CNH Industrial(CNH)株式概要CNHインダストリアルN.V.は、北米、欧州、中東、アフリカ、南米、アジア太平洋地域で農業機械、建設機械の開発、製造、販売を行っている装置メーカー。 詳細CNH ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長4/6過去の実績1/6財務の健全性4/6配当金2/6報酬収益は年間33.7%増加すると予測されています リスク分析負債は営業キャッシュフローで十分にカバーされていない 利益率(1.7%)は昨年より低い(4.6%) すべてのリスクチェックを見るCNH Community Fair Values Create NarrativeSee what 40 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN10.8% undervaluedAnalystConsensusTarget•2mo agoAnalysts Lower CNH Industrial Price Target Amid Tariff Pressures and Mixed Earnings Outlook461020AN31.9% overvaluedAnalystLowTarget•4d agoRising R&D Costs And Autonomous Threats Will Erode Margins4802AN37.0% undervaluedAnalystHighTarget•4mo agoSustainable Connected Agriculture Will Redefine Global Markets6402Top Analyst NarrativesAN10.8% undervaluedAnalystConsensusTarget•2mo agoAnalysts Lower CNH Industrial Price Target Amid Tariff Pressures and Mixed Earnings Outlook461020AN31.9% overvaluedAnalystLowTarget•4d agoRising R&D Costs And Autonomous Threats Will Erode Margins4802AN37.0% undervaluedAnalystHighTarget•4mo agoSustainable Connected Agriculture Will Redefine Global Markets6402View all narrativesCNH Industrial N.V. 競合他社AGCOSymbol: NYSE:AGCOMarket cap: US$7.5bToroSymbol: NYSE:TTCMarket cap: US$9.5bAlamo GroupSymbol: NYSE:ALGMarket cap: US$2.0bDeereSymbol: NYSE:DEMarket cap: US$174.8b価格と性能株価の高値、安値、推移の概要CNH Industrial過去の株価現在の株価US$11.8752週高値US$13.3152週安値US$9.00ベータ1.221ヶ月の変化6.46%3ヶ月変化15.80%1年変化-2.94%3年間の変化-10.62%5年間の変化-29.18%IPOからの変化-5.04%最新ニュースSeeking Alpha • 5hCNH Industrial: Better Guidance, But The Valuation Still Looks Too FullSummary CNH Industrial's agriculture EBIT declined by 35%, with the margin falling to 5.2%, while Construction EBIT dropped by 57% despite a 12% increase in revenue. CNH now expects stronger sales, margins, and free cash flow, but H1 cash conversion has deteriorated, and the recovery remains exposed to farmer economics and execution risk. The revised outlook depends heavily on the second half. Even applying a recovery multiple, we confirm a sell rating. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • 12hInvestor sentiment improves as stock rises 15%After last week's 15% share price gain to US$11.87, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Machinery industry in the US. Total loss to shareholders of 4.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$5.25 per share.ナラティブ更新 • Aug 19CNH: Slower Margin Recovery Will Limit Benefits From Tariff CutsAnalysts have revised CNH Industrial's fair value estimate to $9.00 from $10.00, reflecting slightly lower revenue growth and profit margin assumptions. Recent price target increases on the stock highlight confidence in earnings support from improved agricultural conditions and easing tariff pressures.お知らせ • Aug 06CNH Industrial N.V. Updates Earnings Guidance for the Fiscal Year 2026CNH Industrial N.V. updated earnings guidance for the fiscal year 2026. With order slots now nearly full for the year, the company are moving net sales guidance to the high end of previous range. The company now forecast sales to be about flat year-over-year. That includes unchanged assumptions for favorable currency translation of 2% and positive pricing of 1.5% to 2%, offset by lower unit shipments as a result of the industry demand.ライブニュース • Aug 04CNH Industrial Lifts 2026 Outlook After Q2 Results Beat Analyst ForecastsCNH Industrial reported Q2 2026 net income of $141 million and diluted EPS of $0.11, ahead of analyst estimates, on consolidated revenue of $4.8b. The company lifted its full-year 2026 outlook to the higher end of prior guidance, with adjusted EPS guidance centered above consensus. Management pointed to progress on quality, sourcing, operational efficiency and dealer network consolidation, while acknowledging ongoing pressure on farmers and a difficult agricultural market in the Americas. CNH Industrial shares trade at $10.80, with the stock up 15.5% year to date, placing the results and higher outlook in the context of a market that has already moved higher in 2026. The key tension is that CNH Industrial is tightening operations and raising guidance while its core agricultural customers face economic strain, so execution on cost and dealer initiatives may matter as much as any eventual recovery in farm equipment demand.Reported Earnings • Aug 04Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.11 (down from US$0.17 in 2Q 2025). Revenue: US$4.80b (up 2.0% from 2Q 2025). Net income: US$138.0m (down 35% from 2Q 2025). Profit margin: 2.9% (down from 4.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.最新情報をもっと見るRecent updatesSeeking Alpha • 5hCNH Industrial: Better Guidance, But The Valuation Still Looks Too FullSummary CNH Industrial's agriculture EBIT declined by 35%, with the margin falling to 5.2%, while Construction EBIT dropped by 57% despite a 12% increase in revenue. CNH now expects stronger sales, margins, and free cash flow, but H1 cash conversion has deteriorated, and the recovery remains exposed to farmer economics and execution risk. The revised outlook depends heavily on the second half. Even applying a recovery multiple, we confirm a sell rating. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • 12hInvestor sentiment improves as stock rises 15%After last week's 15% share price gain to US$11.87, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Machinery industry in the US. Total loss to shareholders of 4.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$5.25 per share.ナラティブ更新 • Aug 19CNH: Slower Margin Recovery Will Limit Benefits From Tariff CutsAnalysts have revised CNH Industrial's fair value estimate to $9.00 from $10.00, reflecting slightly lower revenue growth and profit margin assumptions. Recent price target increases on the stock highlight confidence in earnings support from improved agricultural conditions and easing tariff pressures.お知らせ • Aug 06CNH Industrial N.V. Updates Earnings Guidance for the Fiscal Year 2026CNH Industrial N.V. updated earnings guidance for the fiscal year 2026. With order slots now nearly full for the year, the company are moving net sales guidance to the high end of previous range. The company now forecast sales to be about flat year-over-year. That includes unchanged assumptions for favorable currency translation of 2% and positive pricing of 1.5% to 2%, offset by lower unit shipments as a result of the industry demand.ライブニュース • Aug 04CNH Industrial Lifts 2026 Outlook After Q2 Results Beat Analyst ForecastsCNH Industrial reported Q2 2026 net income of $141 million and diluted EPS of $0.11, ahead of analyst estimates, on consolidated revenue of $4.8b. The company lifted its full-year 2026 outlook to the higher end of prior guidance, with adjusted EPS guidance centered above consensus. Management pointed to progress on quality, sourcing, operational efficiency and dealer network consolidation, while acknowledging ongoing pressure on farmers and a difficult agricultural market in the Americas. CNH Industrial shares trade at $10.80, with the stock up 15.5% year to date, placing the results and higher outlook in the context of a market that has already moved higher in 2026. The key tension is that CNH Industrial is tightening operations and raising guidance while its core agricultural customers face economic strain, so execution on cost and dealer initiatives may matter as much as any eventual recovery in farm equipment demand.Reported Earnings • Aug 04Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.11 (down from US$0.17 in 2Q 2025). Revenue: US$4.80b (up 2.0% from 2Q 2025). Net income: US$138.0m (down 35% from 2Q 2025). Profit margin: 2.9% (down from 4.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Aug 01Cnh Industrial Introduces Case Ih Fieldops, Aim Command Flex Ii and Accusync to Support Family FarmsCNH Industrial has featured Moreland Farms, a fourth-generation farming operation across Oklahoma and Southern Kansas, USA, in its A Sustainable Year digital series. Moreland Farms uses Case IH FieldOps, AIM Command FLEX II and AccuSync to connect machines, monitor field activity and turn operational data into practical action. FieldOps brings machinery and field data into one digital platform; AIM Command FLEX II supports more accurate spraying by controlling individual nozzle output; and AccuSync allows multiple machines to coordinate in the same field, helping reduce overlap and missed rows. Precision spraying, automation and connected data help improve productivity, reduce unnecessary overlap and support more informed input decisions. The story shows how CNH is helping customers turn advanced technology into practical value: improving efficiency, supporting more responsible land management and enabling farmers to make confident decisions in an increasingly data-driven agricultural world.お知らせ • Jul 29CNH Industrial N.V. Announces Executive ChangesCNH Industrial N.V. announced that Jay Schroeder, Chief Technology Officer, will retire from his position effective January 1, 2027, and Stefano Pampalone, Agriculture Chief Commercial Officer, will retire from his position effective September 1, 2026. Following their transitions from these roles, Mr. Schroeder and Mr. Pampalone are expected to remain with the Company in advisory capacities to support the leadership transitions. Effective January 1, 2027, Eric Shuman will be appointed Chief Technology Officer upon Mr. Schroeder's retirement. Mr. Shuman currently serves as Vice President, Precision Technology Product Management at the Company, a role he has held since June 2025. During his more than 25-year career with the Company, Mr. Shuman has held leadership roles across product management, quality, manufacturing, and global product development. Effective September 1, 2026, upon Mr. Pampalone's retirement, members of the Company's global leadership team will assume expanded responsibilities. Chun Woytera will become Chief Product & Sustainability Officer, Carlo Materazzo will become Chief Manufacturing & Quality Officer, and Markus Müller will become President, EMEA and Parts & Service.お知らせ • Jul 20CNH Industrial N.V. to Report Q2, 2026 Results on Aug 03, 2026CNH Industrial N.V. announced that they will report Q2, 2026 results Pre-Market on Aug 03, 2026ナラティブ更新 • Jul 14CNH: Tariff Relief And Cautious Sector Views Will Shape Agriculture MarginsAnalysts have lifted the CNH Industrial price target to $10 from $9.50, citing updated expectations for revenue growth, profit margins and future earnings valuation following recent sector research and macro data checks. Analyst Commentary Recent Street research paints a mixed picture for CNH Industrial, with a higher US$10 price target from JPMorgan set against a series of cautious moves from other bearish analysts.ナラティブ更新 • Jun 23CNH: Tariff Relief And R&D Investments Will Support 2027 RecoveryAnalysts have trimmed their average price target on CNH Industrial by around $1, reflecting mixed recent research views that consider both tariff-related earnings tailwinds and more cautious stock ratings. Analyst Commentary Recent research on CNH Industrial reflects a mix of optimism around tariff relief and more cautious views on execution and valuation, which is feeding into the trimmed average price targets.お知らせ • Jun 13Cnh Inaugurates Advanced Virtual Simulation Ecosystem and Automated Autostore Logistics Warehouse in ModenaCNH inaugurated an advanced virtual simulation ecosystem and an automated AutoStore logistics warehouse at its San Matteo R&D hub in Modena, Italy. The dual EUR 21 million investment advances CNH's core capabilities, accelerating product development through digital simulation while optimizing supply chain execution through high-speed robotics. The new simulation hub establishes a virtual-first methodology, meaning that it identifies machine design anomalies early in the product lifecycle, quickening time-to-market by over 30%. Operating as an integrated digital twin, this ecosystem minimizes engineering risks, optimizes field validation, and reduces testing emissions across three technological pillars: Dynamic Simulator – A driver-in-the-loop system on an immersive 6-axis motion platform to test complex vehicle behavior prior to physical production. Multi-Dyno Test Cell– A controlled environment validating advanced powertrain systems and electric hardware against virtual models. Advanced Sensor Test Track – A high-repeatability benchmarking facility with full weather simulation to verify precision sensors and autonomous features. Complementing the virtual R&D hub is an automated logistics center powered by an advanced AutoStore robotic retrieval system, ensuring parts availability within 24 hours for more than 1,200 dealers and workshops worldwide. The facility delivers definitive performance breakthroughs compared to traditional warehouses thanks to: Speed: Retrieval time reduced from 15 minutes to under 30 seconds, up to 550 parts per hour. Efficiency: 70% higher storage density; 85% reduction in physical strain. Sustainability: –93% annual energy savings vs previous system.ナラティブ更新 • Jun 06CNH: Tariff Relief And Construction Projects Will Support 2026 RecoveryCNH Industrial's analyst price target has been nudged slightly lower to around $13.31 from about $13.36, as analysts balance modest adjustments to their fair value and P/E assumptions with expectations that lower U.S. agricultural equipment tariffs could offer an incremental earnings tailwind. Analyst Commentary Recent research points to a mixed setup for CNH Industrial, with tariff relief viewed as a modest earnings support, while several firms trim price targets or ratings as they reassess valuation and execution risks.