Key Takeaways Deere to report Q4 results on Nov. 26 with earnings and revenue estimates pointing to mixed y/y shifts.Weak farmer spending, higher costs and lower volumes are expected to pressure several of Deere's segments.Price realization may offset some headwinds as projections show uneven revenue and operating profit results.Deere & Company (DE) is scheduled to report fourth-quarter fiscal 2025 results on Nov. 26 before the opening bell.The Zacks Consensus Estimate for Deere’s earnings has moved down 0. ...

We last wrote on Gencor Industries, Inc. ( GENC ) in late August this year, when we upgraded the highway construction manufacturer to a 'Buy' shortly after the release of the company's Q3Individual investor with a keen interest in deriving income from investment setups. We do this by buying undervalued profitable stocks with strong balance sheets & minimal debt. Furthermore, when the opportunity arises, we like to write calls against our positions to bring in additional income. Risk management is controlled ...

CNH’s A Sustainable Year release spotlights sustainable practices Basildon, November 19, 2025 This edition charts our continued progress in sustainably advancing agriculture and construction. Now available online at: publications.cnhindustrial.com/a-sustainable-year-2024-2025/ CNH’s A Sustainable Year series returns to spotlight our commitment to a sustainable future. This digital magazine draws inspiration from two key moments for our Company: our Investor Day in May 2025, where we presented the Road to 2 ...

A Sustainable Year A Sustainable Year Magazine front cover CNH’s A Sustainable Year release spotlights sustainable practices Basildon, November 19, 2025 This edition charts our continued progress in sustainably advancing agriculture and construction. Now available online at: publications.cnhindustrial.com/a-sustainable-year-2024-2025/ CNH’s A Sustainable Year series returns to spotlight our commitment to a sustainable future. This digital magazine draws inspiration from two key moments for our Company: ...

When one of Caterpillar’s smaller businesses got a boost in orders from builders of the massive data centers that house AI servers, investors got starry-eyed about the stock’s prospects. That's too optimistic, says the lone bearish analyst https://t.co/0QL85U76zb ...

Core Insights - Dividends are favored by investors for providing passive income and limiting drawdowns in other positions [1][12] - Companies with a history of increasing dividends, such as Dividend Aristocrats, are particularly attractive for investors [2][12] Company Summaries Coca-Cola (KO) - Coca-Cola is part of both the Dividend Aristocrats and Dividend Kings, indicating strong dividend reliability [3] - The current dividend yield is 2.8% annually, with a five-year annualized dividend growth rate of 4.8% [3] Caterpillar (CAT) - Caterpillar is recognized as the world's largest construction equipment manufacturer [6] - The current dividend yield is 1.0%, which is relatively low, but the five-year annualized dividend growth rate is 8.2%, compensating for the lower yield [6] McDonald's (MCD) - McDonald's is a well-known global restaurant chain [9] - The current dividend yield is 2.3%, with a five-year annualized dividend growth rate of 8.2% [9]

Market Overview - The government shutdown has ended, and markets are at or near record highs, with the Dow reaching a record high [1] - There is an expectation of a market pullback of 10 to 15%, which is viewed as healthy for the market as it may improve breadth and change market leadership [2] Market Leadership Transition - A shift in market leadership is anticipated, moving from AI winners to AI enablers, which are companies that provide the necessary infrastructure for AI [3][4] - Current AI winners include companies like NVIDIA, Microsoft, and Alphabet, but the focus is shifting towards those enabling AI infrastructure [4] Caterpillar's Position - Caterpillar is highlighted as a key stock, having increased by 58% this year, and is transitioning from a traditional construction equipment company to an AI infrastructure supplier [5][6] - The demand for data centers is expected to triple by 2030, and Caterpillar is involved in both building and maintaining these data centers, contributing to its recent strong earnings [6][7] Broader Investment Opportunities - For broader exposure to the industrial sector, the Spider ETF (XLI) is recommended, as it includes companies investing in the AI ecosystem [8] - There is a concern regarding concentration risk, as over 35% of the S&P 500 is comprised of a few tech companies, which may lead to a market pullback [9]

