Agco Corporation · NYSE:AGCO
Agco — Investor Day (October 2026)
22 slides from Agco's investor day presentation, Oct 6, 2026
Slide 1: AGCO Technology Event
AGCO Technology Event O C TO B E R 6 , 2026
Slide 2: Safe Harbor
Safe Harbor Forward-looking statements in this presentation, including statements about our strategic plans and initiatives as well as their financial impacts, demand, product development, and capital expenditure plans and timing of those plans, and our expectations with respect to the costs and ben
Slide 3: Evolution From Equipment Manufacturer to Farm Technology Platform Provider
Evolution From Equipment Manufacturer to Farm Technology Platform Provider Situation Complication Resolution Investors have valued AGCO COMPLICATION Real farms run mixed fleets PTx reaches the whole farm: on units, replacement cycles and will not replace retrofit or factory fit, and and commodity ex
Slide 4: Put the Farmer at the Center
A.aGco Your Agriculture Company Put the Farmer at the Center
Slide 5: We Design Around the Farmer, Not a Closed Ecosystem
We Design Around the Farmer, Not a Closed Ecosystem AGCO SOLUTIONS FARMER PROBLEMS MACHINES TECHNOLOGY Premium brands and PTx retrofit-first and purpose-built solutions that mixed-fleet, so adoption fit each farming operation, never waits for a rather than forcing farmers machinery trade or into a s
Slide 6: Retrofit Accelerates Adoption. Factory Fit Scales It.
Retrofit Accelerates Adoption. Factory Fit Scales It. EQUIPMENT ON THE PROVEN AGRONOMIC AGCO & OEM FACTORY PTx RETROFIT FARM TODAY VALUE FIT CONNECTED MIXED FLEET WHY RETROFIT MATTERS WHY IT IS AN ENTRY POINT Adoption no longer waits for a machinery- Retrofit opens farms that would otherwise replace
Slide 7: The Barriers to North American Growth Have Been Addressed
The Barriers to North American Growth Have Been Addressed Historical barrier What changed Investor implication Product Fendt and PTx closed the gap Best-in-class in key categories PTx dealer channel and FarmerCore Channel service model improves reach and Able to engage farmers on their terms respons
Slide 8: Fendt's North American Gains Are Built to Last
Fendt's North American Gains Are Built to Last Share earned on product, lower switching risk and uptime, not on price. T H E R E S U LT Product 10–20% 2 CVT saves fuel in every operation, and the cab is built for ~11% 1 fuel savings long days. Combined Fendt and Massey Ferguson share in North Americ
Slide 9: Self-help Strengthens Our Ability to Invest in Growth
Self-help Strengthens Our Ability to Invest in Growth Improving the business from within, not relying on market recovery. RE-IMAGINE LOWER-COST- QUALITY INTERNAL AI Simplify operations and COUNTRY IMPROVEMENTS Improve productivity reduce SG&A expense. SOURCING Reduce the cost of poor and execution.
Slide 10: Extend Value Across the Mixed Fleet
Extend Value Across the Mixed Fleet
Slide 11: Precision Ag Is a Two-Horse Race: One Closed, One Open
Precision Ag Is a Two-Horse Race: One Closed, One Open 65% of PTx revenue from non- 100+ brands utilize PTx products AGCO machines ADVANTAGE PROOF WHY IT’S HARD TO COPY Opening technology to competitive fleets would dilute a key Retrofit-first by design 1/3rd of PTx revenue from retrofit differentia
Slide 12: Panorama Turns Every Pass into Data the Farmer Can Act On
Panorama Turns Every Pass into Data the Farmer Can Act On AT THE POINT OF DECISIONS, NOT AI BUILT IN — WORK DASHBOARDS AURORA 60% more applied acres processed Agronomic and High-quality, Ask in plain language, in 2026 than in 2025 implement-level data accessible data that by voice or text. Aurora fr
Slide 13: Prove the Farmer Value
Prove the Farmer Value
Slide 14: Technology Matters When it Solves a Farmer Problem
Technology Matters When it Solves a Farmer Problem SymphonyVision Reduced Higher profitability INPUT COST SymphonyNozzle chemical use and efficiency 20|20, vDrive, Improved planting Higher yield PLANTING ArrowTube consistency potential Less labor More productivity LABOR OutRun dependency per employe
Slide 15: AGCO Leading in Autonomy
AGCO Leading in Autonomy PLANTING SPRAYING FERTILIZING TILLAGE HARVESTING In Development In Development Alpha Production Production 15
Slide 16: AGCO Applies AI to Produce Measurable Farmer Outcomes
AGCO Applies AI to Produce Measurable Farmer Outcomes SENSE UNDERSTAND DECIDE ACT WHERE IT SHOWS UP AURORA AN EMERGING FRONTIER TODAY The AI assistant inside AI-generated work plans based Computer vision in spraying, Panorama. Live with on farmers’ data. machine and implement customers today, and th
Slide 17: Aurora is Live AI Inside Panorama, Already in Customers' Hands
Aurora is Live AI Inside Panorama, Already in Customers’ Hands A FEATURE, NOT A PRODUCT Inside Panorama the way Siri sits inside a phone — available to every ~175 customer. conversations a week from customers, and climbing SHIPPING, NOT DEMOING Smart Summaries fall 2025. Conversational chat June 202
Slide 18: Convert the Strategy Into Growth
Convert the Strategy Into Growth
Slide 19: Four Growth Engines Support the 2029 Path
Four Growth Engines Support the 2029 Path DEALER OEM GROWTH NEW PRODUCTS FarmENGAGE and EXPANSION The technology A continuing pipeline Panorama A larger Elite PTx extended through across the crop cycle. Mixed-fleet machine network, plus base PTx external manufacturers. and workflow through AGCO and
Slide 20: The Innovation Flywheel – Solutions Across the Crop Cycle
The Innovation Flywheel – Solutions Across the Crop Cycle PLANNING AND PREP PLANTING APPLICATION HARVESTING ALL STAGES Creating a farm ecosystem Optimizing inputs. Taking care of the land Accomplishing all necessary Maximizing machine that connects technology, responsibly. tasks with reduced labor.
Slide 21: Two Engines, Two Lenses
Two Engines, Two Lenses Value the Machinery Business on the Cycle and PTx on the Installed Base MACHINERY BUSINESS PTx PLATFORM Units shipped each year What drives revenue The installed base, on any brand AGCO units sold per year Addressable base Machines in the field across all brands At the sale W
Slide 22: Q&A
Q&A acco Your Agriculture Company