The Tesla Shock Nobody Sees Coming

While headlines scream "Tesla is doomed"...Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd.

Why AGCO Stock Is Surging After Q2 Results

Akanksha Bakshi
July 31, 2025

AGCO Corp (NYSE:AGCO) announced its second-quarter financial results on Thursday, which surpassed analyst expectations. The results were driven by disciplined execution in a challenging agricultural market.

AGCO is challenging its highest level of the year. See real-time price here.

AGCO’s shares traded higher following the announcement, as the company also raised its full-year 2025 guidance for both adjusted EPS and net sales.

The global leader in agricultural machinery and precision technology reported adjusted earnings per share of $1.35, significantly beating the consensus estimate of $1.07. Net sales for the quarter were $2.63 billion, down 18.8% year over year but above the $2.50 billion analyst estimate.

The sales decline largely reflects the divestiture of the majority of AGCO’s Grain & Protein business in the fourth quarter of 2024. Excluding the impact of the divestiture and a favorable foreign currency translation of 3.5%, comparable net sales were down 22.3% YoY.

Reported earnings per share for the quarter were $4.22, a notable improvement from a reported net loss of $(4.92) per share in the second quarter of 2024.

Also Read: AGCO) on Thursday announced its second-quarter financial results, which surpassed analyst expectations. The results were driven by disciplined execution in a challenging agricultural market. AGCO's shares traded higher following the announcement, as the company also raised its full-year 2025 guidance for both adjusted EPS and net sales. The global leader in agricultural machinery and precision technology reported adjusted earnings per share of $1.35, significantly beating the consensus estimate of $1.07. Net sales for the quarter were $2.63 billion, down 18.8% year over year but above the $2.50 billion analyst estimate. The sales decline largely reflects the divestiture of the majority of AGCO's Grain & Protein business in the fourth quarter of 2024. Excluding the impact of the divestiture and a favorable foreign currency translation of 3.5%, comparable net sales were down 22.3% YoY. Reported earnings per share for the quarter were $4.22, a notable improvement from a reported net loss of $(4.92) per share in the second quarter of 2024. Also Read: These 2025 Outperformers Just Unlocked Buyback Fuel "AGCO achieved solid second-quarter results with deliberate execution in the areas we can control despite a challenging global agricultural environment marked by weak farm economics and delayed purchasing decisions in several parts of the world," said Eric Hansotia, AGCO's chairman, president and CEO. "Our strong earnings and cash flow generation illustrate meaningful progress in reducing dealer and company inventories through aggressive production cuts. Operating margins benefited from disciplined cost control and continued implementation of our restructuring initiatives. Demand for our premium brands remains resilient, supported by growing interest in precision agriculture and sustainable technologies," added Hansotia. The company reported a 6.2% operating margin for the quarter, a significant improvement from the negative 7.4% in the same period last year. Adjusted operating margin was 8.3% down from 10.3% a year ago. Regionally, North American net sales, excluding currency impacts, fell 32.2% due to softer industry sales and efforts to manage inventory, particularly impacting high-horsepower tractors, sprayers, and hay equipment. The North American operating margin was negative 5.3%. In Europe/Middle East (EME), net sales declined 11.2% excluding currency translation, with lower sales in most Western European markets partially offset by growth in Eastern Europe and Scandinavia. EME's operating margin was 14.7%. South American net sales, excluding currency impacts, decreased 4.7% due to dealer inventory de-stocking, but the region achieved a robust operating margin of 7.8% from improved product mix and factory efficiency. Net sales in Asia/Pacific/Africa (APA) decreased 5.9%, excluding favorable currency translation impacts, driven by weaker demand and lower production volumes, resulting in an APA operating margin of 6.9%. Year-to-date free cash flow generation has been strong, totaling $63 million through June 2025. This compares favorably to cash used in operating activities of $370 million a year ago, primarily due to effective working capital management. Hansotia noted the increasing complexity of the global trade landscape, which continues to impact farmer confidence, particularly in North America and Europe. He highlighted a growing interest in precision agriculture tools that offer efficiency gains without significant capital investment, signaling a shift in farmer purchasing priorities. Outlook Raised: The company now expects adjusted EPS to be between $4.75 and $5.00, up from the previous range of $4.00-$4.50, and above the $4.21 analyst estimate. Full-year net sales are now projected to be approximately $9.80 billion, an increase from the prior $9.60 billion outlook and higher than the $9.617 billion consensus. Price Action: AGCO shares are trading higher by 10.68% at $118.02 at the last check on Thursday. Read Next: Air Products Trims Earnings Outlook On Portfolio Optimization And Project Exits">These 2025 Outperformers Just Unlocked Buyback Fuel

