CNH Industrial NV (CNH)

Over the past six months, CNH Industrial's stock price has declined. As of January 12, 2026, the stock was down 12.08% over the past 12 months, and on January 2, 2026, the share price was $9.35, representing a 16.52% decline from January 3, 2025. Recent financial reports indicated a revenue decline of 23% in 2024, with expectations for a further contraction of about 18% in 2025. In Q3 2025, CNH reported EPS of $0.08, missing the consensus estimate, and revenue of $4.40 billion, down 5.5% year-over-year. Analyst ratings have seen adjustments, with Barclays, Citigroup, and DA Davidson lowering their price objectives in December 2025 and November 2025, while Citigroup raised CNH Industrial's price target to $12 from $11 in January 2026. The consensus rating for CNH Industrial stock is currently "Hold" with an average target price of $12.77.

Demand for CNH Industrial's products and services is highly cyclical, particularly in its agriculture segment, and is significantly influenced by global food prices and agricultural demand. The agricultural equipment industry is currently experiencing a downturn, driven by declining food prices and reduced farmer incomes. CNH Industrial anticipates that global industry retail sales will continue to be weaker in both agriculture and construction equipment markets for the remainder of 2025, with agricultural machinery net sales forecast to be down by 15% to 20%.

CNH Industrial N.V. is a global leader in the capital goods sector, specializing in the design, production, and distribution of agricultural and construction equipment, along with providing related financial and service solutions. The company operates primarily within the agricultural machinery and heavy equipment industries, offering a diversified product portfolio including farm machinery, implements, excavators, and loaders under brands like Case IH and New Holland.

CNH Industrial has a significant global presence, operating across Europe, North America, Latin America, APAC, and Africa. The company is present in over 180 countries and maintains a network of more than 11,500 independent dealers and distributors worldwide. Its manufacturing base includes 37 facilities located in Europe, Latin America, North America, and Asia.

CNH Industrial is recognized as a world-class equipment and services company with globally respected brands, including Case IH, New Holland Agriculture, and CASE Construction Equipment. The company emphasizes its mission to "Break New Ground" by driving innovation, sustainability, and productivity across agriculture and construction. The company's reputation is intrinsically linked to the performance and reliability of its agricultural and construction equipment.

CNH Industrial is controlled and mostly owned by Exor, which is controlled by the Agnelli family. Giovanni Agnelli B.V. is the largest shareholder, holding 43% of the company. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Harris Associates L P, Franklin Resources Inc, State Street Corp, and Artisan Partners Limited Partnership.