AGCO Corporation
AGCO
Jodie read · what matters now
Revenue increased 14.3% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to AGCO, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-05 against the comparable filing from 2025-05-01.
What improved
- Revenue increased 14.3% versus the comparable filing period.
- Operating margin improved 1.0 percentage points.
- Net income increased 423.8% versus the comparable filing period.
What weakened
- Gross margin fell 0.6 percentage points.
- Operating cash flow covered only -7.46x net income.
Filing receipts
“Income from operations increased by $104.6 million in the three months ended March 31, 2026 compared to the three months ended March 31, 2025 as a result of higher sales, favorable product mix and production volumes.”
“APA Three Months Ended March 31, Change 2026 2025 $ Net sales $ 124.0 $ 94.5 $ 29.5 Income (loss) from operations 4.0 (2.7) 6.7 Net sales increased in APA in the three months ended March 31, 2026 compared to the three months ended March 31, 2025, primarily due to sales volume increases, most significantly in high-horsepower tractors and combines, and favorable foreign currency translation.”
“North America Three Months Ended March 31, Change 2026 2025 $ Net sales $ 406.4 $ 369.5 $ 36.9 Income (loss) from operations (51.0) (24.2) (26.8) Net sales in North America increased in the three months ended March 31, 2026 compared to the three months ended March 31, 2025, primarily due to sales volume increases, most significantly in high-horsepower tractors, hay tools and sprayers.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind AGCO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 7 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
AGCO is currently a Participant in the organic co-movement group Infrastructure Automation. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for AGCO; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.