CNH Industrial Future Growth

Future criteria checks 3/6

CNH Industrial is forecast to grow earnings and revenue by 27.4% and 2.6% per annum respectively. EPS is expected to grow by 27.4% per annum. Return on equity is forecast to be 12.7% in 3 years.

Key information

27.4%

Earnings growth rate

27.44%

EPS growth rate

Machinery earnings growth	15.5%
Revenue growth rate	2.6%
Future return on equity	12.73%
Analyst coverage	Good
Last updated	20 Nov 2025

Recent future growth updates

Recent updates

Gerrit Marx's CEO Tenure Sparks Operational Optimism Amid Revenue Challenges And Margin Pressures

Aug 22 Introduction of new CEO and focus on operational excellence hint at strategic reevaluation with potential for future revenue and earnings growth.

CNH Industrial: Hold For Dividend And Long-Term Potential, Limited Growth

Jun 20

CNH Industrial: Limited Upside Amid Market Challenges

Jun 11

CNH Industrial: Why I Replaced It With A Better Option After Leadership Change

May 14

CNH Industrial: Time To Double Down

May 09

CNH Industrial: High FCF Generation And An Ongoing Buyback

Mar 29

Behind Divergent Stock Movements: Why CNH Industrial Is Outperforming Deere

Feb 22

CNH Industrial: Rating Downgrade As Near-Term Performance Likely To Be Weak

Dec 20

CNH Industrial: Downside Cycle But Still A Clear Upside

Dec 01

Q3 Earnings Torpedoed CNH Industrial: Time To Buy

Nov 09

CNH Is Looking Cheaper Than Ever Using DCF Valuation

Oct 25

CNH Industrial: Unearthing Value While The Stock Dips (Rating Upgrade)

Aug 31

CNH Industrial: Fundamentals Remain Strong

Jun 13

CNH Industrial: Business To Benefit From Supply Chain Issue Easing

Feb 22

CNH Industrial: Macroeconomic Tailwinds And A Widening Moat Offer Solid Long-Term Growth Potential

Jan 27

CNH Industrial takes minority stake in EarthOptics, terms not disclosed

Jan 18

CNH Industrial's Outperformance Can Continue

Dec 22

CNH Industrial Q3 2022 Earnings Preview

Nov 07

CNH Industrial announces note offering

Oct 06

CNH Industrial commences a first tranche of its $300M share buyback

Sep 19

CNH Industrial announces future senior leadership team change

Sep 07

Earnings and Revenue Growth Forecasts

NYSE:CNH - Analysts future estimates and past financials data (USD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2027	19,389	1,054	1,280	1,939	8
12/31/2026	18,304	764	895	1,514	9
12/31/2025	17,890	527	329	1,193	8
9/30/2025	17,814	597	2,024	3,285	N/A
6/30/2025	18,069	823	2,135	3,417	N/A
3/31/2025	18,846	1,009	1,776	3,024	N/A
12/31/2024	19,836	1,246	782	1,968	N/A
9/30/2024	21,752	1,655	670	1,791	N/A
6/30/2024	23,084	1,886	78	1,232	N/A
3/31/2024	24,163	2,161	-486	714	N/A
12/31/2023	24,687	2,275	-288	907	N/A
9/30/2023	24,838	2,285	-336	835	N/A
6/30/2023	24,733	2,304	-194	875	N/A
3/31/2023	24,248	2,178	-276	743	N/A
12/31/2022	23,551	2,029	-442	557	N/A
9/30/2022	22,088	1,896	319	1,304	N/A
6/30/2022	20,953	1,794	582	1,553	N/A
3/31/2022	20,045	1,751	1,889	2,823	N/A
12/31/2021	19,496	1,764	3,161	4,082	N/A
9/30/2021	22,517	1,469	3,249	4,658	N/A
6/30/2021	24,263	73	4,788	6,365	N/A
3/31/2021	24,667	-82	4,738	6,433	N/A
12/31/2020	14,779	-253	4,683	5,529	N/A
9/30/2020	25,226	-543	3,050	4,733	N/A
6/30/2020	25,094	1,036	1,095	2,864	N/A
3/31/2020	27,083	1,100	128	2,045	N/A
12/31/2019	28,079	1,422	-136	1,826	N/A
9/30/2019	28,586	1,562	-705	1,214	N/A
6/30/2019	28,912	1,147	N/A	1,324	N/A
3/31/2019	29,390	1,129	N/A	1,877	N/A
12/31/2018	29,706	1,068	N/A	2,554	N/A
9/30/2018	29,728	756	N/A	2,862	N/A
6/30/2018	29,731	590	N/A	2,948	N/A
3/31/2018	28,689	425	N/A	2,777	N/A
12/31/2017	27,701	272	N/A	2,865	N/A
9/30/2017	26,475	425	N/A	2,187	N/A
6/30/2017	25,535	408	N/A	2,274	N/A
3/31/2017	25,285	303	N/A	2,131	N/A
12/31/2016	25,095	-264	N/A	2,768	N/A
9/30/2016	25,018	-116	N/A	2,877	N/A
6/30/2016	25,119	-279	N/A	2,850	N/A
3/31/2016	25,324	-281	N/A	3,399	N/A
12/31/2015	25,912	253	N/A	2,786	N/A
9/30/2015	27,133	105	N/A	3,178	N/A
6/30/2015	29,022	402	N/A	2,674	N/A
3/31/2015	30,975	632	N/A	1,963	N/A
12/31/2014	32,555	710	N/A	681	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: CNH's forecast earnings growth (27.4% per year) is above the savings rate (3.3%).

