Symbols

CNH

CNH Industrial·NYSE

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CNH fundamentals

CNH Q4 2025 Earnings

CNH Industrial (CNH) released its earnings on Feb 17, 2026: revenue was 5.16B (YoY +5.82%), beat estimates; EPS was 0.19 (YoY +26.67%), beat estimates.

Revenue / YoY

5.16B

+5.82%

EPS / YoY

0.19

+26.67%

Report date

Feb 17, 2026

CNH Earnings Call Summary for Q4,2025

Revenue Growth: Q4 2025 revenue $5.2 billion (+6% YoY), driven by EMEA tractor sales. Ag EBIT margin 6.5% vs. 7.2% in 2024, despite 110 bps tariff impact.
Cost Savings: $230 million in 2025, targeting $550 million by 2030. 2026 margin improvement 50-75 bps offset by 210-220 bps tariffs.
2026 Guidance: Ag sales flat to -5%, EBIT margin 4.5%-5.5%. Construction EBIT margin 1%-2%. Q1 Ag EBIT breakeven, H2 year-over-year growth.
Tariff Mitigation: Pricing (+1.5%-2%) and sourcing initiatives to offset 210-220 bps tariff headwind.
AI and Tech: Doubling precision tech sales to 10% of ag revenue by 2030. AI-driven process improvements to accelerate cost savings.

Earnings

EPS

Revenue

Revenue & Expenses

CNH has released its 2025 Q4 earnings report, with revenue of 5.16B, reflecting a YoY change of 5.76%, and net profit of 89.00M, showing a YoY change of -49.43%. The Sankey diagram below clearly presents CNH's revenue sources and cost distribution.

Key Indicators

CNH Industrial (CNH) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

CNH Industrial (CNH)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

CNH Industrial (CNH)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Cash Flow

CNH Industrial (CNH)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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