Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Deere & Co
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Farm Machinery & Equipment
Prev close 683.90 · gapped below the open, then crossed back over prior close. High/low 688.10 at 9:30 am ET, 681.59 at 7:30 am ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of DE revenue | Skew |
|---|---|---|---|
| MECMayville Engineering Company, Inc. | 10.00% | 0.12% | 84× |
| TWITitan International Inc | 10.00% | 0.40% | 25× |
| EPRTEssential Properties Realty Trust, Inc. | 1.20% | 0.01% | 100× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“For 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.”
$22.8B relationship
basisDE fy2025 · closed 2025-11 $45.7B
FILING10-K0001104659-25-122321cik 0000315189
“For 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.”
$55M relationship84× more of MEC’s book than DE’s
basisMEC fy2025 · closed 2025-12 $546MDE fy2025 · closed 2025-11 $45.7B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001104659-26-023496cik 0001766368disclosed by MEC
“Net 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.”
$183M relationship25× more of TWI’s book than DE’s
basisTWI fy2025 · closed 2025-12 $1.8BDE fy2025 · closed 2025-11 $45.7B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0000899751-26-000007cik 0000899751disclosed by TWI
“Deere & Company”
FILING10-K0001437749-25-004554cik 0000026780disclosed by DAN
“John Deere Service 6,813 1.2 % 31 654,285”
$5M relationship100× more of EPRT’s book than DE’s
basisEPRT fy2025 · closed 2025-12 $456MDE fy2025 · closed 2025-11 $45.7B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001728951-26-000008cik 0001728951disclosed by EPRT
“Our 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.”
FILING10-K0001466593-26-000008cik 0001466593disclosed by OTTR
“In addition, certain lawn and garden and compact construction products are sold through The Home Depot and Lowe's.”
FILING10-K0001104659-25-122321cik 0000315189
“In addition, certain lawn and garden and compact construction products are sold through The Home Depot and Lowe's.”
FILING10-K0001104659-25-122321cik 0000315189
“Atmus has a strong history as a supplier to leading OEMs, including Cummins, Daimler, Deere, Doosan, Foton, Komatsu, Paccar/DAF, the Traton Group, Stellantis and Volvo.”
FILING10-K0001921963-25-000029cik 0001921963disclosed by ATMU
“Our enterprise customers include companies such as United Airlines, Carnival, Maersk, and John Deere, among others.”
FILINGS-1/A0001628280-26-040364cik 0001181412disclosed by SPCX
“In 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.”
FILING10-K0001558370-24-016169cik 0000315189
Watchlist prices, news filtered to it, and its next report on your desk.
Deere & Co has 8 disclosed suppliers and 3 disclosed customers. Each one is named in an SEC filing, either Deere & Co’s own annual report or the counterparty’s, and carries the sentence that discloses it.
DE (Deere & Co) has 8 disclosed suppliers and 3 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: MEC −5.31%, in industrials & materials.