CNH Industrial

CNH

Market cap $15.3B

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 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.

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.

Oakmark International Strategy portfolio's return was 4.93% (net) for the reporting period vs. MSCI World ex USA Index that returned 5.20% for the same period.

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CNH to announce 2025 Q4 & Full Year results on February 17 Basildon, January 20, 2026 CNH (NYSE: CNH) will release its financial results for the Fourth Quarter & Full Year of 2025 on Tuesday, February 17, 2026. A live listen-only webcast of the financial results conference call will begin at 9:00 a.m.