.2B tariff drag offset by a $272M IEEPA refund — Production Ag still weak, Construction roars." /> 3.37B (+5% Y/Y) tops, EPS $6.55 vs $6.64 prior; FY26 net income guide $4.5–5.0B with .2B pretax tariff absorbed and $272M IEEPA refund recovery; Construction & Forestry +29%, Production Ag -14%" /> .2B tariff drag offset by a $272M IEEPA refund — Production Ag still weak, Construction roars." /> 3.37B (+5% Y/Y) tops, EPS $6.55 vs $6.64 prior; FY26 net income guide $4.5–5.0B with .2B pretax tariff absorbed and $272M IEEPA refund recovery; Construction & Forestry +29%, Production Ag -14%" /> .2B tariff drag offset by a $272M IEEPA refund — Production Ag still weak, Construction roars." />