PODCAST · business
Early Order (Deere & Company)
by Compound Governance, Inc.
Deere takes a farmer’s commitment before the machine is built; the early order program is where the next season is decided months ahead of the field. Early Order reads Deere the same way: what the company declared, what the record shows, and the tests written down before each print so they can be scored after it. The large-ag cycle, the technology clock behind the 2030 model, the dealer channel, the credit book, and the policy money moving through all of them. One company, one quarter at a time, from the public record only.
Episodes
-
Ep 1: Which Bottom
Deere says 2026 is the bottom of the ag equipment cycle. The order book agrees; the farm does not yet. The quarter's raise, the tariff refunds inside it, the December investor day scored against the 2022 ambitions, what CNH, AGCO, Kubota and Caterpillar actually did, the four considerations for…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Deere takes a farmer’s commitment before the machine is built; the early order program is where the next season is decided months ahead of the field. Early Order reads Deere the same way: what the company declared, what the record shows, and the tests written down before each print so they can be scored after it. The large-ag cycle, the technology clock behind the 2030 model, the dealer channel, the credit book, and the policy money moving through all of them. One company, one quarter at a time, from the public record only.
HOSTED BY
Compound Governance, Inc.
CATEGORIES
Loading similar podcasts...