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The Deere Forecast: Navigating Industrial Cycles and Tariff Headwinds
Deere raises full-year net income forecast as construction and small-ag rebound, but flags tariff cost headwinds.
What happened
Deere ($DE) beat quarterly expectations and lifted its FY2026 net income outlook to $4.5B–$5.0B (up from $4.0B–$4.75B). Management pointed to cost actions plus improving demand in Construction and Small Ag and Turf, and the stock jumped on the day.
Deere also warned that tariffs could add roughly $1.2B of cost in FY2026, and the farm economy backdrop is still pressured by weaker farm income.
Why this matters for traders
This is a “cycle read-through” story. Deere is…
The skinny
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