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AGCO to Present at Citi's 2026 Global Industrial Tech and Mobility Conference
Prnewswire· 2026-02-10 22:00
AGCO to Present at Citi's 2026 Global Industrial Tech and Mobility Conference [Accessibility Statement] Skip NavigationDULUTH, Ga., Feb. 10, 2026 /PRNewswire/ -- AGCO (NYSE: AGCO) announced today it will participate in Citi's 2026 Global Industrial Tech and Mobility Conference on Thursday, February 19, 2026. The conference will include a fireside chat with Damon Audia, Senior Vice President and Chief Financial Officer, at 10:30 a.m. Eastern Time. Investors may listen to a live webcast of the presentation by ...
Investing in Agco (AGCO)? Don't Miss Assessing Its International Revenue Trends
ZACKS· 2026-02-10 15:15
Did you analyze how Agco (AGCO) fared in its international operations for the quarter ending December 2025? Given the widespread global presence of this farm equipment maker, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and growth trajectory. For inv ...
AGCO Analysts Boost Their Forecasts After Better-Than-Expected Q4 Earnings - AGCO (NYSE:AGCO)
Benzinga· 2026-02-06 17:54
AGCO Corp. (NYSE:AGCO) on Thursday posted better-than-expected fourth-quarter earnings and issued an upbeat 2026 outlook."2025 reflects a meaningful progress year that we've made in transferring AGCO into a more resilient, better-positioned company. We're executing with discipline and focus on what we can control in a pretty volatile market," Eric Hansotia, AGCO's Chairman, President, and CEO, said in the earnings call.AGCO reported fourth-quarter 2025 net sales of $2.92 billion, a 1.1% increase from the pr ...
AGCO Analysts Boost Their Forecasts After Better-Than-Expected Q4 Earnings
Benzinga· 2026-02-06 17:54
AGCO Corp. (NYSE:AGCO) on Thursday posted better-than-expected fourth-quarter earnings and issued an upbeat 2026 outlook."2025 reflects a meaningful progress year that we've made in transferring AGCO into a more resilient, better-positioned company. We're executing with discipline and focus on what we can control in a pretty volatile market," Eric Hansotia, AGCO's Chairman, President, and CEO, said in the earnings call.AGCO reported fourth-quarter 2025 net sales of $2.92 billion, a 1.1% increase from the pr ...
AGCO (AGCO) - 2025 Q4 - Earnings Call Transcript
2026-02-05 16:02
AGCO (NYSE:AGCO) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsDamon Audia - SVP and CFOEric Hansotia - Chairman, President, and CEOGreg Peterson - Head of Investor RelationsJerry Revich - MD of Equity ResearchTami Zakaria - Executive DirectorConference Call ParticipantsEsther Osinaiya - Research AnalystJamie Cook - MD and Senior Equity AnalystKristen Owen - Equity Research AnalystMircea Dobre - Senior Research AnalystStephen Volkmann - Equity AnalystOperatorGood day, and welcome t ...
AGCO (AGCO) - 2025 Q4 - Earnings Call Transcript
2026-02-05 16:02
AGCO (NYSE:AGCO) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAngel Castillo - Executive Director, Head of US Machinery, and Construction Equity ResearchDamon Audia - SVP and CFOEric Hansotia - Chairman, President, and CEOGreg Peterson - Head of Investor RelationsJerry Revich - MD of Equity ResearchTami Zakaria - Executive DirectorConference Call ParticipantsJamie Cook - MD and Senior Equity AnalystKristen Owen - Equity Research AnalystMircea Dobre - Senior Research AnalystStephen ...
AGCO (AGCO) - 2025 Q4 - Earnings Call Transcript
2026-02-05 16:00
AGCO (NYSE:AGCO) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Speaker3Good day, and welcome to the AGCO 2025 fourth quarter earnings call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. In consideration of time, please limit yourself to one question and one follow-up. To ask a question, you may press Star, then One on ...
AGCO (AGCO) - 2025 Q4 - Earnings Call Presentation
2026-02-05 15:00
February 5, 2026 2 SAFE HARBOR Forward-looking statements in this presentation, including statements about our strategic plans and initiatives as well as their financial impacts, demand, product development, and capital expenditure plans and timing of those plans, and our expectations with respect to the costs and benefits of those plans and timing of those benefits, future revenue, crop production and farm income, production levels, price levels, margins, earnings, operating income, cash flow, engineering ...
Agco (AGCO) Q4 Earnings and Revenues Top Estimates
ZACKS· 2026-02-05 14:41
Agco (AGCO) came out with quarterly earnings of $2.17 per share, beating the Zacks Consensus Estimate of $1.85 per share. This compares to earnings of $1.97 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +17.57%. A quarter ago, it was expected that this farm equipment maker would post earnings of $1.26 per share when it actually produced earnings of $1.35, delivering a surprise of +7.14%.Over the last four quarters, the compa ...