ライブニュース • Jun 03CNH Industrial Unifies Case IH and New Holland Dealer Networks to Boost EfficiencyCNH Industrial has reorganized its North America commercial operations by placing both the Case IH and New Holland dealer networks under a single management structure. The company describes this as "purpling" the brands, aiming to simplify internal collaboration and improve cost efficiency while keeping Case IH and New Holland identities separate in the market. Dealer reactions are mixed, with larger dual-branded dealers generally more supportive, citing potential benefits such as streamlined contacts and operational savings. The key investment angle is that CNH is pushing for leaner, more coordinated dealer support in North America, which could affect how effectively it serves farmers and contractors through its two core agricultural brands. You should watch how smaller and single-branded dealers respond over time, since any friction in the dealer network could influence customer service quality and order flow in this important region.ナラティブ更新 • May 21CNH: Construction Mega Projects And 2026 Trough Will Support RecoveryAnalysts have trimmed the CNH Industrial fair value estimate by about $0.52 to $13.36, reflecting updated price targets that balance slightly higher revenue growth and margin assumptions with a lower future P/E and a modestly higher discount rate. Analyst Commentary Recent Street research on CNH Industrial has tilted more cautious overall, with several price target trims and at least one downgrade, offset by a handful of modest target increases and a neutral initiation.Upcoming Dividend • May 14Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 21 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.1%).Board Change • May 12Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Elizabeth Bastoni was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. CEO, Head of Agriculture & Executive Director Gerrit Marx was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.ナラティブ更新 • Apr 30CNH: Self Help And 2026 Trough Will Support Construction RecoveryCNH Industrial's updated analyst price target edges slightly lower to about $13.88, as analysts factor in modestly softer revenue growth and profit margin assumptions, even while applying a somewhat higher future P/E multiple. Analyst Commentary Recent Street research on CNH Industrial shows a mix of optimism around self help efforts and earnings visibility, alongside caution about where the cycle sits and how much is already reflected in the shares.お知らせ • Apr 16CNH Industrial N.V. to Report Q1, 2026 Results on Apr 30, 2026CNH Industrial N.V. announced that they will report Q1, 2026 results at 12:30 PM, US Eastern Standard Time on Apr 30, 2026ナラティブ更新 • Apr 15CNH: Cost Actions And Construction Partnership Review Will Support Post 2026 Earnings TroughAnalysts have nudged their average price target on CNH Industrial slightly higher by about $0.03, reflecting modest tweaks to revenue growth, profit margin expectations and the forward P/E multiple. This follows recent research updates that frame 2026 as a potential earnings trough supported by self-help efforts and cost savings.ナラティブ更新 • Apr 01CNH: Cost Actions And Construction Review Will Support Post 2026 Margin RecoveryAnalysts lifted their price target on CNH Industrial, with fair value edging up from $18.05 to $18.80, as updated models reflect higher assumed revenue growth, a slightly lower discount rate and a higher future P/E multiple, even as projected profit margins are set at a more cautious level. Analyst Commentary Recent research on CNH Industrial highlights a cluster of optimistic updates around the latest quarterly results, with several bullish analysts revisiting their models after the company issued 2026 guidance and discussed self help measures and portfolio options.Declared Dividend • Mar 29Dividend reduced to US$0.10Dividend of US$0.10 is 60% lower than last year. Ex-date: 21st May 2026 Payment date: 29th May 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 102% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 26+ 1 more updateCNH Industrial N.V., Annual General Meeting, May 08, 2026CNH Industrial N.V., Annual General Meeting, May 08, 2026. Location: at freshfields llp, strawinskylaan 10, 1077 xz amsterdam, Netherlandsお知らせ • Mar 23CNH Industrial N.V.(NYSE:CNH) dropped from FTSE All-World Index (USD)CNH Industrial N.V.(NYSE:CNH) dropped from FTSE All-World Index (USD)ナラティブ更新 • Mar 18CNH: Self Help And 2026 Trough Set Stage For Construction UpsideCNH Industrial's fair value estimate has been adjusted slightly lower to $13.99 from $14.15 as analysts balance stronger modeled revenue growth with modestly softer profit margin expectations and a lower future P/E multiple, informed by recent price target resets and refreshed views on 2026 earnings as a trough year. Analyst Commentary Recent Street research around CNH Industrial has been active, with several firms adjusting price targets, updating models after the Q4 report, and refining their view of 2026 as an earnings trough year.ナラティブ更新 • Mar 03CNH: Self Help And 2026 Earnings Trough Will Underpin RecoveryAnalysts have lifted their price target on CNH Industrial to $14.15 from $12.81, citing refreshed earnings models that reflect updated 2026 trough assumptions, higher assigned P/E multiples, and ongoing self help efforts highlighted in recent Street research. Analyst Commentary Street research around the recent Q4 report clusters around a few clear themes, with most commentary pointing to 2026 as a key earnings trough year and focusing on how CNH Industrial executes its cost and portfolio plans into that period.Buy Or Sell Opportunity • Feb 26Now 20% undervaluedOver the last 90 days, the stock has risen 29% to US$12.15. The fair value is estimated to be US$15.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 37%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Major Estimate Revision • Feb 24Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$18.1b to US$17.7b. EPS estimate also fell from US$0.566 per share to US$0.403 per share. Net income forecast to shrink 0.4% next year vs 18% growth forecast for Machinery industry in the US . Consensus price target up from US$12.87 to US$13.99. Share price fell 2.6% to US$12.75 over the past week.Price Target Changed • Feb 19Price target increased by 8.0% to US$13.90Up from US$12.87, the current price target is an average from 19 analysts. New target price is 7.1% above last closing price of US$12.98. Stock is down 2.5% over the past year. The company is forecast to post earnings per share of US$0.41 for next year compared to US$0.41 last year.Reported Earnings • Feb 18Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$0.41 (down from US$0.99 in FY 2024). Revenue: US$18.1b (down 8.8% from FY 2024). Net income: US$510.0m (down 59% from FY 2024). Profit margin: 2.8% (down from 6.3% in FY 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.ナラティブ更新 • Feb 17CNH: Europe Tariffs Will Pressure Agriculture Margins And Future UpsideAnalysts have made slight adjustments to their CNH Industrial price targets, with recent cuts of $0.50 and $1 from some firms and an increase to $12 from another. These changes reflect updated views on tariff related margin risks, along with modest revisions to revenue growth, profit margin and future P/E assumptions in the model.ナラティブ更新 • Feb 03CNH: Tariff And Agriculture Headwinds Will Drive A More Cautious OutlookAnalysts have made a modest downward adjustment to their price targets on CNH Industrial, trimming expectations by around $0.50 to $1.00 as they factor in tariff related margin risks and more cautious views on the agriculture cycle, while still recognizing improved margin assumptions and a lower future P/E in updated models. Analyst Commentary Recent research on CNH Industrial shows a split view, with some firms more constructive on valuation and others leaning cautious as they reassess risks tied to tariffs and the agriculture cycle.お知らせ • Jan 20CNH Industrial N.V. to Report Q4, 2025 Results on Feb 17, 2026CNH Industrial N.V. announced that they will report Q4, 2025 results on Feb 17, 2026ナラティブ更新 • Jan 20CNH: Tariff Headwinds Will Ease As Agricultural Demand Recovers By 2026The analyst price target for CNH Industrial has been trimmed by about $0.30 to reflect slightly lower revenue growth assumptions. This is partially offset by modestly higher profit margin expectations and a small adjustment to the implied future P/E multiple, as recent research updates from multiple firms show a mix of incremental target cuts and one upgrade.ナラティブ更新 • Jan 06CNH: Tariff Pressures And Brazil Concerns May Set Up Margin ReboundNarrative Update: CNH Industrial Analysts have trimmed their price targets on CNH Industrial by about $2.50 to $3, citing reduced near term expectations tied to tariff pressures and increased concern around the Brazil market. At the same time, they are factoring in updated assumptions for slower revenue growth, a higher discount rate and a lower future P/E, alongside a higher projected profit margin.お知らせ • Jan 02CNH Industrial N.V. Announces Appointments of Carlo Materazzo as Chief Manufacturing Officer and Britton Worthen as Chief Legal and Compliance Officer, Effective January 1, 2026CNH Industrial announced the appointments of Carlo Materazzo as Chief Manufacturing Officer and Britton Worthen as Chief Legal and Compliance Officer to its Global Leadership Team, effective January 1, 2026. Carlo Materazzo assumes the role of Chief Manufacturing Officer, responsible for global agriculture industrial operations across five regions and 15 countries. Mr. Materazzo brings over 20 years of international experience in manufacturing, operations, and logistics. Britton Worthen joins CNH as Chief Legal and Compliance Officer, bringing extensive experience in legal strategy, compliance, and corporate governance. Mr. Worthen will advise the Company’s governing bodies on key legal issues and risks. He will also serve as Board Secretary to the CNH Board of Directors.ナラティブ更新 • Dec 22CNH Margins And Brazil Risks Will Shape A Cautious Near-Term OutlookAnalysts have reduced their price target on CNH Industrial from $11.50 to $9.50 per share, citing lower fair value assumptions, a slightly higher discount rate, and a more cautious outlook on near term margins despite stronger projected revenue growth. Analyst Commentary Bearish analysts have reiterated a cautious stance on CNH Industrial, trimming price targets and underscoring persistent execution and macro risks.ナラティブ更新 • Dec 08CNH Tariff Pressures Will Moderate As Agricultural Cycle Recovery Emerges By 2026Analysts have trimmed their price target on CNH Industrial by a few dollars to better reflect modestly softer long term revenue growth and margin expectations, as well as a slightly higher implied future earnings multiple in light of ongoing tariff headwinds and a slower anticipated recovery in the agricultural market. Analyst Commentary Recent Street research reflects a more cautious but still engaged stance from the sell side, with modestly lower price targets framed against ongoing operational execution and the pace of recovery in key end markets.ナラティブ更新 • Nov 24CNH: Tariff Headwinds Will Ease as Market Recovery Is Expected by 2026The consensus analyst price target for CNH Industrial has been revised downward from approximately $14.11 to $13.12 per share. Analysts cite nearer-term tariff headwinds and heightened industry caution as key drivers of the reduction.お知らせ • Nov 09CNH Introduces FLEETPRO Aftermarket Line-Up at Agritechnica 2025CNH announced that it is introducing its FLEETPRO line-up of aftermarket services at Agritechnica 2025. The FLEET PRO line-up includes a portfolio of certified spare parts and consumables for agricultural equipment, mainly recommended for post-warr warranty and legacy agricultural machinery. This delivers customers with additional support by providing dependable performance and tailored dealer support at a competitive price point. It is available across Europe, the Middle East, and Africa (EMEA). An enhanced Precision Technology offering FLEETPRO's product portfolio will also include Precision Farming kits. These will initially be available in the EMEA region. In partnership with CHC Navigation, FLEETPRO will offer guidance kits with 10-inch and 12-inch displays, available with both hydraulic and assisted steering options. The kits are compatible with all brands and models, making precision tools accessible for mixed fleets. For advanced scalability, customers can rely on CNH's Raven portfolio, built for flexibility and durability in demanding conditions. Case IH, New Holland, and STEYR users continue to benefit from fully integrated guidance systems, connecting seamlessly to the FieldOps digital platform for optimized machine performance. CNH's FLEETPRO line of aftermarket parts will be available at all Case IH, New Holland and STEYR authorized dealerships across the EMEA region.ナラティブ更新 • Nov 06CNH: Sector Headwinds From Tariffs Will Present Opportunity For Medium-Term UpsideCNH Industrial's average analyst price target has been revised downward by $1, now standing at $12. Analysts are adjusting expectations in response to expanded steel and aluminum tariffs, as well as broader sector headwinds.ナラティブ更新 • Oct 22Analysts Lower CNH Industrial Price Target Amid Tariff Pressures and Mixed Earnings OutlookAnalysts have modestly lowered their price target for CNH Industrial, reducing it from approximately $14.66 to $14.11 per share. They cite the impact of newly expanded tariffs and related headwinds facing the heavy machinery sector as key factors.お知らせ • Oct 15CNH Industrial N.V. to Report Q3, 2025 Results on Nov 07, 2025CNH Industrial N.V. announced that they will report Q3, 2025 results on Nov 07, 2025ナラティブ更新 • Oct 08Advanced Connectivity And Emerging Markets Will Open Future HorizonsAnalysts have modestly lowered their price target for CNH Industrial, trimming it by approximately $0.16 to $14.66. Recent research cites increased tariff headwinds for heavy equipment manufacturers and a more cautious outlook on sector earnings growth.