NYSE$AGCO

AGCO Corp · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

AGCO's second quarter results were highlighted by strong margin performance across all regions resulting in the achievement of record earnings per share.

AGCO reported net sales of approximately $2.9 billion for the second quarter, a 43.5% increase compared to the second quarter of 2020. Reported net income was $3.73 per share, and adjusted net income was $2.88 per share.

  • Regional sales results: Europe/Middle East (“EME”) +45.4%, North America +32.2%, South America +55.9%, Asia/Pacific/Africa (“APA”)+56.7%
  • Constant currency regional sales results: EME +33.7%, North America +28.9%, South America +53.1%, APA +40.3%
  • Regional operating margin performance: EME 12.3%, North America 14.1%, South America 8.3%, APA 11.5%
  • Raised full-year outlook for net sales and net income per share

Headline financials

Total Revenue

$2.88B

Previous: $2.01B+43.5%
EPS (adj)

$2.88

Previous: $1.11+159.5%
Capital Expenditures

-$121M

Previous: -$118M-2.6%
Free Cash Flow

$162M

Previous: -$47.8M+439.3%
Net Income

$283M

Previous: $69.7M+305.7%
Operating Income

$290M

Previous: $97.3M+198.4%
Gross Profit

$692M

Previous: $433M+60.0%
Cash & Equivalents

$500M

Previous: $404M+23.7%
Total Assets

$8.86B

Previous: $7.78B+14.0%
Stock-Based Comp

$8.4M

Previous: $10.1M-16.8%

Revenue & EPS history

AGCO · Revenue · Quarterly

$2.88B

Q2 2021+43.5%vs Q2 2020
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Forward guidance

Net sales for the full year of 2021 are expected to range from $11.3 billion to $11.5 billion reflecting improved sales volumes, positive pricing and favorable foreign currency translation. Supported by these assumptions, 2021 earnings per share are targeted at approximately $9.50.

Tailwinds

  • Improved sales volumes
  • Positive pricing
  • Favorable foreign currency translation
  • Higher sales and production volumes
  • Cost reduction initiatives

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

+0.5%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+0.8%

Avg return

30 days after

51%

35 / 68 earnings

Positive

+13.1%

Q4 2021

Best reaction

-12.2%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.9%-3.3%-1.1%
Q4 2025+2.2%+11.6%+1.8%
Q3 2025-0.6%+0.6%-0.2%
Q1 2025+10.1%+11.2%+15.5%
Q4 2024-5.1%-6.9%-0.6%
Q3 2024-3.4%-6.1%-0.4%
Q2 2024-7.5%-12.2%-11.4%
Q1 2024-0.3%+4.4%-4.3%
Q4 2023-2.5%-4.9%-6.5%
Q3 2023+4.8%+6.8%+1.2%
Q2 2023-3.2%-2.6%-12.9%
Q1 2023+2.3%+1.9%-10.4%
Q4 2022-0.4%+2.6%+2.0%
Q3 2022-6.9%-2.6%+5.9%
Q2 2022+4.9%+1.6%+6.5%
Q1 2022+5.6%-4.3%+0.8%
Q4 2021+13.1%+10.7%+12.1%
Q3 2021-3.4%-1.4%-7.3%
Q2 2021+5.0%+6.7%+11.3%
Q1 2021-6.6%-2.3%-11.4%
Q4 2020+1.6%+3.3%+13.3%
Q3 2020+7.9%+13.2%+16.1%
Q2 2020+3.5%+7.1%+14.3%
Q1 2020-2.3%+3.0%+23.0%
Q4 2019-8.7%-8.0%-16.1%
Q3 2019-1.1%+0.9%+2.6%
Q2 2019+0.8%-4.2%-10.2%
Q1 2019+6.8%+4.4%-5.0%
Q4 2018-2.3%-4.4%+0.9%
Q3 2018+8.1%+10.2%+12.8%
Q2 2018+2.2%+3.8%-0.5%
Q1 2018-5.5%-4.0%+1.5%
Q4 2017-2.0%-3.7%-6.5%
Q3 2017-2.8%-3.4%-0.9%
Q2 2017+0.2%+0.1%-6.8%
Q1 2017+1.3%-0.3%-0.2%
Q4 2016+1.6%+2.6%-6.2%
Q3 2016-3.3%-1.2%+9.3%
Q2 2016-0.7%-0.1%-2.4%
Q1 2016+0.2%
Q4 2015-7.8%
Q3 2015+9.5%
Q2 2015+6.0%
Q1 2015+6.5%
Q4 2014+6.5%
Q3 2014-0.7%
Q2 2014-5.2%
Q1 2014-1.9%
Q4 2013-4.2%
Q3 2013-8.8%
Q2 2013+4.2%
Q1 2013+1.1%
Q4 2012+3.6%
Q3 2012-1.2%
Q2 2012+10.9%
Q1 2012+5.3%
Q4 2008-0.5%
Q4 2011-0.5%
Q3 2011+2.6%
Q2 2011-12.2%
Q1 2010+2.4%
Q1 2011+1.5%
Q4 2010+3.7%
Q3 2009+0.2%
Q3 2010+0.2%
Q2 2009-1.3%
Q2 2010-1.3%
Q4 2009-1.3%

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