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AGCO Corporation

AGCO Corporation

NYSE•AGCO
CEO: Mr. Eric P. Hansotia
Sector: Industrials
Industry: Agricultural - Machinery
Listing Date: 1992-04-16
AGCO Corporation manufactures and distributes agricultural equipment and related replacement parts worldwide. It offers horsepower tractors for row crop production, soil cultivation, planting, land leveling, seeding, and commercial hay operations; utility tractors for small- and medium-sized farms, as well as for dairy, livestock, orchards, and vineyards; and compact tractors for small farms, specialty agricultural industries, landscaping, equestrian, and residential uses. The company also provides grain storage bins and related drying and handling equipment systems; seed-processing systems; swine and poultry feed storage and delivery; ventilation and watering systems; and egg production systems and broiler production equipment. In addition, it offers round and rectangular balers, loader wagons, self-propelled windrowers, forage harvesters, disc mowers, spreaders, rakes, tedders, and mower conditioners for harvesting and packaging vegetative feeds used in the beef cattle, dairy, horse, and renewable fuel industries. Further, the company provides implements, including disc harrows leveling seed beds and mixing chemicals with the soils; heavy tillage to break up soil and mix crop residue into topsoil; field cultivators that prepare smooth seed bed and destroy weeds; drills for small grain seeding; planters and other planting equipment; and loaders. Additionally, it offers combines for harvesting grain crops, such as corn, wheat, soybeans, and rice; and application equipment, such as self-propelled, three- and four-wheeled vehicles, and related equipment for liquid and dry fertilizers and crop protection chemicals, and for after crops emerge from the ground, as well as produces diesel engines, gears, and generating sets. The company markets its products under the Fendt, GSI, Massey Ferguson, Precision Planting, and Valtra brands through a network of independent dealers and distributors. AGCO Corporation was founded in 1990 and is headquartered in Duluth, Georgia.
Contact Information
4205 River Green Parkway, Duluth, GA, 30096-2568, United States
770-813-9200
www.agcocorp.com
Market Cap
$10.34B
P/E (TTM)
14.1
36.8
Dividend Yield
0.8%
52W High
$143.78
52W Low
$73.79
52W Range
92%
Rank36Top 31.8%
4.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$2.92B+0.00%
4-Quarter Trend

EPS

$1.30+0.00%
4-Quarter Trend

FCF

$675.00M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Income Rebounds Strongly Attributable net income $726.5M in 2025, reversing prior year loss of $(424.8)M, driven by lower charges and divestiture finalization.
Operations Income Significantly Improves Income from operations reached $595.7M in 2025, compared to $(122.1)M loss in 2024, due to reduced restructuring expenses.
Tractor and Parts Sales Increase Tractors comprised 66% of net sales, up from 61% in 2024; Replacement Parts grew to 19% from 16% of total sales.
Restructuring Costs Significantly Lower Restructuring and optimization expenses fell to $82.2M in 2025, less than half the $172.7M recorded in the prior year.

Risk Factors

Agricultural Demand Remains Cyclical Global industry demand for farm equipment declined in 2025, influenced by farm income, land values, and commodity price volatility.
Trade Policy Creates Uncertainty Uncertainty surrounding US tax, tariff, and trade policy changes adversely impacted sales and marketplace access globally.
Supplier Failure Risks Operations Failure by numerous key suppliers to deliver components timely or meet quality standards impacts ability to manufacture and sell products.
Geopolitical Factors Create Volatility Inflation, tariffs, and regional conflicts create volatility, potentially causing supply chain constraints and logistics interruptions.

Outlook

Modest 2026 Sales Increase Expected Net sales expected to modestly increase in 2026 compared to 2025, resulting from positive pricing and favorable currency translation.
Investing in Precision Agriculture Tech Continued investment in PTx Trimble joint venture and autonomous solutions expected to contribute to future equipment sales growth.
Focus on Operational Excellence Company remains focused on operational efficiencies, streamlining workforce, and enhancing global efficiencies via ongoing restructuring.
Sufficient Liquidity Maintained Financing facilities and available cash believed sufficient to support working capital, capital expenditures, and debt service requirements.

Peer Comparison

Revenue (TTM)

American Airlines Group Inc.AAL
$54.63B
+0.8%
Oshkosh CorporationOSK
$10.42B
-2.9%
AGCO CorporationAGCO
$10.08B
-13.5%

Gross Margin (Latest Quarter)

American Airlines Group Inc.AAL
56.1%
-3.3pp
Simpson Manufacturing Co., Inc.SSD
43.6%
-0.5pp
Zurn Elkay Water Solutions CorporationZWS
40.8%
-2.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
SPXC$12.04B52.013.7%14.5%
OSK$10.78B16.514.6%10.9%
SAIA$10.35B36.611.5%4.1%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
12.5%
Steady Growth
4Q Net Income CAGR
108.7%
Profitability Improved
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:Apr 29, 2026
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EPS:-
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Revenue:-
Reports
Financials
News
All Years
  • Form 10-K - FY 2025

    Period End: Dec 31, 2025|Filed: Feb 13, 2026|
    Revenue: $10.08B-13.5%
    |
    EPS: $9.76+271.5%
    Beat
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Oct 31, 2025|
    Revenue: $2.48B-4.7%
    |
    EPS: $4.10+925.0%
    Beat
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Jul 31, 2025|
    Revenue: $2.64B-18.8%
    |
    EPS: $4.22-185.8%
    Beat
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 1, 2025|
    Revenue: $2.05B-30.0%
    |
    EPS: $0.14-93.8%
    Beat
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 24, 2025|
    Revenue: $11.66B-19.1%
    |
    EPS: $-5.69-136.3%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 7, 2024|
    Revenue: $2.60B-24.8%
    |
    EPS: $0.40-89.3%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 8, 2024|
    Revenue: $3.25B-15.1%
    |
    EPS: $-4.92-215.5%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 3, 2024|
    Revenue: $2.93B-12.1%
    |
    EPS: $2.25-27.7%
    Meet