Seeking Alpha • Apr 10

CNH Industrial: Weak Fundamentals And Elevated Valuation Support Continued Downside

Summary CNH Industrial's Q4 EPS outperformance was driven by a pull-forward of Agriculture machinery sales, not improved fundamentals; 2026 guidance signals further softness. Elevated inventories, weaker end-market demand, and tightening labor conditions are weighing on customer profitability, driving further margin compression and negative operating leverage across segments. At almost 30x P/E and ~1.7% FCF yield, CNH trades at a premium despite declining earnings, rising CAPEX, and potential dividend pressure. Read the full article on Seeking Alpha

Seeking Alpha • Apr 01

CNH 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

Seeking Alpha • Feb 12

Don't Get Stuck In The Mud: There's A Better Pick Than CNH Industrial

Summary 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

Seeking Alpha • Jan 16

CNH Industrial: Near-Term Pessimism Provides Long-Term Opportunity

Summary 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 21

CNH Industrial: Another Guidance Cut, Still A Buy

Summary 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 12

CNH: Weathering A Storm With 40% EPS Drop

Summary 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

Seeking Alpha • Aug 31

CNH Industrial: We Are Looking Ahead, Buy Confirmed

Summary 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

Seeking Alpha • Jun 20

CNH Industrial: Hold For Dividend And Long-Term Potential, Limited Growth

Summary 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 11

CNH Industrial: Limited Upside Amid Market Challenges

Summary 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

Seeking Alpha • May 14

CNH Industrial: Why I Replaced It With A Better Option After Leadership Change

Summary 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 09

CNH Industrial: Time To Double Down

Summary 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

Seeking Alpha • Mar 29

CNH Industrial: High FCF Generation And An Ongoing Buyback

Summary 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

Seeking Alpha • Feb 22

Behind Divergent Stock Movements: Why CNH Industrial Is Outperforming Deere

Summary 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

Seeking Alpha • Dec 20

CNH Industrial: Rating Downgrade As Near-Term Performance Likely To Be Weak

Summary 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

Seeking Alpha • Dec 01

CNH Industrial: Downside Cycle But Still A Clear Upside

Summary 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 09

Q3 Earnings Torpedoed CNH Industrial: Time To Buy

Summary 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

Seeking Alpha • Oct 25

CNH Is Looking Cheaper Than Ever Using DCF Valuation

Summary 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

Seeking Alpha • Aug 31

CNH 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 13

CNH Industrial: Fundamentals Remain Strong

Summary 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

Seeking Alpha • Feb 22

CNH Industrial: Business To Benefit From Supply Chain Issue Easing

Summary I believe the Ag Equipment market fundamental outlook in FY23 is positive and CNH Industrial's stock should benefit from the consolidated NYSE listing. CNHI to delist from Milan and consolidate listing on NYSE. Supply chain impact should ease as China reopens, which will benefit CNHI. Overview CNH Industrial (CNHI) is a stock I expect to perform well in the near future because I believe the Ag Equipment market fundamental outlook in FY23 is positive and the stock should benefit from the consolidated NYSE listing. However, I anticipate some short-term stock volatility as a result of the transfer to NYSE, as investors in Europe markets may be unable to hold NYSE stock. I think this is probably the main reason why the stock price changed after earnings were announced. Overall, given the results of 4Q22 and the prospects for Ag market performance going forward, I think CNHI stock is a buy at this valuation. Agriculture market Management restated that in the vast majority of Ag Equipment markets, demand continues to outstrip supply. Demand for high horsepower tractors and combine harvesters remains strong thanks to rising farm profits and commodity prices. Management has stated that South America and Brazil are still attractive markets for CNHI, but has also pointed out some potential disruption due to the recent election in Brazil. On order book, I believe the reported drop reflects the company's efforts to curb order intake for the 4Q, rather than any fundamental change in the business. As such, I advocate the move by management to stick with the same order allocation process it's always used. CNHI's on-time delivery performance was subpar throughout 2022, but this is expected to improve it in 2023 as CNHI can now better manage the length of its order book. In my opinion, this was a great demonstration of the wisdom of management in deciding to limit 4Q order intake. Further evidence that the underlying business is doing fine can be seen from management commentary that CNHI is able to fill the order book they opened order intake for the 4Q. However, CNHI's dealer network continues to suffer from low HHP channel inventories. This is still a growth driver, but not in FY23, as there is little interest in replenishing the channel at this time. Construction market Somewhat more pessimistically, CNHI analyzed the worldwide construction industry, noting that the negative effects of higher interest rates on the residential and commercial sectors in North America are only partially counteracted by the positive effects of public spending and infrastructure development. The same is true in Europe and South America, where demand is thought to be lower because of systemic macro problems. In this environment, CNHI expects retail demand in both the Light and Heavy sectors to be flat to down 10% across most of its geographies. Supply chain During 4Q, management noted supply chains were stable enough for CNHI to finish and ship the machinery it had been storing in parts. With China's opening up, I anticipate the supply chain situation will improve further as we move into FY23/24. On the flip side, premium freight was singled out as a market segment where prices are expected to gradually decrease. While this should help margins, I'm concerned about the persistent inflation across all cost lines in CNHI's P&L, which management has also stressed. Capital allocation

