Deere & Co.

On Nov. 17, the union representing John Deere workers finally approved a six-year contract, which ended the strike.

Skilled labor and manufacturing workers at John Deere make anywhere from $18 per hour to $30 per hour.

Thousands of John Deere workers are on strike. What are their demands, and will the company meet the demands?

Ammonia is used to make phosphate fertilizers like DAP (diammonium phosphate) and MAP (monoammonium phosphate).

There’s a handful of big players in the agricultural fertilizer industry. Setting up business requires huge capital, which makes for a high barrier to entry.

In its third-quarter letter to investors, Third Point told investors that it reduced its “tech exposure meaningfully.”

3M’s (MMM) Consumer segment reported operating income of $291.0 million in the third quarter compared to $311.0 million in the third quarter of 2017.

Caterpillar (NYSE:CAT) was the worst-performing stock on the Dow Jones Index on April 14. Notably, the stock fell by 8.7%.

Deere & Company (DE) reported slightly better-than-expected earnings results for the fourth quarter. However, the shares fell 4% in the pre-market trade.

Sluggish top-line growth will likely weigh on Deere’s fourth-quarter earnings. Analysts expect the company’s revenues to increase 2.2% YoY.

Today, Caterpillar (CAT) announced that its board of directors voted in favor of maintaining a $1.03 quarterly dividend per share.

On October 1, the ISM released the PMI data for September. At 47.8, the reading pointed to a contraction. President Trump again blamed the Fed.

The US (SPY) stock index futures rose on Thursday after China’s (MCHI) (FXI) positive comments about resolving the trade war.

President Trump said that the strong dollar is making it difficult for US manufacturers to compete. The weak dollar could fuel a currency war.

In a press release on March 5, 3M (MMM) announced that it unveiled its new Expanded Beam Optical Connector System.

DowDuPont’s consensus target price is $67.43, which implies a potential return of 23.3% over the closing price of $54.72 as of February 27.

In a press release today, Deere (DE) announced the key dates for the first quarter of 2019’s dividend.

Deere (DE) is expected to report revenues of $6.82 billion in the first quarter from its equipment operations.

Deere (DE) is scheduled to announce its earnings for the first quarter of fiscal 2019 on February 15 before the market opens.

In a press release on January 14, Caterpillar said that it will announce its fourth-quarter earnings results before the market opens on January 28.

On January 10, 2019, Cummins (CMI) announced that Pat Ward, its current CFO, will retire from his position.

On January 10, 2019, Deere (DE) announced that it had received six AE50 awards.

For Deere, 68% of the analysts recommended a “buy,” 32% recommended a “hold,” and none of the analysts recommended a “sell.”

To be eligible for the dividend, investors should hold Deere stock as of December 31. Deere is expected to pay dividends on February 1.

The US markets rose on December 3. However, the optimism seems to be fading. The Asian markets weren’t as optimistic on December 4.

Agricultural equipment stocks are getting a boost following a White House press release noting that China will begin purchasing ag products from U.S. farmers immediately. Here’s what you need to know.

In the fourth quarter, Deere (DE) reported total revenues of $9.42 billion, which included financial services and other revenues.

Deere (DE) reported its earnings results for the fourth quarter of fiscal 2018 before the market opened on November 21.

Deere (DE) is expected to post adjusted EPS of $2.45 for the fourth quarter, an increase of 56% on a YoY basis.

Deere (DE) is expected to report Q4 revenues of $8.57 billion from its equipment operations.

Deere’s continued revenue growth due to positive developments could help the stock recover some of its lost ground.

DowDuPont’s (DWDP) Agriculture segment accounted for 9.7% of DWDP’s Q3 2018 revenues compared to 10.5% in Q3 2017 on a pro forma basis.

SWK stock bounced back sharply after falling due to its third-quarter earnings. The stock gained 12.7% and closed at $124.24 last week.

In Q3 2018, Honeywell’s (HON) Performance Materials and Technologies segment was the second-largest contributor to HON’s total revenue.

Today, 3M (MMM) reported Q3 2018 revenues of $8.15 billion, down 0.25% year-over-year. 3M missed analysts’ expectations of $8.39 billion.

3M offers pension and post-retirement benefit plans to its employees. The company has more than 75 defined benefit plans in 27 countries.

