"Deere & Co. ( NYSE: DE) ranks sixth for its positioning in India's agricultural mechanization drive, where significant productivity gaps represent a substantial equipment opportunity. Deere reported Q4 2025 revenue of $12.39 billion, up 14% year-over-year. Its Construction & Forestry segment surged 27% to $3.38 billion, demonstrating strength in infrastructure-related markets. CEO John May stated, "We believe 2026 will mark the bottom of the large ag cycle," positioning the company for recovery as emerging markets drive demand."
"Q4 2025 delivered record segment margins of 24.9%, with Electrical Americas sales jumping 21% to $3.5 billion. Eaton's electrical backlog grew 29% year-over-year, driven by data center demand and renewable energy integration. For 2026, Eaton projects adjusted EPS of $13.00 to $13.50 with organic growth of 7% to 9%. India's renewable energy capacity targets and expanding data center infrastructure align directly with Eaton's capabilities in EV charging, power distribution, and energy storage."
India is undergoing rapid infrastructure expansion focused on renewable energy targets, electrical grid modernization, data center growth, and agricultural mechanization, creating sustained demand for industrial equipment and technologies. U.S. manufacturers with scale and specialized capabilities are positioned to capture multi-decade growth in these sectors. Deere leverages precision-agriculture technology and benefits from government subsidies, reporting Q4 2025 revenue of $12.39 billion and notable Construction & Forestry segment growth, with stock gains year-to-date. Eaton provides power management solutions for EV charging, power distribution, and energy storage, reporting record margins, growing electrical backlog, and projecting mid-single-digit organic growth for 2026.
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