John Deere (DE): FY26 Q2 earnings call, May 21, 2026
On its May 21, 2026 earnings call (FY26 Q2), John Deere said 5 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 5 settled yes · our count agreed on 11 of 11- 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 | 42 | 46 | ✓ | 95%n=2+tx from settlement history blended with transcripts | – |
| Automation | Yes | 4 | 4 | ✓ | 85%n=2+tx from settlement history blended with transcripts | – |
| Manufacturing | Yes | 3 | 3 | ✓ | 43%n=2+tx from settlement history blended with transcripts | – |
| Oil / Gas / Gasoline | Yes | 3 | 3 | ✓ | 29%transcripts from the transcript model | – |
| Dividend | Yes | 1 | 1 | ✓ | 67%n=2+tx from settlement history blended with transcripts | – |
| Efficiency | No | 0 | 0 | ✓ | 73%n=2+tx from settlement history blended with transcripts | – |
| Warranty | No | 0 | 0 | ✓ | 71%n=2+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 48%n=2+tx from settlement history blended with transcripts | – |
| Weather | No | 0 | 0 | ✓ | 36%n=2+tx from settlement history blended with transcripts | – |
| Middle East | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Precision Upgrade | No | 0 | 0 | ✓ | 16%n=2+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.
6 matches for “Fertilizer”; 5 quoted, at least 25 words apart.
…potential for tighter ag commodity supplies in upcoming crop years as higher fertilizer costs potentially impact production levels. However, customer sentiment remains muted despite recent…
…in Iran and the associated inflationary impact on products like oil and fertilizer. Considering that in your response, can you provide an update on broader…
Yeah, absolutely, Chris. First, input costs, particularly fuel and fertilizer, have increased globally and will contribute to higher inflation across the ag economy. As we…
…FurrowVision technology. When these furrow optimization solutions are paired with our automated fertilizer placement solutions of ExactShot with an ExactRate, farmers can be better positioned…
…That was heightened a bit over the past quarter as we've seen fertilizer levels increase. That's been particularly acute. Like we mentioned on our comments…
Where the listed words were said
…quarterly results also benefited from recording a recovery for refund claims relating to IEEPA tariffs, which we'll discuss in more detail later in the call.
…are encouraged about that. Maybe one last point on technology. Harvest settings automation, which you didn't ask about, but I just did want to mention,…
…of John Deere's U.S. complete good sales are produced at our U.S. manufacturing facilities, and roughly 75% of those components used at those facilities are…
…centers, we are also seeing infrastructure funded by IIJA, robust activity in oil and gas, and continued investment in warehousing. Lastly, road building performance also…
…returned $635 million to shareholders through a combination of share repurchases and dividends, reflecting both the strength of our financial performance and our confidence in…
Agents: this page as TSV at /api/v1/appearances/john-deere:2026-05-21:earnings_call · words: /api/v1/brief?appearance=john-deere:2026-05-21:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP