Every material Form 8-K Deere & has filed with the SEC since November 26, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Deere & Company announced the appointment of former EY U.S. CEO Julie Boland to its board of directors on November 2, 2026. Her addition expands the board from 10 to 11 members, bringing expertise in accounting, financial reporting, and global finance to shareholders.
Julie Boland was appointed to the board of directors on November 2, 2026.
Boland previously served as EY U.S. CEO and managing partner from 2022 to 2026.
Her appointment expands Deere's board from 10 to 11 members.
Deere reported third-quarter fiscal 2026 net income of $1.379 billion, or $5.10 per share, up from $1.289 billion, or $4.75 per share, a year earlier, on net sales and revenues up 5% to $12.608 billion. The company now forecasts fiscal 2026 net income of $4.75 billion to $5.00 billion, and nine-month net income fell 4% to $3.808 billion, so shareholders see a stronger quarter but a lower year-to-date profit.
Q3 net income $1.379 billion ($5.10 per share) vs. $1.289 billion ($4.75 per share) in Q3 2025
Q3 net sales and revenues rose 5% to $12.608 billion; nine-month net income fell 4% to $3.808 billion
Fiscal 2026 net income forecast set at $4.75 billion to $5.00 billion
Deere Funding Canada Corporation, an indirect wholly owned subsidiary, agreed on July 10, 2026 to sell $300 million of 4.850% notes due July 15, 2031, fully and unconditionally guaranteed by Deere & Company on a senior unsecured basis. The filing is a routine debt issuance under an existing 2020 indenture and registration statement, and it does not report any change to Deere's financial results or guidance.
Issuer agreed to sell $300,000,000 aggregate principal amount of 4.850% Notes due July 15, 2031, on July 10, 2026
Interest payable January 15 and July 15 each year, beginning January 15, 2027
Notes rank equally with Deere's other senior unsecured debt; underwriters include Barclays Capital, Deutsche Bank Securities and RBC Capital Markets
Issued under an indenture dated June 15, 2020 with The Bank of New York Mellon; final prospectus supplement filed July 13, 2026
Deere & Company said director Dmitri Stockton informed the Board on May 26, 2026 that he will not stand for re-election at the 2027 annual meeting of stockholders. The company said the decision is not the result of any disagreement with Deere, and Stockton will serve the rest of his current term.
Stockton notified the Board on May 26, 2026 of his decision.
He will serve the remainder of his current term, which expires at the 2027 annual meeting.
The Board thanked him for nearly 12 years of service.
The filing states the decision is not due to any disagreement with the company, its operations, policies, or practices.
Deere & Company reported second-quarter fiscal 2026 net income of $1.773 billion, or $6.55 per diluted share, down from $1.804 billion, or $6.64 per share, a year earlier, while net sales and revenues rose 5% to $13.369 billion. The company maintained its fiscal 2026 net income forecast of $4.5 billion to $5.0 billion, so shareholders see steady profit guidance alongside a year-over-year profit decline led by Production & Precision Agriculture.
Q2 net income was $1.773 billion ($6.55 per diluted share), down 2% from $1.804 billion ($6.64 per share); six-month net income was $2.429 billion, down 9%.
Production & Precision Agriculture net sales fell 14% to $4.503 billion and operating profit fell 39% to $706 million.
Small Agriculture & Turf net sales rose 16% to $3.485 billion and Construction & Forestry net sales rose 29% to $3.790 billion.
Fiscal 2026 net income is forecast at $4.5 billion to $5.0 billion, which the company said it maintained; the prior-year period included a $272 million IEEPA tariff refund recovery.
Deere & Company's board elected T. Brent Norwood, 44, as senior vice president and chief financial officer, effective May 1, 2026, replacing acting CFO Ryan D. Campbell, who will remain with the company as president of Worldwide Construction & Forestry and Power Systems. The filing discloses his $925,000 annual salary and a one-time award of 8,809 performance-based restricted stock units, which matters to shareholders as a change in the officer responsible for financial reporting and capital allocation.
Norwood, 44, previously served as vice president and finance director for Construction & Forestry and Power Systems since October 2023.