ナラティブ更新 • Sep 24Advanced Connectivity And Emerging Markets Will Open Future HorizonsAnalysts have modestly reduced CNH Industrial’s price target to $14.82 amid rising steel and aluminum tariffs pressuring margins, ongoing sector inventory destocking, and more cautious near-term earnings expectations despite some longer-term optimism. Analyst Commentary Increased and broadened steel and aluminum tariffs (Section 232) are raising input costs for CNH Industrial, directly pressuring near-term margin expectations.ナラティブ更新 • Sep 09Advanced Connectivity And Emerging Markets Will Open Future HorizonsCNH Industrial’s consensus price target was trimmed slightly to $15.03 as analysts accounted for the increased cost impact of expanded Section 232 tariffs on metal components and a weaker near-term earnings outlook, reflecting ongoing industry headwinds. Analyst Commentary Price targets reduced to reflect the impact of updated Section 232 tariffs, including a 50% tariff on steel and aluminum content of imported products, which increases input costs for agricultural machinery manufacturers.お知らせ • Jul 17CNH Industrial N.V. to Report Q2, 2025 Results on Aug 01, 2025CNH Industrial N.V. announced that they will report Q2, 2025 results on Aug 01, 2025お知らせ • Jul 10Barilla Group Announces Appointment of Oddone Incisa as Chief Financial Officer, Effective September 15, 2025Barilla Group announced the appointment of Oddone Incisa as our new Chief Financial Officer, effective September 15, 2025. Oddone brings over 25 years of global leadership in finance and risk management, with executive roles, including CFO and CEO positions across Europe and the Americas. His track record includes leading major transformation initiatives and driving organic and inorganic growth. Most recently he served as group CFO of CNH Industrial NV since March 2020 through May 2025.お知らせ • May 12CNH Industrial N.V. Appoints Gerrit Marx as Executive Director, Effective May 12, 2025CNH Industrial N.V. at its annual general meeting held on May 12, 2025, appointed Gerrit Marx as executive director.お知らせ • Apr 15CNH Industrial N.V. to Report Q1, 2025 Results on May 01, 2025CNH Industrial N.V. announced that they will report Q1, 2025 results on May 01, 2025お知らせ • Apr 11+ 1 more updateCNH Industrial N.V. Announces CFO Changes, Effective May 6, 2025On April 10, 2025, CNH Industrial N.V. announced that Oddone Incisa, the Company’s Chief Financial Officer, will step down effective May 6, 2025 (the “Transition Date”) and will be succeeded by James (Jim) Nickolas as of the Transition Date . Mr. Nickolas will serve as the Company’s principal financial officer and principal accounting officer as of the Transition Date. Following the Transition Date, Mr. Incisa will continue to serve as an employee through May 31, 2025. Mr. Nickolas, age 54, has over 30 years of experience in corporate finance, mergers and acquisitions, business strategy, tax and investment banking. He most recently served as Chief Financial Officer and Executive Vice President at Martin Marietta, a US-based supplier of construction materials. Prior to this, he spent close to a decade at construction multinational Caterpillar where his previous roles included Head of Corporate Development and Caterpillar Ventures, CFO of the Resources Industries segment, and CFO of the Global Mining unit. Mr. Nickolas holds a Bachelor of Science degree in Accounting from the University of Illinois at Urbana-Champaign and both an MBA in Finance and a JD degree from the University of Chicago.Seeking Alpha • Apr 01CNH Industrial: Outlook Dims Further (Rating Downgrade)Summary CNH Industrial's miss in Q4 and 2025 guidance below consensus might imply further earnings downgrade. Here at the Lab, we are reporting potential dividend cuts and no more buybacks due to lower FCF generation. 2025 for CNH is all about inventory management and cost-saving initiatives. With lower guidance, we cut our 2025 financials with a neutral rating for the next 12 months. Read the full article on Seeking Alphaお知らせ • Mar 26+ 1 more updateCNH Industrial N.V. announces Annual dividend, payable on May 30, 2025CNH Industrial N.V. announced Annual dividend of USD 0.2500 per share payable on May 30, 2025, ex-date on May 21, 2025 and record date on May 21, 2025.お知らせ • Mar 18CNH INDUSTRIAL N V Appoints Cameron Batten as Chief Communications Officer, Effective March 31, 2025CNH INDUSTRIAL N V announced the appointment of Cameron Batten as Chief Communications Officer effective March 31, 2025. Mr. Batten will join the Companys Global Leadership Team (GLT), which is empowered to carry out the fast and effective delivery of CNHs strategic priorities for profitable long-term growth. Cameron Batten has over 25 years of experience in communications across media and institutional/government relations, brand marketing, corporate reputation, employee engagement and social impact with top-tier consumer brands. Ahead of joining CNH, he served as Chief Communications Officer at Volkswagen Group of America. His past roles include Vice President of Brand Communications at Samsung Electronics America; Vice President of Card Communications at Capital One; Global Head of Workforce Communications at Johnson and Vice President of Communications at American Express.お知らせ • Mar 01CNH Announces Executive ChangesCNH announced a key leadership transition in its Human Resources function. Effective May 1, 2025, Francesco Tutino will assume the role of Chief Human Resources Officer (CHRO), joining the Company’s Global Leadership Team (GLT). His future base will be at the Company’s North American headquarters in Oak Brook, Illinois, USA. Mr. Tutino will succeed current CHRO Kelly Manley who after 20 years of dedicated service to CNH, and previously with sister company Stellantis, will transition out of the organization. Mr. Tutino has extensive experience across multinationals, leading HR organizations to support strategic business targets. He has notably served with CNH and subsequently with its sister company Iveco Group for over 10 years. He was most recently Group Chief HR & Organization Officer at Prysmian, a global cable solutions provider. Prior to this he was Chief Human Resources and IT Officer at Iveco Group. He began his career in HR with Thales Alenia Space, followed by roles of increasing responsibility with DENSO Thermal Systems from 2006 – 2012.Seeking Alpha • Feb 12Don't Get Stuck In The Mud: There's A Better Pick Than CNH IndustrialSummary CNH Industrial, the second-largest farming equipment manufacturer, benefited from Deere's unmet demand in 2022-2023 but now faces declining revenues and profitability due to a cyclical downturn. The macroeconomic environment has shifted, with higher interest rates and lower farm income, leading to reduced demand and production cuts, favoring market leader Deere. CNH's Q4 performance was weak, with significant revenue and EBIT declines, inventory reduction efforts, and higher warranty costs impacting financials. Despite a cautious 2025 outlook and high debt levels, CNH remains solvent; however, its valuation and dividend reliability are less attractive compared to other options. Read the full article on Seeking Alphaお知らせ • Jan 24CNH Industrial N.V. to Report Q4, 2024 Results on Feb 04, 2025CNH Industrial N.V. announced that they will report Q4, 2024 results on Feb 04, 2025お知らせ • Jan 16CNH Industrial N.V. Appoints Luis Abreu as Chief Information OfficerCNH announced the appointment of Luis Abreu as Chief Information Officer (CIO). In this role, he joins the Companys Global Leadership Team (GLT), which is empowered to carry out the fast and effective delivery of CNHs strategic priorities for profitable long-term growth globally. Mr. Abreu brings over two decades of experience with CNH and its predecessor companies. He began his career in IT in 2005 at truck and bus manufacturer Iveco (now part of Iveco Group), subsequently assuming roles of increasing importance, and most recently serving as Acting CIO. Luis's extensive global and regional expertise with our IT organization ideally positions him for this role. Since August 2024, he has demonstrated his leadership as Acting CIO, and we are confident in his ability to further advance our IT organization. By leveraging cutting-edge technologies, he will continue to enhance our capabilities, benefiting both our internal operations and our customers, said Gerrit Marx, Chief Executive Officer at CNH.Seeking Alpha • Jan 16CNH Industrial: Near-Term Pessimism Provides Long-Term OpportunitySummary CNH Industrial shares have dropped due to macro concerns, but the company’s strong brands and focus on ag equipment offer long-term growth potential. The company is well-managed, with a renewed focus on precision ag technologies and improving margins, despite challenges in the ag and construction markets. CNH’s strategic moves and focus on quality and efficiency could enhance returns and shareholder value. The current share price decline presents a buying opportunity for long-term investors, as CNH is positioned to benefit from future market demands and technological advancements. Read the full article on Seeking AlphaSeeking Alpha • Dec 21CNH Industrial: Another Guidance Cut, Still A BuySummary Q3 results led to revised FY24 targets due to weak demand and high inventories, with further production cuts expected into H1 2025. FY25 is anticipated to mark the bottom of the AG industry's downcycle, with cost-cutting measures and resilient pricing expected to limit downside risks. As industry demand may be nearing its bottom, CNH’s efforts to boost its mid-cycle margin structurally may drive a share re-rating. For this reason, we confirm our buy. Read the full article on Seeking AlphaSeeking Alpha • Nov 12CNH: Weathering A Storm With 40% EPS DropSummary CNH Industrial faces industry-wide challenges with softening demand, higher interest rates, and declining farm income impacting tractor manufacturers. Effective cost-cutting measures have resulted in significant savings, aiding in maintaining profitability amidst a tough market environment. Leadership changes with CEO Scott Wine's resignation and Gerrit Marx's appointment raise concerns about the company's future direction. Read the full article on Seeking Alphaお知らせ • Oct 14CNH Industrial N.V. to Report Q3, 2024 Results on Nov 08, 2024CNH Industrial N.V. announced that they will report Q3, 2024 results on Nov 08, 2024Seeking Alpha • Aug 31CNH Industrial: We Are Looking Ahead, Buy ConfirmedSummary Despite a disappointing stock performance, we maintain a buy rating for CNH Industrial, driven by cost-cut initiatives and procurement savings. The construction segment will be managed independently, potentially unlocking value with a disposal. Even lowering our 2024 sales and EPS estimates, CNH trades at a discount. Our buy is then confirmed. Read the full article on Seeking Alpha新しいナラティブ • Aug 22Gerrit Marx's CEO Tenure Sparks Operational Optimism Amid Revenue Challenges And Margin Pressures Introduction of new CEO and focus on operational excellence hint at strategic reevaluation with potential for future revenue and earnings growth. お知らせ • Jul 11CNH Industrial N.V. to Report Q2, 2024 Results on Jul 31, 2024CNH Industrial N.V. announced that they will report Q2, 2024 results at 7:00 AM, US Eastern Standard Time on Jul 31, 2024Seeking Alpha • Jun 20CNH Industrial: Hold For Dividend And Long-Term Potential, Limited GrowthSummary CNH Industrial's Q1 2024 earnings show resilience in tough market conditions, beating EPS expectations but falling short on revenue growth. New CEO appointment brings hope for innovation, while high debt and market challenges limit short-term growth potential. CNH's focus on cost-cutting, innovation, and shareholder returns may lead to long-term success, but current economic cycle and debt load pose risks. Initiating coverage with a hold. Read the full article on Seeking AlphaSeeking Alpha • Jun 11CNH Industrial: Limited Upside Amid Market ChallengesSummary CNH Industrial reported Q1 results exceeding expectations, but with declines in revenue and earnings compared to the previous year. The company's debt levels and potential disruptions from climate change pose significant risks. Despite positive growth prospects, following valuation, a hold rating is assigned. Read the full article on Seeking Alphaお知らせ • May 31Derek Neilson to Step Down as Head of the Agricultural Segment of CNH Industrial N.VCNH Industrial N.V. announces that it has accepted Derek Neilson's request to leave the Company later this year to pursue a new entrepreneurial project outside of the sector, after 25 years of dedicated service. During his career with CNH Derek has held a range of leadership positions, making major contributions to manufacturing, the former commercial vehicles division, the EMEA region, also serving for a time as interim CEO. For the past six years he has overseen the transformation of CNH’s agricultural business and its accompanying record performance. Derek has developed a strong team that will continue to place the needs of our agricultural customers at the center of our business as we continue the development of the next generation of digitally enabled products.Seeking Alpha • May 14CNH Industrial: Why I Replaced It With A Better Option After Leadership ChangeSummary From 2022 to 2023, CNH Industrial was my favorite pick in the industry that actually outperformed its peers. Starting late 2023, agriculture machinery manufacturers have experienced market weakness and other issues, changing the macro environment we need to use to assess the prospects for these companies. Putting together several pieces of the puzzle, I replaced CNH Industrial with a better option to keep riding the wave of agriculture equipment manufacturing. Read the full article on Seeking AlphaSeeking Alpha • May 09CNH Industrial: Time To Double DownSummary Consolidated revenue declined by 10% to $4.81 billion, while net income decreased by 17%. Ongoing buyback, supportive capital allocation priorities, and CEO changes are positive take. CNH Industrial revised its estimates for 2024, particularly