Compared to Estimates, Deere (DE) Q4 Earnings: A Look at Key Metrics
Deere (DE) reported $10.58 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 14.1%. EPS of $3.93 for the same period compares to $4.55 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $9.99 billion, representing a surprise of +5.92%. The company delivered an EPS surprise of -0.76%, with the consensus EPS estimate being $3.96.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Deere performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Net Sales and Revenues- Production & precision ag net sales: $4.74 billion compared to the $4.61 billion average estimate based on five analysts. The reported number represents a change of +10.1% year over year.Net Sales and Revenues- Agriculture and Turf (Production & precision ag net sales + Small ag & turf net sales): $7.2 billion compared to the $6.8 billion average estimate based on five analysts. The reported number represents a change of +9% year over year.Net Sales and Revenues- Equipment Operations- Net sales: $10.58 billion versus the five-analyst average estimate of $9.9 billion. The reported number represents a year-over-year change of +14.1%.Net Sales and Revenues- Small ag & turf net sales: $2.46 billion compared to the $2.2 billion average estimate based on five analysts. The reported number represents a change of +6.6% year over year.Net Sales and Revenues- Construction & forestry net sales: $3.38 billion versus the five-analyst average estimate of $3.1 billion. The reported number represents a year-over-year change of +27%.Net Sales and Revenues- Other revenues: $267 million versus $311.55 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -22.8% change.Net Sales and Revenues- Financial services revenues: $1.55 billion compared to the $1.57 billion average estimate based on three analysts. The reported number represents a change of +1.7% year over year.Net Sales and Revenues- Financial services- Other Income: $171 million versus $126.74 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +46.2% change.Net Sales and Revenues- Financial services- Total: $1.67 billion versus $1.7 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.9% change.Net Sales and Revenues- Financial services- Finance and Interest Income: $1.5 billion compared to the $1.58 billion average estimate based on three analysts. The reported number represents a change of -4.4% year over year.Net Sales and Revenues- Net sales: $10.58 billion compared to the $9.89 billion average estimate based on three analysts. The reported number represents a change of -5.1% year over year.Net Sales and Revenues- Equipment Operations- Other income: $242 million versus the three-analyst average estimate of $247.22 million. The reported number represents a year-over-year change of -11.7%.View all Key Company Metrics for Deere here>>>Shares of Deere have returned +6.4% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Free Report: Profiting from the 2nd Wave of AI ExplosionThe next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives.Investors who bought shares like Nvidia at the right time have had a shot at huge gains.But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies.Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.Access AI Boom 2.0 now, absolutely free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Deere & Company (DE): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks
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