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Earnings transcript
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AGCO
AGCO Corporation
$119.79
-1.78
(-1.46%)
| Exchange: | NYSE |
| Market Cap: | 8.389B |
| Shares Outstanding: | 22.222M |
Delayed data
About The Company
| Sector: | IndustrialsView sector performance | |||||
| Industry: | Agricultural – MachineryView industry performance | |||||
| CEO: | Eric Hansotia | |||||
| Full Time Employees: | 22000 | |||||
| Address: |
| |||||
| Website: | https://www.agcocorp.com |
AGCO Corporation operates as a global manufacturer and distributor of essential agricultural machinery and associated replacement components. The company’s diverse product portfolio includes a range of tractors: high-horsepower models designed for large-scale operations such as row crop cultivation, soil preparation, planting, land leveling, seeding, and commercial hay production; utility tractors catering to the needs of small to medium-sized farms, as well as specialized sectors like dairy, livestock, orchards, and vineyards; and compact tractors suitable for smaller agricultural ventures, specialty farming, landscaping, equestrian activities, and residential applications. Beyond tractors, AGCO provides comprehensive systems for grain management, encompassing storage bins, drying units, and handling equipment, alongside seed-processing solutions. Its offerings for livestock and poultry include feed storage and delivery systems, advanced ventilation and watering setups, and specialized equipment for egg and broiler production. For the harvesting and packaging of vegetative feeds, vital for industries such as beef cattle, dairy, equine, and renewable fuels, the company supplies an array of equipment. This includes various balers (round and rectangular), loader wagons, self-propelled windrowers, forage harvesters, disc mowers, spreaders, rakes, tedders, and mower conditioners. AGCO’s implement division offers disc harrows for seedbed leveling and chemical mixing; heavy tillage equipment for soil breakup and crop residue incorporation; field cultivators for creating smooth seedbeds and weed destruction; drills for small grain seeding; diverse planters and other planting apparatus; and loaders for material handling. Furthermore, the company produces combines specifically engineered for harvesting staple grain crops like corn, wheat, soybeans, and rice. Its application equipment segment features self-propelled, three- and four-wheeled vehicles and related implements for the precise distribution of liquid and dry fertilizers and crop protection chemicals, both before and after crop emergence. Complementing its core machinery, AGCO also manufactures diesel engines, gears, and generating sets. The company’s extensive product line is distributed globally through a network of independent dealers and distributors, marketed under renowned brands such as Challenger, Fendt, GSI, Massey Ferguson, and Valtra. AGCO Corporation was founded in 1990 and maintains its corporate headquarters in Duluth, Georgia.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 14,412,400 | 11,661,900 | 10,082,000 |
| Gross Profit | 3,737,600 | 2,844,800 | 2,495,700 |
| EBITDA | 1,692,200 | 58,599.999 | 996,000 |
| Operating Income | 1,734,300 | 977,200 | 698,700 |
| Net Income | 1,171,400 | -424,800 | 726,500 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 11,421,200 | 11,190,600 | 11,927,800 |
| Total Liabilities | 6,764,400 | 7,147,700 | 7,355,100 |
| Total Stockholders Equity | 4,656,700 | 3,742,800 | 4,273,500 |
| Total Debt | 1,526,600 | 2,776,000 | 2,685,000 |
| Cash and Cash Equivalents | 595,000 | 612,000 | 861,800 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 1,103,100 | 689,900 | 988,100 |
| Capital Expenditure | -518,100 | -393,300 | -247,900 |
| Free Cash Flow | 585,000 | 296,600 | 740,200 |
| Net Income | 1,171,400 | -485,600 | 726,500 |
| Net Change in Cash | -194,000 | 17,200 | 249,100 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 11,029,339.942 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 11,675,463.231 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 11,359,707.277 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 1,138,168.844 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 1,192,841.564 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 1,166,123.350 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 637,943.508 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 686,967.489 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 663,009.778 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 1,192,097.823 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 1,261,933.567 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 1,227,805.325 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 8.900 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 9.220 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 8.560 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 4 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 2 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates AGCO intrinsic value between $50.56 – $58.42 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
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Common questions about AGCO valuation
Is AGCO Corporation (AGCO) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for AGCO Corporation (AGCO) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is AGCO a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether AGCO trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is AGCO’s P/E ratio?
You can see AGCO’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for AGCO?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is AGCO a good long-term investment?
Whether AGCO fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
AGCO
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Daily snapshot
-1.46
Trading Metrics:
| Open: | 121.25 | Previous Close: | 121.57 | |
| Day Low: | 118.5 | Day High: | 121.32 | |
| Year Low: | 98.22 | Year High: | 143.78 | |
| Price Avg 50: | 113.03 | Price Avg 200: | 115.8 | |
| Volume: | 1.83M | Average Volume: | 878118 |
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