Seeking Alpha • Jan 27

CNH Industrial: Macroeconomic Tailwinds And A Widening Moat Offer Solid Long-Term Growth Potential

Summary The global agriculture equipment market is estimated to surpass USD 168.8 billion by 2030, fueled by the growing demand for food and governmental financing initiatives. CNH Industrial is well-positioned to capitalize on this growth and under the leadership of Scott Wine has taken a number of actions in order to widen its moat. According to our Fair Valuation Model, CNH Industrial is undervalued by 12.44%. Potential issues with the integration of Raven, the loyalty voting structure in place, and the tightening of emission standards pose the main risks for potential investors. Investment Thesis CNH Industrial (CNHI) reported its Q3 2022 results on Nov. 8, 2022. The company finished the quarter with record revenues of $5.9 billion and an Adjusted EBIT from Industrial Activities up $250 million compared to Q3 2021. According to the guidance provided CNH Industrial expects its net sales to increase between 16% and 18% for FY 2022. The results were satisfying and the company's stock is up approximately 20% since then. The long-term outlook for CNH Industrial looks definitely promising. The company is continuously undertaking business initiatives in order to fuel its growth amidst favorable macroeconomic conditions. The acquisition of Raven Industries is expected to help CNHI tap into new opportunities in the precision agriculture field while the acquisition of Sampierana is expected to boost the growth of its construction equipment business. In addition, the company's available liquidity of $8.6 billion enables CNHI to make more acquisitions, if needed. In the meantime, the company is also focusing on improving its margins through mainly operational efficiencies and continuous brand improvement. Moreover, and besides the spin-off of Iveco Group, Scott Wine is taking initiatives to increase company's popularity among US investors. CNH Industrial has already announced a $300 million share buyback plan along with its intention to report its results in accordance with US reporting standards. A rising world's population, robust farmers' income and significant infrastructure investments both in EU and USA make up an ideal environment for companies like CNHI that possess considerable pricing power. On the other hand, there are also certain risks that investors should consider before investing in CNHI's stock. If Raven's integration fails, the company won't be able to capitalize on the Precision Ag opportunity and will be left significantly behind its competitors. Moreover, failure to expand its margins will most probably lead to the stock's underperformance in relation to its peers. Furthermore, its loyalty voting structure could potentially decrease the necessary decision-making flexibility. Last but not least, any tightening of the emission standards could severely impact CNHI's financial performance. To sum up, I don't believe that the market has fully priced in CNHI's long-term growth potential, the company's transformation and the favorable macroeconomic environment. Additionally, an investment in the company's stock would serve as an inflation hedge and it would be suitable for those looking for both value and growth outlook. Hence, we rate CNH Industrial a buy. Favorable Macroeconomic Environment Agriculture is undoubtedly one of the most complex macroeconomic themes, especially when it comes to making short and mid-term predictions. The reason for this is that it is being impacted by countless factors like economic and population growth, energy prices, weather conditions and disruptions in supply chains. But one thing is more or less certain. The world's population will keep rising and it is estimated to reach 9.8 billion in 2050. At the same time food per capita consumption is also expected to increase due to the improving economic conditions in the emerging countries. According to OECD estimations, agriculture's supply growth will hover around 1.1% whereas demand is expected to grow 1.4% per year till 2030. So, it is becoming crucial for humanity to increase its food output. This can be done only in two ways: either by increasing arable land or by an increase in land's productivity. Source:Heraeus Since the latter seems impossible the only viable way to increase productivity is the wider adoption of precision agriculture and automation solutions. Following this path, the farmers will be able to boost crop yields while at the same time they will save on input costs. Speaking of costs, what needs to be highlighted is that except the increase associated with costs like fuel, seeds and fertilizers there is also a surge in regulatory costs associated to labor. According to a research, between 2005 and 2017 there was a 795% increase in costs related to labor rule changes, healthcare and food safety practices. In addition to the above, we should also take into account the continuous and consistent governmental support towards the agricultural sector. The majority of governments worldwide provide generous financial assistance towards farmers mainly in the form of subsidies and loans with favorable payment conditions. This fact has traditionally played an important role in the growth of the agricultural equipment sector. According to OECD, between 2018-2020, 53 countries worldwide provided an average of USD 728 billion each year in direct assistance to farmers. As a result, it is not a surprise that the global agriculture equipment market is about to boom. Its market size is expected to reach USD 168.8 billion by 2030 with an estimated CAGR of 4.6% between 2020-2030. Source:Globenewswire The increasing importance of key crops in the energy production process is expected to be another one major driving factor for the entire agricultural sector. Almost 40% of the overall corn output is currently used in the production of ethanol. Around 30% of the US soybean oil production is also used to make bio-diesel. It is worth noting that the introduction of the Renewable Fuel Standard in USA has caused an increase in corn and soybean prices