AGCO (AGCO) - 2025 Q4 - Annual Results
2026-02-05 13:40
Financial Performance - AGCO reported net sales of $2.9 billion for Q4 2025, a 1.1% increase compared to Q4 2024, with adjusted net income of $2.17 per share[1]. - For the full year 2025, AGCO's net sales were approximately $10.1 billion, down 13.5% from 2024, with adjusted earnings per share of $5.28[2][3]. - The full-year adjusted operating margin for 2025 was 7.7%, nearly double the performance recorded at the bottom of the last cycle[1]. - AGCO achieved record free cash flow of $740 million in 2025, representing approximately 188% free cash flow conversion[2]. - The company reported a net income of $95.5 million in Q4 2025, a significant recovery from a net loss of $255.7 million in Q4 2024[22]. - Net income attributable to AGCO Corporation was $726.5 million in 2025, compared to a net loss of $424.8 million in 2024, marking a significant turnaround[23]. - Cash flows from operating activities increased to $988.1 million in 2025, up from $689.9 million in 2024, reflecting a growth of approximately 43.4%[24]. - The company reported a net income of $726.5 million for the year ended December 31, 2024, which included a loss of $424.8 million in the same period[43]. Sales and Market Trends - North American retail tractor sales decreased by 10% in 2025, with combine sales down 27% compared to the previous year[5]. - The company experienced a 7.8% decline in North American net sales for Q4 2025 compared to Q4 2024, excluding currency translation impacts[10]. - AGCO's regional net sales for Q4 2025 showed a 7.9% increase in Europe/Middle East, while North America and South America saw declines of 7.8% and 3.3%, respectively[6]. - The North America segment reported net sales of $466.0 million for Q4 2025, down from $505.6 million in Q4 2024, reflecting a decrease of 17.7%[36]. - The Europe/Middle East segment generated net sales of $2,017.5 million in Q4 2025, up from $1,869.9 million in Q4 2024, marking an increase of 7.9%[36]. - For the year ended December 31, 2025, total net sales decreased by 13.5% to $10,082.0 million from $11,661.9 million in 2024, with a currency translation impact of $273.6 million, or 2.3%[46]. - North America reported a significant decline of 27.5% in net sales to $1,665.5 million, while Europe/Middle East remained relatively stable with a slight increase of 0.4% to $6,736.7 million[46]. Cost Management and Expenses - Operating expenses decreased to $511.2 million in Q4 2025 from $484.2 million in Q4 2024, indicating improved cost management[22]. - Selling, general and administrative expenses for the year ended December 31, 2025, totaled $1,105.1 million, slightly down from $1,077.3 million in 2024, a decrease of 2.5%[39]. - Engineering expenses for the year ended December 31, 2025, were $487.7 million, compared to $470.9 million in 2024, reflecting an increase of 3.4%[39]. - The company incurred impairment charges of $10.0 million in 2025, significantly lower than $369.5 million in 2024, indicating improved asset management[23]. - The company recorded a net tax benefit of $1.9 million related to a legal entity reorganization for the three months ended December 31, 2025[43]. Future Outlook and Strategic Initiatives - In 2026, AGCO expects net sales to range from $10.4 to $10.7 billion, with adjusted operating margins projected between 7.5% and 8.0%[14]. - The company anticipates continued pressure on industry demand in 2026 due to current farm economics and elevated input costs[5][7]. - AGCO's innovation pipeline includes new product introductions aimed at enhancing farmer productivity and profitability[1]. - The company expects continued focus on operational efficiency and market expansion in the upcoming quarters, particularly in the Asia/Pacific/Africa regions[36]. - AGCO's expansion plans in emerging markets may involve significant risks, particularly in establishing manufacturing and marketing presence[17]. Cash and Assets - Cash and cash equivalents rose to $861.8 million in Q4 2025 from $612.7 million in Q4 2024, enhancing liquidity[21]. - AGCO's total assets increased to $11,927.8 million as of December 31, 2025, up from $11,190.6 million at the end of 2024[21]. - Long-term indebtedness decreased to $2,323.1 million in 2025 from $2,558.1 million in 2024, a decline of approximately 9.2%[30]. - Cash, cash equivalents, and restricted cash increased to $861.8 million at the end of 2025 from $612.7 million at the end of 2024, an increase of approximately 40.5%[24]. Restructuring and Optimization - The company announced a restructuring program with estimated one-time termination benefits of approximately $150.0 million to $200.0 million due to weakening demand in the agriculture industry[33]. - Restructuring and business optimization expenses for the year ended December 31, 2025, amounted to $82.2 million, compared to $71.7 million in 2024[43].