NYSE$DE

Deere & Co · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Deere's third-quarter performance was marked by strong results across all product categories, driven by exceptional employee and dealer efforts amidst supply-chain challenges.

Deere & Company reported a significant increase in net income for the third quarter, reaching $1.667 billion, or $5.32 per share, compared to $811 million, or $2.57 per share, in the same quarter of the previous year. Worldwide net sales and revenues also saw a substantial rise, increasing by 29 percent to $11.527 billion. The company has raised its full-year earnings forecast to a range of $5.7 billion to $5.9 billion, reflecting robust market conditions.

  • Deere reported Q3 net income of $1.667 billion, or $5.32 per share.
  • Worldwide net sales and revenues increased by 29% to $11.527 billion.
  • Equipment division operating margin reached 19%, showcasing strong execution amidst supply-chain issues.
  • Full-year earnings forecast was raised to $5.7 to $5.9 billion due to robust market conditions.

Headline financials

Total Revenue

$11.5B

Previous: $8.93B+29.2%
EPS (adj)

$5.25

Previous: $2.57+104.3%
Capital Expenditures

-$492M

Previous: -$594M+17.2%
Free Cash Flow

$3.82B

Previous: $3.46B+10.4%
Net Income

$1.67B

Previous: $811M+105.5%
Operating Income

$2.24B

Previous: $1.39B+61.4%
Gross Profit

$11.5B

Previous: $8.8B+30.8%
Cash & Equivalents

$7.52B

Previous: $8.19B-8.2%
Total Assets

$80.7B

Previous: $77.3B+4.4%
Stock-Based Comp

$19M

Previous: $15M+26.7%

Revenue & EPS history

Deere · Revenue · Quarterly

$11.5B

Q3 2021+29.2%vs Q3 2020
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Deere · $11.3B total across 4 segments · Q3 2021

  • Production & Precision Ag
    $4.25B-25.1%
  • Small Ag & Turf
    $3.15B
  • Construction & Forestry
    $3.02B+37.9%
  • Financial Services
    $902M+1.1%

Forward guidance

Deere & Company anticipates continued demand for farm and construction equipment due to favorable market fundamentals. Engagement with the John Deere Operations Center and adoption of precision technologies are expected to unlock greater customer value.

Tailwinds

  • Demand for farm and construction equipment is expected to continue benefiting from favorable fundamentals.
  • Growing engagement with the John Deere Operations Center is anticipated.
  • Continued adoption of precision technologies is expected.
  • Precision technologies will unlock greater value for customers.
  • Full-year net income attributable to Deere & Company for fiscal 2021 is forecasted to be in a range of $5.7 billion to $5.9 billion.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2021

Historical avgQ3 2021

+0.2%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+2.1%

Avg return

30 days after

53%

39 / 73 earnings

Positive

+14.3%

Q3 2016

Best reaction

-10.9%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+0.8%-4.1%+6.9%
Q1 2026-0.1%+8.6%-5.7%
Q4 2025-5.8%-6.0%-5.9%
Q3 2025-6.5%-4.7%-8.4%
Q2 2025+3.6%+5.8%+2.4%
Q1 2025-2.2%+5.2%+0.2%
Q4 2024+10.3%+13.8%+6.8%
Q3 2024+7.6%+6.1%+12.4%
Q2 2024-4.1%-6.6%-8.7%
Q1 2024-6.3%-7.1%-0.4%
Q4 2023-3.3%-5.3%+3.7%
Q3 2023-6.8%-5.9%-1.7%
Q2 2023-2.7%-4.4%+10.0%
Q1 2023+6.0%+5.8%-4.3%
Q4 2022+6.0%+5.9%+4.9%
Q3 2022+0.4%+3.6%-3.7%
Q2 2022-8.0%-5.9%-11.5%
Q1 2022-7.0%-11.3%+8.6%
Q4 2021+2.9%-0.3%-0.0%
Q3 2021+1.1%+4.8%-2.8%
Q2 2021+1.2%+0.7%-7.4%
Q1 2021+12.4%+15.1%+24.1%
Q4 2020+0.2%+0.0%+2.9%
Q3 2020+7.5%+10.4%+16.2%
Q2 2020+3.7%+7.4%+8.4%
Q1 2020+3.6%+0.7%-32.7%
Q4 2019-4.9%-6.4%-0.5%
Q3 2019+6.0%+7.8%+15.1%
Q2 2019-7.3%-4.9%+3.8%
Q1 2019-3.2%-1.6%-2.6%
Q4 2018+3.1%+7.5%+3.2%
Q3 2018+2.3%+3.8%+7.6%
Q2 2018+7.8%+6.7%+1.3%
Q1 2018-1.2%-2.8%-1.8%
Q4 2017+4.5%+6.9%+13.1%
Q3 2017-6.0%-6.1%-4.0%
Q2 2017+8.0%+9.0%+13.5%
Q1 2017+0.4%+0.4%+1.2%
Q4 2016+12.9%+10.5%+12.1%
Q3 2016+14.3%+13.6%+6.5%
Q2 2016-5.3%-2.1%+4.6%
Q1 2016-2.4%
Q4 2015+3.6%
Q3 2015-10.9%
Q2 2015+4.9%
Q1 2015-0.8%
Q4 2014-1.3%
Q3 2014-1.8%
Q2 2014-2.6%
Q1 2014-1.8%
Q4 2013+1.3%
Q3 2013+0.5%
Q2 2013-4.7%
Q1 2013-3.6%
Q4 2012-2.3%
Q3 2012-5.8%
Q2 2012+0.5%
Q1 2012-0.6%
Q4 2011+4.1%
Q3 2011-3.5%
Q2 2011+1.3%
Q1 2011+4.6%
Q4 2010+0.4%
Q3 2010+0.4%
Q2 2010-3.9%
Q1 2009+1.6%
Q1 2010+2.8%
Q4 2009+0.6%
Q2 2009+0.6%
Q4 2007+0.6%
Q3 2009-3.3%
Q4 2008-3.3%
Q3 2008-3.3%

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