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Stock impact report

Caterpillar and Deere Hit Opposite Cycle Peaks: One Rides Momentum, One Hunts Value [Yahoo! Finance]

Deere & Company (DE) 
Last deere & company earnings: 2/21 06:45 am Check Earnings Report
US:NYSE Investor Relations: investor.deere.com/home/default.aspx
Company Research Source: Yahoo! Finance
Deere & Company ( DE ) saw Q1 Construction & Forestry jump 34% while Production & Precision Agriculture profit collapsed 59%, yet management raised FY2026 net income guidance to $4.5B-$5B, framing 2026 as the bottom of the large ag cycle. Caterpillar is riding momentum from hyperscaler data center orders with a record backlog, while Deere is positioned at the cycle bottom with construction already re-accelerating and precision agriculture investments poised to compound once farmers return to purchasing. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE Caterpillar NYSE:CAT ) and Deere & Company NYSE:DE ) just printed earnings that frame the two heavy equipment giants in opposite cycle positions. Caterpillar rode a single-quarter record of $19.1 billion in Q4 powered by data center demand. Deere, one fiscal quarter ahead, called 2026 the bottom of the large ag cycle while construction surged. Same tariff pain, very different demand stori Show less Read more
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