Deere & Company (NYSE: DE), a global leader in agricultural and construction equipment, is scheduled to report its next earnings on Thursday, August 14, 2025, for the third quarter of fiscal year 2025 (Q3 2025). Earnings reports are pivotal events for investors and analysts, offering insights into a company's financial health, operational performance, and future outlook, which can significantly influence stock prices and market sentiment.

Key Information

Deere & Company (NYSE: DE) is set to release its third-quarter fiscal year 2025 earnings on Thursday, August 14, 2025. The earnings call, where company executives discuss the results and provide guidance, is typically held at 10:00 AM ET on the same day.

Based on historical reporting patterns, the expected dates for future earnings reports for Deere & Company generally follow a consistent quarterly schedule:

• Q3 2025: August 14, 2025
• Q4 2025: Mid-to-late November 2025 (following the pattern of Q4 2024, which was November 21, 2024). Forecasts from sources like Nasdaq and Investing.com align with a November release.
• Q1 2026: Mid-February 2026 (consistent with Q1 2025, which was February 13, 2025). Forecasts from Nasdaq and Investing.com suggest a February release.
• Q2 2026: Mid-May 2026 (mirroring Q2 2025, which was May 15, 2025). Forecasts from Nasdaq and Investing.com indicate a May release.

Context and Background

Deere & Company's fiscal year ends on October 31st, which means its quarterly reporting periods differ from calendar quarters. This is a common practice for many large corporations, especially those with seasonal business cycles like agriculture and construction.

• Historical Context: Deere & Company has a long-standing history of consistent earnings reporting, typically releasing results in mid-February (Q1), mid-May (Q2), mid-August (Q3), and mid-November (Q4). This predictability allows investors to anticipate these key dates and prepare for potential market reactions.
• Comparison to Other Companies: While the specific dates vary, the general rhythm of quarterly earnings reports is standard across publicly traded companies. However, the timing within the month can differ, and Deere's mid-month reporting is typical for many industrial giants.
• Relevant Trends: The agricultural and construction sectors are cyclical, heavily influenced by commodity prices, weather patterns, government policies, and global economic health. These factors often dictate the performance of companies like Deere & Company, making each earnings report a crucial indicator of the industry's current state and future trajectory. For instance, strong agricultural commodity prices often lead to increased demand for new farm equipment, positively impacting Deere's sales.

Implications

Earnings reports from Deere & Company (NYSE: DE) carry significant implications for various stakeholders, from individual investors to the broader market.

• Short-term Implications:
  • Stock Price Volatility: The immediate aftermath of an earnings release often sees increased volatility in DE's stock price. Results that beat or miss analyst expectations, along with management's forward-looking guidance, can lead to sharp movements.
  • Analyst Revisions: Financial analysts typically update their ratings, price targets, and earnings estimates based on the reported figures and outlook, influencing investor sentiment.
  • Market Sentiment: Deere's performance can serve as a bellwether for the health of the agricultural and construction sectors, impacting related industries and companies.
• Long-term Outlook:
  • Strategic Direction: Earnings calls provide a platform for management to discuss strategic initiatives, capital allocation plans, and long-term growth drivers, such as investments in precision agriculture technology or expansion into new markets.
  • Dividend Policy: Consistent profitability and strong cash flow, as revealed in earnings reports, can support or influence the company's dividend policy, which is a key consideration for income-focused investors.
  • Competitive Landscape: Deere's ability to maintain or grow market share, as reflected in its sales figures and guidance, is crucial for its long-term competitive positioning against rivals like CNH Industrial (NYSE: CNHI) and AGCO (NYSE: AGCO).
• Factors that Could Change the Situation:
  • Global Economic Conditions: A significant downturn or upturn in the global economy could impact demand for heavy machinery.
  • Commodity Prices: Fluctuations in agricultural commodity prices directly affect farmers' purchasing power and, consequently, demand for farm equipment.
  • Supply Chain Disruptions: Ongoing or new supply chain issues could affect production and delivery, impacting sales and profitability.
  • Interest Rate Environment: Higher interest rates can increase the cost of financing for equipment purchases, potentially dampening demand.
  • Technological Advancements: Rapid advancements in agricultural technology could either present new opportunities or disrupt existing business models.

Summary

Deere & Company (NYSE: DE) is scheduled to report its Q3 2025 earnings on Thursday, August 14, 2025, with subsequent quarterly reports expected in mid-November 2025, mid-February 2026, and mid-May 2026. These earnings releases are critical for understanding the company's financial performance, strategic direction, and the broader health of the agricultural and construction industries. Investors and market observers closely monitor these dates for insights into Deere's profitability, sales trends, and future guidance, all of which play a significant role in shaping the company's stock performance and market valuation.