Recent 8-K filings for AGCO

• May 5, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  AGCO Q1 net sales up 14.3% to $2.3B; adjusted EPS $0.94 vs $0.41; raises FY26 EPS outlook to ~$6.00

  Net sales $2.3B +14.3% YoY; reported EPS $0.76, adjusted EPS $0.94 (vs $0.41 prior year).

• February 5, 2026, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  AGCO 2025 net sales down 13.5%; Q4 adjusted EPS beats; guides 2026 above 2025

  Full year net sales $10.1B, down 13.5%; reported EPS $9.75 includes gain on TAFE sale.

• October 31, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  AGCO Q3 adj EPS $1.35 vs $0.68 YoY; raises FY adj EPS outlook to ~$5.00

  Net sales $2.5B, down 4.7% YoY; ex-currency and divestitures, down 8.4%.

• September 30, 2025, 7:59 PM ET M&A materiality 0.60 neutral item 8.01item 1.01item 9.01

  AGCO completes sale of TAFE interest for $260M, after-tax proceeds ~$230M

  Completed sale of ownership interest in TAFE to TAFE for $260 million aggregate consideration.

• July 31, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  AGCO Q2 net sales down 18.8% to $2.6B; adjusted EPS $1.35 vs $2.53 a year ago

  Reported EPS of $4.22 includes items from G&P divestiture; adjusted EPS $1.35.

• July 9, 2025, 7:59 PM ET other material materiality 0.75 positive item 8.01item 9.01

  AGCO announces $1B share repurchase program after TAFE resolution

  Board authorized up to $1 billion of common stock repurchases.

• July 1, 2025, 7:59 PM ET other material materiality 0.75 positive item 1.01item 9.01

  AGCO settles disputes with TAFE, sells back stake for $260M, transfers Massey Ferguson brand in India

  TAFE will repurchase AGCO's remaining shareholdings in TAFE for an aggregate $260 million.

• May 1, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  AGCO Q1 net sales down 30% to $2.1B; reported EPS $0.14, adj EPS $0.41; full-year guidance reaffirmed

  Net sales $2.1B, down 30.0% YoY; reported EPS $0.14 vs $2.25 prior year.

• February 6, 2025, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  AGCO 2024 adjusted EPS $7.50, sales down 19.1%; guides 2025 EPS $4.00-$4.50

  Net sales $11.7B in 2024, down 19.1% YoY; reported EPS $(5.69) (includes impairment, restructuring, loss on Grain & Protein sale).

• December 19, 2024, 6:59 PM ET other material materiality 0.65 neutral item 7.01item 9.01

  AGCO targets 14-15% op margin by 2029; 2025 outlook: sales ~$9.6B, EPS $4-$4.50

  By 2029, targets: adjusted operating margins 14%-15%, outgrow industry by 4-5% annually, FCF conversion 75-100%.

• November 5, 2024, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  AGCO Q3 net sales fall 24.8% to $2.6B, adjusted EPS $0.68; reaffirms 9% margin target

  Q3 net sales $2.6B, down 24.8% YoY; reported EPS $0.40 vs $3.74; adjusted EPS $0.68 vs $3.97.

• November 1, 2024, 7:59 PM ET M&A materiality 0.75 positive item 2.01item 1.01item 7.01item 9.01 ◈ M&A Transactions

  AGCO completes $700M divestiture of Grain & Protein business to American Industrial Partners

  All-cash transaction valued at ~$700M closed November 1, 2024.

• July 30, 2024, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  AGCO reports Q2 adjusted EPS $2.53 vs $4.29 YoY; lowers 2024 guidance to ~$8.00

  Net sales $3.2B, down 15.1% YoY; reported EPS $(4.92) includes estimated loss on Grain & Protein held for sale.

• July 25, 2024, 7:59 PM ET M&A materiality 0.75 neutral item 1.01item 7.01item 9.01

  AGCO sells Grain & Protein business to AIP for $700M; expects $450-$475M loss

  Purchase price $700M in cash; 8.3x adjusted EBITDA multiple (TTM as of March 31, 2024).

