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Deere & Company 8-K Filings

DE NYSE

Every 8-K that Deere & Company (DE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow DE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DE filings page.

Rhea-AI Summary

DEERE & CO (DE) reported a solid third quarter of fiscal 2026, with net income of $1.379 billion (up 7%) and diluted EPS of $5.10, compared with $1.289 billion and $4.75 a year earlier. Worldwide net sales and revenues were $12.608 billion, up 5%, while nine‑month net income was $3.808 billion, slightly below $3.962 billion in 2025.

Segment performance was mixed. Construction & Forestry net sales rose 18% to $3.618 billion and operating profit increased 84% to $436 million, while Small Agriculture & Turf net sales grew 12% to $3.383 billion with operating profit up 28% to $622 million. Production & Precision Agriculture net sales fell 6% and operating profit declined 9%. Financial Services net income increased 7% to $219 million.

For fiscal 2026, Deere forecasts net income of $4.75 billion to $5.00 billion

Rhea-AI Summary

Deere & Company states that its indirect, wholly owned subsidiary Deere Funding Canada Corporation agreed on July 10, 2026 to sell $300,000,000 aggregate principal amount of 4.850% Notes due July 15, 2031. The Notes are unsecured obligations of the Issuer and are fully and unconditionally guaranteed on a senior unsecured basis by Deere & Company, ranking equally with each party’s other senior unsecured indebtedness.

Interest on the Notes is payable on January 15 and July 15 of each year, beginning January 15, 2027. The Issuer may redeem the Notes in whole or in part before maturity with 15 to 45 days’ notice at a redemption price described in the Final Prospectus Supplement, and the Issuer or Guarantor may redeem all of the Notes at 100% of principal plus accrued interest upon specified tax-related events. The Securities are issued under an Indenture dated June 15, 2020 and are registered under a Registration Statement on Form S-3.

Rhea-AI Summary

Deere & Company disclosed that director Dmitri Stockton has informed the Board he will not stand for re-election at the company’s 2027 annual meeting of stockholders. The company states his decision is not due to any disagreement with its operations, policies, or practices.

Mr. Stockton will continue to serve as a director for the remainder of his current term, which expires at the 2027 annual meeting. The Board expressed appreciation for his nearly 12 years of service and noted it looks forward to his continued contributions through the 2027 meeting.

Rhea-AI Summary

Deere & Company reported second-quarter 2026 net income of $1.773 billion, or $6.55 per share, slightly below $1.804 billion, or $6.64 per share, a year earlier. Worldwide net sales and revenues grew 5% to $13.369 billion, with six‑month revenues up 8% to $22.981 billion.

For the first six months, net income attributable to Deere was $2.429 billion, down from $2.673 billion. Segment trends were mixed: Production & Precision Agriculture net sales fell 14% and operating profit declined 39%, while Small Agriculture & Turf net sales rose 16% and Construction & Forestry net sales increased 29%, both with higher operating margins.

The company recorded a $272 million recovery related to U.S. tariff refunds following an International Emergency Economic Powers Act decision. Deere acquired Tenna LLC for $439 million to strengthen construction technology. Management forecasts full‑year fiscal 2026 net income attributable to Deere & Company of $4.5–$5.0 billion and expects softness in large agriculture but growth in Small Ag & Turf and Construction & Forestry.

Rhea-AI Summary

Deere & Company has elected T. Brent Norwood, 44, as senior vice president and chief financial officer, effective May 1, 2026. He replaces Ryan D. Campbell, who continues as president of Worldwide Construction & Forestry and Power Systems.

Norwood previously served as vice president & finance director for Construction & Forestry and Power Systems and earlier led investor relations and investor communications. In his new role, he will receive an annualized salary of $925,000 and remain eligible for a short-term incentive award targeted at 100% of base salary.

On May 1, 2026, Norwood will also receive a one-time grant of 8,809 performance-based restricted stock units under the John Deere 2020 Equity and Incentive Plan, subject to performance goals and time-based vesting through October 27, 2030. The company states there are no family relationships or related-party transactions requiring disclosure.

Rhea-AI Summary

Deere & Company approved one-time performance-based restricted stock unit (PSU) awards for its named executive officers and certain other senior officers under the John Deere 2020 Equity and Incentive Plan. Grants are scheduled on or about March 19, 2026, subject to continued employment through that date.

PSUs will be earned over a five-fiscal year period from November 3, 2025 to October 27, 2030 based on annual Shareholder Value Added (SVA) targets, with payout percentages from 0% to 175% of target. Target PSU grant values are $25,000,000 for John C. May and $5,000,000 each for Ryan D. Campbell and Deanna M. Kovar, with pro-rata and change-of-control vesting rules detailed in the award terms.

Rhea-AI Summary

Deere & Company reported the results of its annual shareholder meeting held on February 25, 2026. All nominated directors were elected to terms expiring at the 2027 annual meeting, with each nominee receiving well over 190 million shares voted in favor and substantial broker non-votes.

Shareholders approved, on an advisory basis, the compensation of the company’s named executive officers, with 190,345,717 shares voted for the proposal versus 16,140,154 against. Deloitte & Touche LLP was ratified as the independent registered public accounting firm for the 2026 fiscal year, with 225,438,196 shares voted for ratification.

Several shareholder proposals did not pass, including requests for a report on the return on investment of emission reduction goals, a shareholder right to act by written consent, and a report on faith-based business resource groups, each receiving far fewer votes for than against.