of 30% and 20% respectively. So, as long as the global energy crisis won't subside the pressure in the crop prices will remain and will lead to higher farmers' income, boosting this way agriculture equipment sales. When it comes to market momentum, probably the biggest determinant of agriculture equipment purchases is the farmers' perception of current economic conditions. It is evident from the chart below that farmers' sentiment improved substantially in December 2022. Also, net farm income for FY2022 is expected to reach record levels. As fuel and fertilizers' prices will start to normalize due to governmental intervention and market adaptation, the ongoing war in Ukraine will keep crop prices high. It is estimated that the disruption in the supply of key crops due to the war will last for at least another 3 years. Hence, we expect an additional minor improvement in the farmers' profit margins for the years ahead. Source: FarmEquipment Last but not least, the intersection of lower used equipment inventory, the change in farmers' buying habits and the ongoing effects of the limited production between 2021-2023 is expected to keep agriculture equipment prices elevated. More specifically and according to the latest update, a significant number of dealers still report that their inventory levels are "too low". Furthermore, the buying habits of farmers seems to have changed due to the spike in the price of used farm equipment. Farmers are now more willing to pay higher prices for new equipment. Finally, the limited production and supply of farm equipment in the previous years is expected to be reflected in the future prices. CNH Industrial's Moat CNH Industrial was formed in 2013 after a series of mergers and acquisitions and it is listed both on the NYSE and on the Borsa Italiana. The company owns a portfolio of 5 well-respected brands. This is comprised of Steyr Traktoren, New Holland Agriculture, Case IH, Case Construction Equipment and New Holland Construction. It is considered the market leader in Europe and it is the second biggest player in the NA Agriculture market. Thanks to its global presence, CNH Industrial's top-line is well-diversified. This fact gives the company greater stability and resilience in case of regional economic slow-downs. Source:Meccagri It is widely known that farmers don't like to change their equipment's brand unless they have serious reasons. The most prominent of them seem to be spare parts and service's availability along with their quality. With a presence to over 200 countries and with a network of thousands dealers/service centers, CNH Industrial is ideally positioned to maintain its customers' loyalty. We consider the well-established relationship between farmers and company's dealers as a crucial part of CNHI's moat, especially when it comes to its effort to fend off competition from low-cost manufacturers. With an inventory comprised of millions of SKU's and a genuine commitment to customer service excellence, it is crystal clear that the management of CNH Industrial's supply chain is not an easy task. Turning the problem to an opportunity, the company started experimenting with an Additive Manufacturing strategy back in 2019 with the help and guidance of Materialise. CNHI started printing tools and spare parts to support its operations. This way it managed not only to reduce the volume of its inventory but also improve the whole customers' service experience. It is estimated that currently around 50% of CNH Industrial facilities use 3D printing with great success. This may not seem so important but according to a research conducted by McKinsey, supply chain disruptions have changed farmers' purchasing behavior. Approximately 30% of them state that brand loyalty is not so crucial anymore when it comes to purchasing new equipment. So, by excelling in this area CNHI could boost further its market share and widen its moat. According to our opinion the most critical factor in CNHI's long-term effort to win market share and improve its margins will be its ability to win over the technology race in the industry. Or at least to not be left significantly behind John Deere. The company's management has not only recognized this imperative but has clearly stated that CNHI's strategic focus is on technology leadership. And fortunately, there are many proofs for its strategic commitment. In the previous December and during its Tech Day, CNHI "revealed the New Holland T4 Electric Power, the industry's first all-electric light utility tractor prototype" and T7 Methane Power LNG which is according to the company currently the only available methane powered tractor worldwide. When the "T7 tractor will be integrated within Bennamann's on-farm liquid fugitive biomethane production process", farmers will be provided with new opportunities to increase their revenues and lower their costs through the management of their waste. Hence, their switching costs and brand loyalty will be increased. Speaking of the company's brand, it is worth to be mentioned that CNHI is constantly receiving awards for its equipment. Recently its Straddle Tractor Concept won the gold medal for its design at the German Design Awards 2023 and its brands, Case IH and New Holland, won four 2023 ASABE awards. The aforementioned developments will definitely strengthen CNHI's brand and its pricing power. Regarding the alternative propulsion tractors, they are not expected to help the company steal market share in the short term but they would definitely give it the first mover advantage in a promising market. Valuation According to analysts' consensus estimates CNHI will achieve a $1.579 EPS in FY2023. At current levels, CNHI has a TTM earnings yield of 8.05% , and investors are compensated with a 7.04% real equity risk premium. We believe that CNHI is fairly priced around 12.42x earnings, implying a price of $19.61 per share. This suggests a potential upside of 12.44%. Source:Author's Calculations Risks No investment comes without risk, so before any placement in CNH Industrial's stock the potential investors should take into account the below risk factors.

