NOTABLEOn Aug. 20, 2026, Deere & Company reported fiscal third-quarter net income of $1.379 billion ($5.10 per share) on net sales and revenues of $12.608 billion, up 5% year over year, and raised its full-year fiscal 2026 net income outlook to $4.75-$5.00 billion. CEO John May said improved order trends suggest 2026 may mark the bottom of the current agricultural equipment cycle.source → https://www.deere.com/en-us/john-deere-news/fy26-q3-earnings

NOTABLEDeere's Construction & Forestry segment net sales rose 18% to $3.618 billion in Q3, with the company crediting infrastructure, data-center and energy project demand for the strength, which offset a 6.4% decline in Production & Precision Ag sales. Deere lifted its full-year sales guidance on the back of that construction strength.source → https://www.manufacturingdive.com/news/deere-lifts-sales-guidance-data-center-construction-q3-2026/828483/

NOTABLEOn its Aug. 20 earnings call, Deere said it expects roughly $1.1 billion in direct tariff expense for fiscal 2026, about $750 million net after refunds, and guided to a step-up in fiscal 2027 to roughly $1 billion in net tariff costs.source → https://www.gurufocus.com/news/9046206/deere-co-de-q3-2026-earnings-call-highlights-strong-margins-and-raised-outlook-amid-tariff-headwinds

NOTABLEUAW members at John Deere voted Sunday, Aug. 24, 2026 to reject the company's proposal to extend the current collective bargaining agreement through 2029, which had offered 4% wage increases in 2026 and 2027 plus a $3,000 bonus. UAW President Shawn Fain said the offer failed to address job security, noting 1,600 workers remain laid off while Deere continues outsourcing; the existing contract runs through October 2027, when bargaining resumes.source → https://uaw.org/uaw-deere-members-reject-contract-extension-offer/

NOTABLEJohn Deere is investing $10 million over three years in agtech incubator Reservoir Farms in a multi-year R&D partnership for high-value crop agriculture, revealed at the first annual Ruggedize agricultural AI conference in Salinas, California, Aug. 26-27, 2026. Terms reportedly include no data rights, no IP or equity claims, and no right of first refusal on participating startups.source → https://www.agnavigator.com/Article/2026/08/26/john-deere-invests-10m-in-agtech-incubator-reservoir-farms/