Rhea-AI Summary

Deere & Company reported weaker profitability but solid sales growth for the first quarter of fiscal 2026. Net income attributable to Deere was $656 million, or $2.42 per diluted share, down from $869 million, or $3.19 per share, a year earlier, a 25% decline in profit.

Worldwide net sales and revenues rose 13% to $9.611 billion, with equipment net sales up to $8.001 billion from $6.809 billion. Large Production & Precision Agriculture stayed roughly flat in sales but saw operating profit fall 59% as tariffs, mix, and warranty costs pressured margins. In contrast, Small Agriculture & Turf net sales grew 24% and operating profit 58%, while Construction & Forestry net sales rose 34% with operating profit more than doubling.

Financial Services net income increased to $244 million from $230 million, helped by favorable financing spreads and lower credit losses. For fiscal 2026, Deere forecasts net income attributable to the company between $4.5 billion and $5.0 billion and expects weakness in large agriculture markets but growth in construction and smaller agriculture segments.

8-K
Rhea-AI Summary

Deere & Company announced a planned finance leadership change. On January 20, 2026, Senior Vice President and Chief Financial Officer Joshua A. Jepsen informed the company he will resign effective February 19, 2026. The company states his decision is not related to any financial or accounting issue or to any disagreement over operations, policies, or practices.

Effective the same date, Deere appointed Ryan D. Campbell as acting Chief Financial Officer and as principal financial and principal accounting officer on an interim basis, while it searches internal and external candidates for a permanent replacement. Campbell, age 51, currently serves as President, Worldwide Construction & Forestry and Power Systems and previously served as Deere’s Chief Financial Officer from March 2019 to May 2022.

Rhea-AI Summary

Deere & Company reported leadership changes at both the board and executive levels. The Board of Directors increased its size from 10 to 11 members and elected Brian Sikes, Chair, President and Chief Executive Officer of Cargill, Incorporated, as a director effective December 4, 2025. He will also serve on the company’s Compensation and Corporate Governance committees, adding experience from a large global agribusiness to Deere’s board.

The company stated there are no arrangements or related party relationships involving Mr. Sikes that require disclosure. Deere also announced that Raj Kalathur plans to retire as President, John Deere Financial and Chief Information Officer effective January 31, 2026. Deere issued a press release on December 4, 2025 regarding Mr. Sikes’ appointment, which is included as an exhibit.

Rhea-AI Summary

Deere & Company filed a Form 8-K to report that it has released its results of operations for the fourth quarter of fiscal 2025. The results are contained in a press release that is furnished as Exhibit 99.1 and incorporated by reference.

The company also made available an investor presentation reviewing its fourth quarter of fiscal 2025 performance, which is furnished as Exhibit 99.2. Common stock and 6.55% debentures due 2028 remain listed on the New York Stock Exchange.

Rhea-AI Summary

Deere & Co. filed an 8-K reporting a material event that discloses redemption provisions for certain debt securities. The company (or its guarantor) may redeem the Notes in whole, but not in part, at a redemption price equal to 100% of principal plus unpaid interest accrued to, but excluding, the redemption date if specified developments affect Canada or other applicable taxing jurisdictions. The filing references additional legal language in Exhibit 5.1 and notes the communication categories under Rule 14a-12 and pre-commencement communications under Rule 13e-4(c). The item is procedural and describes conditional redemption rights tied to tax or jurisdictional changes.

Rhea-AI Summary

Deere & Company filed a report describing a senior leadership change. On August 27, 2025, the board elected Cory Reed as President, Lifecycle Solutions, Supply Management, and Customer Success, effective November 3, 2025. On that effective date, he will no longer serve as President of the Worldwide Ag & Turf Division, Production & Precision Ag, Sales and Marketing Regions of the Americas and Australia.

The company later issued a press release on September 2, 2025 covering this election and other senior management changes, which is included as Exhibit 99.1 to the report.

Rhea-AI Summary

Deere & Company furnished a press release announcing its results of operations for the third quarter of fiscal 2025 and made available a presentation for its investor earnings call.

The Form 8-K furnishes Exhibits 99.1 (press release and supplemental financial information) and 99.2 (third quarter 2025 earnings presentation) and includes Exhibit 104 (interactive cover page XBRL). The filing lists securities registered on the New York Stock Exchange, including common stock (DE) and 6.55% debentures due 2028 (DE28), and is signed by the corporate secretary. The 8-K text itself does not present specific financial line items; the detailed results and presentation materials are contained in the furnished exhibits.

Rhea-AI Summary

Deere & Company (NYSE: DE) filed a Form 8-K on July 7, 2025 to disclose a governance-related event under Item 8.01. The company announced the death of long-standing director Sherry M. Smith, who had served on the board since 2011 and sat on several committees. In response, the Board of Directors immediately reduced its size from 11 to 10 members and appointed R. Preston Feight—CEO of PACCAR and a Deere director since 2022—as Lead Director. No changes to executive management, strategy, or financial outlook were reported, and there were no accompanying financial statements. A press release (Exhibit 99.1) was furnished with additional details.

This disclosure is primarily a corporate governance update; it does not affect the company’s capital structure, operations, or near-term financial performance. For investors, the key considerations are continuity of board oversight, committee re-alignments that may follow, and any future search to fill the vacant seat. Because Deere acted promptly to designate a new Lead Director and maintain an odd-numbered board, governance risk appears contained. Nevertheless, the loss of an experienced director with 14 years of institutional knowledge could create a temporary expertise gap, particularly on committees where Ms. Smith previously served.