earnings
confidence high
sentiment neutral
materiality 0.70
AGCO 2025 net sales down 13.5%; Q4 adjusted EPS beats; guides 2026 above 2025
AGCO CORP /DE
2025-FY EPS reported
$9.75
revenue$10,082,000,000
- Full year net sales $10.1B, down 13.5%; reported EPS $9.75 includes gain on TAFE sale.
- Adjusted EPS $5.28 vs $7.50 in 2024; record free cash flow $740M.
- Q4 net sales up 1.1%; adjusted EPS $2.17 vs $1.97; adjusted operating margin 10.1%.
- North America sales down 8.5% (ex-currency); EME up 7.9% reported, down 0.7% constant currency.
- 2026 outlook: net sales $10.4-$10.7B; adjusted EPS $5.50-$6.00, above 2025 levels.