CNH Industrial

CNH

Market cap $13.2B

During the quarter, we had no new purchases and exited three holdings: Louisiana-Pacific, PayPal and Walt Disney. CNH, a leading global agriculture and construction equipment manufacturer, was a contributor for the quarter. Life-sciences company Avantor detracted for the quarter.

CNH publishes 2026 Annual General Meeting agenda Basildon, March 25, 2026 CNH Industrial (NYSE: CNH) announced today that it has published its notice of the 2026 Annual General Meeting of Shareholders (“AGM”) and proxy statement. The AGM will be held on May 8, 2026, in Amsterdam, The Netherlands.

CNH (CNH) reported earnings 30 days ago. What's next for the stock?

TEMPE, AZ / ACCESS Newswire / March 11, 2026 / Hemisphere GNSS, a brand of CNH (NYSE:CNH), together with Calian Group Ltd. (TSX:CGY), proudly announce the release of the new A65 GNSS (global navigation satellite system) antenna, a jointly developed, next generation solution engineered to deliver exceptional accuracy, superior interference protection, and robust GNSS tracking performance.

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.