CNH Industrial remains challenged by inconsistent execution, lagging tech leadership, and sub-scale construction operations, despite repeated self-help narratives and management changes. The recent Q4 beat was driven by ag business pulled forward from Q1 '26, while 2026 guidance signals further weakness with earnings meaningfully below Street expectations. Management has targeted significant margin expansion by 2030, but progress has been slow; operational improvement and tech adoption remain critical for upside.

CNH in top 1% of S&P Global's 2026 Sustainability Yearbook This is the Company's first year in the top 1%, progressing from two consecutive years in the top 5% CNH is one of only two companies from its industry group to be included Basildon, February 18, 2026 CNH (NYSE: CNH) announces that it has ranked in the top 1% of companies featured in S&P Global's 2026 Sustainability Yearbook. This distinction reflects the Company's relative performance in the S&P Global 2025 Corporate Sustainability Assessment (CSA) and is based on its score of 83/100.

CNH Industrial tops Q4 EPS at 19 cents as revenues climb 5.8% to $5.16B, but 2026 outlook calls for 35-45 cents in earnings.

CNH Industrial N.V. (CNH) Q4 2025 Earnings Call Transcript

The headline numbers for CNH (CNH) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

CNH Industrial (CNH) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.15 per share a year ago.

Fourth quarter consolidated revenues increased 6%; full year revenues declined 9% on lower industry equipment demand Fourth quarter net income of $89 million; full year net income of $505 million Full year diluted EPS at $0.41; adjusted diluted EPS at $0.55 Amid persistent agricultural equipment market challenges, the Company is preparing for lower demand levels in 2026 ahead of the start of an expected industry recovery in 2027 Basildon, UK - February 17, 2026 - CNH Industrial N.V. (NYSE: CNH) today reported results for the three and twelve months ended December 31, 2025.

Eubel Brady and Suttman Asset Management Inc. grew its holdings in shares of CNH Industrial N.V. (NYSE: CNH) by 33.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,007,597 shares of the company's stock after purchasing an additional 505,221

Oakmark Global All Cap Strategy portfolio's return was 4.99% (net) for the reporting period vs. MSCI World Index that returned 3.12% for the same period. Contributors in the quarter were DSV, IQVIA Holdings and Samsung Electronics Pfd. Detractors in the quarter were Alibaba Group, CNH Industrial and Dassault Systemes.

Evaluate the expected performance of CNH (CNH) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.