John Deere (DE): FY25 Q2 earnings call, May 15, 2025

No Kalshi or Polymarket word markets were listed for John Deere’s May 15, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

7 matches for “Headwind”; 5 quoted, at least 25 words apart.

Josh Jepsencompanyprepared

…execution amidst challenging market dynamics. Notably, margins exceeded projections despite tear-up headwinds due to better-than-expected sales and favorable production costs stemming from…

Josh Jepsencompanyprepared

…sales mix, coupled with the negative effects of foreign currency exchange. These headwinds were partially offset by lower production costs and price realization. Moving now…

Josh Jepsencompanyprepared

…interest rates, elevated late model used inventory levels, and trade uncertainty. These headwinds are slightly mitigated by stable crop prices, even tighter global stocks, and…

Josh Jepsencompanyprepared

…at just under 19% for the quarter. While there are clearly macro headwinds at play the quarter represents strong operational performance. So Josh Beal, can…

Josh Bealcompanyprepared

…that we delivered were net of roughly $100 million in incremental tariff headwinds. All in, we feel really good about what we were able to…

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