Shares ntawm John Deere niam txiv Deere & Co. tau txhawb nqa mus rau lawv qhov kev ua tau zoo tshaj plaws hauv ib hnub hauv ob xyoos tom qab tus tsim khoom ntawm kev ua liaj ua teb, kev tsim kho thiab cov cuab yeej siv hav zoov tau tshaj tawm txog kev lag luam nyiaj txiag loj thawj peb lub hlis twg cov nyiaj tau los. Muaj qee qhov tawg ntawm kev thov rau cov tsheb laij teb, txawm li cas los xij.
Rachel Bach, tus thawj coj ntawm kev sib txuas lus ntawm cov tub ua lag luam ntawm Deere tau hais tias "[W]hile lub hauv paus loj [kev ua liaj ua teb] yog qhov zoo, kev thov rau cov horsepower tsawg softened me ntsis rau thawj peb lub hlis twg," said Rachel Bach, tus thawj coj ntawm kev sib txuas lus ntawm cov tub ua lag luam ntawm Deere, raws li AlphaSense transcript ntawm lub rooj sib tham tom qab cov nyiaj tau los. hu nrog cov kws tshuaj ntsuam.
Thiab rau xyoo 2023, Bach tau hais tias kev muag khoom ntawm cov khoom siv ua liaj ua teb me thiab turf-kev lag luam hauv Teb Chaws Asmeskas thiab Canada xav tias yuav poob li 5%, thaum kev muag khoom ntawm cov khoom siv ua liaj ua teb loj yuav tsum nce 5% mus rau 10%.
"[O] cov ntawv xaj rau cov khoom lag luam txuas rau ag cov tshuab tsim khoom tseem muaj zog thaum qhov kev thov rau cov neeg siv khoom siv cov khoom lag luam xws li cov tsheb laij teb qis dua 40 horsepower tau muag muag ntau txij li xyoo tas los," Bach tau hais.
Brent Norwood, tus thawj coj ntawm kev sib raug zoo ntawm cov neeg ua lag luam, tau piav qhia tias qhov kev thov rau turf thiab cov khoom siv hluav taws xob muaj feem cuam tshuam nrog ntau dua. kev lag luam dav dav, tshwj xeeb yog tus tsev khw, ob qho tib si tau qaug zog. Norwood tau hais tias "Yog li peb tau pom softening nyob ntawd, tshwj xeeb hauv cov tsheb laij teb siv hluav taws xob," Norwood hais.
Tab sis sib nrug los ntawm kev lag luam tsheb laij teb me me, Wall Street tau zoo siab nrog Deere cov txiaj ntsig.
Cov khoom lag luam
DE,
+ 7.53%,
uas tau kaw hnub Thursday ntawm peb lub hlis qis, tau nce 7.5% rau $ 433.31 rau hnub Friday, txaus los ua rau S&P 500's
SPX,
-0.28%
biggest gainer hnub. Deere cov tub ua lag luam nyiam cov khoom lag luam zoo tshaj plaws hauv ib hnub txij li nws tau nce 9.9% thaum Lub Ob Hlis 19, 2021.
Lub tuam txhab tau tshaj tawm ua ntej hnub Friday qhib lub tswb net cov nyiaj tau los rau lub quarter kawg ntawm Lub Ib Hlis 29 uas ntau dua ob npaug mus txog $ 1.96 billion, lossis $ 6.55 ib feem, los ntawm $ 903 lab, lossis $ 2.92 ib feem, nyob rau tib lub sijhawm xyoo dhau los. Qhov ntawd tau zoo tshaj qhov kwv yees nruab nrab ntawm tus kws tshuaj ntsuam suav sau los ntawm FactSet rau cov nyiaj tau los ib feem ntawm $ 5.57.
Kev muag khoom nce 33.7% mus rau $ 11.40 billion, siab dua qhov kev cia siab ntawm $ 11.34 billion, raws li FactSet.
Kev tsim khoom thiab kev ua liaj ua teb kev muag khoom tau dhia 55% rau $ 5.2 nphom, kev tsim kho thiab kev muag hav zoov tau nce 26% mus rau $ 3.2 nphom thiab kev lag luam me me thiab turf muag tau nce 14% txog $ 3 billion.
Rau xyoo 2023, lub tuam txhab tau nthuav tawm nws txoj kev muag khoom rau kev tsim khoom thiab kev ua liaj ua teb kev muag khoom loj hlob txog li 20% ntawm thaj tsam ntawm 15% mus rau 20%, thiab rau kev tsim kho thiab kev muag hav zoov loj hlob mus rau thaj tsam ntawm 10% mus rau 15% los ntawm txog 10%.
DA Davidson tus kws tshuaj ntsuam Michael Shlisky rov hais dua nws qhov kev yuav khoom ntawm cov khoom lag luam, qhuas Deere qhov "muaj zog tuav-thiab-nce" cov txiaj ntsig.
"Nws zoo li yog lwm lub quarter ntawm kev lees paub tias lub voj voog ag nyob deb ntawm kev ua tiav, thiab [Deere] tseem ua lag luam," Shlisky tau sau rau hauv daim ntawv rau cov neeg siv khoom.
Cov Tshuag tau nce 4.6% nyob rau hauv peb lub hlis dhau los, thaum lub Industrial Select Sector SPDR pauv- pauv nyiaj
XLI,
+ 0.65%
tau tacked ntawm 3.6% thiab S&P 500 tau nce 2.9%.
