{"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, known for its iconic green and yellow equipment. As a key player in the industrial sector, Deere's performance can be influenced by trends in agriculture, commodity prices, and global supply chain dynamics.","keyMetrics":[{"name":"Earnings Per Share (EPS)","why":"EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.","consensus":"N/A"},{"name":"Revenue Growth","why":"Revenue growth reflects demand for Deere's products and can signal overall health in the agricultural sector.","consensus":"N/A"}],"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 some investor disappointment despite the earnings beat.","promises":[]},"wallStreetExpectations":{"summary":"Investors are cautiously optimistic about Deere's upcoming earnings, especially after a strong performance last quarter. However, the lack of analyst estimates raises uncertainty about what to expect.","bullCase":"If Deere continues to outperform expectations, particularly in EPS and revenue, it could signal strong demand in the agricultural sector, leading to a positive stock reaction.","bearCase":"Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, as seen in previous quarters."},"optionsSignal":{"impliedMove":"13.86%","context":"The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement."},"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 will the EPS be this quarter, and how does it compare to last quarter's $6.55?","whyItMatters":"Given the strong surprise last quarter, investors will be keen to see if this trend continues or if there is a decline."},{"question":"How is demand for agricultural machinery trending in light of current commodity prices?","whyItMatters":"Understanding demand trends will provide insight into future revenue growth and overall market conditions."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $7.00 or higher would confirm the bull case, indicating strong profitability.","bearTrigger":"An EPS below $6.00 would confirm the bear case, suggesting declining profitability.","context":"The market is debating whether Deere can sustain its recent earnings momentum amidst fluctuating agricultural demand."},"scenarioPlaybook":{"beatAndRaise":"If Deere beats expectations, history suggests a potential stock increase of around +3.72%, confirming strong demand.","inLineCautious":"If results are in line with expectations, the stock may see minimal movement as investors await further guidance.","miss":"A miss could lead to a decline of around -6.22%, reflecting investor disappointment and concerns about 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 Deere's ability to maintain strong earnings growth due to recent agricultural trends that suggest increased demand for machinery.","supportingPoints":["Deere has a history of beating EPS estimates, with a 75% beat rate over the last eight quarters.","The options market is pricing a larger move than historical averages, indicating heightened expectations.","Recent commodity price trends suggest potential for increased agricultural spending."],"riskToConsensus":"If EPS comes in below $6.00, it could significantly undermine the bullish narrative."},"whatToListenFor":["Any updates on demand trends for agricultural machinery in light of current commodity prices.","Details on cost management strategies and their impact on profitability.","Insights into supply chain challenges and how they are being addressed.","Any commentary on international market performance and growth opportunities.","Management's outlook on future revenue growth and guidance for the next quarter."],"metaDescription":"Deere & Company (DE) reports Q3 2026 earnings August 20. Investors are keen to see if EPS continues to exceed expectations."}}