NYSE$AGCO

AGCO Corp · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

AGCO's third-quarter results were reported, showing a decrease in net sales compared to the previous year, but the company reaffirmed its full-year adjusted operating margin target.

AGCO reported net sales of $2.6 billion for the third quarter, a 24.8% decrease year-over-year. Reported earnings per share were $0.40, and adjusted earnings per share were $0.68. The company reaffirmed its full-year adjusted operating margin target of 9% and revised its 2024 sales and earnings per share outlook to reflect the Grain and Protein divestiture.

  • Net sales decreased by 24.8% year-over-year, totaling $2.6 billion.
  • Reported earnings per share (EPS) stood at $0.40, while adjusted EPS reached $0.68.
  • The full-year adjusted operating margin target of 9% was reaffirmed.
  • The 2024 sales and earnings per share outlook was revised to reflect the Grain and Protein divestiture.

Headline financials

Total Revenue

$2.6B

Previous: $3.46B-24.8%
EPS

$0.40

Previous: $3.97-89.9%
Capital Expenditures

-$279M

Previous: -$358M+21.9%
Free Cash Flow

-$249M

Previous: -$77.1M-223.3%
Net Income

$30M

Previous: $281M-89.3%
Operating Income

$115M

Previous: $424M-72.9%
Gross Profit

$603M

Previous: $934M-35.4%
Cash & Equivalents

$623M

Previous: $681M-8.5%
Total Assets

$13.5B

Previous: $11.4B+19.0%
Stock-Based Comp

$5.2M

Previous: $10.2M-49.0%

Revenue & EPS history

AGCO · Revenue · Quarterly

$2.6B

Q3 2024-24.8%vs Q3 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

AGCO expects net sales for 2024 to be approximately $12.0 billion, with adjusted operating margins projected to be approximately 9%. Adjusted earnings per share are targeted at approximately $7.50.

Tailwinds

  • Increased cost controls
  • Modestly lower investments in engineering.
  • Focus on higher margin products
  • Better positioning for an upturn in the cycle.
  • Ongoing restructuring program

Headwinds

  • Lower sales volumes
  • Lower production volumes
  • Softer industry sales
  • Lower end-market demand
  • Weaker global industry demand across most equipment categories.

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 Q3 2024

Historical avgQ3 2024

+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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