Investment Thesis
Deere & Company manufactures precision agriculture, construction, and forestry equipment bolstered by software, connectivity, and financing solutions.
- Precision Agriculture: Autonomy, computer vision, and variable-rate technologies help farmers improve yields while reducing inputs.
- Recurring Software: Operations Center, JDLink connectivity, and subscription services deepen relationships and unlock data monetization.
- Diversified Portfolio: Construction, forestry, and power systems provide countercyclical balance to large agriculture.