净销售和收入情况 - Deere & Company报告2024年第二季度净收入为23.7亿美元[1] - 全球净销售和收入下降12%，为152.35亿美元，前六个月下降9%至274.2亿美元[2] - 预计2024财年Deere & Company的净收入将约为70亿美元[2] 各部门销售情况 - 生产和精密农业销售额下降16%，运营利润下降24%[4] - 小型农业和草坪销售额下降23%，运营利润下降33%[5] - 建筑和林业销售额下降7%，运营利润下降20%[6] 财务展望 - 2024年财务服务运营净收入预计约为7.7亿美元[7] - 预测2024年农业和草坪市场将下降约10-15%[7] - 预计2024年生产和精密农业、小型农业和草坪、建筑和林业的净销售将下降20%至25%[7] 公司财务状况 - 公司前瞻性陈述涉及未来事件、预期和趋势，可能会受到变化、假设、风险和不确定性的影响[8] - 2024年第二季度，公司净销售额为136.1亿美元，较去年同期160.8亿美元下降15%[16] - 2024年第二季度，公司净利润为23.7亿美元，较去年同期28.6亿美元下降17%[16] - 2024年第二季度，每股基本收益为8.56美元，较去年同期9.69美元下降12%[16] - 2024年第二季度，现金及现金等价物为55.53亿美元，较去年同期74.58亿美元下降26%[17] - 2024年前两个季度，公司净现金流为9.44亿美元，较去年同期净现金流为负1.47亿美元[18] - 2024年前两个季度，设备运营部门净销售额为240.97亿美元，较去年同期274.81亿美元下降12%[21] - 2024年前两个季度，金融服务部门净销售额为31.4亿美元，较去年同期25.42亿美元增长24%[24] - 2024年前两个季度，公司总负债为82.84亿美元，较去年同期82.20亿美元增长1%[17] - 2024年前两个季度，公司股东权益为22.68亿美元，较去年同期21.79亿美元增长4%[17] 资产负债情况 - 现金及现金等价物从2023年10月29日的5,720百万美元下降至2024年4月28日的3,800百万美元[27] - 金融服务部门的应收款项从2023年10月29日的4,516百万美元下降至2024年4月28日的4,480百万美元[27] - 账面上的应收款项净额从2023年10月29日的8,687百万美元增加至2024年4月28日的10,263百万美元[27] - 账面上的融资应收款项净额从2023年10月29日的43,609百万美元增加至2024年4月28日的45,198百万美元[27] - 账面上的设备经营租赁净额从2023年10月29日的6,917百万美元增加至2024年4月28日的6,965百万美元[27] - 总资产从2023年10月29日的40,590百万美元增加至2024年4月28日的39,387百万美元[27] - 应付账款和应计费用从2023年10月29日的14,862百万美元减少至2024年4月28日的13,771百万美元[27] - 长期借款从2023年10月29日的7,210百万美元减少至2024年4月28日的6,575百万美元[27] - 现金等价物净增加额为1,916百万美元[28] - 现金、现金等价物和限制性现金期初余额为7,620百万美元，期末余额为5,727百万美元[28]

Deere & Company (DE) is scheduled to report second-quarter fiscal 2024 results on May 16, before the opening bell.Which Way Are Estimates Trending?The Zacks Consensus Estimate for Deere’s earnings per share is pegged at $7.86 for the fiscal second quarter, suggesting a decline of 18.6% from the year-ago reported figure. The Zacks Consensus Estimate for total revenues is pinned at $13.3 billion, indicating a year-over-year decrease of 17.5%.Q1 ResultsDeere’s sales and earnings surpassed the Zacks Consensus E ...

John Deere Named to The Civic 50 — Again!MOLINE, Ill., May 14, 2024 /PRNewswire/ -- Over the past year, John Deere (NYSE: DE) employees gave back in record-breaking numbers for community giving and volunteerism.And once again, their efforts are being recognized. For the third consecutive year John Deere has been named to The Civic 50, an annual honor recognizing the 50 most community-minded US companies. John Deere Employee Volunteers Deere was also awarded a gold medal this year after ranking second o ...