“AGCO achieved solid second-quarter results with deliberate execution in the areas we can control despite a challenging global agricultural environment marked by weak farm economics and delayed purchasing decisions in several parts of the world,” said Eric Hansotia, AGCO’s chairman, president and CEO.

“Our strong earnings and cash flow generation illustrate meaningful progress in reducing dealer and company inventories through aggressive production cuts. Operating margins benefited from disciplined cost control and continued implementation of our restructuring initiatives. Demand for our premium brands remains resilient, supported by growing interest in precision agriculture and sustainable technologies,” added Hansotia.

The company reported a 6.2% operating margin for the quarter, a significant improvement from the negative 7.4% in the same period last year. Adjusted operating margin was 8.3% down from 10.3% a year ago.

Regionally, North American net sales, excluding currency impacts, fell 32.2% due to softer industry sales and efforts to manage inventory, particularly impacting high-horsepower tractors, sprayers, and hay equipment. The North American operating margin was negative 5.3%.

In Europe/Middle East (EME), net sales declined 11.2% excluding currency translation, with lower sales in most Western European markets partially offset by growth in Eastern Europe and Scandinavia. EME’s operating margin was 14.7%.

South American net sales, excluding currency impacts, decreased 4.7% due to dealer inventory de-stocking, but the region achieved a robust operating margin of 7.8% from improved product mix and factory efficiency.

Net sales in Asia/Pacific/Africa (APA) decreased 5.9%, excluding favorable currency translation impacts, driven by weaker demand and lower production volumes, resulting in an APA operating margin of 6.9%.

Year-to-date free cash flow generation has been strong, totaling $63 million through June 2025. This compares favorably to cash used in operating activities of $370 million a year ago, primarily due to effective working capital management.

Hansotia noted the increasing complexity of the global trade landscape, which continues to impact farmer confidence, particularly in North America and Europe. He highlighted a growing interest in precision agriculture tools that offer efficiency gains without significant capital investment, signaling a shift in farmer purchasing priorities.

Outlook Raised: The company now expects adjusted EPS to be between $4.75 and $5, up from the previous range of $4-$4.50, and above the $4.21 analyst estimate.

Full-year net sales are now projected to be approximately $9.80 billion, an increase from the prior $9.60 billion outlook and higher than the $9.617 billion consensus.

AGCO Price Action: AGCO shares were trading higher by 10.65% at $117.99 at publication on Thursday.

Read Next:
• Air Products Trims Earnings Outlook On Portfolio Optimization And Project Exits

Photo: Courtesy Agco

Continue Reading...

Popular

Back This Medical AI Tech - Ad

You don't often find healthcare tech company valued at $4M. HeartSciences is an exception. With $75M invested, including R&D, clinical trials, and product development, their patented AI software is approaching FDA submission, a potential major inflection point.

Apple Surges After-Hours As Q3 Earnings Crush Estimates, iPhone And Services Lead Growth

Apple Inc. shares jumped 2.42% in after-hours trading on Thursday, reaching $212.59, after the iPhone maker delivered third-quarter results that significantly exceeded Wall Street expectations.

Two pubs claim to be London's oldest riverside pub. Which one is right?