in the Agriculture sector, and expects lower sales and margins. We decided to lower our target price and maintain our buy rating. Read the full article on Seeking Alphaお知らせ • Apr 20CNH Industrial N.V. to Report Q1, 2024 Results on May 02, 2024CNH Industrial N.V. announced that they will report Q1, 2024 results on May 02, 2024Seeking Alpha • Mar 29CNH Industrial: High FCF Generation And An Ongoing BuybackSummary CNH announced a new $500 million buyback and an SG&A saving plan. We believe the Agriculture equipment business is more resilient vs. history. CNH trades at a discount compared to peers. Supportive macro factors, such as population growth and technological advancements, cannot go unnoticed. Our buy is confirmed. Read the full article on Seeking Alphaお知らせ • Mar 20CNH Industrial N.V., Annual General Meeting, May 03, 2024CNH Industrial N.V., Annual General Meeting, May 03, 2024, at 15:00 Central European Standard Time. Location: Freshfields Bruckhaus Deringer LLP, Amsterdam Netherlands Agenda: To consider dividend; to consider re-appointment of each of the executive directors and re-appointment of each of the non-executive directors as described in the proxy statement; to consider compensation; to consider 2023 Annual Report; to consider re-appointment of the independent auditor; and to consider other matters.Seeking Alpha • Feb 22Behind Divergent Stock Movements: Why CNH Industrial Is Outperforming DeereSummary Deere and CNH Industrial are the top farming machinery manufacturers, but their stocks have performed differently after earnings reports. CNH Industrial benefited from unmet demand by Deere, leading to better performance, but the outlook for future quarters weakened. CNH Industrial reported positive earnings, with increased net sales and improved margins, and expects a decrease in sales but aims to increase margins through cost reduction. Read the full article on Seeking Alphaお知らせ • Feb 15CNH Industrial N.V. (NYSE:CNHI) announces an Equity Buyback for $500 million worth of its shares.CNH Industrial N.V. (NYSE:CNHI) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its shares.お知らせ • Jan 27CNH Industrial N.V. to Report Q4, 2023 Results on Feb 14, 2024CNH Industrial N.V. announced that they will report Q4, 2023 results at 7:00 AM, US Eastern Standard Time on Feb 14, 2024お知らせ • Jan 13CNH Industrial N.V. Announces Executive ChangesOn January 9, 2024, CNH Industrial N.V. announced that it is reducing the size of and realigning its senior leadership team. As part of this realignment, the Company announced that Kevin Barr resigned as Chief Human Resources Officer effective as of January 9, 2024, but will remain with the Company as a senior leadership advisor through December 31, 2024 (Term Date"), unless terminated earlier. Mr. Barr will report directly to the Company's Chief Executive Officer. Mr. Barr and the Company have also agreed to amend Mr. Barr's employment agreement, effective as of January 9, 2024, to provide, among other things, that Mr. Barr's eligibility for any bonuses for fiscal 2024 will be at the discretion of the Company's Chief Executive Officer. Upon Mr. Barr's resignation, Ms. Kelly Manley has been appointed as the Company's Chief Human Resources Officer effective January 9, 2024. Ms. Manley, age 49, first joined CNH in 2021 as Chief Diversity & Inclusion, Sustainability and Transformation Officer becoming a member of the Company's Global Leadership Team. has more than 20 years of experience in people development, organizational design and employee engagement across a range of industries including manufacturing, non-profit, technology and public relations, much of which she gained through roles of increasing responsibility with Fiat Chrysler Automobiles (FCA), now Stellantis. She joined CNH Industrial in 2021 as Chief Diversity & Inclusion, Sustainability and Transformation Officer. Prior to joining CNH Industrial, Ms. Manley served as Vice President of Global Talent, Leadership & Learning, where she drove the talent strategy across the then Fiat Chrysler Automobiles (FCA) group and led a number of organizational transformations which included acting as the Talent Executive Lead for the most recent merger of FCA and PSA, forming Stellantis. Her past global HR leadership roles within the former FCA organization include Diversity & Inclusion, Talent Management, Talent Acquisition, HR Systems and Shared Services, and lead HR Business Partner roles in the Industrial, Commercial and Corporate Staffs areas. No stranger to corporate transformation, Ms. Manley joined the then DaimlerChrysler in 2005 and led the international human resources responsibilities in the separation of the two companies. Ms. Manley holds a master's degree in Industrial-Organizational Psychology from the University of Detroit Mercy and a bachelor's degree in Psychology from William Tyndale College, both in the United States. She has received accreditations from Thunderbird and the Gestalt Institute's International Organization Systems Program. Ms. Manley is a certified executive coach through the Institute for Professional Excellence in Coaching (iPEC).お知らせ • Jan 02CNH Industrial Completes Voluntary Delisting of Shares from Euronext Milan and Begins Single Listing on NYSECNH Industrial N.V. announced that it has completed the voluntary delisting of its shares from Euronext Milan. Shares of CNH are now solely listed on the New York Stock Exchange (NYSE). “The single listing on the NYSE is the latest step in our ongoing simplification journey, which accelerated in 2022 as we became an agriculture and construction equipment pureplay,” said Scott W. Wine, Chief Executive Officer. “Considering this delisting and other initiatives enacted over the past two years, CNH is fundamentally a different company: more customer focused, more efficient, and more profitable. With this renewed foundation, we are enthusiastic about our future.” As announced on February 2, 2023, CNH’s decision to delist was taken following a careful review of the relative trading volumes on the two exchanges as well as the costs and administrative resources required to maintain the listing on Euronext Milan. The majority of CNH stock trading has progressively shifted to the NYSE, indicating that the Company’s business profile and investor base fit better with a single US listing. Concentrating trading in one market should allow for increased liquidity and investor focus, while further simplifying the company profile and compliance requirements.お知らせ • Dec 26CNH Industrial N.V. announced that it has received $5.54 million in fundingOn December 26, 2023, CNH Industrial N.V. closed the transaction. The transaction included participation from a single investor.Seeking Alpha • Dec 20CNH Industrial: Rating Downgrade As Near-Term Performance Likely To Be WeakSummary I have revised my rating for CNH Industrial from buy to neutral due to concerns about its near-term performance. Weak sales outlook and near-term softness in margin expansion are expected to weigh on the stock price. The agriculture segment is the major reason for the downward revision, with weak underlying demand and high inventory levels. Read the full article on Seeking Alphaお知らせ • Dec 18CNH Industrial N.V.(BIT:CNHI) dropped from FTSE All-World Index (USD)CNH Industrial N.V.(BIT:CNHI) dropped from FTSE All-World Index (USD)Seeking Alpha • Dec 01CNH Industrial: Downside Cycle But Still A Clear UpsideSummary CNH plans to implement a restructuring plan to reduce labor costs by 5% and achieve higher long-term margins. Lower sales and profit estimates in our visible period. Here at the Lab, we are reducing our target price upon execution of CNH's cost-reduction strategy. Read the full article on Seeking AlphaSeeking Alpha • Nov 09Q3 Earnings Torpedoed CNH Industrial: Time To BuySummary CNH Industrial's stock dropped by as much as 12% following its Q3 earnings report, presenting a potential investment opportunity. The company's financials showed a decrease in net sales and a margin deterioration, leading to a lowering of its financial guidance. Investors may want to buy the dip and position themselves for the next equipment replacement cycle. Read the full article on Seeking Alphaお知らせ • Nov 08+ 1 more updateCNH Industrial N.V. (NYSE:CNHI) announces an Equity Buyback for $1,000 million worth of its shares.CNH Industrial N.V. (NYSE:CNHI) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares. The program is intended to optimize company's capital structure of the company and to assist with offsetting any potential volatility arising from the delisting of its shares on Euronext Milan. The program will be funded by the company's liquidity. The program will run through March 1, 2024.お知らせ • Nov 07CNH Industrial Announces Voluntary Delisting from Euronext MilanCNH Industrial N.V. announced that its Board of Directors has approved an application to delist its ordinary shares from Euronext Milan. Such application will be filed November 7, 2023. As announced on February 2, 2023, the decision to delist from Euronext Milan and concentrate its listing on NYSE was taken following a careful review of the relative trading volumes on the two exchanges. Since the spin-off in January 2022 of CNH’s On-Highway activities and the creation of Iveco Group, the majority of CNH stock trading has progressively shifted to the New York Stock Exchange (NYSE), revealing that the Company’s business profile and investor base fit better with a single US listing. Concentrating trading in one market should allow for increased liquidity and investor focus, while further simplifying the company profile and compliance requirements.Seeking Alpha • Oct 25CNH Is Looking Cheaper Than Ever Using DCF ValuationSummary CNH Industrial appears undervalued using a CFROI based DCF valuation tool. The macroeconomic outlook for farm income is less favorable, leading to lower spending in farm equipment, but still higher than pre-COVID times. CNH is making investments in technology and sustainable products, positioning itself for long-term growth in the agricultural equipment market. Read the full article on Seeking Alphaお知らせ • Sep 18+ 5 more updatesCNH Industrial N.V.(BIT:CNHI) dropped from S&P Global 1200CNH Industrial N.V.(BIT:CNHI) dropped from S&P Global 1200Seeking Alpha • Aug 31CNH Industrial: Unearthing Value While The Stock Dips (Rating Upgrade)Summary The agriculture and farming equipment manufacturing industry has many tailwinds going for it. This year, the industry underperformed the market. CNH Industrial underperformed the industry. In this article, we go over the latest report from CNH Industrial to understand why it is dropping in price and why it can be an interesting opportunity to pick up. Read the full article on Seeking AlphaSeeking Alpha • Jun 13CNH Industrial: Fundamentals Remain StrongSummary CNH Industrial demonstrates strong fundamentals and resilience, on track to achieve 2024 financial goals driven by cost savings initiatives. Agriculture segment continues to see strong orders demand as dealer inventory stays low. Factors such as new product launches and a strong housing market contribute to positive outlook for Construction Equipment Segment. Read the full article on Seeking Alpha株主還元CNHUS MachineryUS 市場7D15.4%-2.6%-1.2%1Y-2.9%31.5%18.3%株主還元を見る業界別リターン: CNH過去 1 年間で31.5 % の収益を上げたUS Machinery業界を下回りました。リターン対市場: CNHは、過去 1 年間で18.3 % のリターンを上げたUS市場を下回りました。価格変動Is CNH's price volatile compared to industry and market?CNH volatilityCNH Average Weekly Movement7.2%Machinery Industry Average Movement6.4%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: CNH 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: CNHの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト184234,197Gerrit Marxwww.cnh.comCNHインダストリアルN V.は、北米、欧州、中東、アフリカ、南米、アジア太平洋地域で、農業機械、建設機械の開発、製造、販売を行っている。同社は3つのセグメントで事業を展開している:農業、建設、金融サービス。農業部門は、Case IH、New Holland、STEYR、Ravenブランドのトラクター、収穫機、乾牧草・飼料機械、播種・植え付け機械、自走式噴霧器などの農業機械、器具、精密農業ソリューションの開発、製造、販売、サポートを行っている。建設部門は、New Holland Construction、Case Construction、Eurocomachブランドの掘削機、クローラードーザー、グレーダー、ホイールローダー、バックホーローダー、スキッドステアローダー、コンパクトトラックローダーなどの建設機械の開発、製造、販売、サポートを行っている。金融サービス部門は、「バンコCNH」ブランドの下で、新規および中古の農業・建設機械や部品の購入のために、最終用途の顧客に融資を提供・管理し、また、リボルビング・チャージ口座融資やその他の金融サービスを提供している。この部門はまた、CNHディーラーやディストリビューターへのホールセール・ファイナンスや、売上債権のファクタリング・サービスも提供している。CNH Industrial N.V.は1842年に設立され、英国バジルドンに本社を置いている。もっと見るCNH Industrial N.V. 基礎のまとめCNH Industrial の収益と売上を時価総額と比較するとどうか。CNH 基礎統計学時価総額US$14.69b収益(TTM)US$311.00m売上高(TTM)US$18.19b47.2xPER(株価収益率0.8xP/SレシオCNH は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計CNH 損益計算書(TTM)収益US$18.19b売上原価US$12.63b売上総利益US$3.24bその他の費用US$2.92b収益US$311.00m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益(EPS)0.25グロス・マージン17.79%純利益率1.71%有利子負債/自己資本比率331.4%CNH の長期的なパフォーマンスは?過去の実績と比較を見る配当金0.8%現在の配当利回り40%配当性向View Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/08/24 16:58終値2026/08/21 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋CNH Industrial N.V. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37 アナリスト機関Mircea DobreBairdGabriele GambarovaBanca Akros S.p.A. (ESN)Michael TyndallBarclays34 その他のアナリストを表示
Seeking Alpha • 5hCNH Industrial: Better Guidance, But The Valuation Still Looks Too FullSummary CNH Industrial's agriculture EBIT declined by 35%, with the margin falling to 5.2%, while Construction EBIT dropped by 57% despite a 12% increase in revenue. CNH now expects stronger sales, margins, and free cash flow, but H1 cash conversion has deteriorated, and the recovery remains exposed to farmer economics and execution risk. The revised outlook depends heavily on the second half. Even applying a recovery multiple, we confirm a sell rating. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • 12hInvestor sentiment improves as stock rises 15%After last week's 15% share price gain to US$11.87, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Machinery industry in the US. Total loss to shareholders of 4.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$5.25 per share.
