John Deere (DE): FY26 Q3 earnings call, Aug 20, 2026
On its Aug 20, 2026 earnings call (FY26 Q3), John Deere said 9 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
16 words · 9 settled yes · our count agreed on 16 of 16- 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Tariff | Yes | 15 | 20 | ✓ | 96%n=3+tx from settlement history blended with transcripts | Hear it 11:55, Tariff | – |
| Excavator | Yes | 5 | 6 | ✓ | 70%transcripts from the transcript model | Hear it 34:49, Excavator | – |
| Fertilizer | Yes | 5 | 5 | ✓ | 53%transcripts from the transcript model | Hear it 18:45, Fertilizer | – |
| Headwind | Yes | 1 | 3 | ✓ | 83%transcripts from the transcript model | Hear it 49:37, Headwind | – |
| Tailwind | Yes | 1 | 3 | ✓ | 78%transcripts from the transcript model | Hear it 34:16, Tailwind | – |
| Oil / Gas / Gasoline | Yes | 1 | 1 | ✓ | 60%n=1+tx from settlement history blended with transcripts | Hear it 54:36, Oil / Gas / Gasoline | – |
| Efficiency | Yes | 1 | 1 | ✓ | 55%n=3+tx from settlement history blended with transcripts | Hear it 16:31, Efficiency | – |
| AI / Artificial Intelligence | Yes | 1 | 1 | ✓ | 35%n=3+tx from settlement history blended with transcripts | Hear it 27:30, AI / Artificial Intelligence | – |
| Repair | Yes | 1 | 2 | ✓ | 16%transcripts from the transcript model | Hear it 55:07, Repair | – |
| Automation | No | 0 | 0 | ✓ | 87%n=3+tx from settlement history blended with transcripts | – | |
| Dividend | No | 0 | 0 | ✓ | 68%n=3+tx from settlement history blended with transcripts | – | |
| Manufacturing | No | 0 | 0 | ✓ | 54%n=3+tx from settlement history blended with transcripts | – | |
| Warranty | No | 0 | 0 | ✓ | 49%n=3+tx from settlement history blended with transcripts | – | |
| Iran / Middle East | No | 0 | 0 | ✓ | 43%transcripts from the transcript model | – | |
| Weather | No | 0 | 0 | ✓ | 28%n=3+tx from settlement history blended with transcripts | – | |
| Middle East | No | 0 | 0 | ✓ | 12%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.
20 matches for “Tariff”; 5 quoted, at least 25 words apart.
…consensus expectations for both revenue and profitability. The quarter also included multiple tariff-related developments. We recognized $110 million of incremental refunds in Q3, slightly above…
…beyond refunds, following the changes to the Section 122, 232, and 301 tariff policies, we now expect direct tariff expense of approximately $1.1 billion for…
…favorable impact of the IEPA refunds and the adjustments to Section 232 tariff policies. As you combine this with strong execution across the business, these…
Hey, good morning. Thank you so much. A question on tariffs. I wanted to clarify. I think you expect now $1.1 billion of impact, which…
…to $1.1 billion is mainly attributed to the changes in Section 232 tariffs. Remember, previously on imported goods, we had a tariff rate of roughly…
Where the listed words were said
Hey, Steve, this is Brent. As you think about our tariff expense this year versus next year, net tariffs, so direct tariffs paid less any…
Hey, Tami. This is Brent. With respect to the excavator launch, we did launch the first models of our excavator, our Deere-designed excavator, earlier this…
…the near term. Farmers continue to contend with elevated production costs, particularly fertilizer expenses, as well as a higher interest rate environment that has weighed…
…are five out of 12 months. You can expect another, call it tailwind for fiscal year 2027 as a result of these changes. Thanks for…
…to tell you that it is dynamic right now. You think about oil prices, how they move and what that means. Also from a tariff…
…continue to invest selectively in productivity-enhancing equipment and solutions that improve operating efficiency and support long-term profitability. In Turf, we continue to see encouraging…
We will soon build on that foundation with AI-enabled capabilities designed to unlock even more value from the data within Operations Center. Today, more than…
…first and foremost, John Deere has always supported our customers' ability to repair their own equipment for themselves or use whatever third party they trust…
Agents: this page as TSV at /api/v1/appearances/john-deere:2026-08-20:earnings_call · words: /api/v1/brief?appearance=john-deere:2026-08-20:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP