Deere & Company ($DE)

HR8591, the No Capital Gains Tax on Family Farms Act, was introduced and referred to the House Committee on Ways and Means on April 30, 2026. At this early stage with no committee action, hearings, or markup, the bill has no near-term market impact. No specific companies or sectors are materially affected until legislative progress occurs.

HR 8646 is a procedural step in the annual agriculture appropriations process for FY2027. The reported bill text provides standard funding levels for USDA agencies and farm programs, but contains no major policy changes or spending shocks. Market impact is negligible — tickers ADM, BG, DE face no revenue or margin changes from this bill's current state.

HR8374 is a structural policy bill introduced in the House that would remove statutory references to 'socially disadvantaged farmers and ranchers' from federal agriculture programs. The bill is in early legislative stages (referred to committee) with no clear path to passage, and no funding authorization or appropriation is involved. Direct market impact is negligible.

This $15.0 million Department of Agriculture contract for Brush Creek Work Center construction, awarded to private entity Gustav Keoni, indicates ongoing federal investment in agricultural infrastructure. While Gustav Keoni is private, the contract signals demand for construction equipment and materials, benefiting publicly traded suppliers.

HR1011 expands advance payment options under USDA's Emergency Conservation Program for individual agricultural producers and forest landowners. The bill passed the House overwhelmingly (395-10) but remains pending in the Senate. No publicly traded companies are directly obligated, and the bill authorizes no specific funding amount — actual outlays depend on future appropriations.

HR7567 (Farm, Food, and National Security Act of 2026) passed the House Agriculture Committee 34-17 and is on the Union Calendar for floor debate. The bill reauthorizes USDA commodity, conservation, trade, and nutrition programs through FY2031. No specific dollar amounts are authorized in the bill text, but structural policy stability for 5 years removes downside risk for agribusiness equipment and input suppliers. Deere ($DE) at $590, ADM ($ADM) at $75.53, and CF Industries ($CF) at $125.08 are clear beneficiaries of maintained planted acreage. Mosaic ($MOS) at $23.52 faces headwinds from fertilizer price compression but benefits from volume stability.

S.257, the Promoting Resilient Supply Chains Act of 2025, passed the Senate in June 2025 and moves to the House. The bill establishes a regulatory coordination framework for monitoring and strengthening critical U.S. supply chains but authorizes zero funding. The structural beneficiary set includes domestic industrial equipment manufacturers ($CAT, $DE) and defense primes ($GE, $RTX, $NOC). $CAT has rallied +24.41% in the last 30 days to $881.38, reflecting broad industrial momentum that this bill's policy tailwind reinforces for the longer term.

The Made in America Jobs Act of 2026 (HR7342) expands EDA grant eligibility to explicitly fund reshoring and domestic manufacturing projects. The bill has advanced through committee markup (reported amended March 20) but requires floor votes and appropriation. Caterpillar is the primary beneficiary with 24.51% 30-day gains reflecting already-priced momentum; Deere, GE Vernova, and 3M have more upside remaining. No funding amount is authorized in the bill itself.

The Farm Equipment Safety Act (HR7849) exempts agricultural nonroad engines from Clean Air Act emission standards, structurally reducing manufacturing costs for Deere ($DE) and AGCO ($AGCO). The bill is early-stage (referred to House Energy and Commerce Committee), with no dollars authorized — the impact is purely regulatory relief. Both stocks have rallied 4.24% and 3.68% respectively over the past 7 days, but this bill alone does not explain that movement given its early stage.

The Checkoff Transparency Act (HR7851) is a procedural transparency bill requiring USDA to publish existing audit and budget documents for commodity checkoff programs. It alters no market mechanisms, no revenue streams, and no funding for any publicly traded company. No market impact is expected.

The Farm Freedom to Repair Act (HR7850) is an early-stage bill that structurally threatens Deere's ($DE) high-margin parts and service monopoly by exempting agricultural equipment repair from DMCA anti-circumvention prohibitions. With Deere currently trading at $585.94, up 4.14% over the past week despite this legislative overhang, the market has not yet priced in the bill's potential—consistent with its early legislative stage and long path to enactment.

This $22.4M contract to M.A. Deatley Construction, a private entity, for bridge construction in Yellowstone National Park signals continued federal investment in infrastructure, benefiting publicly traded heavy equipment manufacturers and construction material suppliers. While not directly impacting a public company, it contributes to a robust demand environment for the sector.

