Sep 30, 2024

AGCO Q3 2024 Earnings Report

AGCO's third-quarter results were reported, showing a decrease in net sales compared to the previous year, but the company reaffirmed its full-year adjusted operating margin target.

Key Takeaways

AGCO reported net sales of $2.6 billion for the third quarter, a 24.8% decrease year-over-year. Reported earnings per share were $0.40, and adjusted earnings per share were $0.68. The company reaffirmed its full-year adjusted operating margin target of 9% and revised its 2024 sales and earnings per share outlook to reflect the Grain and Protein divestiture.

Net sales decreased by 24.8% year-over-year, totaling $2.6 billion.

Reported earnings per share (EPS) stood at $0.40, while adjusted EPS reached $0.68.

The full-year adjusted operating margin target of 9% was reaffirmed.

The 2024 sales and earnings per share outlook was revised to reflect the Grain and Protein divestiture.

Total Revenue
$2.6B
Previous year: $3.46B
-24.8%
EPS
$0.68
Previous year: $3.97
-82.9%
Gross Profit
$603M
Previous year: $934M
-35.4%
Cash and Equivalents
$623M
Previous year: $681M
-8.5%
Free Cash Flow
-$59.8M
Previous year: $447M
-113.4%
Total Assets
$13.5B
Previous year: $11.4B
+19.0%

AGCO

AGCO

AGCO Revenue by Geographic Location

Forward Guidance

AGCO expects net sales for 2024 to be approximately $12.0 billion, with adjusted operating margins projected to be approximately 9%. Adjusted earnings per share are targeted at approximately $7.50.

Positive Outlook

  • Increased cost controls
  • Modestly lower investments in engineering.
  • Focus on higher margin products
  • Better positioning for an upturn in the cycle.
  • Ongoing restructuring program

Challenges Ahead

  • Lower sales volumes
  • Lower production volumes
  • Softer industry sales
  • Lower end-market demand
  • Weaker global industry demand across most equipment categories.

Revenue & Expenses

Visualization of income flow from segment revenue to net income