CNH · NYSE · Agricultural - Machinery

CNH Industrial (CNH)

Builds agricultural and construction equipment with integrated precision and automation technology.

$14.02
vs last close+0.34 (+2.52%)
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CNH Industrial N.V.CNH
Industrials

Designs agricultural and construction equipment under Case IH, New Holland and other inherited brands. The business centers on off-highway machinery, while acquired precision technologies add guidance, sensing, automation and autonomy across distinct customer brands that share platforms and research capabilities.

Designs and manufactures agricultural and construction equipment through Case IH, New Holland and other inherited brands. Since the Iveco demerger, operations have centered on off-highway machines, with precision guidance, sensing, automation and autonomy increasingly built into the portfolio.

Combines distinct customer-facing brands with shared manufacturing platforms and research capabilities. Acquisitions brought more precision-agriculture hardware, software, machine vision and satellite-positioning technology in-house.

Operates from a UK principal office, is incorporated in the Netherlands and trades solely in New York. Built through successive combinations of machinery businesses, the group retains Exor as its largest shareholder and depends on maintaining separate brand identities over common platforms and technology infrastructure.

Company facts

CEOGerrit Marx
ListedSep 30, 2013
ExchangeNYSE
HeadquartersBasildon, United Kingdom
CountryUnited Kingdom
Employees34,197
CIK0001567094
ISINNL0010545661

Market cap$16.95B
EPS (ttm)$0.2484
P/E (ttm)55.03
ROE4.0%
P/B2.19
P/S0.9321
Dividend yieldDiv yield0.73%
Beta1.09vs XLI 1.37

Price target$14.13+3.3%Average of 15 analysts
ConsensusBuy10 of 15 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 3, 2026Evercore ISI GroupUpgrade
Rating: In Line
Rating: Outperform
Sep 2, 2026Evercore ISIUpgrade
Rating:
Rating: Outperform
Sep 2, 2026Industrial Alliance SecuritiesTarget
Target: $10.50
Target: $18
Aug 4, 2026BMO CapitalReiterate
Rating: Target: $11
Rating: Market PerformTarget: $12
May 11, 2026Evercore ISITarget
Target:
Target: $12.25

Next report
Nov 9, 26
estimated · in 47 days
EPS estimate
$0.10
Revenue estimate
$4.52B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26Apr '26Aug '26Nov '26
Reported$0.15$0.10$0.17$0.08$0.19$0.01$0.13Pending
Estimate$0.19$0.09$0.16$0.13$0.11$0.00$0.10$0.10
Surprise−21.1%+9.6%+6.3%−38.9%+72.7%+24.5%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26Apr '26Aug '26Nov '26
Reported$4.88B$3.83B$4.71B$4.40B$5.16B$3.83B$4.80BPending
Estimate$3.76B$3.75B$4.22B$4.26B$4.96B$3.80B$4.77B$4.52B
Surprise+29.7%+2.2%+11.7%+3.4%+4.0%+0.6%+0.7%
Estimate$0.10
ReportedDue Nov 9, 2026
Estimate$4.52B
ReportedDue Nov 9, 2026
View details

Debt to equity338.50%
Current ratio716.00%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$4.65B$4.88B$3.83B$4.71B$4.40B$5.16B$3.83B$4.80B
Net income$306.0M$173.0M$131.0M$213.0M$80.0M$86.0M$7.0M$138.0M
Net margin6.6%3.5%3.4%4.5%1.8%1.7%0.2%2.9%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$877.0M$901.0M$699.0M$823.0M$589.0M$714.0M$524.0M$656.0M
YoY growth−26.9%−32.5%−29.0%−24.4%−32.8%−20.8%−25.0%−20.3%

Balance sheet, Jun 30, 2026Cash & short-term investments $2.32B · Total debt $26.26B · Total assets $42.17B · Shareholders' equity $7.76B

Revenue
$4.80B
Operating income
$656.0M
Net income
$138.0M
View details

Dividend yield
0.73%
Next ex-date
May 21, 27
estimated · in 240 days
Annual dividend
$0.10
per share
Schedule
Annual
one payment a year

HistoryDividendAnnual yield

Apr '22Apr '23May '24May '25May '26
Dividend$0.3021$0.396$0.47$0.25$0.10
Annual yield1.93%2.80%4.08%1.95%0.99%
Ex-dateApr 19Apr 24May 10May 21May 21
Payment dateMay 4May 3May 29May 30May 29
View details

Insiders0.30%3.74M shares
18 holders · as of May 14, 2026
Strategic holders7.94%98.25M shares
1 holder · as of Apr 23, 2025
Other91.76%1.14B shares
remainder

1.24B company shares as of Sep 23, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Strategic
7.94%98.25Mfiled Apr 23, 2025
Oddone IncisaInsiderofficer: Chief Financial Officer
0.07%856,574filed May 12, 2025
Gerrit A. MarxInsiderdirector, officer: See Remarks
0.05%661,909filed Mar 3, 2026
Suzanne HeywoodInsiderdirector
0.05%633,405filed May 5, 2026
Stefano PampaloneInsiderofficer: See Remarks
0.04%449,135filed May 5, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 4, 2026Francesco Vincenzo Maria Tutinoofficer: Chief Human Resources Officer−48,385$10.13
Nov 18, 2025Suzanne Heywooddirector+52,522$9.52
Nov 11, 2025Howard W. Buffettdirector+6,000$9.68
Nov 12, 2025Howard W. Buffettdirector+4,100$10.29
Nov 11, 2025Vagn O. Sorensendirector+10,385$9.62
View details

  • Deere & Company

    Broad rival in farm machinery, precision agriculture, and construction

  • AGCO

    Direct farm-machinery and mixed-fleet precision-agriculture rival

  • Caterpillar

    Global construction-equipment rival across earthmoving and compact machines

Compare

CompanyPriceChange
CNH Industrial$14.02+2.52%$16.95B55.025.30.9+2.0%
Deere & Company$720.28+2.44%$189.80B39.134.34.0+7.0%
AGCO$122.89+1.85%$8.45B16.718.90.8−1.0%
Caterpillar$807.38−0.08%$372.20B34.828.15.0+24.0%
Median34.828.14.0+7.0%