AGCO's Earnings: A Preview
Benzinga Insights 9 months ago
Earnings
AGCO (NYSE:AGCO) is preparing to release its quarterly earnings on Thursday, 2026-02-05. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect AGCO to report an earnings per share (EPS) of $1.85.
AGCO bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
Past Earnings Performance
Last quarter the company beat EPS by $0.12, which was followed by a 0.0% drop in the share price the next day.
Here's a look at AGCO's past performance and the resulting price change:
| Quarter | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|
| EPS Estimate | 1.23 | 1.07 | 0.04 | 1.83 |
| EPS Actual | 1.35 | 1.35 | 0.41 | 1.97 |
| Price Change % | -3.00 | -4.00 | 2.00 | 2.00 |
Stock Performance
Shares of AGCO were trading at $116.54 as of February 03. Over the last 52-week period, shares are up 22.8%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release.
Analyst Insights on AGCO
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding AGCO.
Analysts have given AGCO a total of 6 ratings, with the consensus rating being Neutral. The average one-year price target is $115.5, indicating a potential 0.89% downside.
Comparing Ratings Among Industry Peers
The following analysis focuses on the analyst ratings and average 1-year price targets of CNH Industrial, Alamo Group and Lindsay, three prominent industry players, providing insights into their relative performance expectations and market positioning.
- Analysts currently favor an Buy trajectory for CNH Industrial, with an average 1-year price target of $12.17, suggesting a potential 89.56% downside.
- Analysts currently favor an Neutral trajectory for Alamo Group, with an average 1-year price target of $190.0, suggesting a potential 63.03% upside.
- Analysts currently favor an Neutral trajectory for Lindsay, with an average 1-year price target of $128.0, suggesting a potential 9.83% upside.
Comprehensive Peer Analysis Summary
The peer analysis summary presents essential metrics for CNH Industrial, Alamo Group and Lindsay, unveiling their respective standings within the industry and providing valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| AGCO | Neutral | -4.73% | $646.50M | 7.06% |
| CNH Industrial | Buy | -5.48% | $1.40B | 1.04% |
| Alamo Group | Neutral | 4.67% | $101.68M | 2.26% |
| Lindsay | Neutral | -6.29% | $50.10M | 3.14% |
Key Takeaway:
AGCO ranks in the middle among its peers for revenue growth, with a slight decrease. It is at the top for gross profit, indicating strong performance in this area. However, AGCO's return on equity is lower compared to its peers, positioning it towards the bottom in this metric.
About AGCO
Agco is a global manufacturer of agricultural equipment. Its main machine brands are Fendt, Massey Ferguson, and Valtra; its initiatives in precision agriculture have been organized under the PTx umbrella following a series of acquisitions. While a global business, Agco's sales skew heavily toward Europe/Middle East, representing 50%-60% of sales and even more of operating profits. The company is trying to increase its exposure to the larger North and South American markets. Its products are available through a global dealer network, which includes over 3,000 dealer and distribution locations and reach into over 140 countries. Additionally, Agco offers retail and wholesale financing to customers through its unconsolidated joint venture with Rabobank of the Netherlands.
Breaking Down AGCO's Financial Performance
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: AGCO's revenue growth over a period of 3 months has faced challenges. As of 30 September, 2025, the company experienced a revenue decline of approximately -4.73%. This indicates a decrease in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Industrials sector.
Net Margin: AGCO's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 12.35% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): AGCO's ROE stands out, surpassing industry averages. With an impressive ROE of 7.06%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): AGCO's ROA excels beyond industry benchmarks, reaching 2.47%. This signifies efficient management of assets and strong financial health.
Debt Management: AGCO's debt-to-equity ratio is below the industry average. With a ratio of 0.66, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
To track all earnings releases for AGCO visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.