Wall Street analysts forecast that Deere (DE) will report quarterly earnings of $7.86 per share in its upcoming release, pointing to a year-over-year decline of 18.6%. It is anticipated that revenues will amount to $13.26 billion, exhibiting a decline of 17.5% compared to the year-ago quarter.The consensus EPS estimate for the quarter has been revised 0.9% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates ...

The most recent trading session ended with Deere (DE) standing at $409, reflecting a +0.88% shift from the previouse trading day's closing. The stock's change was more than the S&P 500's daily gain of 0.51%. Meanwhile, the Dow gained 0.85%, and the Nasdaq, a tech-heavy index, added 0.27%.Coming into today, shares of the agricultural equipment manufacturer had lost 1.59% in the past month. In that same time, the Industrial Products sector lost 2.22%, while the S&P 500 lost 0.25%.The investment community will ...

Investors seeking reliable AI-powered returns should consider robotics stocks. Many companies are leveraging artificial intelligence to create human-like robots. As discomforting as that truth may be to some, the economic potential therein is massive.The numbers behind the opportunity are staggering. Between 2023 and 2030 the artificial intelligence robots market could grow at a compound annual rate of 21.5%. The rule of 72 suggests that an investor with average exposure to the AI robots sector could expect ...

Deere (DE) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended April 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on May 16, 2024, might help the stock move higher if these key numbers are better than expectations. O ...

MOLINE, Ill., May 8, 2024 /PRNewswire/ -- Deere & Company (NYSE: DE) will hold its second quarter 2024 earnings call on Thursday, May 16, beginning at 9:00 a.m. central time. During the call, the company's financial and operating performance will be discussed with analysts, investors and other members of the financial community.The earnings call can be accessed at www.JohnDeere.com/earnings. The recorded call will be available on the Deere website for a period of time afterward. The Deere earnings release, ...

星巴克股票 - 星巴克（SBUX）股票在周三早上给投资者留下了不愉快的印象，股价暴跌约16%[4] - 星巴克股票在过去一年中下跌了近5%，全球可比销售额下降4%，尤其是中国市场表现疲软[6] - 星巴克股票被认为目前被卖得过多，市盈率为19.9倍，股息率为2.6%[8] 雅诗兰黛股票 - 雅诗兰黛（EL）股票在周三下跌了超过13%，中国市场的疲软也成为公司的痛点[10] - 雅诗兰黛股票从峰值下跌了近66%，虽然是超值股，但需要耐心等待中国经济的复苏[12] 迪尔公司股票 - 迪尔公司（DE）是另一家非传统股票，可能带来更好的业绩，公司一直在进行整合，利用人工智能创新来推动业务增长[13] - 迪尔公司的下一代设备可能会吸引农民升级，即使他们没有太多现金，公司的高科技特性不仅创新，而且环保[14] - 迪尔公司的市盈率为11.29倍，可能是市场上最被忽视的人工智能自主股之一[15]

公司背景 - Deere & Company (NYSE:DE) 是全球最大的农业设备制造商，也生产广泛的工业设备，主要用于建筑和林业行业[1] 财务分析 - 分析师预计 DE 的每股收益在未来一年将下降超过21%[2] - DE 的长期增长前景看好，其资本使用回报率（ROCE）长期平均约为47%，有望实现健康的有机增长率[4] - DE 的股票估值显示其当前股息率和自由现金流（FCF）收益率接近其5年平均水平，表明其估值相对合理[5] - 根据折现自由现金流模型，DE 的公允价格约为426美元，与当前价格390美元相近[8] 风险评估 - DE 存在宏观风险，如经济衰退、供应链中断、劳动力短缺/成本等，以及更特定于 DE 的农业依赖和货币波动风险[9] 评级和展望 - 综合正面和负面因素，DE 股票被评为持有（HOLD），短期挑战包括市场动态导致的收益下降和建筑、林业领域的不稳定条件，但长期来看，DE 是一家以公平价格出售的稳健企业[10]