DE
Deere & Co
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Deere has 8 disclosed suppliers and 3 disclosed customers in SEC filings. Named in filings as John Deere (3).
Last report6 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+6.94%
vs ±4.2% implied · ×1.65
shaded = implied · ▲▼ = realized
SentenceFor example, our largest customers in 2025 included PACCAR Inc. and John Deere which accounted for 13.6% and 10.0% of our net sales, respectively.
basisMEC FY2025 revenue $546MDE FY2025 revenue $45.7BFY mismatch
SentenceNet sales to Deere & Company in Titan's agricultural, earthmoving/construction, and consumer segments combined represented 10 %, 11 % and 13 % of the Company's consolidated net sales for the years ended December 31, 2025, 2024, and 2023, respectively.
basisTWI FY2025 revenue $1.8BDE FY2025 revenue $45.7BFY mismatch
Table…provides information about the top ten concepts in our portfolio as of December 31, 2025 (dollars in thousands)
| Concept | Type of Business | Annualized Base Rent | % of Annualized Base Rent | Number of Properties (1) | Building (Sq. Ft.) (1) |
|---|---|---|---|---|---|
| John Deere | Service | 6,813 | 1.2% | 31 | 654,285 |
SentenceOur customers include some of the largest vehicle and equipment manufacturers operating in the U.S., including Caterpillar Inc., CNH Industrial N.V., Cummins Inc., Deere & Company, Honda Motor Co., Kawasaki Heavy Industries, Polaris Inc. and The Toro Company.
SentenceOur enterprise customers include companies such as United Airlines, Carnival, Maersk, and John Deere, among others.
SPCX S-1/Aaccession 0001628280-26-040364SPCX
SentenceIn January 2024, we entered into an agreement with SpaceX and its Starlink network to provide satellite communications (SATCOM) service to farmers facing rural connectivity challenges, with an initial focus on Brazil.
DE 10-Kaccession 0001558370-24-016169
SentenceFor example, in the second quarter of fiscal year 2025, we completed a transaction with a Brazilian bank, Banco Bradesco S.A. (Bradesco), for Bradesco to invest and become 50% owner of our subsidiary in Brazil, Banco John Deere S.A.
DE 10-Kaccession 0001104659-25-122321
Deere & Co
676.49
Expected move
Inputs8Q avg ±6.3%·×0.83·cheap
straddle ±7.7%
spot 675.48exp Nov 27ATM strike 680ATM straddle 61.35IV 41%