Seeking Alpha • Jan 18

CNH Industrial takes minority stake in EarthOptics, terms not disclosed

CNH Industrial (NYSE:CNHI) has announced a minority investment in the US-based ag tech company EarthOptics through its Ventures arm. This funding will help to further build out their sensor suite’s hyper-accuracy capabilities to boost acreage growth and bring greater savings. It will also allow the company to scale cooperation with service providers for data insights. CNH Industrial will begin a pilot testing phase of EarthOptics’ soil sensing technology through our Case IH brand in 2023 and the commercial plans will be the subject of future announcements.

Snowflake Score
Valuation	1/6
Future Growth	4/6
Past Performance	2/6
Financial Health	4/6
Dividends	2/6

Historical stock prices
Current Share Price	US$10.25
52 Week High	US$14.27
52 Week Low	US$9.00
Beta	1.25
1 Month Change	0%
3 Month Change	-17.00%
1 Year Change	-20.85%
3 Year Change	-22.17%
5 Year Change	-41.43%
Change since IPO	-18.00%

	CNH	US Machinery	US Market
7D	0.2%	3.5%	2.5%
1Y	-20.8%	40.5%	26.4%

CNH volatility
CNH Average Weekly Movement	5.9%
Machinery Industry Average Movement	6.7%
Market Average Movement	7.2%
10% most volatile stocks in US Market	16.5%
10% least volatile stocks in US Market	3.1%

CNH fundamental statistics
Market cap	US$12.54b
Earnings (TTM)	US$386.00m
Revenue (TTM)	US$18.09b

CNH income statement (TTM)
Revenue	US$18.09b
Cost of Revenue	US$12.43b
Gross Profit	US$3.34b
Other Expenses	US$2.96b
Earnings	US$386.00m

Earnings per share (EPS)	0.31
Gross Margin	18.48%
Net Profit Margin	2.13%
Debt/Equity Ratio	330.1%

CNH Industrial dividend dates
Ex Dividend Date	May 21 2026
Dividend Pay Date	May 29 2026
Days until Ex dividend	7 days
Days until Dividend pay date	1 day

Data	Last Updated (UTC time)
Company Analysis	2026/05/26 12:45
End of Day Share Price	2026/05/26 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

Analyst	Institution
Mircea Dobre	Baird
Gabriele Gambarova	Banca Akros S.p.A. (ESN)
Michael Tyndall	Barclays

CNH Industrial (CNH) Stock Overview

Rewards

Risk Analysis

Analyst Price Targets

Analysts Lower CNH Industrial Price Target Amid Tariff Pressures and Mixed Earnings Outlook

Sustainable Connected Agriculture Will Redefine Global Markets

Rising R&D Costs And Autonomous Threats Will Erode Margins

Top Analyst Narratives

Analysts Lower CNH Industrial Price Target Amid Tariff Pressures and Mixed Earnings Outlook

Sustainable Connected Agriculture Will Redefine Global Markets

Rising R&D Costs And Autonomous Threats Will Erode Margins

CNH Industrial N.V. Competitors

AGCO

Toro

Alamo Group

Deere

Price History & Performance

Recent News & Updates

CNH Industrial Exceeds Q1 Expectations While Grappling With Soft Agricultural Equipment Demand

