John Deere (DE): FY25 Q4 earnings call, Nov 26, 2025
On its Nov 26, 2025 earnings call (FY25 Q4), John Deere said 4 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 4 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Tariff | Yes | 24 | 28 | ✓ | 90%transcripts from the transcript model | – |
| Automation | Yes | 7 | 7 | ✓ | 59%transcripts from the transcript model | – |
| Warranty | Yes | 1 | 1 | ✓ | 53%transcripts from the transcript model | – |
| Dividend | Yes | 1 | 1 | ✓ | 50%transcripts from the transcript model | – |
| Efficiency | No | 0 | 0 | ✓ | 68%transcripts from the transcript model | – |
| Manufacturing | No | 0 | 0 | ✓ | 68%transcripts from the transcript model | – |
| Weather | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Precision Upgrade | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “Headwind”; 5 quoted, at least 25 words apart.
…between 11-13%, reflecting stability in international markets amidst incremental tariff and mix headwinds with Large Ag in the U.S. declining another year. Slide nine provides…
…is used to managing cyclicality. But this year, we faced an additional headwind of heightened uncertainty in a rapidly changing business environment. I am so…
…last time we were at this point in the cycle. Excluding tariff headwinds, that improvement would have exceeded 600 basis points. A decade ago, the…
…position the market well in 2026. Nevertheless, our customers are still facing headwinds that are driving near-term investment caution. Although there are incremental demand drivers…
…price realization in part due to lower shipment volumes are also a headwind to margins year over year. And since we're talking about the first…
Where the listed words were said
…decrease in operating profit was primarily due to higher production costs, higher tariffs, and special items, which were partially offset by price realization and higher…
…layers of the stack. From base precision to digital engagement to advanced automation and to full autonomy. More importantly, this growth isn't confined to large…
…year to $25 million. The decrease was primarily due to higher tariffs, warranty expenses, and production costs. Slide seven details our fiscal year 2026 ag…
…2024. Which enabled us to return over $2.8 billion to shareholders via dividends and share repurchases. We paused buybacks in the fourth quarter due to…
Agents: this page as TSV at /api/v1/appearances/john-deere:2025-11-26:earnings_call · words: /api/v1/brief?appearance=john-deere:2025-11-26:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP