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AGCO

AGCO Q3 2025 Earnings

Reported Oct 31, 2025 at 8:50 AM ET · SEC Source

Q3 25 EPS

$1.35

BEAT +11.07%

Est. $1.22

Q3 25 Revenue

$2.48B

BEAT +0.26%

Est. $2.47B

vs S&P Since Q3 25

+4.4%

BEATING MARKET

AGCO +11.9% vs S&P +7.5%

Market Reaction

Did AGCO Beat Earnings? Q3 2025 Results

AGCO delivered a solid beat in Q3 2025, with adjusted earnings of $1.35 per share clearing the $1.22 consensus by 11.07%, as a dramatic recovery in its Europe/Middle East segment offset persistent weakness in North America. Revenue came in at $2.48 b… Read more AGCO delivered a solid beat in Q3 2025, with adjusted earnings of $1.35 per share clearing the $1.22 consensus by 11.07%, as a dramatic recovery in its Europe/Middle East segment offset persistent weakness in North America. Revenue came in at $2.48 billion, edging past estimates by 0.26%, though the figure still represented a 4.7% year-over-year decline, partly reflecting the absence of revenue from the divested Grain & Protein business. The European rebound was the quarter's defining story, with that segment posting a 15.6% operating margin as production volumes recovered from extended plant downtime in 2024, more than compensating for North America's negative 10.5% operating margin amid sharply lower demand for high-horsepower equipment. AGCO also announced plans to deploy $300 million in share repurchases in Q4, funded by proceeds from the sale of its TAFE stake. Looking ahead, the company raised its full-year 2025 adjusted EPS target to approximately $5.00 on net sales of roughly $9.80 billion, with adjusted operating margins guided at approximately 7.5%.

Key Takeaways

  • • Europe/Middle East recovery from extended plant downtime in prior year drove 27.5% regional sales growth
  • • Disciplined production cuts and aggressive cost management improved adjusted operating margins to 7.5% from 5.5% YoY
  • • Favorable foreign currency translation of 3.7% benefited net sales
  • • Gain on sale of TAFE ownership interest boosted reported EPS to $4.09
  • • North America demand weakness in high-horsepower tractors, sprayers and combines drove 32.1% sales decline
24/7 Wall St

AGCO YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

24/7 Wall St

AGCO Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26
24/7 Wall St

AGCO Revenue by Geography

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“AGCO delivered another solid quarter of navigating a complex global landscape shaped by challenging farm economics, high interest rates, and cautious capital investment. Our continued investments in precision agriculture, autonomous solutions and sustainable technologies helped maintain demand for our premium brands. At the same time, we have responded decisively with disciplined production cuts, aggressive cost management, and accelerated strategic restructuring initiatives.”

— Eric Hansotia, Q3 2025 Earnings Press Release

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