Why Is Agricultural Machinery Company AGCO Stock Falling Today?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 25 2024
0mins
Should l Buy AGCO?
Source: Benzinga
- AGCO Corporation Restructuring: AGCO shares are down due to a restructuring program announced by the company.
- Workforce Reduction: The program will lead to a 6% reduction in the company's salaried workforce.
- Cost-Cutting Measures: AGCO aims to cut costs, streamline workforce, and improve global efficiencies through this program.
- Financial Impact: The company expects charges of $150-200 million for termination benefits and anticipates annual cost savings of $100-125 million.
- Investor Impact: AGCO stock has dropped over 25% in the past year, and investors can access it through specific ETFs.
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Analyst Views on AGCO
Wall Street analysts forecast AGCO stock price to fall
12 Analyst Rating
4 Buy
6 Hold
2 Sell
Hold
Current: 138.470
Low
93.00
Averages
112.70
High
125.00
Current: 138.470
Low
93.00
Averages
112.70
High
125.00
About AGCO
AGCO Corporation designs, manufactures and distributes agricultural machinery and precision agriculture technology. The Company’s brands include Fendt, Massey Ferguson, PTx and Valtra. Its segments include North America, South America, Europe/Middle East and Asia/Pacific/Africa regions. Its solutions include tractors, compact/utility tractors, harvesting, hay & forage, crop care & nutrient management, planting & soil preparation, material handling, power generation, water management, and engines. Its tractors include high horsepower tractors, utility or mid-range tractors, and compact tractors. Its hay and forage solutions range from mowers and balers to forage blowers. It offers seeding and tillage equipment for a variety of crops and conditions - from minimum tillage to primary tillage. Its AGCO Power division produces diesel engines, gears and generating sets. It also provides retail and wholesale financing through its finance joint ventures with Cooperatieve Rabobank U.A.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AGCO to Participate in Citi's 2026 Global Industrial Tech Conference
- Conference Participation: AGCO announced its participation in Citi's Global Industrial Tech and Mobility Conference on February 19, 2026, featuring a fireside chat with CFO Damon Audia at 10:30 a.m. Eastern Time, highlighting the company's leadership in agricultural machinery.
- Investor Engagement: Investors can listen to the live webcast of the conference through the 'Events' section of AGCO's Investor Relations website, enhancing interaction and transparency with stakeholders and improving the company's public image.
- Webcast Archiving: The webcast will be archived for 12 months post-event, ensuring that investors who cannot attend live can access the information later, thereby increasing the accessibility of critical updates.
- Company Overview: AGCO is a global leader in agricultural machinery and precision agriculture technologies, committed to delivering high-performance equipment and smart farming solutions through its brands like Fendt, Massey Ferguson, PTx, and Valtra, aimed at promoting sustainable agricultural practices.
See More
AGCO to Participate in Citi's 2026 Global Industrial Tech Conference
- Conference Participation: AGCO announced its participation in Citi's Global Industrial Tech and Mobility Conference on February 19, 2026, where CFO Damon Audia will engage in a fireside chat at 10:30 a.m. Eastern Time, highlighting the company's leadership in agricultural machinery.
- Investor Engagement: Investors can listen to the live webcast of the event via the 'Events' section of AGCO's Investor Relations website, enhancing interaction and transparency with stakeholders, which is expected to attract more attention and potential investments.
- Webcast Archiving: The webcast will be archived for 12 months post-event, ensuring that investors who cannot attend live can access the information at their convenience, further improving information accessibility and the company's image.
- Company Overview: AGCO is a global leader in agricultural machinery and precision agriculture technologies, committed to delivering high-performance equipment and smart farming solutions through its brands like Fendt, Massey Ferguson, PTx, and Valtra, driving sustainable productivity in agriculture.
See More
AGCO to Participate in Citi's 2026 Global Industrial Tech Conference
- Conference Participation: AGCO announced its participation in Citi's Global Industrial Tech and Mobility Conference on February 19, 2026, where CFO Damon Audia will engage in a fireside chat at 10:30 a.m. Eastern Time, showcasing the company's leadership in agricultural machinery.
- Investor Engagement: Investors can listen to the live webcast of the presentation via the 'Events' section of AGCO's Investor Relations website, enhancing investor interaction and transparency, which is expected to attract more attention and potential investments.
- Webcast Archiving: The webcast will be archived immediately after the presentation for 12 months, ensuring that investors who cannot attend live can access the information at their convenience, further improving information accessibility.
- Company Background: AGCO, a global leader in agricultural machinery and precision agriculture technologies, is committed to delivering high-performance equipment through its brands like Fendt, Massey Ferguson, PTx, and Valtra, aligning with its Farmer-First strategy to promote sustainable agricultural practices.