ナラティブ更新 • Aug 19CNH: Slower Margin Recovery Will Limit Benefits From Tariff CutsAnalysts have revised CNH Industrial's fair value estimate to $9.00 from $10.00, reflecting slightly lower revenue growth and profit margin assumptions. Recent price target increases on the stock highlight confidence in earnings support from improved agricultural conditions and easing tariff pressures.
お知らせ • Aug 06CNH Industrial N.V. Updates Earnings Guidance for the Fiscal Year 2026CNH Industrial N.V. updated earnings guidance for the fiscal year 2026. With order slots now nearly full for the year, the company are moving net sales guidance to the high end of previous range. The company now forecast sales to be about flat year-over-year. That includes unchanged assumptions for favorable currency translation of 2% and positive pricing of 1.5% to 2%, offset by lower unit shipments as a result of the industry demand.
ライブニュース • Aug 04CNH Industrial Lifts 2026 Outlook After Q2 Results Beat Analyst ForecastsCNH Industrial reported Q2 2026 net income of $141 million and diluted EPS of $0.11, ahead of analyst estimates, on consolidated revenue of $4.8b. The company lifted its full-year 2026 outlook to the higher end of prior guidance, with adjusted EPS guidance centered above consensus. Management pointed to progress on quality, sourcing, operational efficiency and dealer network consolidation, while acknowledging ongoing pressure on farmers and a difficult agricultural market in the Americas. CNH Industrial shares trade at $10.80, with the stock up 15.5% year to date, placing the results and higher outlook in the context of a market that has already moved higher in 2026. The key tension is that CNH Industrial is tightening operations and raising guidance while its core agricultural customers face economic strain, so execution on cost and dealer initiatives may matter as much as any eventual recovery in farm equipment demand.
Reported Earnings • Aug 04Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.11 (down from US$0.17 in 2Q 2025). Revenue: US$4.80b (up 2.0% from 2Q 2025). Net income: US$138.0m (down 35% from 2Q 2025). Profit margin: 2.9% (down from 4.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Seeking Alpha • 5hCNH Industrial: Better Guidance, But The Valuation Still Looks Too FullSummary CNH Industrial's agriculture EBIT declined by 35%, with the margin falling to 5.2%, while Construction EBIT dropped by 57% despite a 12% increase in revenue. CNH now expects stronger sales, margins, and free cash flow, but H1 cash conversion has deteriorated, and the recovery remains exposed to farmer economics and execution risk. The revised outlook depends heavily on the second half. Even applying a recovery multiple, we confirm a sell rating. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • 12hInvestor sentiment improves as stock rises 15%After last week's 15% share price gain to US$11.87, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Machinery industry in the US. Total loss to shareholders of 4.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$5.25 per share.
ナラティブ更新 • Aug 19CNH: Slower Margin Recovery Will Limit Benefits From Tariff CutsAnalysts have revised CNH Industrial's fair value estimate to $9.00 from $10.00, reflecting slightly lower revenue growth and profit margin assumptions. Recent price target increases on the stock highlight confidence in earnings support from improved agricultural conditions and easing tariff pressures.
お知らせ • Aug 06CNH Industrial N.V. Updates Earnings Guidance for the Fiscal Year 2026CNH Industrial N.V. updated earnings guidance for the fiscal year 2026. With order slots now nearly full for the year, the company are moving net sales guidance to the high end of previous range. The company now forecast sales to be about flat year-over-year. That includes unchanged assumptions for favorable currency translation of 2% and positive pricing of 1.5% to 2%, offset by lower unit shipments as a result of the industry demand.
ライブニュース • Aug 04CNH Industrial Lifts 2026 Outlook After Q2 Results Beat Analyst ForecastsCNH Industrial reported Q2 2026 net income of $141 million and diluted EPS of $0.11, ahead of analyst estimates, on consolidated revenue of $4.8b. The company lifted its full-year 2026 outlook to the higher end of prior guidance, with adjusted EPS guidance centered above consensus. Management pointed to progress on quality, sourcing, operational efficiency and dealer network consolidation, while acknowledging ongoing pressure on farmers and a difficult agricultural market in the Americas. CNH Industrial shares trade at $10.80, with the stock up 15.5% year to date, placing the results and higher outlook in the context of a market that has already moved higher in 2026. The key tension is that CNH Industrial is tightening operations and raising guidance while its core agricultural customers face economic strain, so execution on cost and dealer initiatives may matter as much as any eventual recovery in farm equipment demand.
Reported Earnings • Aug 04Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.11 (down from US$0.17 in 2Q 2025). Revenue: US$4.80b (up 2.0% from 2Q 2025). Net income: US$138.0m (down 35% from 2Q 2025). Profit margin: 2.9% (down from 4.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 01Cnh Industrial Introduces Case Ih Fieldops, Aim Command Flex Ii and Accusync to Support Family FarmsCNH Industrial has featured Moreland Farms, a fourth-generation farming operation across Oklahoma and Southern Kansas, USA, in its A Sustainable Year digital series. Moreland Farms uses Case IH FieldOps, AIM Command FLEX II and AccuSync to connect machines, monitor field activity and turn operational data into practical action. FieldOps brings machinery and field data into one digital platform; AIM Command FLEX II supports more accurate spraying by controlling individual nozzle output; and AccuSync allows multiple machines to coordinate in the same field, helping reduce overlap and missed rows. Precision spraying, automation and connected data help improve productivity, reduce unnecessary overlap and support more informed input decisions. The story shows how CNH is helping customers turn advanced technology into practical value: improving efficiency, supporting more responsible land management and enabling farmers to make confident decisions in an increasingly data-driven agricultural world.
お知らせ • Jul 29CNH Industrial N.V. Announces Executive ChangesCNH Industrial N.V. announced that Jay Schroeder, Chief Technology Officer, will retire from his position effective January 1, 2027, and Stefano Pampalone, Agriculture Chief Commercial Officer, will retire from his position effective September 1, 2026. Following their transitions from these roles, Mr. Schroeder and Mr. Pampalone are expected to remain with the Company in advisory capacities to support the leadership transitions. Effective January 1, 2027, Eric Shuman will be appointed Chief Technology Officer upon Mr. Schroeder's retirement. Mr. Shuman currently serves as Vice President, Precision Technology Product Management at the Company, a role he has held since June 2025. During his more than 25-year career with the Company, Mr. Shuman has held leadership roles across product management, quality, manufacturing, and global product development. Effective September 1, 2026, upon Mr. Pampalone's retirement, members of the Company's global leadership team will assume expanded responsibilities. Chun Woytera will become Chief Product & Sustainability Officer, Carlo Materazzo will become Chief Manufacturing & Quality Officer, and Markus Müller will become President, EMEA and Parts & Service.
お知らせ • Jul 20CNH Industrial N.V. to Report Q2, 2026 Results on Aug 03, 2026CNH Industrial N.V. announced that they will report Q2, 2026 results Pre-Market on Aug 03, 2026
ナラティブ更新 • Jul 14CNH: Tariff Relief And Cautious Sector Views Will Shape Agriculture MarginsAnalysts have lifted the CNH Industrial price target to $10 from $9.50, citing updated expectations for revenue growth, profit margins and future earnings valuation following recent sector research and macro data checks. Analyst Commentary Recent Street research paints a mixed picture for CNH Industrial, with a higher US$10 price target from JPMorgan set against a series of cautious moves from other bearish analysts.
ナラティブ更新 • Jun 23CNH: Tariff Relief And R&D Investments Will Support 2027 RecoveryAnalysts have trimmed their average price target on CNH Industrial by around $1, reflecting mixed recent research views that consider both tariff-related earnings tailwinds and more cautious stock ratings. Analyst Commentary Recent research on CNH Industrial reflects a mix of optimism around tariff relief and more cautious views on execution and valuation, which is feeding into the trimmed average price targets.
お知らせ • Jun 13Cnh Inaugurates Advanced Virtual Simulation Ecosystem and Automated Autostore Logistics Warehouse in ModenaCNH inaugurated an advanced virtual simulation ecosystem and an automated AutoStore logistics warehouse at its San Matteo R&D hub in Modena, Italy. The dual EUR 21 million investment advances CNH's core capabilities, accelerating product development through digital simulation while optimizing supply chain execution through high-speed robotics. The new simulation hub establishes a virtual-first methodology, meaning that it identifies machine design anomalies early in the product lifecycle, quickening time-to-market by over 30%. Operating as an integrated digital twin, this ecosystem minimizes engineering risks, optimizes field validation, and reduces testing emissions across three technological pillars: Dynamic Simulator – A driver-in-the-loop system on an immersive 6-axis motion platform to test complex vehicle behavior prior to physical production. Multi-Dyno Test Cell– A controlled environment validating advanced powertrain systems and electric hardware against virtual models. Advanced Sensor Test Track – A high-repeatability benchmarking facility with full weather simulation to verify precision sensors and autonomous features. Complementing the virtual R&D hub is an automated logistics center powered by an advanced AutoStore robotic retrieval system, ensuring parts availability within 24 hours for more than 1,200 dealers and workshops worldwide. The facility delivers definitive performance breakthroughs compared to traditional warehouses thanks to: Speed: Retrieval time reduced from 15 minutes to under 30 seconds, up to 550 parts per hour. Efficiency: 70% higher storage density; 85% reduction in physical strain. Sustainability: –93% annual energy savings vs previous system.
