CNH Industrial raises EPS estimates and announces India investment plan

CNH Industrial is seeing upward revisions to its financial outlook alongside new expansion plans in India. Analysts at Zacks Research have raised the fiscal year 2026 earnings per share (EPS) estimate to $0.43 per share, up from a previous forecast of $0.38. This aligns with the company’s own guidance range of $0.410 to $0.460 for the same period.

In addition to improved earnings projections, the company is planning a significant investment program in India. The initiative involves approximately 2,000 crore rupees by 2030, aimed at substantially increasing tractor manufacturing capacity in the region.

Market reactions have been mixed; while analysts at Citigroup and BMO Capital Markets have maintained or increased price targets, the stock recently saw a slight decline in US trading.