Deere (DE Quick QuoteDE - Free Report) reported $11.78 billion in revenue for the quarter ended April 2026, representing a year-over-year increase of 5.4%. EPS of $6.55 for the same period compares to $6.64 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $11.44 billion, representing a surprise of +2.98%. The company delivered an EPS surprise of +12.74%, with the consensus EPS estimate being $5.81.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Deere performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Net Sales and Revenues- Agriculture and Turf (Production & precision ag net sales + Small ag & turf net sales): $7.99 billion compared to the $7.93 billion average estimate based on three analysts. The reported number represents a change of -2.9% year over year.
• Net Sales and Revenues- Small ag & turf net sales: $3.49 billion versus $3.42 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +16.4% change.
• Net Sales and Revenues- Production & precision ag net sales: $4.5 billion versus the three-analyst average estimate of $4.51 billion. The reported number represents a year-over-year change of -13.9%.
• Net Sales and Revenues- Equipment Operations- Net sales: $11.78 billion compared to the $11.47 billion average estimate based on three analysts. The reported number represents a change of +5.4% year over year.
• Net Sales and Revenues- Construction & forestry net sales: $3.79 billion versus the three-analyst average estimate of $3.54 billion. The reported number represents a year-over-year change of +28.6%.
• Net Sales and Revenues- Other revenues: $225 million compared to the $213.55 million average estimate based on two analysts. The reported number represents a change of +8.7% year over year.
• Net Sales and Revenues- Financial services revenues: $1.51 billion compared to the $1.42 billion average estimate based on two analysts. The reported number represents a change of +9% year over year.
• Net Sales and Revenues- Financial services- Other Income: $121 million versus the two-analyst average estimate of $124.08 million. The reported number represents a year-over-year change of 0%.
• Net Sales and Revenues- Financial services- Finance and Interest Income: $1.36 billion versus $1.39 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -1.5% change.
• Net Sales and Revenues- Net sales: $13.37 billion compared to the $11.48 billion average estimate based on two analysts. The reported number represents a change of +19.7% year over year.
• Net Sales and Revenues- Financial services- Total: $1.51 billion compared to the $1.51 billion average estimate based on two analysts. The reported number represents a change of +0.5% year over year.
• Operating profit- Agriculture and turf (Production & precision ag + Small ag & turf): $1.43 billion versus the three-analyst average estimate of $1.31 billion.

View all Key Company Metrics for Deere here>>>

Shares of Deere have returned -3.4% over the past month versus the Zacks S&P 500 composite's +4.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.