Deere — makes agricultural and construction machinery and leads in autonomous, precision farming.
| Indicator | Score | Band |
|---|---|---|
| Insider Selling | 32 | GREEN–AMBER (~28–36) |
Q. Deere's P/E was 10.2x when EPS was $34.63 in FY2023. Now EPS is $18.50 — down 47% from peak — and the P/E is 33x. EPS is guided lower again to roughly $15 for FY2026. You are paying more for less earnings every year. What do you think the market is pricing in?
A. The sheet documents the P/E inversion exactly: 'The P/E was 10-12x when Deere's EPS was at record highs ($34.63 in FY2023). Now P/E is 33x with EPS having fallen 47% from peak.' The sheet identifies two competing explanations: the simpler one is cyclical-trough mechanics — 'price holds while trough EPS collapses, mechanically inflating the multiple.' The secondary explanation is the market assigni
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
Earnings window. no dated next-print for this firm in the calendar yet — the 59-of-68 coverage gap.
Score 32.0/100 from the engine.
No discretionary (no-plan) open-market selling on the recent record — plan sales, gifts and awards stated as what they are.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Walker Kellye L. | Snr VP & CLO GLSRA | 2026-05-01 | Tax withholding | $327,884 | — |
| Talton Sheila | Insider | 2026-03-04 | Award | — | — |
| Erwin Tami A. | Insider | 2026-03-04 | Award | — | — |
| Feight R Preston | Insider | 2026-03-04 | Award | — | — |
| Heuberger Alan Cletus | Insider | 2026-03-04 | Award | — | — |
EDGAR Form 4, parsed structured · last 5 txns · asof 2026-07-20 · refreshes off the Form-4 event class
Pending analysis. not yet determined — on the follow-up ledger as of 2026-07-13. A dated commitment, not an apology.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.