US · Industrials · Farm & Heavy Construction Machinery
EPS came in at 1.43 against a street estimate of 1.54 — a miss of 7.1%.
Analysts rate AGCO Corporation a buy (7 buy, 7 hold, 2 sell out of 16) with an average price target of $125.87.
CAUTIOUS Q2 net sales down 1% YoY to $2.6B; adjusted EPS $1.43 vs. $1.35 prior year. Facing softer demand in Europe and Latin America offset by strong North America share gains. FY26 guidance lowered; management aligning production to retail demand. Q2 2026 North America outperformed with strong high-horsepower tractor and hay tool volumes, plus market share gains. Europe surprised negatively; Germany market down ~15% more than expected. Brazil demand remained under pressure from rates, credit, currency headwinds. Management underproducing relative to retail in South America (~30% production reduction YoY) and North America to right-size dealer inventory. Analysts pressed on Europe's surprise Q2 miss and margin recovery path (Germany contraction + dealer deleveraging cited). Management confirmed structural improvements position company for 2H strength if commodity prices and financing im…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.37% |
| T. Rowe Price Associates, Inc. | 7.89% |
| Dimensional Fund Advisors, Inc. | 5.15% |
| Massachusetts Financial Services Company | 4.28% |
| Vanguard Portfolio Management, LLC | 4.14% |
| Vanguard Capital Management, LLC | 3.95% |
| Amvescap Plc. | 3.93% |
| Capital World Investors | 3.70% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 OTHER NOTABLE POINTS • AGCO announced an executive leadership restructuring on October 5, 2026. • The changes are intended to simplify the organizat | 2026-10-05 |
| Board / officer change · Q3 2026 AGCO CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • New CFO base salary: $600,000 per year with customary incentive compensation and benefits • E | 2026-08-03 |
| Quarterly report · Q2 2026 AGCO CORPORATION — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales (6 months): $4,952.6 million vs. $4,685.5 million in 2025 (+5.7%) • Net income | 2026-07-30 |
| Results announced · Q3 2026 AGCO CORPORATION Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 net sales: $2.6 billion, down 1.0% year-over-year (down 3.7% excluding currency | 2026-07-30 |
| Charter / bylaws change · Q3 2026 AGCO CORPORATION - DOCUMENT SUMMARY HEADLINE NUMBERS • No financial figures, earnings data, or numerical performance metrics disclosed in this filin | 2026-07-10 |
| Quarterly report · Q1 2026 AGCO CORPORATION Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales: $2,342.9 million (Q1 2026) vs. $2,050.5 million (Q1 2025) — up 14.2% • Net incom | 2026-05-05 |
| Results announced · Q2 2026 AGCO CORPORATION Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net sales: $2.3 billion, up 14.3% year-over-year • Reported earnings per share: $0.76 ( | 2026-05-05 |
| Proxy statement · Q2 2026 AGCO CORPORATION PROXY STATEMENT SUMMARY CEO COMPENSATION • Eric P. Hansotia (Chairman, President & CEO since January 1, 2021) received total 2025 c | 2026-03-12 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.30 / share ex-date Aug 14, 2026 · pay Sep 15, 2026 | 2026-08-14 |
| Dividend | $0.30 / share ex-date May 15, 2026 · pay Jun 15, 2026 | 2026-05-15 |
| Dividend | $0.29 / share ex-date Feb 13, 2026 · pay Mar 16, 2026 | 2026-02-13 |
| Dividend | $0.29 / share ex-date Nov 14, 2025 · pay Dec 15, 2025 | 2025-11-14 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for AGCO Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.