AGCOAGCO CORP /DE
Farm Machinery & Equipment
- Revenue
- $10.1B
- 14% YoY
- Operating margin
- 5.9%
- 664% YoY
- EBITDA
- $852M
- 560% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.3×
- $1.1B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear136% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear34% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear16% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $11.1B | $12.7B | $14.4B | $11.7B | $10.1B | 14% |
| Operating income | $1.0B | $1.3B | $1.7B | −$122M | $596M | 588% |
| Net income | $897M | $890M | $1.2B | −$425M | $727M | 271% |
| Operating cash flow | $660M | $838M | $1.1B | $690M | $988M | 43% |
| Capex | $270M | $388M | $518M | $393M | $248M | 37% |
| Stock-based comp | $27M | $34M | $46M | $18M | $28M | 54% |
| Buybacks | $135M | $0 | $53M | $22M | $250M | 1036% |
| Dividends | $359M | $404M | $457M | $273M | $87M | 68% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $671K · 3
- Net
- −$671K
Pay vs performance
No pay-versus-performance disclosure yet.