CNH Stock Forecast & Price Target

CNH Industrial has demonstrated strong financial performance in its construction segment, reporting a 7.6% year-over-year increase in sales to $739 million, boosted by higher shipment volumes in North America and EMEA. The company is positioned for growth moving forward, with expectations of increased demand driven by precision agriculture, anticipating a larger year-over-year increase in production hours for large agricultural equipment in 2026. Additionally, CNH Industrial maintains a robust balance sheet, allowing for cash returns to shareholders and further strategic M&A opportunities, while ongoing self-help initiatives are projected to enhance margins and earnings stability over the business cycle.

CNH Industrial has revised its FY2025 adjusted EPS guidance down to a range of $0.44–$0.50, primarily influenced by tariff headwinds, unfavorable sales mix, and lower expectations for its finance segment, particularly in Brazil. The company's agriculture segment reported a significant decline in adjusted EBIT of 59% year-over-year, with third-quarter sales falling 10% to $2.963 billion due to lower industry demand and destocking in North America. Furthermore, diminished adjusted EBIT margins and a 6% decline in construction dealer inventory suggest continued challenges, indicating that CNH may experience reduced earnings per share in the coming years, particularly as the North American agricultural sector remains sluggish.