Source: https://www.marketwatch.com/story/deeres-stock-is-having-its-best-day-in-2-years-but-demand-for-lawn-tractors-has-softened-considerably-9a964b0b?siteid=yhoof2&yptr=yahoo
Deere cov khoom lag luam muaj hnub zoo tshaj plaws hauv 2 xyoos
Shares ntawm John Deere niam txiv Deere & Co. tau txhawb nqa mus rau lawv qhov kev ua tau zoo tshaj plaws hauv ib hnub hauv ob xyoos tom qab tus tsim khoom ntawm kev ua liaj ua teb, kev tsim kho thiab cov cuab yeej siv hav zoov tau tshaj tawm txog kev lag luam nyiaj txiag loj thawj peb lub hlis twg cov nyiaj tau los. Muaj qee qhov tawg ntawm kev thov rau cov tsheb laij teb, txawm li cas los xij.
Rachel Bach, tus thawj coj ntawm kev sib txuas lus ntawm cov tub ua lag luam ntawm Deere tau hais tias "[W]hile lub hauv paus loj [kev ua liaj ua teb] yog qhov zoo, kev thov rau cov horsepower tsawg softened me ntsis rau thawj peb lub hlis twg," said Rachel Bach, tus thawj coj ntawm kev sib txuas lus ntawm cov tub ua lag luam ntawm Deere, raws li AlphaSense transcript ntawm lub rooj sib tham tom qab cov nyiaj tau los. hu nrog cov kws tshuaj ntsuam.
Thiab rau xyoo 2023, Bach tau hais tias kev muag khoom ntawm cov khoom siv ua liaj ua teb me thiab turf-kev lag luam hauv Teb Chaws Asmeskas thiab Canada xav tias yuav poob li 5%, thaum kev muag khoom ntawm cov khoom siv ua liaj ua teb loj yuav tsum nce 5% mus rau 10%.
"[O] cov ntawv xaj rau cov khoom lag luam txuas rau ag cov tshuab tsim khoom tseem muaj zog thaum qhov kev thov rau cov neeg siv khoom siv cov khoom lag luam xws li cov tsheb laij teb qis dua 40 horsepower tau muag muag ntau txij li xyoo tas los," Bach tau hais.
Brent Norwood, tus thawj coj ntawm kev sib raug zoo ntawm cov neeg ua lag luam, tau piav qhia tias qhov kev thov rau turf thiab cov khoom siv hluav taws xob muaj feem cuam tshuam nrog ntau dua. kev lag luam dav dav, tshwj xeeb yog tus tsev khw, ob qho tib si tau qaug zog. Norwood tau hais tias "Yog li peb tau pom softening nyob ntawd, tshwj xeeb hauv cov tsheb laij teb siv hluav taws xob," Norwood hais.
Tab sis sib nrug los ntawm kev lag luam tsheb laij teb me me, Wall Street tau zoo siab nrog Deere cov txiaj ntsig.
Cov khoom lag luam
+ 7.53% ,
-0.28%
DE,
uas tau kaw hnub Thursday ntawm peb lub hlis qis, tau nce 7.5% rau $ 433.31 rau hnub Friday, txaus los ua rau S&P 500's
SPX,
biggest gainer hnub. Deere cov tub ua lag luam nyiam cov khoom lag luam zoo tshaj plaws hauv ib hnub txij li nws tau nce 9.9% thaum Lub Ob Hlis 19, 2021.
FactSet, MarketWatch
Lub tuam txhab tau tshaj tawm ua ntej hnub Friday qhib lub tswb net cov nyiaj tau los rau lub quarter kawg ntawm Lub Ib Hlis 29 uas ntau dua ob npaug mus txog $ 1.96 billion, lossis $ 6.55 ib feem, los ntawm $ 903 lab, lossis $ 2.92 ib feem, nyob rau tib lub sijhawm xyoo dhau los. Qhov ntawd tau zoo tshaj qhov kwv yees nruab nrab ntawm tus kws tshuaj ntsuam suav sau los ntawm FactSet rau cov nyiaj tau los ib feem ntawm $ 5.57.
Kev muag khoom nce 33.7% mus rau $ 11.40 billion, siab dua qhov kev cia siab ntawm $ 11.34 billion, raws li FactSet.
Kev tsim khoom thiab kev ua liaj ua teb kev muag khoom tau dhia 55% rau $ 5.2 nphom, kev tsim kho thiab kev muag hav zoov tau nce 26% mus rau $ 3.2 nphom thiab kev lag luam me me thiab turf muag tau nce 14% txog $ 3 billion.
Rau xyoo 2023, lub tuam txhab tau nthuav tawm nws txoj kev muag khoom rau kev tsim khoom thiab kev ua liaj ua teb kev muag khoom loj hlob txog li 20% ntawm thaj tsam ntawm 15% mus rau 20%, thiab rau kev tsim kho thiab kev muag hav zoov loj hlob mus rau thaj tsam ntawm 10% mus rau 15% los ntawm txog 10%.
DA Davidson tus kws tshuaj ntsuam Michael Shlisky rov hais dua nws qhov kev yuav khoom ntawm cov khoom lag luam, qhuas Deere qhov "muaj zog tuav-thiab-nce" cov txiaj ntsig.
"Nws zoo li yog lwm lub quarter ntawm kev lees paub tias lub voj voog ag nyob deb ntawm kev ua tiav, thiab [Deere] tseem ua lag luam," Shlisky tau sau rau hauv daim ntawv rau cov neeg siv khoom.
Cov Tshuag tau nce 4.6% nyob rau hauv peb lub hlis dhau los, thaum lub Industrial Select Sector SPDR pauv- pauv nyiaj
+ 0.65%
XLI,
tau tacked ntawm 3.6% thiab S&P 500 tau nce 2.9%.
Source: https://www.marketwatch.com/story/deeres-stock-is-having-its-best-day-in-2-years-but-demand-for-lawn-tractors-has-softened-considerably-9a964b0b?siteid=yhoof2&yptr=yahoo