LONDON (AP) — On a charming cobblestone street tucked away in East End, a pub proudly hangs out a sign that reads “Oldest riverside pub in London.” Across the Thames River, a pub with a different name makes the same bold claim.

Back the Biotech Company Unlocking Mushroom Health Benefits for All - Ad

Functional mushrooms can boost mental, gut, and immune health-but people can't grow them at home. One company is making it easy with a patent-pending kitchen device. Think Nespresso, but for mushrooms. The functional mushroom market is projected to nearly double by 2030.

Marjorie Taylor Greene Increases These 2 Stocks In Portfolio, Including This AI Name Up Over 100% YTD

Marjorie Taylor Greene has bought stocks multiple times in 2025 and her recent disclosure adds to one of the stocks that drew the biggest red flags in 2025.

FDA Submission Expected This Summer - Invest Before It Happens - Ad

This company is making heart disease easier to detect with AI. Their tech has officially been designated a "Breakthrough" by the FDA. You now have an opportunity to get in at a potential inflection point.

Clorox Claims Cognizant Handed Credentials To Hacker, Ignored Security Protocols (UPDATED)

Clorox alleges Cognizant failed to follow basic cybersecurity protocols, leading to a $380 million cyberattack that crippled operations and caused major business losses.

The Latest: US trade partners around the world react to Trump's new tariffs

U.S. trade partners around the world were reacting on Friday to 's executive order that would introduce new tariffs on many of them in seven days, as the global economy and alliances face a fresh test from the president's trade agenda.

Hidden $5 AI Manufacturer Revealed - Ad

The company manufacturing Nvidia's AI servers trades under a secret name. AI revenue: $30B this year. Stock price: $5.

What's inside Elon's building in Memphis will shock you - Ad

Inside Elon Musk's Memphis site lies a supercomputer built to power the world's first superhuman AI. It could make Elon a trillionaire - and new millionaires, too. With just $500, you could get in before the September 1st funding window closes.

Jim Cramer Prefers This Financial Stock Over Brighthouse Financial

Cramer looks at Brighthouse Financial, Hecla Mining, Universal Technical Institute, and Grindr, which all closed lower on Monday.

Japanese game maker Nintendo reports robust profits on strong Switch 2 sales

TOKYO (AP) — Nintendo, the Japanese video game maker behind the Super Mario and Pokemon franchises, reported an 18.6% surge in net profit for the first fiscal quarter Friday on the back of strong demand for its new .

Is Elon's Empire Crumbling? - Ad

Jeff Brown - the legend who called Tesla and Nvidia early - says Elon is about to launch a $25T AI revolution. This isn't another chatbot. It's real-world AI that could 14X the impact of ChatGPT. But after October 23rd, it may be too late.

Asian shares are mixed after US stocks fall on weakened hopes for a September interest rate cut

MANILA, Philippines (AP) — Asian shares were mixed on Thursday after most , as doubts rose on Wall Street about whether the Federal Reserve will deliver economy-juicing cuts to interest rates by September.

Tap Into the $65B 'Shroom Boom' - Ad

People are rapidly discovering how mushrooms can enhance brain function, gut health, immunity, and more. The only thing holding them back? A simple way to grow them. Hypha Labs built a compact countertop device to solve exactly that.

Wisconsin man pleads guilty to smuggling lab equipment to Russian companies

MADISON, Wis. (AP) — A Wisconsin man pleaded guilty Tuesday to smuggling lab equipment to Russian companies in violation of trade sanctions the United States imposed after Russia invaded Ukraine.

How to Hack a $1.3T Market - Ad

Forget concrete. The new foundation for real estate success is digital, and Pacaso leads the way. Their tech unlocks a $1.3T real estate market. They've already earned $110M+ in gross profits in their operating history and reserved the Nasdaq ticker PCSO.