The 13F filings of June 30 indicate that institutional investors own ~67.1% of Deere’s (DE) outstanding shares.

Deere’s (DE) Agriculture & Turf Equipment segment reported revenue of $6.29 billion in the fiscal third quarter, a 17.8% growth YoY.

Deere (DE) announced its fiscal Q3 2018 earnings before the market opened on August 17. Its adjusted EPS was $2.59, a 31.5% rise YoY.

Deere (DE) reported its Q3 2018 results on August 17 before the markets opened. Its adjusted EPS was $2.59, a growth of 31.5% YoY.

Deere (DE) is expected to post an adjusted EPS of $2.75 for the third fiscal quarter—an increase of 44% on a YoY (year-over-year) basis.

DowDuPont’s (DWDP) Material Science segment, which will be spun off and called Dow by the end of Q1 2019, accounted for 51.9% of DWDP’s total revenues in Q2 2018.

On May 21, 3M (MMM) took a new initiative and announced the formation of the Sustainability and Product Stewardship Organization.

In the fiscal second quarter, Deere & Company’s (DE) Construction & Forestry segment reported revenue of $2.7 billion.

Deere (DE) is expected to post an adjusted EPS (earnings per share) of $3.31 for the second fiscal quarter—an increase of 32.9% on a YoY basis.

DowDuPont’s (DWDP) Material Science segment, which is expected to be spun off into a new company by the end of 1Q19, accounted for 55.9% of its total revenues.

Incyte was the S&P 500’s top gainer on April 12. On April 12, Incyte gained 5.3% and closed the day at $69.83.

Deere & Company’s (DE) stock price declined 9.7% and closed at $148.00 for the week ended March 23, 2018.

In 2018, Deere’s (DE) stock performance has been muted.

In this part, we’ll compare Deere’s (DE) valuation with peers’.

Based on the latest short interest report on March 1, 2018, Deere’s (DE) short interest has fallen since the beginning of 2018.

A dividend yield is the return investors get for every dollar they invest in a company’s equity during their holding period.

Deere (DE) has declared its regular cash dividend for 2Q18 to common equity shareholders.

A company’s dividend yield is the return investors get for every dollar invested in the company’s equity.

Stanley Black & Decker (SWK) is set to distribute its 1Q18 dividend on March 20, 2018.

In fiscal 1Q18, Deere & Company’s (DE) Construction & Forestry segment reported revenue of $1.7 billion.

Deere & Company’s (DE) Agriculture & Turf segment is its largest revenue generator. It reported revenue of $4.2 billion in fiscal 1Q18.

In fiscal 1Q18, Deere & Company (DE) reported total revenue of $6.9 billion inclusive of financial services and other revenue.

Deere & Company (DE) announced its fiscal 1Q18 earnings before the market opened on February 16, 2018.

Deere (DE) is expected to report revenues of $6.4 billion in fiscal 1Q18 from its equipment operations.

Deere (DE) will announce its fiscal 1Q18 earnings on February 16, 2018, before the market opens.

On December 11, 2017, 3M (MMM) and Corning (GLW) entered into a definitive agreement regarding 3M’s Communication Markets Division.

Deere has been tracked by 24 analysts. Among the analysts, 46% recommended a “buy,” 50% recommended a “hold,” and 4% recommended a “sell.”

Deere’s stock skyrocketed during the week ended November 24, 2017.

Deere’s fiscal 4Q17 revenue In fiscal 4Q17, Deere (DE) saw total revenue of $8.0 billion, inclusive of financial services and other revenue, implying a 23.0% rise from 4Q16, when it had revenue of $6.5 billion. Excluding financial services and other revenue, DE’s net sales for 4Q17 were $7.1 billion, compared with $5.7 billion in fiscal 4Q16, a 25.5% rise year-over-year. […]

Deere’s dividend yield has fallen since 3Q15 due to the lack of dividend growth and considerable growth in its stock price.

For Deere, 33% of the analysts recommended the stock as a “buy,” 62% recommended the stock as a “hold,” and 5% recommended the stock as a “sell.”

The number of analysts covering Deere (DE) stock has increased from 20 to 21. About 62.0% of them have recommended a “hold” for the stock.

In fiscal 3Q17, Deere’s (DE) Construction & Forestry segment reported revenue of $1.5 billion, a 29.0% rise on a year-over-year basis.

