Earnings summaries and quarterly performance for CNH Industrial.
Executive leadership at CNH Industrial.
Board of directors at CNH Industrial.
Research analysts who have asked questions during CNH Industrial earnings calls.
Angel Castillo Malpica
Morgan Stanley
1 question for CNH
Also covers: AGCO, ALSN, CAT +15 more
Avi Jaroslawicz
UBS Group
1 question for CNH
Also covers: EME, HEES, PCAR +1 more
Daniela Costa
Goldman Sachs
1 question for CNH
Also covers: ABBN.SW, ABBNY, ABLZF +3 more
David Raso
Evercore ISI
1 question for CNH
Also covers: CAT, CMI, DE +11 more
Jamie Cook
Truist Securities
1 question for CNH
Also covers: ACM, AGCO, AME +17 more
Kristen Owen
Oppenheimer & Co. Inc.
1 question for CNH
Also covers: , AGCO, AVNT +15 more
Kyle Menges
Citigroup
1 question for CNH
Also covers: AGCO, ALH, ALSN +11 more
Michael Shlisky
D.A. Davidson
1 question for CNH
Also covers: ALG, BLBD, CENN +19 more
Tami Zakaria
JPMorgan Chase & Co.
1 question for CNH
Also covers: ADM, AGCO, ALSN +23 more
Ted Jackson
Northland Securities, Inc.
1 question for CNH
Also covers: ALTG, HY, HYLN +4 more
Tim Thein
Raymond James Financial
1 question for CNH
Also covers: AGCO, ALSN, CMI +9 more
Recent press releases and 8-K filings for CNH.
CNH Outlines Vision for Connected, Intelligent Farming Ecosystem
CNH
Product Launch
New Projects/Investments
- CNH is developing a connected, intelligent ecosystem for agriculture, featuring FieldOps™ Digital Farm Management for real-time data and remote operations, and ensuring limitless connectivity for its machines.
- The company is investing in autonomous and automated solutions across farming processes, including Autonomous Tillage to maximize yield and reduce labor dependence , and advanced seeder/planter automation.
- Future solutions prioritize sustainability and efficiency, such as Sense and Act Partnerships for selective spraying, which are projected to deliver up to 80% savings on herbicides.
- In high-value specialty markets, where CNH holds a dominant share (e.g., over 90% in olives in 2024), new solutions are targeting up to 80% labor reduction and 20% lower Total Cost of Ownership.
Nov 11, 2025, 1:00 PM
CNH Industrial Outlines 2030 Strategy and Showcases New AI-Powered Agricultural Technologies
CNH
Product Launch
New Projects/Investments
Guidance Update
- CNH Industrial reaffirmed its 2030 strategic goals, targeting 16%-17% mid-cycle adjusted EBIT margins in agriculture and a 25% increase in through-cycle industrial cash flow generation, with a commitment to return substantially all industrial free cash flow to shareholders.
- The company is making significant R&D investments, spending over $800 million last year on agricultural R&D, with 25% allocated to precision technology, and aims to nearly double its percentage of net sales in this area by 2030.
- CNH launched new high horsepower tractors (Case IH Optum 440, New Holland T7 440, Steyr Turbos) to address a critical market gap in the 350-450 horsepower range in Europe, particularly Germany, where the company previously had low market share.
- New AI-powered precision technologies, including Sysonak spraying and combine automation, are expected to deliver substantial financial benefits, such as up to 60% herbicide savings, up to 20% variable rate application savings, and an average 7.4% more tons per hour harvested, translating to an average EUR 70 more per hectare in net revenue for wheat operations.
Nov 11, 2025, 1:00 PM
CNH Highlights Agricultural Technology and 2030 Financial Targets at 2025 Tech Day
CNH
New Projects/Investments
Product Launch
Guidance Update
- CNH outlined its 2030 strategic path at its 2025 Tech Day, targeting a top-two position in major agricultural markets, 16%-17% mid-cycle adjusted EBIT margins in agriculture, and a 25% increase in through-cycle industrial cash flow generation.
- The company emphasized its commitment to technology, investing over $800 million in agricultural R&D last year, with 25% dedicated to precision technology, and expects to nearly double its precision technology net sales percentage by 2030.
- CNH highlighted advancements in AI for real-time automation and operational efficiency, alongside a partnership with SpaceX Starlink to ensure critical connectivity for data collection and smart farming solutions.
- Demonstrated financial benefits of CNH's technology include 15%-20% gross margin increase in chemical applications and 10% in fertility applications using Sysonak precision spraying , and 7.4% more tons harvested per hour translating to EUR 70 more per hectare in net revenue with combine automation.
- In specialty crops, CNH's automation leads to 10% input savings, with future autonomous solutions like the R4 robot prototype projected to achieve up to 80% labor reduction and 20% lower total cost of ownership.
Nov 11, 2025, 1:00 PM
CNH Industrial Showcases New Products and 2030 Strategy at Tech Day
CNH
Product Launch
New Projects/Investments
- CNH Industrial reaffirmed its 2030 strategic path, aiming to be the number one or number two agricultural player in all major markets, targeting 16%-17% mid-cycle adjusted EBIT margins in agriculture, and committing to increase industrial cash flow generation by 25%.
- The company launched new medium and high-horsepower tractors, including the Case IH Optum 440 and New Holland T7 440, specifically addressing a critical market gap in the 350-450 horsepower range in Europe, particularly in Germany, where CNH previously lacked competitive products.
- CNH emphasized its focus on AI and precision technology, having spent over $800 million on agricultural R&D last year, with 25% dedicated to precision technology, and expects to nearly double its percentage of net sales in this area by 2030.
