DE as of Nov 1 · 05:18 ET

DENYSEFarm Machinery & Equipment

Deere & Co · Brief

Next report

24 days

Nov 25 · before openest.Q4 FY26

Earnings

Expected move

Inputs

±5.2%implied · report alone

640.21710.75

straddle ±7.7%

spot 675.48exp Nov 27ATM strike 680ATM straddle 61.35IV 41%

Oct 30 closereport share · term structure

Expected move

Inputs

Implied vs realized

8 reportsHistory

6 of 8≥ implied

avg implied: ±4.4%
avg realized: ±6.3%

Nov 21 '24±3.8%▲+8.05%×2.13

Feb 13 '25±4.0%▼−2.17%×0.55

May 15 '25±4.5%▲+3.78%×0.85

Aug 14 '25±4.5%▼−6.76%×1.50

Nov 26 '25±5.0%▼−5.67%×1.14

Q1 FY26±5.0%▲+11.58%×2.32

Q2 FY26±4.6%▼−5.19%×1.13

Q3 FY26±4.2%▲+6.94%×1.65

quarterimplied−15%0+15%realized×

Q3 FY26±4.2%▲+6.94%×1.65

Q2 FY26±4.6%▼−5.19%×1.13

Q1 FY26±5.0%▲+11.58%×2.32

Nov '25±5.0%▼−5.67%×1.14

Aug '25±4.5%▼−6.76%×1.50

May '25±4.5%▲+3.78%×0.85

2 older reports

Feb '25±4.0%▼−2.17%×0.55

Nov '24±3.8%▲+8.05%×2.13

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 25 report · est.

Bull2 of 4

10.00%of Mayville Engineering Company, Inc.'s revenue from DESEC filings

2,678managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

2 of 8recent reports where the move came in under the options implied rangeEarnings history

7 of 24of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

Linked exposure

DE report session

Suppliers 4

TWITitan International×0.81 DANDana×0.51 ATMUAtmus Filtration Technologies×0.46 MECMayville Engineering×0.45

Customers 1

LOWLowe's×0.29

× = co-movement · max 500dSource: SEC filings · market data

Latest changes

30 daysAll changes

No changes.

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.