This $150 million Department of Energy contract for decontamination and decommissioning at Portsmouth, Ohio, is awarded to a private entity, SOUTHERN OHIO CLEANUP COMPANY LLC. While directly benefiting the private recipient, it signals continued federal investment in environmental remediation, potentially creating opportunities for publicly traded environmental services and infrastructure companies as subcontractors or for future similar projects.

The Advancing Research on Agricultural Soil Health Act of 2025 (S. 2582) mandates development of a standardized USDA soil carbon measurement methodology, creating new demand for precision agriculture technology and soil analysis services. The bill is in early committee stage with no appropriations attached, but the framework sets the stage for future federal carbon programs. Trimble ($TRMB) and Deere ($DE) are best positioned to benefit from interoperability requirements that favor OEM-integrated hardware and software solutions.

The Improving Drought Monitoring Act (H.R. 5610) is an early-stage authorization bill that reauthorizes the U.S. Drought Monitor program through FY2030 and creates an interagency working group to improve in-situ data integration. It contains zero direct spending or procurement mandates, making it a procedural, low-impact bill for public markets. Trimble ($TRMB) is the most structurally exposed public company due to its precision agriculture data platform, but any revenue impact requires future appropriations and is not guaranteed.

The GROW SMART Act (S.3737) is an early-stage authorization bill with no appropriated funding and no near-term market impact. CNH Industrial sees no revenue catalyst. The bill is stalled in committee with no clear path to appropriations.

HR5111 is an early-stage procedural bill modifying CRP haying/grazing rules and adding a continuous enrollment practice. It authorizes zero new funding and remains in House subcommittee. Market impact on agriculture-sector tickers is negligible — $ADM, $CTVA, and $DE see no revenue effect based on the legislative text and status.

The Jobs in the Woods Act is an early-stage authorization bill introduced April 8, 2025, in the 119th Congress. It establishes a competitive grant program for forestry workforce training in rural, low-income areas, but authorizes zero specific funding. No market impact until at least committee markup and an appropriations bill assigns actual dollars.

The Reclaim Trade Powers Act (HR2459) has been introduced in the House and referred to the Ways and Means Committee. It would repeal the President's authority to impose temporary tariffs of up to 15% to address balance-of-payments deficits. At this early procedural stage with zero markup or Senate action, there is no direct, measurable market impact.

HR5710 suspends payment limits and authorizes advance partial payments for ARC/PLC programs for crop year 2025. The bill is in early legislative stages with no further action since referral to the House Agriculture Committee in October 2025. No market-moving impact is expected in the near term.

The CREATE JOBS Act (S.2056) proposes permanently reinstating 100% bonus depreciation for all U.S. businesses, a proven tax incentive reducing the after-tax cost of capital equipment by 21% in year one. At current market prices, capital-intensive companies like CAT ($810.05), DE ($560.02), FDX ($388.59), and AMZN ($263.04) have already shown strong 30-day momentum (CAT +21.37%, FDX +13.7%, AMZN +30.9%), reflecting broader economic expectations this tax policy reinforces. The bill is in early committee stage with legislative risk high, but identical House companion HR3967 improves odds of eventual enactment.

HR1990, the American Innovation and R&D Competitiveness Act, would restore immediate expensing for R&D costs, reversing the 2022 tax code change that required 5/15-year amortization. This is an early-stage bill referred to Ways and Means with 81 cosponsors, but if enacted, it would provide a direct 21% tax-rate cash flow benefit annually to every R&D-intensive US company. The largest absolute beneficiaries are mega-cap tech and pharma firms with $10B+ annual R&D budgets.

S. 395 (Emergency Fuel Reduction Act) would exempt certain federal hazardous fuel reduction projects from NEPA review, accelerating wildfire prevention work. This creates incremental demand for heavy equipment, timber harvesting, and logging services. At current stage (referred to committee), this is an early signal with no guaranteed passage, but the mechanism is clear: faster project approvals mean more federal contracts for equipment and forestry services.

HR773, introduced by Rep. Hageman (R-WY), repeals the SUSTAINS Act's public-private partnership provisions at NRCS, removing a co-funding mechanism for agricultural sustainability programs. This eliminates a demand driver for precision agriculture and conservation products from companies like Corteva ($CTVA) and Deere ($DE), as farmer adoption incentives are reduced. The bill is in early committee stage with no counterpart in the Senate, lowering near-term passage probability.