Annualized salary of $925,000, with a short-term incentive target of 100% of base salary.
One-time award of 8,809 performance-based restricted stock units, with time-based vesting through October 27, 2030.
Campbell continues as President, Worldwide Construction & Forestry and Power Systems.
Deere & Company's board approved one-time performance-based restricted stock unit awards to named executive officers and other senior officers, with grants expected on or about March 19, 2026. The awards pay out based on Shareholder Value Added results over a five-year period from November 3, 2025 to October 27, 2030, so executive pay is tied to equipment operations returns above cost of capital.
Board approved the awards on March 12, 2026, under the John Deere 2020 Equity and Incentive Plan.
John C. May target value is $25,000,000; Ryan D. Campbell and Deanna M. Kovar are each $5,000,000.
No payout unless SVA exceeds 90% of target; maximum payout is 175% of target at 125% of SVA target.
Awards are forfeited if employment ends in the first three years of the Performance Period, with exceptions for death, disability and certain other terminations.
Deere reported first-quarter fiscal 2026 net income of $656 million, or $2.42 per share, down from $869 million, or $3.19 per share, a year earlier, even though net sales and revenues rose 13% to $9,611 million. The company raised its fiscal 2026 net income forecast to a range of $4.5 billion to $5.0 billion, which matters to shareholders because profit fell sharply in the quarter while sales grew.
Net income was $656 million, down 25% from $869 million; diluted EPS was $2.42 versus $3.19.
Net sales and revenues rose 13% to $9,611 million, with Construction & Forestry sales up 34% and Small Agriculture & Turf sales up 24%.
Production & Precision Agriculture operating profit fell 59% to $139 million, with operating margin at 4.4% versus 11.0%, citing higher tariffs, unfavorable sales mix and higher warranty expenses.
Fiscal 2026 net income guidance is $4.5 billion to $5.0 billion; the company expects Production & Precision Ag net sales to be down 5 to 10%.
Deere & Company said CFO Joshua Jepsen will resign as Senior Vice President and Chief Financial Officer effective February 19, 2026, and that the departure is not related to any financial or accounting issue. Ryan D. Campbell, currently President of Worldwide Construction & Forestry and Power Systems, will serve as acting CFO on an interim basis while the company searches for a permanent replacement.
Joshua A. Jepsen resigned as SVP and CFO, effective February 19, 2026; notice given January 20, 2026
Ryan D. Campbell, age 51, appointed acting CFO, principal financial and accounting officer, effective February 19, 2026
Campbell previously served as Deere's CFO from March 2019 to May 2022
Company intends to search internal and external candidates for a permanent CFO
Deere increased its board from 10 to 11 directors and elected Brian Sikes, Chair, President and CEO of Cargill, effective December 4, 2025. The filing also says Raj Kalathur, President of John Deere Financial and Chief Information Officer, will retire effective January 31, 2026. The filing reports no financial results, so the changes do not by themselves show a change in Deere's performance.
Brian Sikes elected to Deere's board effective December 4, 2025; board size rises from 10 to 11
Sikes appointed to the Compensation and Corporate Governance committees
Raj Kalathur to retire as President, John Deere Financial and Chief Information Officer, effective January 31, 2026
The filing states no related party transactions between Sikes and Deere requiring disclosure
Deere reported fourth-quarter fiscal 2025 net income of $1.065 billion, or $3.93 per share, down from $1.245 billion, or $4.55 per share, a year earlier, while net sales and revenues rose 11% to $12.394 billion. For fiscal 2026, the company forecasts net income of $4.00 billion to $4.75 billion, compared with $5.027 billion for fiscal 2025, and says 2026 will mark the bottom of the large ag cycle.
Q4 net income $1.065 billion ($3.93 per diluted share) vs. $1.245 billion ($4.55) a year earlier
Q4 net sales and revenues $12.394 billion, up 11%; full-year revenue $45.684 billion, down 12%
Q4 included a $95 million pretax litigation accrual tied to a consolidated antitrust class action
Fiscal 2026 net income forecast of $4.00 billion to $4.75 billion; large ag U.S. & Canada industry outlook down 15 to 20%
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