CNH: Construction Mega Projects And 2026 Trough Will Support Recovery

Upcoming dividend of US$0.10 per share

Less than half of directors are independent

Insufficient new directors

CNH: Self Help And 2026 Trough Will Support Construction Recovery

Recent updates

CNH Industrial Exceeds Q1 Expectations While Grappling With Soft Agricultural Equipment Demand

CNH: Construction Mega Projects And 2026 Trough Will Support Recovery

Upcoming dividend of US$0.10 per share

Less than half of directors are independent

Insufficient new directors

CNH: Self Help And 2026 Trough Will Support Construction Recovery

CNH Industrial N.V. to Report Q1, 2026 Results on Apr 30, 2026

CNH: Cost Actions And Construction Partnership Review Will Support Post 2026 Earnings Trough

CNH Industrial: Weak Fundamentals And Elevated Valuation Support Continued Downside

CNH: Cost Actions And Construction Review Will Support Post 2026 Margin Recovery

Dividend reduced to US$0.10

CNH Industrial N.V., Annual General Meeting, May 08, 2026

CNH Industrial N.V.(NYSE:CNH) dropped from FTSE All-World Index (USD)

CNH: Self Help And 2026 Trough Set Stage For Construction Upside

CNH: Self Help And 2026 Earnings Trough Will Underpin Recovery

Now 20% undervalued

Consensus EPS estimates fall by 29%

Price target increased by 8.0% to US$13.90

Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

CNH: Europe Tariffs Will Pressure Agriculture Margins And Future Upside

CNH: Tariff And Agriculture Headwinds Will Drive A More Cautious Outlook

CNH Industrial N.V. to Report Q4, 2025 Results on Feb 17, 2026

CNH: Tariff Headwinds Will Ease As Agricultural Demand Recovers By 2026

CNH: Tariff Pressures And Brazil Concerns May Set Up Margin Rebound

CNH Industrial N.V. Announces Appointments of Carlo Materazzo as Chief Manufacturing Officer and Britton Worthen as Chief Legal and Compliance Officer, Effective January 1, 2026

CNH Margins And Brazil Risks Will Shape A Cautious Near-Term Outlook

CNH Tariff Pressures Will Moderate As Agricultural Cycle Recovery Emerges By 2026

CNH: Tariff Headwinds Will Ease as Market Recovery Is Expected by 2026

CNH Introduces FLEETPRO Aftermarket Line-Up at Agritechnica 2025

CNH: Sector Headwinds From Tariffs Will Present Opportunity For Medium-Term Upside

Analysts Lower CNH Industrial Price Target Amid Tariff Pressures and Mixed Earnings Outlook

CNH Industrial N.V. to Report Q3, 2025 Results on Nov 07, 2025

Advanced Connectivity And Emerging Markets Will Open Future Horizons

Advanced Connectivity And Emerging Markets Will Open Future Horizons

Advanced Connectivity And Emerging Markets Will Open Future Horizons

CNH Industrial N.V. to Report Q2, 2025 Results on Aug 01, 2025

Barilla Group Announces Appointment of Oddone Incisa as Chief Financial Officer, Effective September 15, 2025

CNH Industrial N.V. Appoints Gerrit Marx as Executive Director, Effective May 12, 2025

CNH Industrial N.V. to Report Q1, 2025 Results on May 01, 2025

CNH Industrial N.V. Announces CFO Changes, Effective May 6, 2025

CNH Industrial: Outlook Dims Further (Rating Downgrade)

CNH Industrial N.V. announces Annual dividend, payable on May 30, 2025

CNH INDUSTRIAL N V Appoints Cameron Batten as Chief Communications Officer, Effective March 31, 2025

CNH Announces Executive Changes

Don't Get Stuck In The Mud: There's A Better Pick Than CNH Industrial

CNH Industrial N.V. to Report Q4, 2024 Results on Feb 04, 2025

CNH Industrial N.V. Appoints Luis Abreu as Chief Information Officer

CNH Industrial: Near-Term Pessimism Provides Long-Term Opportunity

CNH Industrial: Another Guidance Cut, Still A Buy

CNH: Weathering A Storm With 40% EPS Drop

CNH Industrial N.V. to Report Q3, 2024 Results on Nov 08, 2024

CNH Industrial: We Are Looking Ahead, Buy Confirmed

Gerrit Marx's CEO Tenure Sparks Operational Optimism Amid Revenue Challenges And Margin Pressures

CNH Industrial N.V. to Report Q2, 2024 Results on Jul 31, 2024

CNH Industrial: Hold For Dividend And Long-Term Potential, Limited Growth