Recent briefings covering Deere & Co. through late September 2026 recorded no material new disclosures beyond previously filed financial data. Reports dated 2026-09-27, 2026-09-19, and 2026-09-11 each noted the absence of material briefing-level disclosures, with analysis in those periods grounded in filed financial statements and institutional ownership filings [Brief - 2026-09-27] [Brief - 2026-09-19] [Brief - 2026-09-11]. No earnings calls, regulatory actions, or company announcements introduced new material information during the reviewed window.
As of the filing dated 2026-08-02, Deere & Co. reported trailing twelve-month revenue of $47.98 billion, representing year-over-year growth of 4.9%. Net income on a TTM basis stood at $4.87 billion, with a net margin of 10.16%. Gross margin was recorded at 15.83% and operating margin at 18.84%. EPS grew 7.37% year-over-year. The company held $8.93 billion in cash against total debt of $49.56 billion. Market capitalisation at the time of filing was $185.76 billion, with a P/E ratio of 38.19 [SEC 10-Q - DE - 2026-08-02].
The primary trigger for this report was material institutional position changes. Five notable institutional managers opened new positions in DE during the most recent 13F reporting period: Citadel (Ken Griffin), ARK Invest (Cathie Wood), Millennium (Izzy Englander), AQR Capital (Cliff Asness), and Bridgewater (Ray Dalio) each initiated new holdings [SEC 13F - Citadel - Q3 2026] [SEC 13F - ARKInvest - Q3 2026] [SEC 13F - Millennium - Q3 2026] [SEC 13F - AQR - Q3 2026] [SEC 13F - Bridgewater - Q3 2026]. No insider transactions were cited in the available data for this period.
The prevailing macro environment features a 10-year US Treasury yield of 5.24% and a 2-year yield of 4.78%, producing a normal yield curve with a spread of 46 basis points [FRED DGS10] [FRED DGS2]. This rate configuration represents the broader fixed-income backdrop against which Deere's $49.56 billion total debt load and financing operations exist as of the most recent filing date.