ナラティブ更新 • Jun 06CNH: Tariff Relief And Construction Projects Will Support 2026 RecoveryCNH Industrial's analyst price target has been nudged slightly lower to around $13.31 from about $13.36, as analysts balance modest adjustments to their fair value and P/E assumptions with expectations that lower U.S. agricultural equipment tariffs could offer an incremental earnings tailwind. Analyst Commentary Recent research points to a mixed setup for CNH Industrial, with tariff relief viewed as a modest earnings support, while several firms trim price targets or ratings as they reassess valuation and execution risks.
ライブニュース • Jun 03CNH Industrial Unifies Case IH and New Holland Dealer Networks to Boost EfficiencyCNH Industrial has reorganized its North America commercial operations by placing both the Case IH and New Holland dealer networks under a single management structure. The company describes this as "purpling" the brands, aiming to simplify internal collaboration and improve cost efficiency while keeping Case IH and New Holland identities separate in the market. Dealer reactions are mixed, with larger dual-branded dealers generally more supportive, citing potential benefits such as streamlined contacts and operational savings. The key investment angle is that CNH is pushing for leaner, more coordinated dealer support in North America, which could affect how effectively it serves farmers and contractors through its two core agricultural brands. You should watch how smaller and single-branded dealers respond over time, since any friction in the dealer network could influence customer service quality and order flow in this important region.
ナラティブ更新 • May 21CNH: Construction Mega Projects And 2026 Trough Will Support RecoveryAnalysts have trimmed the CNH Industrial fair value estimate by about $0.52 to $13.36, reflecting updated price targets that balance slightly higher revenue growth and margin assumptions with a lower future P/E and a modestly higher discount rate. Analyst Commentary Recent Street research on CNH Industrial has tilted more cautious overall, with several price target trims and at least one downgrade, offset by a handful of modest target increases and a neutral initiation.
Upcoming Dividend • May 14Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 21 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.1%).
Board Change • May 12Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Elizabeth Bastoni was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. CEO, Head of Agriculture & Executive Director Gerrit Marx was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
ナラティブ更新 • Apr 30CNH: Self Help And 2026 Trough Will Support Construction RecoveryCNH Industrial's updated analyst price target edges slightly lower to about $13.88, as analysts factor in modestly softer revenue growth and profit margin assumptions, even while applying a somewhat higher future P/E multiple. Analyst Commentary Recent Street research on CNH Industrial shows a mix of optimism around self help efforts and earnings visibility, alongside caution about where the cycle sits and how much is already reflected in the shares.
お知らせ • Apr 16CNH Industrial N.V. to Report Q1, 2026 Results on Apr 30, 2026CNH Industrial N.V. announced that they will report Q1, 2026 results at 12:30 PM, US Eastern Standard Time on Apr 30, 2026
ナラティブ更新 • Apr 15CNH: Cost Actions And Construction Partnership Review Will Support Post 2026 Earnings TroughAnalysts have nudged their average price target on CNH Industrial slightly higher by about $0.03, reflecting modest tweaks to revenue growth, profit margin expectations and the forward P/E multiple. This follows recent research updates that frame 2026 as a potential earnings trough supported by self-help efforts and cost savings.
ナラティブ更新 • Apr 01CNH: Cost Actions And Construction Review Will Support Post 2026 Margin RecoveryAnalysts lifted their price target on CNH Industrial, with fair value edging up from $18.05 to $18.80, as updated models reflect higher assumed revenue growth, a slightly lower discount rate and a higher future P/E multiple, even as projected profit margins are set at a more cautious level. Analyst Commentary Recent research on CNH Industrial highlights a cluster of optimistic updates around the latest quarterly results, with several bullish analysts revisiting their models after the company issued 2026 guidance and discussed self help measures and portfolio options.
Declared Dividend • Mar 29Dividend reduced to US$0.10Dividend of US$0.10 is 60% lower than last year. Ex-date: 21st May 2026 Payment date: 29th May 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 102% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 26+ 1 more updateCNH Industrial N.V., Annual General Meeting, May 08, 2026CNH Industrial N.V., Annual General Meeting, May 08, 2026. Location: at freshfields llp, strawinskylaan 10, 1077 xz amsterdam, Netherlands
お知らせ • Mar 23CNH Industrial N.V.(NYSE:CNH) dropped from FTSE All-World Index (USD)CNH Industrial N.V.(NYSE:CNH) dropped from FTSE All-World Index (USD)
ナラティブ更新 • Mar 18CNH: Self Help And 2026 Trough Set Stage For Construction UpsideCNH Industrial's fair value estimate has been adjusted slightly lower to $13.99 from $14.15 as analysts balance stronger modeled revenue growth with modestly softer profit margin expectations and a lower future P/E multiple, informed by recent price target resets and refreshed views on 2026 earnings as a trough year. Analyst Commentary Recent Street research around CNH Industrial has been active, with several firms adjusting price targets, updating models after the Q4 report, and refining their view of 2026 as an earnings trough year.
ナラティブ更新 • Mar 03CNH: Self Help And 2026 Earnings Trough Will Underpin RecoveryAnalysts have lifted their price target on CNH Industrial to $14.15 from $12.81, citing refreshed earnings models that reflect updated 2026 trough assumptions, higher assigned P/E multiples, and ongoing self help efforts highlighted in recent Street research. Analyst Commentary Street research around the recent Q4 report clusters around a few clear themes, with most commentary pointing to 2026 as a key earnings trough year and focusing on how CNH Industrial executes its cost and portfolio plans into that period.
Buy Or Sell Opportunity • Feb 26Now 20% undervaluedOver the last 90 days, the stock has risen 29% to US$12.15. The fair value is estimated to be US$15.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 37%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Major Estimate Revision • Feb 24Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$18.1b to US$17.7b. EPS estimate also fell from US$0.566 per share to US$0.403 per share. Net income forecast to shrink 0.4% next year vs 18% growth forecast for Machinery industry in the US . Consensus price target up from US$12.87 to US$13.99. Share price fell 2.6% to US$12.75 over the past week.
Price Target Changed • Feb 19Price target increased by 8.0% to US$13.90Up from US$12.87, the current price target is an average from 19 analysts. New target price is 7.1% above last closing price of US$12.98. Stock is down 2.5% over the past year. The company is forecast to post earnings per share of US$0.41 for next year compared to US$0.41 last year.
Reported Earnings • Feb 18Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$0.41 (down from US$0.99 in FY 2024). Revenue: US$18.1b (down 8.8% from FY 2024). Net income: US$510.0m (down 59% from FY 2024). Profit margin: 2.8% (down from 6.3% in FY 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
ナラティブ更新 • Feb 17CNH: Europe Tariffs Will Pressure Agriculture Margins And Future UpsideAnalysts have made slight adjustments to their CNH Industrial price targets, with recent cuts of $0.50 and $1 from some firms and an increase to $12 from another. These changes reflect updated views on tariff related margin risks, along with modest revisions to revenue growth, profit margin and future P/E assumptions in the model.
ナラティブ更新 • Feb 03CNH: Tariff And Agriculture Headwinds Will Drive A More Cautious OutlookAnalysts have made a modest downward adjustment to their price targets on CNH Industrial, trimming expectations by around $0.50 to $1.00 as they factor in tariff related margin risks and more cautious views on the agriculture cycle, while still recognizing improved margin assumptions and a lower future P/E in updated models. Analyst Commentary Recent research on CNH Industrial shows a split view, with some firms more constructive on valuation and others leaning cautious as they reassess risks tied to tariffs and the agriculture cycle.
お知らせ • Jan 20CNH Industrial N.V. to Report Q4, 2025 Results on Feb 17, 2026CNH Industrial N.V. announced that they will report Q4, 2025 results on Feb 17, 2026
ナラティブ更新 • Jan 20CNH: Tariff Headwinds Will Ease As Agricultural Demand Recovers By 2026The analyst price target for CNH Industrial has been trimmed by about $0.30 to reflect slightly lower revenue growth assumptions. This is partially offset by modestly higher profit margin expectations and a small adjustment to the implied future P/E multiple, as recent research updates from multiple firms show a mix of incremental target cuts and one upgrade.
ナラティブ更新 • Jan 06CNH: Tariff Pressures And Brazil Concerns May Set Up Margin ReboundNarrative Update: CNH Industrial Analysts have trimmed their price targets on CNH Industrial by about $2.50 to $3, citing reduced near term expectations tied to tariff pressures and increased concern around the Brazil market. At the same time, they are factoring in updated assumptions for slower revenue growth, a higher discount rate and a lower future P/E, alongside a higher projected profit margin.
お知らせ • Jan 02CNH Industrial N.V. Announces Appointments of Carlo Materazzo as Chief Manufacturing Officer and Britton Worthen as Chief Legal and Compliance Officer, Effective January 1, 2026CNH Industrial announced the appointments of Carlo Materazzo as Chief Manufacturing Officer and Britton Worthen as Chief Legal and Compliance Officer to its Global Leadership Team, effective January 1, 2026. Carlo Materazzo assumes the role of Chief Manufacturing Officer, responsible for global agriculture industrial operations across five regions and 15 countries. Mr. Materazzo brings over 20 years of international experience in manufacturing, operations, and logistics. Britton Worthen joins CNH as Chief Legal and Compliance Officer, bringing extensive experience in legal strategy, compliance, and corporate governance. Mr. Worthen will advise the Company’s governing bodies on key legal issues and risks. He will also serve as Board Secretary to the CNH Board of Directors.
ナラティブ更新 • Dec 22CNH Margins And Brazil Risks Will Shape A Cautious Near-Term OutlookAnalysts have reduced their price target on CNH Industrial from $11.50 to $9.50 per share, citing lower fair value assumptions, a slightly higher discount rate, and a more cautious outlook on near term margins despite stronger projected revenue growth. Analyst Commentary Bearish analysts have reiterated a cautious stance on CNH Industrial, trimming price targets and underscoring persistent execution and macro risks.
ナラティブ更新 • Dec 08CNH Tariff Pressures Will Moderate As Agricultural Cycle Recovery Emerges By 2026Analysts have trimmed their price target on CNH Industrial by a few dollars to better reflect modestly softer long term revenue growth and margin expectations, as well as a slightly higher implied future earnings multiple in light of ongoing tariff headwinds and a slower anticipated recovery in the agricultural market. Analyst Commentary Recent Street research reflects a more cautious but still engaged stance from the sell side, with modestly lower price targets framed against ongoing operational execution and the pace of recovery in key end markets.
ナラティブ更新 • Nov 24CNH: Tariff Headwinds Will Ease as Market Recovery Is Expected by 2026The consensus analyst price target for CNH Industrial has been revised downward from approximately $14.11 to $13.12 per share. Analysts cite nearer-term tariff headwinds and heightened industry caution as key drivers of the reduction.
お知らせ • Nov 09CNH Introduces FLEETPRO Aftermarket Line-Up at Agritechnica 2025CNH announced that it is introducing its FLEETPRO line-up of aftermarket services at Agritechnica 2025. The FLEET PRO line-up includes a portfolio of certified spare parts and consumables for agricultural equipment, mainly recommended for post-warr warranty and legacy agricultural machinery. This delivers customers with additional support by providing dependable performance and tailored dealer support at a competitive price point. It is available across Europe, the Middle East, and Africa (EMEA). An enhanced Precision Technology offering FLEETPRO's product portfolio will also include Precision Farming kits. These will initially be available in the EMEA region. In partnership with CHC Navigation, FLEETPRO will offer guidance kits with 10-inch and 12-inch displays, available with both hydraulic and assisted steering options. The kits are compatible with all brands and models, making precision tools accessible for mixed fleets. For advanced scalability, customers can rely on CNH's Raven portfolio, built for flexibility and durability in demanding conditions. Case IH, New Holland, and STEYR users continue to benefit from fully integrated guidance systems, connecting seamlessly to the FieldOps digital platform for optimized machine performance. CNH's FLEETPRO line of aftermarket parts will be available at all Case IH, New Holland and STEYR authorized dealerships across the EMEA region.
