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AGCO AGCO Replacement parts — Net Sales

Other product segments

Tractors
$1.67B-1.7%
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$424.5M-2.2%
Grain storage and protein production systems
$100K-50.0%

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Other financials

Income statement

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Revenue$2.6B-1.0%
Gross profit$645.9M-1.9%
Operating income$140.7M-14.2%
Net income$77.2M-75.5%
EPS (diluted)$1.08-74.4%

Balance sheet

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Cash & equivalents$573.4M-26.9%
Total debt$2.9B-8.4%
Total equity$4.1B-2.1%
Total assets$11.9B-3.5%

Cash flow

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Operating cash flow-$410.4M-93.4%
CapEx$57.2M+35.5%
Free cash flow-$455.0M-74.7%

Valuation

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Market cap$7.51B-13.8%
Enterprise value$9.82B-11.3%
P/E14.1×-73.4×
P/S0.7×-0.1×

Profitability

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Gross margin25.3%+1.0pp
Operating margin5.8%+5.2pp
Net margin5.2%+4.2pp
FCF margin5.3%+0.6pp

Returns & leverage

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Return on equity12.9%+10.5pp
Debt / equity0.7×0.0×
Current ratio1.3×-0.2×

Where this comes from

Reported directly by AGCO in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: AGCO’s 10-Q, filed July 30, 2026.

Filed
Jul 30, 2026, 11:36 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0000880266-26-000068
Line itemNorth AmericaLatin AmericaEurope/Middle EastAsia/Pacific/AfricaConsolidated
Mexico, Central America and Caribbean25.225.2
$471.5$271.3$1,732.4$134.5$2,609.7
Major products:
Tractors$191.0$187.2$1,211.2$79.5$1,668.9
Replacement parts112.638.7338.326.6516.2
Grain storage and protein production systems0.10.1
Combines, application equipment and other machinery167.945.4182.928.3424.5
$471.5$271.3$1,732.4$134.5$2,609.7

Item 1. Financial Statements (unaudited)

FAQ

What is AGCO's replacement parts — net sales?
AGCO (AGCO) reported replacement parts — net sales of $516.2M in Q2 2026.
How has AGCO's replacement parts — net sales changed year-over-year?
AGCO's replacement parts — net sales increased by 2.7% year-over-year, from $502.4M to $516.2M.
What is the long-term trend for AGCO's replacement parts — net sales?
Over 4 years (2021 to 2025), AGCO's replacement parts — net sales has grown at a 2.6% compound annual growth rate (CAGR), from $1.69B to $1.87B.
What does replacement parts — net sales mean?
This metric represents the total revenue generated from the sale of aftermarket replacement parts for agricultural machinery and equipment. It reflects the recurring demand from the existing installed base of equipment, serving as a key indicator of aftermarket service activity and customer loyalty. Growth in this segment often signals high equipment utilization rates and a healthy, aging fleet of machinery in the field.

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