AGCO Corporation (AGCO) Presents at UBS Global Industrials and Transportation Conference Transcript
AGCO Corporation (AGCO) UBS Global Industrials and Transportation Conference December 2, 2025 1:50 PM EST
Company Participants
Damon Audia – Senior VP & CFO
Conference Call Participants
Steven Fisher – UBS Investment Bank, Research Division
Presentation
Steven Fisher
UBS Investment Bank, Research Division
Okay. Good afternoon. Thanks for coming to this session. I’m Steve Fisher, UBS Machinery Engineering & Construction and the U.S. Building Materials analyst. We are really thrilled to have management of AGCO Corporation with us. We have Damon Audia, CFO. We have Greg Peterson, who runs Investor Relations.
Just one quick disclosure before we get started as a research analyst, I’m required to provide certain disclosures relating to the nature of my relationship and that of UBS with any company on which I express with you on this call today. These disclosures can be found at ubs.com/disclosure. You can reach out to me afterwards, and I can get them to you.
So thank you, Damon, thanks, Greg, for being here. Really appreciate it.
Question-and-Answer Session
Steven Fisher
UBS Investment Bank, Research Division
So just to kick it off, we’re coming to the end of 2025 here before we talk about ’26, I thought maybe I’d like to highlight some of the the key accomplishments and highlights of 2025, the five big strategic shifts that you’ve been talking about, and then we can get some into the details of each of those along with some of the cyclical dynamics.
Damon Audia
Senior VP & CFO
Yes. Sure, Steve. I think obviously, the industry dynamics are — creates a lot of questions as to what’s going on. But if I look at underlying what’s happening in AGCO, we’ve gone through a significant amount of transformation over the last year, 1.5 years that have really positioned us well for when the industry recovers. And if I think about what
