Dec 31, 2020

AGCO Q4 2020 Earnings Report

AGCO reported strong operational results, leveraging improving markets to produce sales and earnings growth.

Key Takeaways

AGCO reported net sales of approximately $2.7 billion for the fourth quarter of 2020, an increase of approximately 8.1% compared to the fourth quarter of 2019. Reported net income was $1.78 per share for the fourth quarter of 2020, and adjusted net income was $1.54 per share.

Europe/Middle East (“EME”) sales increased 13.7%.

North America sales decreased 10.2%.

South America sales increased 21.1%.

Asia/Pacific/Africa (“APA”) sales increased 2.1%.

Total Revenue
$2.72B
Previous year: $2.51B
+8.1%
EPS
$1.54
Previous year: $0.94
+63.8%
Operating Margin North America
2%
Operating Margin South America
5.9%
Operating Margin EME
11.9%
Gross Profit
$596M
Previous year: $514M
+16.0%
Cash and Equivalents
$1.12B
Previous year: $433M
+158.6%
Free Cash Flow
$627M
Previous year: $423M
+48.3%
Total Assets
$8.5B
Previous year: $7.76B
+9.6%

AGCO

AGCO

AGCO Revenue by Geographic Location

Forward Guidance

AGCO’s net sales for 2021 are expected to range from $10.2 billion to $10.4 billion, reflecting improved sales volumes, pricing and positive foreign currency translation. Based on these assumptions, 2021 earnings per share is targeted in a range from $7.00 to $7.25.

Positive Outlook

  • Improved sales volumes.
  • Pricing improvements.
  • Positive foreign currency translation.
  • Gross margins are projected to improve from 2020 levels.
  • Operating margins are projected to improve from 2020 levels.

Challenges Ahead

  • Potential sales disruptions caused by the COVID-19 pandemic.
  • Potential production disruptions caused by the COVID-19 pandemic.
  • Increased engineering investments to support precision agriculture.
  • Increased technology investments to support precision agriculture.
  • Increases in other technology investments.

Revenue & Expenses

Visualization of income flow from segment revenue to net income