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.
9 matches for “Headwind”; 5 quoted, at least 25 words apart.
…However, customer sentiment remains muted despite recent grain price increases as growers' margins face headwinds from elevated and volatile input costs and high interest rates.
…time we were at a similar point in the cycle, despite the headwind that comes from tariffs. This enables us to sustain record investment across…
Regarding headwinds, we did see higher year-over-year production costs in the second quarter, excluding the impact from tariff refunds. Without accounting for tariff refunds, year-over-year…
…essentially unchanged at approximately $1.2 billion, which is approximately a 3% margin headwind. Net of the refunds, our forecast now includes approximately $900 million of…
…the margin outlook for Brazilian growers has been pressured due to these headwinds. As a result, we expect the market to remain cautious through the…
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.
…calibration from the cab while on the go, and also through downforce automation, which is enabled by our recently released FurrowVision technology. When these furrow…
…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…
…the conflict in Iran and the associated inflationary impact on products like oil and fertilizer. Considering that in your response, can you provide an update…
…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