NYSE$AGCO

AGCO Corp · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

AGCO's Q4 2024 earnings decreased compared to the prior year due to lower sales volume and challenging market conditions, but were supported by strong cost control measures.

AGCO reported net sales of $2.9 billion for Q4 2024, a decrease of 24.0% compared to Q4 2023. Reported net loss was $(3.42) per share, while adjusted net income was $1.97 per share. The company cut production hours by 33% in the fourth quarter and ended the year with lower company and dealer inventory compared to 2023.

  • Net sales decreased by 24.0% compared to the fourth quarter of 2023.
  • Reported a net loss of $(3.42) per share, including impairment charges and restructuring expenses.
  • Adjusted net income was $1.97 per share, compared to $3.78 per share in Q4 2023.
  • Adjusted operating margin was 9.9% despite challenging market dynamics.

Headline financials

Total Revenue

$2.89B

Previous: $3.8B-24.0%
EPS (adj)

$1.97

Previous: $3.78-47.9%
Net Sales Change

3.8%

No prior period
Operating Margin

-9.3%

No prior period
Adjusted Operating Margin

9.9%

No prior period
FY Net Sales Change

-7.0%

No prior period
FY Operating Margin

-1.0%

No prior period
FY Adjusted Operating Margin

8.9%

No prior period
FY Free Cash Flow Conversion

53.0%

No prior period
Capital Expenditures

-$114M

Previous: $160M-171.1%
Net Income

-$314M

Previous: $339M-192.5%
Operating Income

-$269M

Previous: $393M-168.4%
Gross Profit

$689M

Previous: $983M-29.9%
R&D Expense

$103M

Previous: $151M-31.7%

Revenue & EPS history

AGCO · Revenue · Quarterly

$2.89B

Q4 2024-24%vs Q4 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

AGCO expects net sales for 2025 to be approximately $9.6 billion. Adjusted operating margins are projected to be approximately 7% - 7.5%, and earnings per share are targeted at approximately $4.00 - $4.50.

Tailwinds

  • Increased cost controls
  • Moderately lower investments in engineering
  • Flat pricing
  • Farmer-First strategy
  • Ongoing restructuring program

Headwinds

  • Lower sales volumes
  • Unfavorable foreign currency translation
  • Lower production volumes
  • Weakening industry demand
  • Challenging farm economics

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 Q4 2024

Historical avgQ4 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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