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Dec 31, 2025
AGCO Q4 2025 Earnings Report
AGCO reported strong fourth quarter results with increased net sales and adjusted operating margin, despite ongoing pressures in global agricultural markets.
Key Takeaways
AGCO delivered strong fourth quarter results in 2025, with net sales increasing by 1.1% to $2.9 billion and adjusted operating margin reaching 10.1%. The company reported a net income of $95.5 million, or $1.30 per share, and an adjusted net income of $160.5 million, or $2.17 per share. These results reflect the team's ability to perform well amidst challenging farm income and global trade dynamics.
Net sales for Q4 2025 increased by 1.1% to $2.9 billion compared to Q4 2024.
Adjusted operating margin for Q4 2025 was 10.1%, reflecting strong performance despite industry pressures.
Reported net income per common share for Q4 2025 was $1.30, a significant improvement from a net loss of $(3.42) per share in Q4 2024.
The company achieved global market share growth, including its largest-ever gains in North American large agriculture.
Revenue by Geographic Location
Forward Guidance
AGCO expects net sales for 2026 to range from $10.4 billion to $10.7 billion, with adjusted operating margins projected between 7.5% and 8.0%. Earnings per share are targeted at approximately $5.50 to $6.00.
Positive Outlook
- Continued dedication to advancing the Farmer-First strategy.
- Robust innovation pipeline with new product introductions to enhance farmer productivity and profitability.
- Ongoing cost-reduction initiatives to strengthen execution.
- Expected relatively flat production volumes with positive pricing contributing to results.
- Well-prepared to accelerate growth when demand strengthens and solidify role as a trusted partner for smart farming solutions.
Challenges Ahead
- Low levels of farm profitability are expected to persist.
- Persistent trade-related uncertainty continues to impact the industry.
- Current farm economics and evolving grain export demand are expected to pressure industry demand, especially for larger equipment.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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