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U.S. Agricultural Machinery Industry Analysis

UpdatedJul 07, 2026
DataAggregated Company Financials
Companies18
  • 7D0.7%
  • 3M8.9%
  • 1Y18.5%
  • YTDn/a

In the last week, the Agricultural Machinery industry is flat overall, with CNH Industrial standing out by going down 4.6%. As for the the longer term, the industry is up 18% over the past 12 months. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

Has the U.S. Agricultural Machinery Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Jul 2026US$202.6bUS$84.6bUS$6.3b21.7x32.3x2.4x
Thu, 04 Jun 2026US$190.9bUS$84.6bUS$6.3b20x30.4x2.3x
Sat, 02 May 2026US$194.6bUS$83.6bUS$6.3b20.1x30.9x2.3x
Mon, 30 Mar 2026US$187.3bUS$83.6bUS$6.4b19.5x29.2x2.2x
Wed, 25 Feb 2026US$215.6bUS$83.7bUS$6.4b22.4x33.6x2.6x
Fri, 23 Jan 2026US$178.9bUS$82.3bUS$6.4b22.8x28.1x2.2x
Sun, 21 Dec 2025US$158.8bUS$82.4bUS$6.4b20.1x25x1.9x
Tue, 18 Nov 2025US$159.7bUS$81.0bUS$6.6b20.4x24.4x2x
Thu, 16 Oct 2025US$153.7bUS$81.3bUS$6.5b20.5x23.7x1.9x
Sat, 13 Sep 2025US$163.7bUS$81.3bUS$6.5b22.2x25.2x2x
Mon, 11 Aug 2025US$174.1bUS$82.5bUS$7.0b21.1x24.9x2.1x
Wed, 09 Jul 2025US$175.5bUS$84.0bUS$6.5b23.4x27x2.1x
Fri, 06 Jun 2025US$172.6bUS$84.0bUS$6.5b21.5x26.5x2.1x
Sun, 04 May 2025US$164.5bUS$86.5bUS$7.1b18.8x23.1x1.9x
Tue, 01 Apr 2025US$160.0bUS$88.3bUS$7.5b18.5x21.4x1.8x
Thu, 27 Feb 2025US$168.6bUS$88.4bUS$7.5b19.3x22.5x1.9x
Sat, 25 Jan 2025US$166.3bUS$94.9bUS$9.5b19.8x17.5x1.8x
Mon, 23 Dec 2024US$150.8bUS$94.9bUS$9.5b19.4x15.9x1.6x
Wed, 20 Nov 2024US$144.1bUS$99.2bUS$10.6b19.9x13.6x1.5x
Fri, 18 Oct 2024US$146.2bUS$101.4bUS$11.2b17.7x13.1x1.4x
Sun, 15 Sep 2024US$140.5bUS$101.4bUS$11.2b17x12.6x1.4x
Tue, 13 Aug 2024US$127.1bUS$104.0bUS$12.3b16.2x10.4x1.2x
Thu, 11 Jul 2024US$127.9bUS$105.6bUS$13.3b10.2x9.6x1.2x
Sat, 08 Jun 2024US$136.7bUS$105.6bUS$13.3b10.7x10.3x1.3x
Mon, 06 May 2024US$147.9bUS$107.8bUS$13.8b13x10.7x1.4x
Wed, 03 Apr 2024US$151.3bUS$108.8bUS$13.9b12.6x10.8x1.4x
Fri, 01 Mar 2024US$140.2bUS$109.1bUS$14.0b11.6x10x1.3x
Sun, 28 Jan 2024US$149.6bUS$109.7bUS$14.2b11.6x10.6x1.4x
Tue, 26 Dec 2023US$151.2bUS$109.8bUS$14.2b11.9x10.7x1.4x
Thu, 23 Nov 2023US$145.3bUS$110.2bUS$13.9b11.7x10.4x1.3x
Sat, 21 Oct 2023US$142.1bUS$108.2bUS$13.8b10.8x10.3x1.3x
Mon, 18 Sep 2023US$156.6bUS$108.2bUS$13.8b11.8x11.4x1.4x
Wed, 16 Aug 2023US$166.0bUS$106.6bUS$12.8b13.6x13x1.6x
Fri, 14 Jul 2023US$163.2bUS$105.4bUS$12.3b13.4x13.2x1.5x
Price to Earnings Ratio

13.2x


Total Market Cap: US$163.2bTotal Earnings: US$12.3bTotal Revenue: US$105.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Agricultural Machinery Industry Price to Earnings3Y Average 18.7x202420252026
Current Industry PE
  • Investors are optimistic on the American Agricultural and Farm Machinery industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.3x which is higher than its 3-year average PE of 18.7x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Agricultural and Farm Machinery industry have declined 20% per year over the last three years,
  • Revenues have also declined 7.0% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Agricultural Machinery compare with similar industries?