ナラティブ更新 • Nov 06CNH: Sector Headwinds From Tariffs Will Present Opportunity For Medium-Term UpsideCNH Industrial's average analyst price target has been revised downward by $1, now standing at $12. Analysts are adjusting expectations in response to expanded steel and aluminum tariffs, as well as broader sector headwinds.
ナラティブ更新 • Oct 22Analysts Lower CNH Industrial Price Target Amid Tariff Pressures and Mixed Earnings OutlookAnalysts have modestly lowered their price target for CNH Industrial, reducing it from approximately $14.66 to $14.11 per share. They cite the impact of newly expanded tariffs and related headwinds facing the heavy machinery sector as key factors.
お知らせ • Oct 15CNH Industrial N.V. to Report Q3, 2025 Results on Nov 07, 2025CNH Industrial N.V. announced that they will report Q3, 2025 results on Nov 07, 2025
ナラティブ更新 • Oct 08Advanced Connectivity And Emerging Markets Will Open Future HorizonsAnalysts have modestly lowered their price target for CNH Industrial, trimming it by approximately $0.16 to $14.66. Recent research cites increased tariff headwinds for heavy equipment manufacturers and a more cautious outlook on sector earnings growth.
ナラティブ更新 • Sep 24Advanced Connectivity And Emerging Markets Will Open Future HorizonsAnalysts have modestly reduced CNH Industrial’s price target to $14.82 amid rising steel and aluminum tariffs pressuring margins, ongoing sector inventory destocking, and more cautious near-term earnings expectations despite some longer-term optimism. Analyst Commentary Increased and broadened steel and aluminum tariffs (Section 232) are raising input costs for CNH Industrial, directly pressuring near-term margin expectations.
ナラティブ更新 • Sep 09Advanced Connectivity And Emerging Markets Will Open Future HorizonsCNH Industrial’s consensus price target was trimmed slightly to $15.03 as analysts accounted for the increased cost impact of expanded Section 232 tariffs on metal components and a weaker near-term earnings outlook, reflecting ongoing industry headwinds. Analyst Commentary Price targets reduced to reflect the impact of updated Section 232 tariffs, including a 50% tariff on steel and aluminum content of imported products, which increases input costs for agricultural machinery manufacturers.
お知らせ • Jul 17CNH Industrial N.V. to Report Q2, 2025 Results on Aug 01, 2025CNH Industrial N.V. announced that they will report Q2, 2025 results on Aug 01, 2025
お知らせ • Jul 10Barilla Group Announces Appointment of Oddone Incisa as Chief Financial Officer, Effective September 15, 2025Barilla Group announced the appointment of Oddone Incisa as our new Chief Financial Officer, effective September 15, 2025. Oddone brings over 25 years of global leadership in finance and risk management, with executive roles, including CFO and CEO positions across Europe and the Americas. His track record includes leading major transformation initiatives and driving organic and inorganic growth. Most recently he served as group CFO of CNH Industrial NV since March 2020 through May 2025.
お知らせ • May 12CNH Industrial N.V. Appoints Gerrit Marx as Executive Director, Effective May 12, 2025CNH Industrial N.V. at its annual general meeting held on May 12, 2025, appointed Gerrit Marx as executive director.
お知らせ • Apr 15CNH Industrial N.V. to Report Q1, 2025 Results on May 01, 2025CNH Industrial N.V. announced that they will report Q1, 2025 results on May 01, 2025
お知らせ • Apr 11+ 1 more updateCNH Industrial N.V. Announces CFO Changes, Effective May 6, 2025On April 10, 2025, CNH Industrial N.V. announced that Oddone Incisa, the Company’s Chief Financial Officer, will step down effective May 6, 2025 (the “Transition Date”) and will be succeeded by James (Jim) Nickolas as of the Transition Date . Mr. Nickolas will serve as the Company’s principal financial officer and principal accounting officer as of the Transition Date. Following the Transition Date, Mr. Incisa will continue to serve as an employee through May 31, 2025. Mr. Nickolas, age 54, has over 30 years of experience in corporate finance, mergers and acquisitions, business strategy, tax and investment banking. He most recently served as Chief Financial Officer and Executive Vice President at Martin Marietta, a US-based supplier of construction materials. Prior to this, he spent close to a decade at construction multinational Caterpillar where his previous roles included Head of Corporate Development and Caterpillar Ventures, CFO of the Resources Industries segment, and CFO of the Global Mining unit. Mr. Nickolas holds a Bachelor of Science degree in Accounting from the University of Illinois at Urbana-Champaign and both an MBA in Finance and a JD degree from the University of Chicago.
Seeking Alpha • Apr 01CNH Industrial: Outlook Dims Further (Rating Downgrade)Summary CNH Industrial's miss in Q4 and 2025 guidance below consensus might imply further earnings downgrade. Here at the Lab, we are reporting potential dividend cuts and no more buybacks due to lower FCF generation. 2025 for CNH is all about inventory management and cost-saving initiatives. With lower guidance, we cut our 2025 financials with a neutral rating for the next 12 months. Read the full article on Seeking Alpha
お知らせ • Mar 26+ 1 more updateCNH Industrial N.V. announces Annual dividend, payable on May 30, 2025CNH Industrial N.V. announced Annual dividend of USD 0.2500 per share payable on May 30, 2025, ex-date on May 21, 2025 and record date on May 21, 2025.
お知らせ • Mar 18CNH INDUSTRIAL N V Appoints Cameron Batten as Chief Communications Officer, Effective March 31, 2025CNH INDUSTRIAL N V announced the appointment of Cameron Batten as Chief Communications Officer effective March 31, 2025. Mr. Batten will join the Companys Global Leadership Team (GLT), which is empowered to carry out the fast and effective delivery of CNHs strategic priorities for profitable long-term growth. Cameron Batten has over 25 years of experience in communications across media and institutional/government relations, brand marketing, corporate reputation, employee engagement and social impact with top-tier consumer brands. Ahead of joining CNH, he served as Chief Communications Officer at Volkswagen Group of America. His past roles include Vice President of Brand Communications at Samsung Electronics America; Vice President of Card Communications at Capital One; Global Head of Workforce Communications at Johnson and Vice President of Communications at American Express.
お知らせ • Mar 01CNH Announces Executive ChangesCNH announced a key leadership transition in its Human Resources function. Effective May 1, 2025, Francesco Tutino will assume the role of Chief Human Resources Officer (CHRO), joining the Company’s Global Leadership Team (GLT). His future base will be at the Company’s North American headquarters in Oak Brook, Illinois, USA. Mr. Tutino will succeed current CHRO Kelly Manley who after 20 years of dedicated service to CNH, and previously with sister company Stellantis, will transition out of the organization. Mr. Tutino has extensive experience across multinationals, leading HR organizations to support strategic business targets. He has notably served with CNH and subsequently with its sister company Iveco Group for over 10 years. He was most recently Group Chief HR & Organization Officer at Prysmian, a global cable solutions provider. Prior to this he was Chief Human Resources and IT Officer at Iveco Group. He began his career in HR with Thales Alenia Space, followed by roles of increasing responsibility with DENSO Thermal Systems from 2006 – 2012.
Seeking Alpha • Feb 12Don't Get Stuck In The Mud: There's A Better Pick Than CNH IndustrialSummary CNH Industrial, the second-largest farming equipment manufacturer, benefited from Deere's unmet demand in 2022-2023 but now faces declining revenues and profitability due to a cyclical downturn. The macroeconomic environment has shifted, with higher interest rates and lower farm income, leading to reduced demand and production cuts, favoring market leader Deere. CNH's Q4 performance was weak, with significant revenue and EBIT declines, inventory reduction efforts, and higher warranty costs impacting financials. Despite a cautious 2025 outlook and high debt levels, CNH remains solvent; however, its valuation and dividend reliability are less attractive compared to other options. Read the full article on Seeking Alpha
お知らせ • Jan 24CNH Industrial N.V. to Report Q4, 2024 Results on Feb 04, 2025CNH Industrial N.V. announced that they will report Q4, 2024 results on Feb 04, 2025
お知らせ • Jan 16CNH Industrial N.V. Appoints Luis Abreu as Chief Information OfficerCNH announced the appointment of Luis Abreu as Chief Information Officer (CIO). In this role, he joins the Companys Global Leadership Team (GLT), which is empowered to carry out the fast and effective delivery of CNHs strategic priorities for profitable long-term growth globally. Mr. Abreu brings over two decades of experience with CNH and its predecessor companies. He began his career in IT in 2005 at truck and bus manufacturer Iveco (now part of Iveco Group), subsequently assuming roles of increasing importance, and most recently serving as Acting CIO. Luis's extensive global and regional expertise with our IT organization ideally positions him for this role. Since August 2024, he has demonstrated his leadership as Acting CIO, and we are confident in his ability to further advance our IT organization. By leveraging cutting-edge technologies, he will continue to enhance our capabilities, benefiting both our internal operations and our customers, said Gerrit Marx, Chief Executive Officer at CNH.
Seeking Alpha • Jan 16CNH Industrial: Near-Term Pessimism Provides Long-Term OpportunitySummary CNH Industrial shares have dropped due to macro concerns, but the company’s strong brands and focus on ag equipment offer long-term growth potential. The company is well-managed, with a renewed focus on precision ag technologies and improving margins, despite challenges in the ag and construction markets. CNH’s strategic moves and focus on quality and efficiency could enhance returns and shareholder value. The current share price decline presents a buying opportunity for long-term investors, as CNH is positioned to benefit from future market demands and technological advancements. Read the full article on Seeking Alpha
Seeking Alpha • Dec 21CNH Industrial: Another Guidance Cut, Still A BuySummary Q3 results led to revised FY24 targets due to weak demand and high inventories, with further production cuts expected into H1 2025. FY25 is anticipated to mark the bottom of the AG industry's downcycle, with cost-cutting measures and resilient pricing expected to limit downside risks. As industry demand may be nearing its bottom, CNH’s efforts to boost its mid-cycle margin structurally may drive a share re-rating. For this reason, we confirm our buy. Read the full article on Seeking Alpha
Seeking Alpha • Nov 12CNH: Weathering A Storm With 40% EPS DropSummary CNH Industrial faces industry-wide challenges with softening demand, higher interest rates, and declining farm income impacting tractor manufacturers. Effective cost-cutting measures have resulted in significant savings, aiding in maintaining profitability amidst a tough market environment. Leadership changes with CEO Scott Wine's resignation and Gerrit Marx's appointment raise concerns about the company's future direction. Read the full article on Seeking Alpha
お知らせ • Oct 14CNH Industrial N.V. to Report Q3, 2024 Results on Nov 08, 2024CNH Industrial N.V. announced that they will report Q3, 2024 results on Nov 08, 2024
Seeking Alpha • Aug 31CNH Industrial: We Are Looking Ahead, Buy ConfirmedSummary Despite a disappointing stock performance, we maintain a buy rating for CNH Industrial, driven by cost-cut initiatives and procurement savings. The construction segment will be managed independently, potentially unlocking value with a disposal. Even lowering our 2024 sales and EPS estimates, CNH trades at a discount. Our buy is then confirmed. Read the full article on Seeking Alpha
新しいナラティブ • Aug 22Gerrit Marx's CEO Tenure Sparks Operational Optimism Amid Revenue Challenges And Margin Pressures Introduction of new CEO and focus on operational excellence hint at strategic reevaluation with potential for future revenue and earnings growth.
