Did CNH’s New Autonomy Partnerships Just Shift CNH Industrial's (CNH) Investment Narrative?

• In late November 2025, Cyient Limited announced it had renewed and expanded its partnership with CNH’s construction equipment segment to scale advanced perception and automation systems across multiple vehicle platforms, while CHC Navigation entered a separate agreement to supply high-precision guidance for CNH’s FP FleetPro precision agriculture retrofit kits.
• Together, these collaborations deepen CNH Industrial’s push into autonomy and precision guidance, enhancing its ability to offer technology upgrades across both new and older mixed fleets in agriculture and construction.
• We’ll now examine how CNH’s expanded autonomy and precision guidance partnerships could influence its investment narrative around higher-margin tech services.

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CNH Industrial Investment Narrative Recap

To own CNH Industrial, you need to believe that higher-margin tech and precision services can steadily complement its cyclical iron sales, even as North American ag softness, inventory overhang, and trade-related cost pressures weigh on margins. The Cyient and CHC Navigation partnerships support the autonomy and guidance story, but, in my view, they do not materially change the near term earnings risk that still centers on weaker North American demand and potential discounting to clear excess equipment.

Among recent announcements, the Starlink connectivity partnership stands out as most directly linked, as it underpins the connected backbone that autonomy and precision guidance depend on across mixed fleets. Together with Cyient’s automation work and CHC Navigation’s retrofit guidance solutions, it reinforces the core catalyst that CNH is trying to grow a larger, recurring software and services layer on top of its installed base, rather than relying solely on volatile new equipment cycles.

Yet behind the promise of higher tech-driven margins, investors should be aware of the execution risk around CNH’s digital transformation and...

Read the full narrative on CNH Industrial (it's free!)

CNH Industrial's narrative projects $18.7 billion revenue and $1.6 billion earnings by 2028. This requires 1.2% yearly revenue growth and roughly a $800 million earnings increase from $823.0 million today.

Uncover how CNH Industrial's forecasts yield a $13.12 fair value, a 39% upside to its current price.

Exploring Other Perspectives

Five Simply Wall St Community fair value estimates for CNH Industrial range from US$4.92 to US$19.54, underscoring how far apart individual views can be. When you set those opinions against CNH’s push into autonomy and precision services, it becomes even more important to compare different assumptions and explore several alternative viewpoints before judging the company’s longer term earnings potential.

Explore 5 other fair value estimates on CNH Industrial - why the stock might be worth over 2x more than the current price!

Build Your Own CNH Industrial Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your CNH Industrial research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free CNH Industrial research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate CNH Industrial's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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