Demand for Agricultural Equipment","why":"Understanding market demand helps gauge future sales potential and overall industry health.","consensus":"Not available"}],"lastQuarterRecap":{"summary":"In Q2 2026, Deere reported an EPS of $6.55, beating estimates by 12.74%. However, the stock dropped 5.19% the following day, indicating mixed investor sentiment despite the earnings beat.","promises":[]},"wallStreetExpectations":{"summary":"Investors are cautiously optimistic ahead of Deere's Q3 earnings report, especially after a strong EPS surprise last quarter. However, concerns about market demand and potential supply chain issues linger.","bullCase":"If Deere continues to show strong earnings growth and robust demand for agricultural equipment, it could lead to a significant stock price increase, especially if they beat earnings expectations again.","bearCase":"On the other hand, if earnings fall short or if there are signs of declining demand in the agricultural sector, the stock could face downward pressure, especially given the recent volatility."},"optionsSignal":{"impliedMove":"13.86%","context":"The options market is pricing in a significant move, suggesting that traders expect either strong results or notable commentary from management."},"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":"What is the EPS figure for Q3-2026?","whyItMatters":"The EPS will be critical in assessing whether Deere can maintain its earnings growth trajectory and meet investor expectations."},{"question":"What are the current trends in market demand for agricultural equipment?","whyItMatters":"Understanding market demand will help investors gauge future revenue potential and the overall health of the agricultural sector."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $7.00 or higher would confirm strong earnings momentum and likely drive the stock price up.","bearTrigger":"An EPS below $5.50 would raise concerns about demand and profitability, potentially leading to a significant stock decline.","context":"This quarter's performance will be closely tied to both earnings results and market demand, which are critical for Deere's growth outlook."},"scenarioPlaybook":{"beatAndRaise":"If Deere beats expectations, history suggests a potential stock increase of around +3.72%, confirming positive momentum.","inLineCautious":"If results are in line but management expresses caution, the stock may experience muted movement as investors reassess future growth.","miss":"A miss could lead to a decline of around -6.22%, reflecting investor disappointment and concerns about the company's outlook."},"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 4.5%, with a raw directional average of +1.9% (modestly positive historical bias)."},"whatTheStreetIsMissing":{"thesis":"The Street may underestimate the resilience of Deere's earnings due to strong agricultural demand, which could lead to an upside surprise this quarter.","supportingPoints":["Deere's recent EPS surprises indicate a pattern of exceeding expectations, suggesting potential for continued strong performance.","The options market is pricing a larger move than historical averages, indicating heightened expectations for volatility.","The agricultural sector has shown signs of recovery, which could support Deere's sales and profitability."],"riskToConsensus":"If demand for agricultural equipment shows unexpected strength, it could significantly alter the current bearish sentiment."},"whatToListenFor":["Any updates on supply chain improvements and their impact on production capacity.","Insights into global agricultural market trends and demand forecasts.","Management's commentary on pricing strategies and cost management.","Details on new product launches or innovations in agricultural technology.","Any guidance on future earnings expectations or market conditions."],"metaDescription":"Deere & Company (DE) reports Q3 2026 earnings on August 20. Investors are keen to see if EPS will exceed expectations amid strong agricultural demand."}}