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May 01, 2022

Deere Q2 2022 Earnings Report

Deere's performance was driven by strong demand, despite supply-chain pressures.

Key Takeaways

Deere & Company reported a 17% increase in net income for the second quarter, reaching $2.098 billion, or $6.81 per share, compared to $1.790 billion, or $5.68 per share, in the same quarter last year. Net sales rose by 9%, and full-year earnings forecast increased to $7.0 to $7.4 billion, inclusive of special items.

Quarterly earnings rose 17% due to a 9% increase in net sales.

Market conditions and industry fundamentals support a continued robust environment.

Full-year earnings forecast increased to a range of $7.0 to $7.4 billion, including special items.

Second-quarter performance reflected strong demand despite supply-chain pressures.

Total Revenue
$13.4B
Previous year: $12.1B
+10.9%
EPS
$6.81
Previous year: $5.68
+19.9%
Operating Margin
20.7%
Previous year: 19.5%
+6.2%
Gross Profit
$4.5B
Previous year: $3.88B
+16.0%
Cash and Equivalents
$3.88B
Previous year: $7.18B
-46.0%
Free Cash Flow
$638M
Previous year: $1.48B
-56.8%
Total Assets
$84.1B
Previous year: $79B
+6.5%

Deere

Deere

Deere Revenue by Segment

Forward Guidance

Deere & Company forecasts net income attributable to be in a range of $7.0 billion to $7.4 billion for fiscal year 2022.

Positive Outlook

  • Demand for farm equipment will continue benefiting from positive fundamentals.
  • Smart industrial strategy focused on helping customers manage higher costs.
  • Leap Ambitions are focused on helping customers manage increasingly scarce inputs.
  • Integrated technologies will improve customer yields.
  • Large Ag U.S. & Canada: Up ~ 20%

Challenges Ahead

  • Availability concerns
  • Inflationary pressures affecting customers’ input costs
  • Small Ag & Turf U.S. & Canada: ~ Flat
  • Asia: Down moderately
  • Compact Construction Equipment U.S. & Canada: Flat to Up 5%

Revenue & Expenses

Visualization of income flow from segment revenue to net income