Deere & Company (DE) Q1-26 earnings: Eating $600M in tariffs & the AI earthmover boom

Deere & Company's Q1 2026 earnings reveal a calculated sacrifice, absorbing a massive tariff hit to protect farmers while data center builds unexpectedly save the quarter 🚜. In this episode:• Management officially calls the trough of the global ag cycle.• Absorbing a $600M tariff hit to preserve the used trade ladder.• Construction revenue spikes 34% driven by AI data center buildouts.• Underproducing Brazilian combines to deliberately clear out local inventory.Wall Street completely ignored a 25% drop in net income, instead rewarding management’s aggressive decision to protect market fluidity over short-term margins. With the stock surging 4.5% on the report, Deere is betting heavily that the worst is over—provided an active right-to-repair antitrust lawsuit doesn't crack their service monopoly first.Company: Deere & Company (DE) | Q1 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.