See More
AGCO Reports Better-Than-Expected Earnings and 2026 Outlook
- Strong Earnings Report: AGCO's Q4 2025 net sales reached $2.92 billion, a 1.1% increase year-over-year, surpassing the $2.67 billion analyst estimate, although net sales declined 5.3% year-over-year when excluding a 6.4% favorable currency impact.
- Earnings Beat Expectations: Adjusted earnings per share were $2.17, exceeding the $1.86 analyst estimate and up from $1.97 in Q4 2024, demonstrating the company's resilience and focus in a volatile market.
- Positive 2026 Outlook: AGCO forecasts adjusted earnings per share of $5.50 to $6.00 for 2026, above the $5.83 analyst estimate, and projects net sales of $10.4 billion to $10.7 billion, exceeding the $10.072 billion estimate, reflecting confidence in future growth.
- Positive Stock Reaction: Following the earnings announcement, AGCO shares rose 5.3% to $130.93, with analysts adjusting their price targets; Barclays raised its target from $93 to $105, indicating market optimism about AGCO's future performance.
See More
AGCO Corporation Q4 2025 Earnings Call Highlights
- Performance Metrics: AGCO reported Q4 2025 net sales of $2.9 billion, a 1% year-over-year increase, with an adjusted operating margin of 10.1%, indicating ongoing progress on high-margin growth levers despite the impact of the Grain & Protein divestiture on overall sales.
- Cash Flow Achievement: The company achieved a record free cash flow of $740 million in 2025, up over $440 million from 2024, reflecting effective management of working capital and sales growth, thereby enhancing its capacity for future investments.
- Future Outlook: AGCO expects 2026 net sales between $10.4 billion and $10.7 billion, with adjusted earnings per share targeted at $5.50 to $6, while anticipating a 15% decline in North American large ag industry sales, yet remains optimistic about modest growth in the European market.
- Cost Control Initiatives: Management aims for $40 million to $60 million in incremental cost savings in 2026 and will continue a $1 billion share repurchase program to enhance shareholder value, despite pressures from tariffs and input costs.
See More
AGCO Reports Strong Q4 2025 Earnings Amid Market Challenges
- Sales Performance Recovery: AGCO's Q4 2025 net sales reached $2.92 billion, a 1.1% year-over-year increase that surpassed the $2.67 billion analyst estimate, although net sales declined 5.3% year-over-year when excluding a 6.4% favorable currency impact, demonstrating the company's resilience in a volatile market.
- Profitability Improvement: The company reported adjusted earnings of $2.17 per share for Q4, exceeding the $1.86 analyst estimate and up from $1.97 in Q4 2024, reflecting AGCO's enhancements in cost control and operational efficiency.
- Regional Performance Disparities: Net sales in Europe and the Middle East rose 7.9% to $2.02 billion with an operating margin of 16.8%, while North America saw a 7.8% decline to $466 million with an operating margin of -6.4%, highlighting demand fluctuations across different markets.
- Optimistic Future Outlook: AGCO forecasts adjusted earnings per share between $5.50 and $6.00 for 2026, above the $5.83 analyst estimate, with projected net sales of $10.4 billion to $10.7 billion, indicating the company's confidence in market recovery.
See More
AGCO to Participate in Citi's 2026 Global Industrial Tech Conference
- Conference Participation: AGCO announced its participation in Citi's Global Industrial Tech and Mobility Conference on February 19, 2026, featuring a fireside chat with CFO Damon Audia at 10:30 a.m. Eastern Time, highlighting the company's leadership in agricultural machinery.
- Investor Engagement: Investors can listen to the live webcast of the conference through the 'Events' section of AGCO's Investor Relations website, enhancing interaction and transparency with stakeholders and improving the company's public image.
- Webcast Archiving: The webcast will be archived for 12 months post-event, ensuring that investors who cannot attend live can access the information later, thereby increasing the accessibility of critical updates.
- Company Overview: AGCO is a global leader in agricultural machinery and precision agriculture technologies, committed to delivering high-performance equipment and smart farming solutions through its brands like Fendt, Massey Ferguson, PTx, and Valtra, aimed at promoting sustainable agricultural practices.
See More
AGCO to Participate in Citi's 2026 Global Industrial Tech Conference
- Conference Participation: AGCO announced its participation in Citi's Global Industrial Tech and Mobility Conference on February 19, 2026, where CFO Damon Audia will engage in a fireside chat at 10:30 a.m. Eastern Time, highlighting the company's leadership in agricultural machinery.
- Investor Engagement: Investors can listen to the live webcast of the event via the 'Events' section of AGCO's Investor Relations website, enhancing interaction and transparency with stakeholders, which is expected to attract more attention and potential investments.
