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"For financials, a ten is a fortress. A one is yikes. Both of you have sixes this time. Revenue has been heading in the wrong direction. You can't really blame them on that. We have tariffs, we have uncertainty and key sales channels. Deere to its credit, they're not sugar coating it. It is what it is. But hey, there's no easy fix here. The good news is they can handle it. The balance sheet isn't amazing, but it's sustainable, and this is a period where they just have to sustain."
The speaker assesses Deere's financial outlook as middling, highlighting declining revenue and uncertainty from tariffs and key sales channels, yet noting that the company is transparent and capable of sustaining its operations despite the challenges.
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