AGCO Corporation (AGCO) Presents at Jefferies Global Industrials Conference 2026 Transcript

SA Transcripts 162.16K Followers Follow AGCO Corporation ( AGCO ) Jefferies Global Industrials Conference 2026 September 10, 2026 7:30 AM EDT Company Participants Eric Hansotia - Chairman, President & CEO Indira Agarwal - SVP, CFO & Principal Accounting Officer Conference Call Participants Stephen Volkmann - Jefferies LLC, Research Division Presentation Stephen Volkmann Jefferies LLC, Research Division All right. Good morning, everybody. I think we're going here. So let's kick this off on Day 2 of the Industrials Conference, the Jefferies Industrials Conference. Welcome on behalf of Jefferies. I'm Steve Volkmann. I cover sort of a wide swath of industrial companies now. I guess that's what we do here. We're very pleased to kick off Day 2 by welcoming AGCO to the dais. And so have Eric Hansotia, who is the CEO; Indira Agarwal is the CFO, fairly newly minted, so we go easy on her today, and very pleased to welcome them. Greg Peterson is here as well to that clean up, if necessary. And we're going to run this like a fireside chat. So we'll have a bit of a sort of an interview process here, I guess. And we would welcome very much any questions from the field here. So if anybody has one, I'll come up for air in 10 or 15 minutes and give you an opportunity to chime in. So with that, welcome. Thank you guys for coming. Eric Hansotia Chairman, President & CEO Thanks, Steve. Indira Agarwal SVP, CFO & Principal Accounting Officer Thank you. Question-and-Answer Session Stephen Volkmann Jefferies LLC, Research Division So let's maybe kick it off. There seems to be a general improvement in attitude around agriculture generally. We had a couple of other companies here yesterday, I can't quite remember who they were, but they seem to be fairly upbeat relative to this sort of cycle bottoming trend. So maybe let's just start off, Eric. I