お知らせ • Jul 11CNH Industrial N.V. to Report Q2, 2024 Results on Jul 31, 2024CNH Industrial N.V. announced that they will report Q2, 2024 results at 7:00 AM, US Eastern Standard Time on Jul 31, 2024
Seeking Alpha • Jun 20CNH Industrial: Hold For Dividend And Long-Term Potential, Limited GrowthSummary CNH Industrial's Q1 2024 earnings show resilience in tough market conditions, beating EPS expectations but falling short on revenue growth. New CEO appointment brings hope for innovation, while high debt and market challenges limit short-term growth potential. CNH's focus on cost-cutting, innovation, and shareholder returns may lead to long-term success, but current economic cycle and debt load pose risks. Initiating coverage with a hold. Read the full article on Seeking Alpha
Seeking Alpha • Jun 11CNH Industrial: Limited Upside Amid Market ChallengesSummary CNH Industrial reported Q1 results exceeding expectations, but with declines in revenue and earnings compared to the previous year. The company's debt levels and potential disruptions from climate change pose significant risks. Despite positive growth prospects, following valuation, a hold rating is assigned. Read the full article on Seeking Alpha
お知らせ • May 31Derek Neilson to Step Down as Head of the Agricultural Segment of CNH Industrial N.VCNH Industrial N.V. announces that it has accepted Derek Neilson's request to leave the Company later this year to pursue a new entrepreneurial project outside of the sector, after 25 years of dedicated service. During his career with CNH Derek has held a range of leadership positions, making major contributions to manufacturing, the former commercial vehicles division, the EMEA region, also serving for a time as interim CEO. For the past six years he has overseen the transformation of CNH’s agricultural business and its accompanying record performance. Derek has developed a strong team that will continue to place the needs of our agricultural customers at the center of our business as we continue the development of the next generation of digitally enabled products.
Seeking Alpha • May 14CNH Industrial: Why I Replaced It With A Better Option After Leadership ChangeSummary From 2022 to 2023, CNH Industrial was my favorite pick in the industry that actually outperformed its peers. Starting late 2023, agriculture machinery manufacturers have experienced market weakness and other issues, changing the macro environment we need to use to assess the prospects for these companies. Putting together several pieces of the puzzle, I replaced CNH Industrial with a better option to keep riding the wave of agriculture equipment manufacturing. Read the full article on Seeking Alpha
Seeking Alpha • May 09CNH Industrial: Time To Double DownSummary Consolidated revenue declined by 10% to $4.81 billion, while net income decreased by 17%. Ongoing buyback, supportive capital allocation priorities, and CEO changes are positive take. CNH Industrial revised its estimates for 2024, particularly in the Agriculture sector, and expects lower sales and margins. We decided to lower our target price and maintain our buy rating. Read the full article on Seeking Alpha
お知らせ • Apr 20CNH Industrial N.V. to Report Q1, 2024 Results on May 02, 2024CNH Industrial N.V. announced that they will report Q1, 2024 results on May 02, 2024
Seeking Alpha • Mar 29CNH Industrial: High FCF Generation And An Ongoing BuybackSummary CNH announced a new $500 million buyback and an SG&A saving plan. We believe the Agriculture equipment business is more resilient vs. history. CNH trades at a discount compared to peers. Supportive macro factors, such as population growth and technological advancements, cannot go unnoticed. Our buy is confirmed. Read the full article on Seeking Alpha
お知らせ • Mar 20CNH Industrial N.V., Annual General Meeting, May 03, 2024CNH Industrial N.V., Annual General Meeting, May 03, 2024, at 15:00 Central European Standard Time. Location: Freshfields Bruckhaus Deringer LLP, Amsterdam Netherlands Agenda: To consider dividend; to consider re-appointment of each of the executive directors and re-appointment of each of the non-executive directors as described in the proxy statement; to consider compensation; to consider 2023 Annual Report; to consider re-appointment of the independent auditor; and to consider other matters.
Seeking Alpha • Feb 22Behind Divergent Stock Movements: Why CNH Industrial Is Outperforming DeereSummary Deere and CNH Industrial are the top farming machinery manufacturers, but their stocks have performed differently after earnings reports. CNH Industrial benefited from unmet demand by Deere, leading to better performance, but the outlook for future quarters weakened. CNH Industrial reported positive earnings, with increased net sales and improved margins, and expects a decrease in sales but aims to increase margins through cost reduction. Read the full article on Seeking Alpha
お知らせ • Feb 15CNH Industrial N.V. (NYSE:CNHI) announces an Equity Buyback for $500 million worth of its shares.CNH Industrial N.V. (NYSE:CNHI) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its shares.
お知らせ • Jan 27CNH Industrial N.V. to Report Q4, 2023 Results on Feb 14, 2024CNH Industrial N.V. announced that they will report Q4, 2023 results at 7:00 AM, US Eastern Standard Time on Feb 14, 2024
お知らせ • Jan 13CNH Industrial N.V. Announces Executive ChangesOn January 9, 2024, CNH Industrial N.V. announced that it is reducing the size of and realigning its senior leadership team. As part of this realignment, the Company announced that Kevin Barr resigned as Chief Human Resources Officer effective as of January 9, 2024, but will remain with the Company as a senior leadership advisor through December 31, 2024 (Term Date"), unless terminated earlier. Mr. Barr will report directly to the Company's Chief Executive Officer. Mr. Barr and the Company have also agreed to amend Mr. Barr's employment agreement, effective as of January 9, 2024, to provide, among other things, that Mr. Barr's eligibility for any bonuses for fiscal 2024 will be at the discretion of the Company's Chief Executive Officer. Upon Mr. Barr's resignation, Ms. Kelly Manley has been appointed as the Company's Chief Human Resources Officer effective January 9, 2024. Ms. Manley, age 49, first joined CNH in 2021 as Chief Diversity & Inclusion, Sustainability and Transformation Officer becoming a member of the Company's Global Leadership Team. has more than 20 years of experience in people development, organizational design and employee engagement across a range of industries including manufacturing, non-profit, technology and public relations, much of which she gained through roles of increasing responsibility with Fiat Chrysler Automobiles (FCA), now Stellantis. She joined CNH Industrial in 2021 as Chief Diversity & Inclusion, Sustainability and Transformation Officer. Prior to joining CNH Industrial, Ms. Manley served as Vice President of Global Talent, Leadership & Learning, where she drove the talent strategy across the then Fiat Chrysler Automobiles (FCA) group and led a number of organizational transformations which included acting as the Talent Executive Lead for the most recent merger of FCA and PSA, forming Stellantis. Her past global HR leadership roles within the former FCA organization include Diversity & Inclusion, Talent Management, Talent Acquisition, HR Systems and Shared Services, and lead HR Business Partner roles in the Industrial, Commercial and Corporate Staffs areas. No stranger to corporate transformation, Ms. Manley joined the then DaimlerChrysler in 2005 and led the international human resources responsibilities in the separation of the two companies. Ms. Manley holds a master's degree in Industrial-Organizational Psychology from the University of Detroit Mercy and a bachelor's degree in Psychology from William Tyndale College, both in the United States. She has received accreditations from Thunderbird and the Gestalt Institute's International Organization Systems Program. Ms. Manley is a certified executive coach through the Institute for Professional Excellence in Coaching (iPEC).
お知らせ • Jan 02CNH Industrial Completes Voluntary Delisting of Shares from Euronext Milan and Begins Single Listing on NYSECNH Industrial N.V. announced that it has completed the voluntary delisting of its shares from Euronext Milan. Shares of CNH are now solely listed on the New York Stock Exchange (NYSE). “The single listing on the NYSE is the latest step in our ongoing simplification journey, which accelerated in 2022 as we became an agriculture and construction equipment pureplay,” said Scott W. Wine, Chief Executive Officer. “Considering this delisting and other initiatives enacted over the past two years, CNH is fundamentally a different company: more customer focused, more efficient, and more profitable. With this renewed foundation, we are enthusiastic about our future.” As announced on February 2, 2023, CNH’s decision to delist was taken following a careful review of the relative trading volumes on the two exchanges as well as the costs and administrative resources required to maintain the listing on Euronext Milan. The majority of CNH stock trading has progressively shifted to the NYSE, indicating that the Company’s business profile and investor base fit better with a single US listing. Concentrating trading in one market should allow for increased liquidity and investor focus, while further simplifying the company profile and compliance requirements.
お知らせ • Dec 26CNH Industrial N.V. announced that it has received $5.54 million in fundingOn December 26, 2023, CNH Industrial N.V. closed the transaction. The transaction included participation from a single investor.
Seeking Alpha • Dec 20CNH Industrial: Rating Downgrade As Near-Term Performance Likely To Be WeakSummary I have revised my rating for CNH Industrial from buy to neutral due to concerns about its near-term performance. Weak sales outlook and near-term softness in margin expansion are expected to weigh on the stock price. The agriculture segment is the major reason for the downward revision, with weak underlying demand and high inventory levels. Read the full article on Seeking Alpha
お知らせ • Dec 18CNH Industrial N.V.(BIT:CNHI) dropped from FTSE All-World Index (USD)CNH Industrial N.V.(BIT:CNHI) dropped from FTSE All-World Index (USD)
Seeking Alpha • Dec 01CNH Industrial: Downside Cycle But Still A Clear UpsideSummary CNH plans to implement a restructuring plan to reduce labor costs by 5% and achieve higher long-term margins. Lower sales and profit estimates in our visible period. Here at the Lab, we are reducing our target price upon execution of CNH's cost-reduction strategy. Read the full article on Seeking Alpha
Seeking Alpha • Nov 09Q3 Earnings Torpedoed CNH Industrial: Time To BuySummary CNH Industrial's stock dropped by as much as 12% following its Q3 earnings report, presenting a potential investment opportunity. The company's financials showed a decrease in net sales and a margin deterioration, leading to a lowering of its financial guidance. Investors may want to buy the dip and position themselves for the next equipment replacement cycle. Read the full article on Seeking Alpha
お知らせ • Nov 08+ 1 more updateCNH Industrial N.V. (NYSE:CNHI) announces an Equity Buyback for $1,000 million worth of its shares.CNH Industrial N.V. (NYSE:CNHI) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares. The program is intended to optimize company's capital structure of the company and to assist with offsetting any potential volatility arising from the delisting of its shares on Euronext Milan. The program will be funded by the company's liquidity. The program will run through March 1, 2024.
お知らせ • Nov 07CNH Industrial Announces Voluntary Delisting from Euronext MilanCNH Industrial N.V. announced that its Board of Directors has approved an application to delist its ordinary shares from Euronext Milan. Such application will be filed November 7, 2023. As announced on February 2, 2023, the decision to delist from Euronext Milan and concentrate its listing on NYSE was taken following a careful review of the relative trading volumes on the two exchanges. Since the spin-off in January 2022 of CNH’s On-Highway activities and the creation of Iveco Group, the majority of CNH stock trading has progressively shifted to the New York Stock Exchange (NYSE), revealing that the Company’s business profile and investor base fit better with a single US listing. Concentrating trading in one market should allow for increased liquidity and investor focus, while further simplifying the company profile and compliance requirements.
Seeking Alpha • Oct 25CNH Is Looking Cheaper Than Ever Using DCF ValuationSummary CNH Industrial appears undervalued using a CFROI based DCF valuation tool. The macroeconomic outlook for farm income is less favorable, leading to lower spending in farm equipment, but still higher than pre-COVID times. CNH is making investments in technology and sustainable products, positioning itself for long-term growth in the agricultural equipment market. Read the full article on Seeking Alpha
お知らせ • Sep 18+ 5 more updatesCNH Industrial N.V.(BIT:CNHI) dropped from S&P Global 1200CNH Industrial N.V.(BIT:CNHI) dropped from S&P Global 1200
Seeking Alpha • Aug 31CNH Industrial: Unearthing Value While The Stock Dips (Rating Upgrade)Summary The agriculture and farming equipment manufacturing industry has many tailwinds going for it. This year, the industry underperformed the market. CNH Industrial underperformed the industry. In this article, we go over the latest report from CNH Industrial to understand why it is dropping in price and why it can be an interesting opportunity to pick up. Read the full article on Seeking Alpha
Seeking Alpha • Jun 13CNH Industrial: Fundamentals Remain StrongSummary CNH Industrial demonstrates strong fundamentals and resilience, on track to achieve 2024 financial goals driven by cost savings initiatives. Agriculture segment continues to see strong orders demand as dealer inventory stays low. Factors such as new product launches and a strong housing market contribute to positive outlook for Construction Equipment Segment. Read the full article on Seeking Alpha