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AGCO AGCO

AGCO scores weak on business quality (3.5 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$103.28Oct 9, 2026
Business qualityWeak
Next earningsOct 29, 2026, before the open
Insiders, 90 daysBuying

Why it matters

  1. What AGCO does

    AGCO manufactures agricultural machinery including Massey Ferguson tractors and Valtra equipment, selling directly to farmers and dealers worldwide. The company is leaning into compact tractor deals and new generation machinery rollouts to defend its market share.

  2. What it does best

    AGCO builds specialized farm equipment through brands like Valtra and Massey Ferguson, though its gross margin of 25.3% trails Deere's 36.6% in a capital-heavy sector.

  3. The main risk

    Revenue contraction of 13.5% reflects shrinking demand across major agricultural markets, putting heavy pressure on volume.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin rests at 6.6% with a profitability score of 1.6, showing weak conversion as scale contracts.

MoatFair

Operating in the bottom quartile for operating margins at 14th percentile sector rank, leaving limited room for wide competitive moats.

GrowthSlow

Revenue growth sits in the bottom decile of its sector at -13.5%, dropping sharply from prior years and fading fast.

Financial healthFair

Net debt sits at $1.6B against free cash flow of $331M, showing moderate balance-sheet cushions as cash generation softens.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 insider bought $101K on the open market. 3 sold $876K outside pre-planned sales.

Our sealed record on AGCO

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is AGCO a good business?

AGCO scores weak on the Cluenex quality check (3.5 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.

Are insiders buying AGCO?

In the last 90 days of SEC Form 4 filings: 1 insider bought $101K on the open market. 3 sold $876K outside pre-planned sales.

When does AGCO report earnings?

Oct 29, 2026, before the open.

For members

See AGCO today

  • Today's verdict on AGCO, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “AGCO (AGCO)”, https://cluenex.com/stocks/agco/, data as of Oct 10, 2026.