CNH Industrial (CNH) is structurally stronger than in past downcycles, focusing on production discipline and margin quality over volume growth. Despite operational improvements and cost resets, CNH's stock price already reflects much of the recovery, limiting near-term upside potential. FY25 is expected to be a trough year, with gradual margin and revenue stabilization through FY26 and more normalized growth by FY27.
CNH Industrial N.V. ( CNH ) Tech Day Highlights: Advancing Agricultural Innovation and AI-Driven Farming Solutions November 11, 2025 8:00 AM EST Company Participants Jason Omerza Gerrit Marx - CEO, Head of Agriculture & Executive Director Jay Schroeder - Chief Technology Officer Eric Shuman John Preheim Allison Bryan Monte Weller George Varvarelis Francesca Protano - Managing Director Christian Gonzalez Thierry Le Briquer Conference Call Participants Franziska Zimmermann Jordan Kambeitz Adam Seiden - Barclays Bank PLC, Research Division David Raso - Evercore ISI Institutional Equities, Research Division Kristen Owen - Oppenheimer & Co. Inc., Research Division Kyle Menges - Citigroup Inc., Research Division Presentation Jason Omerza Hi, everybody.
CNH's Q3 earnings fall short as lower demand and dealer destocking hit sales, though revenues narrowly top estimates.
| Machinery Industry | Industrials Sector | Gerrit Andreas Marx CEO | XSTU Exchange | NL0010545661 ISIN |
| GB Country | 35,850 Employees | 21 May 2025 Last Dividend | 30 Sep 2013 Last Split | 30 Sep 2013 IPO Date |
CNH Industrial N.V. is a prominent equipment and services company known for its significant contributions to the agricultural and construction industries. Based in London, United Kingdom, the company has built a reputation since its founding in 1842 for excellence in design, production, marketing, sale, and financing of a broad spectrum of equipment. Its global presence spans across North America, Europe, the Middle East, Africa, South America, and the Asia Pacific, showcasing its commitment to addressing the diverse needs of its customer base. CNH Industrial operates through three primary segments: Agriculture, Construction, and Financial Services, each designed to cater explicitly to the intricate requirements of its respective markets. The company's innovative products and extensive service offerings are instrumental in driving advancements in the agricultural and construction sectors, supporting clients around the world in achievings their operational objectives.
Agriculture Segment
This segment prominently features its products under the New Holland Agriculture and Case IH brands.
Construction Segment
Its products in the construction sphere are marketed under the CASE Construction Equipment, New Holland Construction, and Eurocomach brands.
Financial Services Segment
Offers comprehensive financial solutions to support customers in acquiring its agriculture and construction equipment. This includes:
This segment also extends its financial services to support Iveco Group companies in North America, South America, and the Asia Pacific regions.