- Webcast Archiving: The webcast will be archived for 12 months post-event, ensuring that investors who cannot attend live can access the information at their convenience, further improving information accessibility and the company's image.
- Company Overview: AGCO is a global leader in agricultural machinery and precision agriculture technologies, committed to delivering high-performance equipment and smart farming solutions through its brands like Fendt, Massey Ferguson, PTx, and Valtra, driving sustainable productivity in agriculture.
See More
AGCO to Participate in Citi's 2026 Global Industrial Tech Conference
- Conference Participation: AGCO announced its participation in Citi's Global Industrial Tech and Mobility Conference on February 19, 2026, where CFO Damon Audia will engage in a fireside chat at 10:30 a.m. Eastern Time, showcasing the company's leadership in agricultural machinery.
- Investor Engagement: Investors can listen to the live webcast of the presentation via the 'Events' section of AGCO's Investor Relations website, enhancing investor interaction and transparency, which is expected to attract more attention and potential investments.
- Webcast Archiving: The webcast will be archived immediately after the presentation for 12 months, ensuring that investors who cannot attend live can access the information at their convenience, further improving information accessibility.
- Company Background: AGCO, a global leader in agricultural machinery and precision agriculture technologies, is committed to delivering high-performance equipment through its brands like Fendt, Massey Ferguson, PTx, and Valtra, aligning with its Farmer-First strategy to promote sustainable agricultural practices.
See More
AGCO Reports Better-Than-Expected Earnings and 2026 Outlook
- Strong Earnings Report: AGCO's Q4 2025 net sales reached $2.92 billion, a 1.1% increase year-over-year, surpassing the $2.67 billion analyst estimate, although net sales declined 5.3% year-over-year when excluding a 6.4% favorable currency impact.
- Earnings Beat Expectations: Adjusted earnings per share were $2.17, exceeding the $1.86 analyst estimate and up from $1.97 in Q4 2024, demonstrating the company's resilience and focus in a volatile market.
- Positive 2026 Outlook: AGCO forecasts adjusted earnings per share of $5.50 to $6.00 for 2026, above the $5.83 analyst estimate, and projects net sales of $10.4 billion to $10.7 billion, exceeding the $10.072 billion estimate, reflecting confidence in future growth.
- Positive Stock Reaction: Following the earnings announcement, AGCO shares rose 5.3% to $130.93, with analysts adjusting their price targets; Barclays raised its target from $93 to $105, indicating market optimism about AGCO's future performance.
See More
AGCO Corporation Q4 2025 Earnings Call Highlights
- Performance Metrics: AGCO reported Q4 2025 net sales of $2.9 billion, a 1% year-over-year increase, with an adjusted operating margin of 10.1%, indicating ongoing progress on high-margin growth levers despite the impact of the Grain & Protein divestiture on overall sales.
- Cash Flow Achievement: The company achieved a record free cash flow of $740 million in 2025, up over $440 million from 2024, reflecting effective management of working capital and sales growth, thereby enhancing its capacity for future investments.
- Future Outlook: AGCO expects 2026 net sales between $10.4 billion and $10.7 billion, with adjusted earnings per share targeted at $5.50 to $6, while anticipating a 15% decline in North American large ag industry sales, yet remains optimistic about modest growth in the European market.
- Cost Control Initiatives: Management aims for $40 million to $60 million in incremental cost savings in 2026 and will continue a $1 billion share repurchase program to enhance shareholder value, despite pressures from tariffs and input costs.
See More
AGCO Reports Strong Q4 2025 Earnings Amid Market Challenges
- Sales Performance Recovery: AGCO's Q4 2025 net sales reached $2.92 billion, a 1.1% year-over-year increase that surpassed the $2.67 billion analyst estimate, although net sales declined 5.3% year-over-year when excluding a 6.4% favorable currency impact, demonstrating the company's resilience in a volatile market.
- Profitability Improvement: The company reported adjusted earnings of $2.17 per share for Q4, exceeding the $1.86 analyst estimate and up from $1.97 in Q4 2024, reflecting AGCO's enhancements in cost control and operational efficiency.
- Regional Performance Disparities: Net sales in Europe and the Middle East rose 7.9% to $2.02 billion with an operating margin of 16.8%, while North America saw a 7.8% decline to $466 million with an operating margin of -6.4%, highlighting demand fluctuations across different markets.
- Optimistic Future Outlook: AGCO forecasts adjusted earnings per share between $5.50 and $6.00 for 2026, above the $5.83 analyst estimate, with projected net sales of $10.4 billion to $10.7 billion, indicating the company's confidence in market recovery.
See More
