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Edge25 Oct 2024
Deere & Company: Shaping the Future of Agriculture Since 1837
Detailing the history of agriculture and Deere & Company, all the way from 1837 to the present day.
AGCO (AGCO) investor relations material
AGCO UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Strategic transformation and portfolio changes
Implemented five major strategic shifts, including the creation of the PTx technology organization and a joint venture with Trimble Ag, establishing leadership in mixed fleet retrofit technology.
Exited the grain and protein business to focus on higher-margin equipment and technology, and launched Project Reimagine to achieve $175–$200 million in structural cost savings by the end of next year.
Restructured operations by reducing footprint, outsourcing services, and leveraging AI for efficiency.
Launched FarmerCore, shifting dealer service from brick-and-mortar to on-farm, mobile-based support, increasing service efficiency and customer engagement.
Simplified governance and capital allocation, enabling a $1 billion share repurchase program, with $300 million commencing in Q4.
Precision technology and growth drivers
PTx revenues are ~$900 million, with 90% from products and the remainder from services and SaaS; product mix expected to remain high.
Revenue growth to $2 billion by 2029 will be driven by new product introductions, geographic expansion, and increased business with over 100 OEMs.
Key innovations include Symphony Vision targeted spraying, autonomy solutions, and the FarmENGAGE mixed fleet management platform.
FarmENGAGE will be standard on all Massey Ferguson and Fendt tractors for model year 2026, with adoption and user activity as key success metrics.
Farmers show increasing willingness to adopt subscription-based services, especially for autonomy and technology upgrades.
Dealer network and service model evolution
FarmerCore enables 85%+ of service to be performed on-farm, reducing dealer investment and increasing dealer profitability.
Mobile fleets and parts depots allow for broader geographic coverage and lower cost structures compared to traditional models.
Enhanced dealer flexibility and absorption rates compared to competitors with denser, legacy dealer networks.
PTx service/SaaS revenue growth drivers
FarmerCore's dealer network cost advantage
North America replacement cycle triggers
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Q4 20256 Feb, 2026
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Frequently asked questions
AGCO Corporation designs, manufactures, and distributes agricultural equipment and related replacement parts. Its products include tractors, combines, hay tools, sprayers, and grain storage systems marketed under multiple brands. The company is headquartered in Duluth, Georgia, and its shares are listed on the NYSE.
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