US Market0.79%
Industrials0.64%
Machinery-1.74%
Agricultural Machinery0.72%
Industrial Machinery0.066%
Construction Machinery and Vehicles-4.08%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
DE DeereUS$635.241.4%
+US$2.3b		24.5%PE35.9x
ALG Alamo GroupUS$170.892.0%
+US$41.4m		-24.1%PE20.6x
HYFM Hydrofarm Holdings GroupUS$0.854.7%
+US$180.6k		-77.3%PS0.03x

Latest News

LNN
US$117.61
Lindsay
7D
-5.3%
1Y
-19.4%
Analysis Article • 23h

Results: Lindsay Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

Last week saw the newest quarterly earnings release from Lindsay Corporation ( NYSE:LNN ), an important milestone in...
ALG
US$170.89
Alamo Group
7D
2.0%
1Y
-24.1%
AGCO
US$118.32
AGCO
7D
-0.8%
1Y
9.0%
Narrative Update • Jul 02

AGCO: Tariff Relief And Q2 Earnings Setup Will Shape 2026 Margin Power

AGCO's analyst price target has been revised higher from $152 to about $158, with analysts pointing to tariff relief for agricultural equipment makers and a supportive sector setup ahead of upcoming earnings as key drivers for their updated assumptions. Analyst Commentary Recent research on AGCO highlights a mix of views, but the latest revisions show some bullish analysts becoming more constructive on the stock, particularly as they factor in tariff relief and the setup into upcoming earnings seasons across the broader machinery and industrial complex.
DE
US$635.24
Deere
7D
1.4%
1Y
24.5%
Narrative Update • Jul 01

DE: Tariff Relief And AI Efficiency Gains Will Support Future Upside

Analysts have trimmed their fair value estimate for Deere to $759 from $793 as they factor in more moderate revenue growth assumptions, even as Street research highlights potential tariff relief and a mixed pattern of price target revisions across the sector. Analyst Commentary Street research on Deere is mixed, but there is a clear camp of bullish analysts highlighting tariff relief, execution on recent quarters, and the potential for a more constructive backdrop in North American agriculture and construction equipment over the next several years.
TTC
US$97.06
Toro
7D
-0.6%
1Y
31.9%
Narrative Update • Jun 25

TTC: Raised 2026 Guidance And Productivity Gains Will Drive Further Upside

Analysts have reduced their price target for Toro to $100 from $105, citing updated models following Q2 results that showed slightly better demand across the business, even as valuation assumptions, including the future P/E multiple, were refined. What’s in the News for Toro Toro reported Q2 2026 revenue of about US$1.42b and adjusted EPS of US$1.60, with broad demand across residential and professional segments, according to recent earnings coverage.
CNH
US$10.87
CNH Industrial
7D
-4.6%
1Y
-19.3%
Narrative Update • Jun 23

CNH: Tariff Relief And R&D Investments Will Support 2027 Recovery

Analysts have trimmed their average price target on CNH Industrial by around $1, reflecting mixed recent research views that consider both tariff-related earnings tailwinds and more cautious stock ratings. Analyst Commentary Recent research on CNH Industrial reflects a mix of optimism around tariff relief and more cautious views on execution and valuation, which is feeding into the trimmed average price targets.
RYM
US$24.28
RYTHM
7D
-11.6%
1Y
1.6%
TWI
US$7.45
Titan International
7D
-5.1%
1Y
-27.7%
Narrative Update • Jun 15

TWI: Reaffirmed Fair Value And Guidance Will Support Future Upside

Analysts have reaffirmed their $13.00 price target for Titan International, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E as the key drivers behind their valuation work. What's in the News Titan International issued earnings guidance for the second quarter, indicating expected sales between US$470 million and US$490 million.
PFAI
US$3.71
Pinnacle Food Group
7D
-4.9%
1Y
110.8%
UAVS
US$0.85
AgEagle Aerial Systems
7D
-1.2%
1Y
-26.0%
HYFM
US$0.85
Hydrofarm Holdings Group
7D
4.7%
1Y
-77.3%