$DE

John Deere has reached a settlement in a class-action lawsuit and a separate FTC case over allegations of monopolizing repair services. The company will pay $99 million and provide repair tools to farmers and independent shops. Critics argue the settlement is insufficient, citing low payouts and ongoing costs. Farmers affected can claim compensation or opt out by specified dates. The FTC settlement requires Deere to comply for 10 years, with strict oversight.

John Deere (DE) settled a lawsuit with the FTC and five states, agreeing to make it easier for farmers to repair their own tractors. Farmers had previously criticized the company for withholding resources like diagnostic software, forcing them to rely on authorized dealers. The settlement is seen as a victory for farmers, but advocates say more reform is needed. According to the company, they will now provide access to repair manuals and diagnostic tools. The FTC and farmers' advocates have welc

John Deere reported Q3 net income of $1.379bn, up 7% YoY, and raised its full-year forecast to $4.75bn-$5bn. However, its Production & Precision Agriculture division saw Q3 sales fall 6% to $3.998bn. CEO John C. May expects 2026 to mark the bottom of the ag equipment cycle. The company's smaller machinery, turf, and construction businesses showed growth, with sales up 12% and 18% respectively.

Deere (DE) reported strong earnings, raising its full-year outlook and seeing stock near 52-week high. Management indicated a potential bottom in the agriculture cycle, with early 2027 equipment orders up mid-single digits. However, profitability concerns arise due to the loss of $382 million in tariff refunds next year. The company's diversification and high-tech equipment adoption are key factors in its recovery strategy. Investors await final order program results for clarity on the recovery'

Deere & Company (DE) reported Q3 2026 net income up 7% to $1.379B, with EPS at $5.10. Growth came from Construction & Forestry (+18% sales) and Small Ag & Turf (+12% sales), while Production & Precision Ag saw a 6% sales decline. The company raised its full-year net income guidance to $4.75B-$5.00B, citing strong infrastructure projects and technology adoption, but expects a 10% sales drop in its largest segment.

CAMPBELL RYAN D (Pres WWC&F and Pwr Systems) sold 7,839 shares of DEERE & CO (DE) at an average of $653.77 ($650.40–$659.87, $5.12M total) across 10 trades on 2026-08-24 under a Rule 10b5-1 trading plan.

Agriculture sector shows recovery with fertilizer stocks leading. CF Industries up 62.7% YTD, Nutrien up 19.2%. Wolfe Research notes shift to cautious optimism. Fall fertilizer season and commodity price recovery are key catalysts. CF Industries trades at 9.1x P/E with 20.0% revenue growth. Risks include trade policy and macro slowdown.

Deere & Company (NYSE: DE) will release its third-quarter 2026 financial results on 20 August. Additionally, John Deere was named the presenting sponsor of the 2026 MLB at Field of Dreams game.

CAMPBELL RYAN D (Pres WWC&F and Pwr Systems) sold 23,260 shares of DEERE & CO (DE) at an average of $651.18 ($650.31–$654.05, $15.15M total) across 5 trades on 2026-08-21 under a Rule 10b5-1 trading plan.

Deere reported mixed earnings, with construction and forestry sales up 18% to $3.62B and ag equipment sales expected to decline 15-20%. Management raised full-year net income guidance to $4.75B-$5B. DE stock is up 35% in 2026, trading at a 35x P/E ratio.