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Jun 30, 2023

CNH Industrial Q2 2023 Earnings Report

Reported record net income and revenue growth, driven by favorable market conditions and operational execution.

Key Takeaways

CNH Industrial reported record second quarter net income of $710 million and consolidated revenues of $6.57 billion, up 8% compared to Q2 2022. The company capitalized on favorable market fundamentals and solid operational execution, with the Agriculture segment setting margin records and Construction net sales surpassing $1 billion for the first time.

Consolidated revenues increased by 8% compared to Q2 2022, reaching $6.57 billion.

Net income reached $710 million, with diluted EPS of $0.52.

Industrial Free Cash Flow generation was $386 million in Q2.

Agriculture segment achieved record margins, and Construction net sales exceeded $1 billion for the first quarter in history.

Total Revenue
$6.57B
Previous year: $6.08B
+8.0%
EPS
$0.52
Previous year: $0.43
+20.9%
Gross Profit Margin
25%
Previous year: 22%
+13.6%
Gross Profit
$2.1B
Previous year: $1.71B
+23.4%
Cash and Equivalents
$3.19B
Previous year: $2.86B
+11.9%
Free Cash Flow
$386M
Total Assets
$42.7B
Previous year: $35.6B
+19.7%

CNH Industrial

CNH Industrial

CNH Industrial Revenue by Segment

Forward Guidance

The Company is reaffirming the following 2023 outlook for its Industrial Activities:

Positive Outlook

  • Net sales up between 8% and 11% year on year including currency translation effects
  • SG&A up no more than 5% vs 2022
  • Free Cash Flow of Industrial Activities between $1.3bn and $1.5bn
  • R&D expenses and capital expenditures at around $1.6bn

Revenue & Expenses

Visualization of income flow from segment revenue to net income