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AGAGCO

What AGCO promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

16 of 28 judged targets kept · 37 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
EPS$1.35 to $1.40Mar 2026Jun 2026:This is reflected in our adjusted earnings per share of $1.43, an increase of $0.08 over the prior year.
Call transcript, Jun 2026 · no direct link
Achieved
Net sales$2.7 billion to $2.8 billionMar 2026Jun 2026:Net sales for the quarter were approximately $2.6 billion, 1% lower year-over-year.
Call transcript, Jun 2026 · no direct link
Missed
Adjusted EPS$5.50 to $6Dec 2025Jun 2026:Adjusted earnings per share are now expected to be in the range of $5.50 to $5.75 per share.
Call transcript, Jun 2026 · no direct link
Revised Down

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open AGCO’s full ledger

A free account opens 5 company ledgers a month. All 65 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 65 tracked commitments for AGCO

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.