Earnings vs Market: CNH's earnings (27.4% per year) are forecast to grow faster than the US market (15.8% per year).

High Growth Earnings: CNH's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: CNH's revenue (2.6% per year) is forecast to grow slower than the US market (10.4% per year).

High Growth Revenue: CNH's revenue (2.6% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: CNH's Return on Equity is forecast to be low in 3 years time (12.7%).

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Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/11/24 07:29
End of Day Share Price	2025/11/21 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

CNH Industrial N.V. is covered by 36 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Mircea Dobre	Baird
Gabriele Gambarova	Banca Akros S.p.A. (ESN)
Michael Tyndall	Barclays

CNH Industrial Future Growth

Future criteria checks 3/6

Key information

Recent future growth updates

CNH Industrial N.V. Provides Earnings Guidance for the Year 2023

Recent updates

CNH Introduces FLEETPRO Aftermarket Line-Up at Agritechnica 2025

CNH Industrial N.V. to Report Q3, 2025 Results on Nov 07, 2025

CNH Industrial: Q2 EPS Beat, But Still A Valuation Call (Maintain Sell)

CNH Industrial N.V. to Report Q2, 2025 Results on Aug 01, 2025

Barilla Group Announces Appointment of Oddone Incisa as Chief Financial Officer, Effective September 15, 2025

CNH Industrial N.V. Appoints Gerrit Marx as Executive Director, Effective May 12, 2025

CNH Industrial N.V. to Report Q1, 2025 Results on May 01, 2025

CNH Industrial N.V. Announces CFO Changes, Effective May 6, 2025

CNH Industrial: Outlook Dims Further (Rating Downgrade)

CNH Industrial N.V. announces Annual dividend, payable on May 30, 2025

CNH INDUSTRIAL N V Appoints Cameron Batten as Chief Communications Officer, Effective March 31, 2025

CNH Announces Executive Changes

Don't Get Stuck In The Mud: There's A Better Pick Than CNH Industrial

CNH Industrial N.V. to Report Q4, 2024 Results on Feb 04, 2025

CNH Industrial N.V. Appoints Luis Abreu as Chief Information Officer

CNH Industrial: Near-Term Pessimism Provides Long-Term Opportunity

CNH Industrial: Another Guidance Cut, Still A Buy

CNH: Weathering A Storm With 40% EPS Drop

CNH Industrial N.V. to Report Q3, 2024 Results on Nov 08, 2024

CNH Industrial: We Are Looking Ahead, Buy Confirmed

Gerrit Marx's CEO Tenure Sparks Operational Optimism Amid Revenue Challenges And Margin Pressures

CNH Industrial N.V. to Report Q2, 2024 Results on Jul 31, 2024

CNH Industrial: Hold For Dividend And Long-Term Potential, Limited Growth

CNH Industrial: Limited Upside Amid Market Challenges

Derek Neilson to Step Down as Head of the Agricultural Segment of CNH Industrial N.V

CNH Industrial: Why I Replaced It With A Better Option After Leadership Change

CNH Industrial: Time To Double Down

CNH Industrial N.V. to Report Q1, 2024 Results on May 02, 2024

CNH Industrial: High FCF Generation And An Ongoing Buyback

CNH Industrial N.V., Annual General Meeting, May 03, 2024

Behind Divergent Stock Movements: Why CNH Industrial Is Outperforming Deere

CNH Industrial N.V. (NYSE:CNHI) announces an Equity Buyback for $500 million worth of its shares.

CNH Industrial N.V. to Report Q4, 2023 Results on Feb 14, 2024

CNH Industrial N.V. Announces Executive Changes

CNH Industrial Completes Voluntary Delisting of Shares from Euronext Milan and Begins Single Listing on NYSE

CNH Industrial N.V. announced that it has received $5.54 million in funding

CNH Industrial: Rating Downgrade As Near-Term Performance Likely To Be Weak

CNH Industrial N.V.(BIT:CNHI) dropped from FTSE All-World Index (USD)

CNH Industrial: Downside Cycle But Still A Clear Upside

Q3 Earnings Torpedoed CNH Industrial: Time To Buy

CNH Industrial N.V. (NYSE:CNHI) announces an Equity Buyback for $1,000 million worth of its shares.

CNH Industrial Announces Voluntary Delisting from Euronext Milan

CNH Is Looking Cheaper Than Ever Using DCF Valuation

CNH Industrial N.V.(BIT:CNHI) dropped from S&P Global 1200