- Customers using CNH's Sysonak spraying technology are seeing 15%-20% increases in gross margin in chemical applications and up to 60% herbicide savings per single application, while combine automation leads to an average 7.4% more tons harvested per hour, translating to approximately EUR 70 more per hectare in net revenue in wheat operations.
- CNH received two Agritechnica Innovation Awards for its CR11 combine and a new corn header automation, which reduces grain losses by nearly half, resulting in additional net savings of almost EUR 5 per hectare.
Nov 11, 2025, 1:00 PM
CNH Showcases 2025 Tech Day Innovations and 2030 Strategy
CNH
Product Launch
New Projects/Investments
- CNH hosted its 2025 Tech Day on November 11, 2025, at Agritechnica, showcasing customer-centric farming innovations across AI, Autonomy, Robotics, and Automation.
- The company's 2030 strategy aims to nearly double Precision Tech sales as a percentage of Agriculture Net Sales.
- Key innovations highlighted include Autonomous Tillage (in development), Green-on-Green Spraying (launching 2027, reducing herbicide use by up to 80%), and the R4 Autonomous Robot Family (a proof of concept with potential for up to 100% CO2 reduction).
- These technologies are integrated through the FieldOps™ Digital Farm Management Platform and supported by enhanced connectivity, including a satellite agreement with Starlink™.
Nov 11, 2025, 11:30 AM
CNH Reports Q3 2025 Financial Results and Updates 2025 Guidance
CNH
Earnings
Guidance Update
Demand Weakening
- CNH reported a 5% decrease in Consolidated Revenues to $4.4 billion and a 78% decrease in Net Income to $67 million for Q3 2025. Adjusted Diluted EPS was $0.08, down from $0.24 in Q3 2024.
- Adjusted EBIT for Industrial Activities significantly declined by 69% to $104 million in Q3 2025, with the Adjusted EBIT Margin for Industrial Activities falling by 560 basis points to 2.8%.
- The company updated its full-year 2025 guidance, projecting Industrial Activities Net Sales to decrease by (12)% - (10)% YoY and Adjusted Diluted EPS to be between $0.44 - $0.50.
- CNH noted global trade shifts affecting farmer and machinery economics, maintained Ag production at low levels, and reported significant dealer inventory reductions. The company also anticipates a 2025 net tariff impact on Industrial Activities of $(150)-(110) million.
Nov 7, 2025, 4:30 PM
CNH Reports Q3 2025 Results and Updates Full-Year Guidance
CNH
Earnings
Guidance Update
Demand Weakening
- CNH reported Q3 2025 adjusted EPS of $0.08 and industrial adjusted EBIT of $104 million, a 69% decrease from last year, primarily due to lower industry demands, tariffs, and geographic mix.
- The company updated its full-year 2025 guidance, forecasting total industry net sales to be down 10-12% year over year, with margins between 3.4%-3.9%, free cash flow in the $200-$500 million range, and EPS between $0.44 and $0.50.
- For 2026, global industry retail demand is expected to be flat to slightly down compared to 2025, with North America large ag slightly down and EMEA slightly up.
- CNH will unveil several new products and significant upgrades at the 2025 Agritechnica Show, having already received two innovation award silver medals for corn header automation and forage cam.
Nov 7, 2025, 4:30 PM
CNH Industrial N.V. Reports Third Quarter 2025 Results
CNH
Earnings
Guidance Update
Demand Weakening
- CNH Industrial N.V. reported third quarter 2025 consolidated revenues of $4.4 billion, a 5% decrease compared to Q3 2024, with diluted EPS at $0.06.
- Net income for Q3 2025 was $67 million, a substantial decrease from $310 million in the prior year period.
- The company attributed the results to decreased industry demand, continued channel destocking, incremental tariff headwinds, and an unfavorable geographic sales mix.
- For the full year 2025, CNH Industrial increased its net sales guidance for Industrial Activities to be down between 12% and 10% year-over-year (from a prior guidance of down 19% to 11%) and lowered its adjusted diluted EPS guidance to between $0.44 and $0.50 (from a prior guidance of $0.50 to $0.70).
Nov 7, 2025, 11:39 AM
CNH Industrial Reports Third Quarter 2025 Results
CNH
Earnings
Guidance Update
Demand Weakening
- CNH Industrial reported consolidated revenues of $4.4 billion for the third quarter of 2025, a 5% decrease compared to Q3 2024, with diluted EPS at $0.06, down from $0.24 in the prior year period.
- Net sales of Industrial Activities were $3.70 billion in Q3 2025, representing a 7% decrease from Q3 2024, primarily driven by lower shipments due to decreased industry demand and channel destocking.
- The company updated its 2025 outlook, increasing net sales guidance but lowering profit guidance to reflect incremental tariff headwinds and an unfavorable geographic sales mix.
- The updated adjusted diluted EPS guidance for 2025 is now between $0.44 to $0.50, and free cash flow of Industrial Activities is projected to be between $200 million and $500 million.
Nov 7, 2025, 11:30 AM
CNH Completes Accelerator Project at Zedelgem Plant
CNH
New Projects/Investments
Product Launch
- CNH completed the three-year 'Accelerator' project (2022–2025) at its Harvesting Center of Excellence in Zedelgem, Belgium, on November 4, 2025.
- The project involved a €150 million investment aimed at introducing advanced digital manufacturing methods, pushing the boundaries of automation, AI-supported quality control, and flexible manufacturing.
- This initiative led to a new flexible assembly line, improved material flow, and Advanced Planning Systems, which significantly supported the production of the New Holland CR11 combine harvester.
- CNH received €1.85 million in financial support from the Flemish government to aid this transformation.
Nov 4, 2025, 11:00 AM
Quarterly earnings call transcripts for CNH Industrial.
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