AgriBusiness Financial Results

AGCO Reports Q4 and FY 2025 Results Amid Mixed Global Market Conditions

AGCO reports Q3 2025 sales of $2.5B, led by EME growth. Launches $1B share repurchase; full-year EPS guided to ~$5.00.
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Key Takeaways:

  • AGCO reported fourth-quarter 2025 net sales of $2.9 billion, up 1.1% year over year.
  • Reported net income was $1.30 per share in Q4 2025, compared with a net loss in Q4 2024.
  • Full-year 2025 net sales declined 13.5% to approximately $10.1 billion.
  • Adjusted operating margin reached 10.1% in the fourth quarter and 7.7% for the full year.
  • The company expects 2026 net sales between $10.4 billion and $10.7 billion.

AGCO Fourth Quarter 2025 Financial Performance

AGCO (NYSE: AGCO) reported net sales of $2.9 billion for the fourth quarter of 2025, representing a 1.1% increase compared to the same period in 2024. Reported results for the prior year included $74.7 million in other revenue related to the divestiture of the majority of the company’s Grain & Protein business. Excluding favorable currency translation impacts of 6.4%, fourth-quarter net sales declined 5.3% year over year.

AGOC's reported net income for the quarter was $1.30 per share, while adjusted net income was $2.17 per share. This compares to a reported net loss of $(3.42) per share and adjusted net income of $1.97 per share in the fourth quarter of 2024. Adjusted operating margin for the quarter reached 10.1%.

“AGCO delivered strong fourth quarter results, achieving an adjusted operating margin of 10.1% reflecting the team’s ability to deliver despite ongoing pressures on farm income and global trade dynamics,” said Eric Hansotia, Chairman, President and Chief Executive Officer of AGCO.

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