• June 25, 2024, 7:59 PM ET other material materiality 0.70 negative item 2.05 ◈ Restructurings & Charges

  AGCO initiates restructuring; $150-200M termination costs, up to 6% workforce cut

  One-time termination benefits of $150M-$200M, mostly cash severance and benefits.

• May 2, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  AGCO Q1 EPS falls to $2.25; announces $2.50 special dividend; closes PTx Trimble JV

  Net sales $2.9B (-12.1% YoY); reported EPS $2.25, adjusted EPS $2.32 (vs $3.10/$3.51 Q1 2023).

• May 1, 2024, 7:59 PM ET other material materiality 0.70 neutral item 1.02

  AGCO terminates commercial agreements with TAFE; 2023 purchases were $171.6M

  AGCO gave notice to TAFE on April 26, 2024, ending commercial relationships.

• April 1, 2024, 7:59 PM ET M&A materiality 0.85 positive item 1.01item 2.01item 2.03item 7.01item 9.01 ◈ M&A Transactions

  AGCO completes $1.954B acquisition of 85% stake in PTx Trimble JV with Trimble

  AGCO paid $1.954B cash for 85% interest in PTx Trimble, combining Trimble's precision ag business and AGCO's JCA Technologies.

• March 21, 2024, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 9.01 ◈ Material Agreements ×2

  AGCO issues $1.1B of senior notes to fund Trimble JV acquisition

  Completed offering of $400M 5.450% notes due 2027 and $700M 5.800% notes due 2034; net proceeds ~$1.09B.

• March 14, 2024, 7:59 PM ET M&A materiality 0.70 neutral item 8.01item 9.01

  AGCO files OneAg financials: $515.6M revenue, $96.8M net income; $2B deal on track

  OneAg generated $515.6M revenue and $96.8M net income for fiscal year ended Dec 29, 2023.

• February 6, 2024, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases ×3

  AGCO reports record full-year net sales of $14.4B; guides 2024 EPS ~$13.15

  Full-year reported EPS $15.63, adjusted $15.55; operating margin 11.8% (reported), 12.0% (adjusted).

• October 31, 2023, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases ×3

  AGCO reports record Q3 net sales of $3.5B, raises FY adjusted EPS outlook to $15.75

  Q3 net sales $3.5B (+10.7% YoY); reported EPS $3.74, adjusted EPS $3.97 (vs. $3.18 adj. Q3 2022).

• September 29, 2023, 7:59 PM ET M&A materiality 0.90 positive item 1.01item 2.03item 7.01item 9.01 ◈ Material Agreements ×2◈ Debt Financings

  AGCO to acquire 85% of Trimble Ag assets for $2B through joint venture; FY 2024 close expected

  AGCO to own 85% of JV; $2B cash plus JCA Technologies contributed to Trimble.

• July 27, 2023, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01 ◈ Earnings Releases

  AGCO Q2 EPS $4.26 ($4.29 adj) on record sales $3.8B (+30% YoY); raises FY outlook

  Record Q2 net sales $3.8B, up ~30% YoY; operating margin 13% (record).

• May 2, 2023, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  AGCO Q1 record sales $3.3B (+24% YoY), adjusted EPS $3.51, raises FY outlook, declares $5 special dividend

  Record net sales of $3.3B (+24.1% YoY, +29.6% constant currency); record operating margin 11.6%.

• February 7, 2023, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  AGCO reports record Q4 net sales of $3.9B, EPS $4.47 adjusted; reiterates FY23 outlook ~$14B sales, $13.50 EPS

  Q4 net sales $3.9B (+23.6% YoY); reported EPS $4.29, adjusted EPS $4.47.

• November 1, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  AGCO reports record Q3 net sales of $3.1B, EPS $3.18; reaffirms FY guidance

  Net sales $3.1B, up 14.5% YoY (26.3% ex-currency); North America sales +42.6%, South America +49.0%.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.68 · Most common event earnings

13 positive 7 negative 30 neutral

source · AGCO on sec.gov