Mark Zuckerberg Wore $99,000 Purple Watch During A Meta Product Launch And This How It Gets Its Vibrant Color

Zuckerberg steals the show at Meta's product launch by wearing a limited edition De Bethune watch worth $99,000. His growing collection includes other high-end brands like Greubel Forsey and Richard Mille.

If You Missed Tesla, Here's Your "Second Chance"... - Ad

If you missed your shot at turning $1,000 into more than $18,000 when I recommended Tesla, you'll want to pay close attention. I'm 100% convinced Elon's "Agenda X" could make early investors rich. But you need to hurry, because Elon and Visa are moments away from launching.

Tim Cook Says Apple Is 'Very Open' To AI Acquisitions Amid Mounting Pressure To Catch Up With Google, Meta And Microsoft

Apple CEO Tim Cook said the company is "very open" to AI acquisitions, signaling a potential shift in strategy as it faces pressure to keep pace with AI investments by Google, Meta and Microsoft.

Josh Hawley says he had 'good chat' with Trump after dustup over stock trading bill

WASHINGTON (AP) — is brushing off quip that he's a “second-tier” senator after the Republican’s proposal to by members of Congress — and the president and vice president — won bipartisan approval to advance in a committee vote.

The Tesla Shock Nobody Sees Coming - Ad

While headlines scream "Tesla is doomed"...Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd.

From tech podcasts to policy: Trump's new AI plan leans heavily on Silicon Valley industry ideas

An artificial intelligence agenda that started coalescing on the podcasts of is now being forged into U.S. policy as President Donald Trump leans on the ideas of the who backed his election campaign.

Back This Medical AI Tech - Ad

You don't often find healthcare tech company valued at $4M. HeartSciences is an exception. With $75M invested, including R&D, clinical trials, and product development, their patented AI software is approaching FDA submission, a potential major inflection point.

Bill Miller IV Says 'Every Company Might Be A Bitcoin Treasury' In 20 Years—Claims Ethereum Won't 'Win' In The End

Miller Value Partners portfolio manager Bill Miller IV predicts widespread corporate Bitcoin (CRYPTO: BTC) adoption within decades, dismissing Ethereum‘s (CRYPTO: ETH) long-term prospects

Back the Biotech Company Unlocking Mushroom Health Benefits for All - Ad

Functional mushrooms can boost mental, gut, and immune health-but people can't grow them at home. One company is making it easy with a patent-pending kitchen device. Think Nespresso, but for mushrooms. The functional mushroom market is projected to nearly double by 2030.

Beef: It's What's for Dinner — If You Can Afford It

Here's a look at why beef is the latest item driving grocery bills higher.

Temu accused by EU regulators of failing to prevent sale of illegal products

LONDON (AP) — Chinese online retailer Temu was accused by European Union watchdogs on Monday of failing to prevent the sale of illegal products on its platform.

FDA Submission Expected This Summer - Invest Before It Happens - Ad

This company is making heart disease easier to detect with AI. Their tech has officially been designated a "Breakthrough" by the FDA. You now have an opportunity to get in at a potential inflection point.

What's Going On With Tesla Stock Today?

Tesla stock, after initially trading lower on Friday, has recovered to trade flat midday. The early session dip was in line with broader market weakness following a surprisingly soft U.S. jobs report.

Trending Now

Information, charts or examples are for illustration and educational purposes only and not for individualized investment management This message contains commercial elements, such as advertising. We only send these offers to those who have opted in to our newsletter. Past performance is not indicative of future results. For these reasons we strongly suggest trading in a DEMO/Simulated account. The information provided by us is for educational and informational purposes only. We make no representations or warranties concerning the products, practices or procedures of any company or entity mentioned or recommended and have not determined if the statements and opinions of the advertiser are accurate, correct or truthful. If you use, act upon or make decisions in reliance on information contained or any external source linked within it, you do so at your own peril and agree to hold us, our officers, directors, shareholders, affiliates and agents without fault.

Copyright activatrade.ca
Privacy Policy | Terms of Service