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The Investor Angle on Retail Spending, Stellantis, and Deere
The Motley Fool· 2024-02-22 00:49
In this podcast, Motley Fool analyst Bill Barker and host Deidre Woollard discuss: How retail spending numbers might impact the Fed. If Stellantis is ready to take on Big EV. Deere's returns for investors. Drew University professor Chris Andrews shares his thoughts on why some companies are changing their strategies on self-checkout. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. To get started investing, check out our quick-start guide to investing in stocks. A ...
7 Blue-Chip Stocks to Pick Up While They're Down
InvestorPlace· 2024-02-19 05:06
If you are an investor like me, you don’t want to miss out on any opportunity to load up on blue-chip stocks to buy when they are down. While blue-chip stocks can help build a solid retirement portfolio, many also generate steady income for the years to come. If you’re looking for blue-chip stocks to buy, here are the top seven you can buy now at a discount. All are solid long-term buy-and-hold stock picks that should do well with patience. Grab the opportunity while you can. Intel (INTC) Source: JHVEPhoto ...
ETFs in Focus as Deere Beats on Q1 Earnings, Cuts View
Zacks Investment Research· 2024-02-17 01:11
Deere & Co (DE) , the world’s largest agricultural equipment maker under the iconic John Deere brand, reported robust first-quarter fiscal 2024 results, beating earnings and revenue estimates. However, Deere slashed its annual profit outlook, sending its shares down 5.2% on Feb 15. Notably, the stock fell the most in nearly three months. This has put ETFs with the largest allocation to this farm equipment giant in focus. These funds include iShares MSCI Agriculture Producers ETF (VEGI) , Global X AgTech & F ...
John Deere(DE) - 2024 Q1 - Earnings Call Transcript
2024-02-16 04:30
业绩总结 - 第一季度设备运营的净销售和收入下降了4%,达到121.85亿美元[11] - 2024财年净收入预计为75亿至77.5亿美元[30] - 公司在第一季度表现强劲,业务基本面开始在各个领域恢复正常,并支持接近中周期水平的设备运营利润率预测为近19%[93] 用户数据 - 2024年全球金融服务净收入为2.07亿美元[28] - 美国净现金农场收入预计将比2023年下降超过20%[37] - 美国和南美农民仍然盈利,尽管利润下降[42] 未来展望 - 2024财年净收入预计将增长至少4美元每股[35] - 公司预计在整个周期的各个环节表现更好,设备运营利润率预测接近中周期水平,同时专注于积极管理生产和库存[93] - 公司预计2024年的零售销售与替换需求基本持平[131] 新产品和新技术研发 - 公司在一月的消费电子展上展示了一些为客户创造价值的解决方案,不仅是经济价值,还有可持续的价值[93] - 公司正在推动技术升级,以提高客户的盈利能力和利润率[132] - 公司与SpaceX建立合作关系,为客户提供连接机器的价值[145] 市场扩张和并购 - 我们在巴西设立技术开发中心,专注于热带农业产品和解决方案的研发,以更快地将其推向市场[55] - 公司调整了大型农业销售预期,主要受订单簿情况影响[136] - 经销商正在投资相关活动,以提供升级技术和交易的能力[165]
3 Construction Stocks to Buy as the Sector Booms
InvestorPlace· 2024-02-16 02:47
A report from the American Institute of Architects noted that the non-residential construction sector expanded by roughly 20% in 2023. That’s a very strong sign from a sector that continues to defy the odds as tighter credit has failed to dampen performance. It should also give investors a reason to consider construction stocks in early February. Executives surveyed late last year expect a stable to improving market In 2024 and remain broadly confident. Caterpillar’s (NYSE:CAT) strong earnings report on Feb ...
Deere (DE) Q1 Earnings Top Estimates, FY24 Guidance Lowered
Zacks Investment Research· 2024-02-16 01:21
Deere & Company (DE) has reported first-quarter fiscal 2024 (ended Jan 28, 2024) earnings of $6.23 per share, beating the Zacks Consensus Estimate of $5.19. The bottom line fell 5 % from the prior-year quarter on lower shipment volumes. Net sales of equipment operations (comprising Agriculture and Turf, Construction, and Forestry) were $10.5 billion, down 7 % from the prior-year quarter. Revenues beat the Zacks Consensus Estimate of $10.4 billion. Total net sales (including financial services and others) we ...
John Deere(DE) - 2024 Q1 - Earnings Call Presentation
2024-02-16 00:35
业绩总结 - 2024年第一季度,约翰迪尔公司的净销售额和营收为12,652百万美元,设备业务的净销售额为12,185百万美元,约翰迪尔公司的净收入为1,959百万美元,每股摊薄收益为6.55美元[7] - 2024年第一季度,生产和精密农业部门的净销售额为5,198百万美元,营业利润为202百万美元[8] - 2024年第一季度,小型农业和草坪部门的净销售额为3,001百万美元,营业利润为447百万美元[9] 市场展望 - 美国和加拿大的大型农业市场预计将增长10-15%,小型农业和草坪市场预计将增长5-10%[10] - 生产和精密农业部门的净销售额预计将增长约20%,营业利润率预计为21.5-22.5%[11] - 小型农业和草坪部门的净销售额预计将增长10-15%,营业利润率预计为15-16%[12] 财务展望 - Deere & Company预计2024财年全球林业设备销量将下降约10%[14] - Deere & Company预计2024财年营业部门净销售额将增长5-10%,运营利润率为17-18%[15] - 2024财年第一季度,Deere & Company的金融服务部门净收入为1.85亿美元,较去年同期增长了11%[16] - Deere & Company预计2024财年净收入将在75-77.5亿美元之间,有效税率为24-26%,经营现金流为70-75亿美元[17] 市场表现 - 2024年1月,Deere & Company在美国和加拿大农业领域的零售销售表现优于行业平均水平[19] - 2024年1月,Deere & Company在欧洲农业领域的零售销售表现出双位数增长[20] 经营重点 - Deere & Company的现金运营重点包括维护资产负债表,支持“A”评级,资助业务投资和增长需求[21]
Deere (DE) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Zacks Investment Research· 2024-02-15 23:31
Deere (DE) reported $10.49 billion in revenue for the quarter ended January 2024, representing a year-over-year decline of 8%. EPS of $6.23 for the same period compares to $6.55 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $10.43 billion, representing a surprise of +0.53%. The company delivered an EPS surprise of +20.04%, with the consensus EPS estimate being $5.19. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how the ...
Dismal Forecast Overshadows Deere's Quarterly Win
Schaeffers Research· 2024-02-15 22:19
DE财季第一季度业绩 - Deere & Co (DE)在财季第一季度超过了市场对其收入和利润的预期[1] - 由于对需求的担忧,DE削减了2024年的利润预测[1] DE股价表现 - DE股价下跌了超过9%[2] 期权交易者看涨情况 - 短期期权交易者比往常更加看涨[3] 分析师观点 - 分析师对DE的业绩结果尚未发表评论,但存在下调评级和/或目标价的可能性[4]
Deere (DE) Q1 Earnings and Revenues Top Estimates
Zacks Investment Research· 2024-02-15 21:21
Deere公司财报 - Deere发布的季度每股收益为6.23美元,超过了Zacks Consensus Estimate的5.19美元[1] - Deere在过去四个季度中四次超过了市场预期的每股收益[2] - Deere在2024年1月结束的季度实现了104.9亿美元的营收,超过了Zacks Consensus Estimate[3] - Deere股价的短期走势将主要取决于管理层在财报电话会议上的评论[4]