Core Insights - CNH's brands, Case IH and New Holland, received recognition at the 2026 Farm Machine of the Year awards for their innovative agricultural machinery [1][3] Awards Overview - The Farm Machine of the Year awards are held biennially during Agritechnica, the leading agricultural trade fair in Hanover, Germany, featuring 13 categories judged by experts in agricultural technology [2] Case IH Achievements - The Case IH Optum® 440 won the 'Premium Tractor' category, featuring a powerful 8.7-liter engine and advanced technology for improved efficiency and data management [3][4] New Holland Achievements - The New Holland CX 8.90 PLMi was awarded in the "Combine Harvester" category, incorporating advanced connectivity and real-time data sharing capabilities [4] - The New Holland W170D Forage Power won in the "Material Handling" category, designed specifically for agricultural tasks with a 255 horsepower engine [5] - The New Holland ForageCam™ received recognition in the "Smart Farming & Robotics" category, utilizing AI for enhanced livestock feed processing [6][7] Company Profile - CNH Industrial is a global leader in equipment and technology, focusing on innovation, sustainability, and productivity across its brands, including Case IH and New Holland [8][9] - The company has a rich history of over two centuries in pioneering agricultural and construction equipment, employing over 35,000 individuals worldwide [10]

Core Insights - FPT, a brand of Iveco Group N.V., has signed long-term contracts with three multinational agricultural equipment manufacturers: SDF, JCB, and Lindner, during Agritechnica 2025 [1] - FPT's engines have been recognized in multiple categories at Agritechnica, with three tractors awarded Tractor of the Year [2] Group 1: Contracts and Partnerships - FPT signed an agreement with SDF for the supply of high-performance N67 engines for the DEUTZ-FAHR 8 series TTV tractor range [3] - JCB selected FPT's N67 engine for its Fastrac 6000 series tractors, emphasizing fuel efficiency and low operating costs [4] - Lindner will utilize FPT's N45 engines for its Lintrac 160 LDrive tractors, marking it as the company's most powerful tractor to date [4] Group 2: Industry Recognition - FPT's CURSOR 9 engine powered the Claas Axion 9.450 Terra Trac, awarded the 2026 HighPower Tractor of the Year [2] - The New Holland T4.120 F Auto Command, equipped with FPT's F36 engine, received the 2026 Specialised Tractor of the Year award [2] - The JCB New Fastrac 6300, powered by FPT's N67 engine, was recognized as the 2026 Sustainable Tractor of the Year [2] Group 3: Company Overview - FPT is the largest independent powertrain manufacturer for agricultural equipment, powering over 110,000 new vehicles annually [5] - In Europe, FPT engines are used in one out of every three tractors and two out of five combines [5] - Iveco Group N.V. employs 36,000 people globally and operates 19 industrial sites and 30 R&D centers [6]

Core Insights - New Holland's T4.120F Auto Command has won the 'Best Specialized' award at the 2026 Tractor of the Year awards, highlighting the brand's commitment to excellence in agricultural machinery [1][2]. Group 1: Award Recognition - The T4.120F Auto Command received top honors in the Specialized category at the prestigious 2026 Tractor of the Year awards held at Agritechnica in Hanover, Germany [1][2]. - The TOTY jury consists of leading farm machinery journalists from across Europe, emphasizing the award's credibility and significance in the industry [2]. Group 2: Product Features - The T4.120F model features the Auto Command™ Continuously Variable Transmission (CVT) with a 50-kph ECO mode, marking a first in the specialty tractor segment [3]. - The design of the T4.120F focuses on operator comfort and ease of use, making it particularly suitable for narrow tractors operating in vineyards and fruit farms [3]. Group 3: Company Overview - CNH Industrial is a global leader in equipment, technology, and services, with a focus on innovation, sustainability, and productivity [4]. - The company operates various brands, including Case IH and New Holland, providing comprehensive agricultural applications and construction products [4].