Wall Street analyst estimates for CNH Industrial N.V. (CNH): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
CNH Industrial N.V. operates as a multinational producer of heavy-duty industrial machinery, specializing in a diverse portfolio that includes both agricultural and construction equipment. A testament to its legacy, the highly recognized Case IH brand has been a trusted partner to farmers for generations. The company's reach is extensive, supported by a robust global distribution network comprising over 3,600 dealer and distribution outlets.
Consensus price target
$14.06 (+20 % vs price $11.73)
between $12.00 and $18.00 · 3 targets published in the last quarter
Closing price, Nov 3
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $18.3B | $18.0B – $18.4B | $0.45 | 13 |
| 2027E | $18.9B | $18.3B – $19.4B | $0.68 | 13 |
| 2028E | $20.2B | $19.6B – $20.7B | $0.94 | 8 |
Figures in USD · consensus as of November 1, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 10 |
| Hold | 4 |
| Sell | 1 |
| Strong Sell | 0 |
| Total analysts | 15 |
| Avg rating (−2 sell to +2 buy) | 0.60 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-09 | $0.10 | ||
| 2026-08-03 | $0.13 | $0.10 | +24.5% |
| 2026-04-30 | $0.01 | $0.00 | +138.7% |
| 2026-02-17 | $0.19 | $0.11 | +72.7% |
| 2025-11-07 | $0.08 | $0.13 | -38.9% |
| 2025-08-01 | $0.17 | $0.16 | +6.3% |
| 2025-05-01 | $0.10 | $0.09 | +9.6% |
| 2025-02-04 | $0.15 | $0.19 | -21.1% |
Valuation Ratios
| P/E Ratio | 47.22 |
| Price / Book | 1.88 |
| Dividend Yield | 0.85% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $25.09B | $27.70B | $29.71B | $28.08B | $14.78B | $19.49B | $23.55B | $24.69B | $19.84B | $18.09B |
| Cost of Revenue | $19.78B | $21.83B | $23.23B | $21.76B | $11.15B | $14.10B | $16.58B | $16.84B | $13.35B | $12.39B |
| Gross Profit | $5.04B | $5.87B | $6.48B | $6.32B | $3.63B | $5.40B | $6.97B | $7.85B | $6.49B | $5.71B |
| Research & Development | $860.0M | $957.0M | $1.06B | $1.03B | $493.0M | $642.0M | $866.0M | $1.04B | $924.0M | $1.02B |
| Selling, General & Admin | $2.26B | $2.31B | $2.35B | $2.22B | $1.30B | $1.45B | $1.75B | $1.86B | $1.71B | $1.88B |
| Operating Expenses | $3.12B | $2.97B | $3.16B | $3.00B | $1.79B | $2.10B | $2.62B | $2.90B | $2.64B | $2.92B |
| Operating Income | $1.92B | $2.90B | $3.33B | $3.32B | $1.84B | $3.30B | $4.36B | $4.95B | $3.85B | $2.78B |
| EBITDA | $2.28B | $4.25B | $4.67B | $3.18B | $1.02B | $2.98B | $3.88B | $4.61B | $3.67B | $2.80B |
| Interest Expense | $1.02B | $884.0M | $812.0M | $798.0M | $660.0M | $549.0M | $734.0M | $1.34B | $1.61B | $1.48B |
| Pre-tax Income | $49.0M | $747.0M | $1.52B | $1.18B | -$113.0M | $2.03B | $2.79B | $2.88B | $1.59B | $689.0M |
| Income Tax | $298.0M | $457.0M | $417.0M | -$271.0M | $85.0M | $229.0M | $747.0M | $594.0M | $336.0M | $184.0M |
| Net Income | -$252.0M | $272.0M | $1.07B | $1.42B | -$493.0M | $1.72B | $2.03B | $2.27B | $1.25B | $510.0M |
| EPS | -$0.19 | $0.20 | $0.79 | $1.05 | -$0.36 | $1.27 | $1.50 | $1.71 | $0.99 | $0.41 |
| EPS (Diluted) | -$0.19 | $0.20 | $0.78 | $1.05 | -$0.36 | $1.27 | $1.49 | $1.69 | $0.99 | $0.41 |
| Shares Outstanding (Diluted) | 1,362.0 M | 1,367.0 M | 1,361.0 M | 1,354.0 M | 1,369.4 M | 1,361.0 M | 1,362.0 M | 1,350.0 M | 1,260.0 M | 1,251.0 M |
Price
| Price | $11.73 (closing price, November 3, 2026) |
| Market Cap | $14.5B |
| Exchange | NYSE |
| Country | GB |
Related companies: CAT · DE · OSK · AGCO
Explore sector: Industrials · Agricultural - Machinery
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