CLAIM #20378 · DE (DE) · 2026Q1 earnings call · Feb 19, 2026 · due Oct 31, 2026
“So overall, we still feel very confident in the price realization for the year.”
Ryan Campbell · President, Worldwide Construction and Forestry and Power Systems
How to check this claim
Look at: Full-year price realization (company-reported price/mix contribution to sales, as disclosed in segment results)
It came true if: Full-year reported price realization comes in within the range implied by current full-year guidance (i.e., not revised down further from current guide)
Where: Company quarterly earnings releases and full-year results (segment price/mix disclosures, 10-K/10-Q and earnings call commentary)
In context
“emaining quarters. So not too lumpy or different as we go 2 through 4Q. Ryan Campbell: Yes. Maybe just a bit on C&F. We took the guide down slightly. That wasn't a function of our lack of confidence in us being able to execute price increases, really a function of how fast the year started. We announced some price increases in January. And quite frankly, we were surprised at how quickly we had built our backlog in the first couple of months of the year. So the price actions are going to be delayed a little bit. It's important to keep in mind that it's Wirtgen, it's parts and also earthmoving. And so it's a combination. Each one will do a little bit differently. And then over the rest of the year, we'll start to lap some of the more aggressive pricing actions that we had to take last year. So overall, we still feel very confident in the price realization for the year. Operator: Our next question comes from Angel Castillo from Morgan Stanley. Angel Castillo Malpica: Just want to maybe follow up on that. If you could just talk a little bit more in detail about what's going on in terms of the order strength, in particular, I guess, on the C&S side, to the comments on the pricing and the strength that you've been surprised by, I recognize it might be difficult to unpack, but just curious if you're seeing -- if you're able to split that up between what might be one big beautiful Bill kind of bonus depreciation related, any kind of versus end market driven versus kind of Deere performance driven by all the portfolio of product innovation you're talking about or just merchandising incentives. Just curious the puts and takes across the various kind of tailwind”
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SEC filings for DE ↗ · Claim quote is verbatim from the 2026Q1 earnings call.