John Deere (DE): FY26 Q1 earnings call, Feb 19, 2026
On its Feb 19, 2026 earnings call (FY26 Q1), John Deere said 8 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 8 settled yes · our count agreed on 12 of 12- 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 | 20 | 23 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Tenna | Yes | 5 | 5 | ✓ | 16%transcripts from the transcript model | – |
| Automation | Yes | 4 | 4 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| Efficiency | Yes | 4 | 4 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – |
| Data Center | Yes | 2 | 2 | ✓ | 32%transcripts from the transcript model | – |
| Dividend | Yes | 1 | 1 | ✓ | 64%n=1+tx from settlement history blended with transcripts | – |
| Warranty | Yes | 1 | 1 | ✓ | 62%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 1 | 1 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| Manufacturing | No | 0 | 0 | ✓ | 54%n=1+tx from settlement history blended with transcripts | – |
| Weather | No | 0 | 0 | ✓ | 41%n=1+tx from settlement history blended with transcripts | – |
| EPA | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| Precision Upgrade | No | 0 | 0 | ✓ | 19%n=1+tx from settlement history blended with transcripts | – |
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.
23 matches for “Tariff”; 5 quoted, at least 25 words apart.
…margin for the segment. The year-over-year decrease was primarily due to higher tariffs, unfavorable sales mix and higher warranty expenses. Moving on to Small Ag…
…shipment volumes, favorable sales mix and price realization, partially offset by higher tariffs. Slide 6 gives our industry outlook for ag and turf markets globally.…
…favorable shipment volumes as well as production efficiencies, partially offset by higher tariffs. Slide 10 describes our Construction & Forestry industry outlook. Industry sales for…
…we were expecting lower equipment operations operating margin year-over-year due to incremental tariff expenses and an unfavorable product and regional mix in large ag. Across…
…sales gains for all 3 business units. Transitioning to cost management. Excluding tariffs, production costs were lower year-over-year for all business segments in the first…
Where the listed words were said
…a little bit of a reduction on the pricing side in C&F. Tariff costs -- and by the way, that price cost neutral is inclusive…
Thank you. On the digital side, yesterday, we completed the acquisition of Tenna. Could you please provide your insights on this acquisition and discuss how…
…combine, super excited. Last year was our first year of harvest settings automation, predictive ground speed automation. We saw really good success in the field.…
…on the overhead side as we've added volume, we're seeing more overhead efficiency. And so we'll be slightly unfavorable from a production cost standpoint ex…
…by U.S. government infrastructure spending, declining interest rates, strong rental demand and data center construction starts. Our year-to-date retail settlement activity is running ahead of…
…the quarter, we returned nearly $750 million in cash to shareholders through dividends and share repurchases, demonstrating that strong through-cycle financial performance supports both…
…increase, and there's a huge demand to support the required infrastructure for AI investments. To get all this work done, the industry must boost productivity…
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