08/17/2024, 12:23 PM UTC
约翰迪尔：现在就登上拖拉机Deere: Board The Tractor Now
1、约翰迪尔公司第三季度每股收益超出预期12%，并确认了2024年约70亿美元的净收入指引，表明农业周期可能正在触底。2、公司的盈利能力超出预期，大型农业部门的利润率约为23%，部分抵消了销量下降的影响。3、维持股票增持评级，目标价上调至每股505美元，反映出农业部门利润率提高和建筑业务略有疲软。1. Deere & Company reported a 12% beat in Q3 EPS and affirmed its 2024 net income guidance of ~$7B, indicating a potential bottoming of the agricultural cycle. 2. The company's profitability exceeded expectations, with Large Ag margins at ~23%, partially offsetting lower volumes. 3. The stock remains Overweight with a raised price target of $505/share, reflecting improved margins in Ag segments and a slightly weaker Construction business.
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