Deere’s (DE) Agriculture & Turf segment reported revenue of $5.3 billion in 3Q17, a 13.6% rise on a year-over-year basis.

For fiscal 3Q17, Deere (DE) reported total revenue of $7.8 billion, which implies a rise of 16.0% on a year-over-year basis.

As on August 14, Deere’s (DE) one-year forward PE (price-to-earnings) multiple stood at 18.3x, compared with Caterpillar’s (CAT) multiple of 18.8x.

Among the 21 analysts covering DE stock, 43% have recommended a “buy,” while 52% have recommended a “hold. The remaining 5% recommend a “sell.”

Analysts are expecting Deere (DE) to post EPS earnings per share of $1.91 for fiscal 3Q17, which would be an increase of 23.2% on a YoY basis.

Dow Chemical’s (DOW) Agricultural Sciences segment accounted for 11.8% of DOW’s total revenue as compared to 13.2% in 2Q16.

DuPont’s (DD) Agriculture segment accounted for 46.40% of the company’s revenue in 2Q17—compared to 45.60% in 2Q16.

Deere investors are set to receive their third dividend for fiscal 2017. Deere declared a dividend of $0.60 for 3Q17 on the company’s outstanding shares.

As of May 22, 2017, 39.0% of the analysts recommended a “buy” for Deere stock, 43.0% recommended a “hold,” and 18.0% recommended a “sell.”

About 39.0% of these analysts have recommended a “buy” for the stock, while 43.0% have recommended a “hold.”

As of May 15, 2017, Wall Street analysts are expecting Deere (DE) to post EPS of $1.67 in fiscal 2Q17. That would be a 7.0% rise year-over-year.

As of April 4, 2017, 22 brokerage firms were actively tracking Deere (DE) stock.

As of April 4, 2017, Deere’s (DE) YTD (year-to-date) stock performance has been positive with a return of 6.3%.

On February 22, 2017, Deere (DE) announced a dividend of $0.60 per share for 2Q17 on the company’s outstanding common stock.

Before Deere (DE) announced its fiscal 1Q17 earnings, 22 brokerage firms were actively tracking Deere stock.

The British pound (FXB) (GBB) is trading at 31-year low of 1.25 as of February 2017, its lowest level since 1985. The currency fell ~11% in 2016.

About 36% of the analysts recommended a “buy” for Deere stock, 46% of the analysts recommended a “hold,” and 18% recommended a “sell.”

As of February 13, Wall Street analysts expect Deere to post EPS of $0.53 in 1Q17—a decrease of 33.8% year-over-year compared to $0.80 in 1Q16.

Deere (DE) Financial Services represented 11.5% of the company’s revenues in 4Q16, which is higher than 9.7% in 4Q15.

Caterpillar, the world’s largest manufacturer of construction and mining equipment, will declare its 3Q16 earnings before the market opens on October 25.

The consensus rating among Bloomberg-listed analysts covering Deere & Company has leaned more towards a “neutral” rating since the beginning of 2016.

Deere (DE) now expects its Construction & Forestry segmental sales to drop 13% in fiscal 2016, as compared to its previous forecast of an 11% decline.

Agribusinesses including Deere & Company and AGCO are now offering technology-based solutions to drive the next generation of farming productivity gains.

The US and Canada regions were responsible for 63.9%, 63%, and 66.1% of Deere & Company’s (DE) total revenues in 2013, 2014, and 2015, respectively.

Despite relying on dealers to sell its iconic tractors for almost a 100 years, Deere & Company (DE) began consolidating its dealer network in the mid-2000s.

Deere & Company (DE) has a market capitalization of ~$25 billion. It’s the world’s largest maker of farm equipment.

Overall average selling prices for Agrium’s Wholesale segment have declined YoY from $449 per ton to $387 per ton. Prices for potash have been hurt the most, declining from $482 per ton to $267 per ton YoY.

One of the ways to calculate free cash flows is by deducting capital expenditures from the company’s operating cash flows.

US Treasury yields rose across the yield curve for the week ending October 9, as demand for safe-havens declined.

Investment-grade corporate bonds worth $39.225 billion were issued in the primary market in the week ended July 10. This was several times higher than issuance worth $500 million in the previous week.

Although Berkshire Hathaway had been accumulating shares in John Deere since 3Q14, the fund chose not to disclose it to the public in order to avoid copycat moves.