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Dec 31, 2022

CNH Industrial Q4 2022 Earnings Report

Delivered record results in the first year as a pure play in Agriculture and Construction with a strong fourth quarter.

Key Takeaways

CNH Industrial delivered a strong fourth quarter contributing to record full year revenue and income. Sharp execution and improving supply chain management generated $1.6B of full year industrial free cash flow.

Consolidated revenues of $6,943 million (up 26.7% compared to Q4 2021 for continuing operations)

Net income of $592 million, Adjusted Net Income of $486 million, with diluted EPS of $0.43 and adjusted diluted EPS of $0.36

Adjusted EBIT of Industrial Activities of $680 million (up $302 million compared to Q4 2021)

Net cash provided by operating activities of $1,443 million and Industrial Free Cash Flow of $2,049 million

Total Revenue
$6.94B
Previous year: $9.07B
-23.5%
EPS
$0.36
Previous year: $0.25
+44.0%
Industrial Net Sales
$6.35B
Previous year: $4.99B
+27.2%
Gross Profit Margin
21.6%
Previous year: 19%
+13.7%
Adjusted EBIT
$680M
Previous year: $378M
+79.9%
Gross Profit
$1.97B
Previous year: $1.96B
+0.5%
Cash and Equivalents
$4.38B
Previous year: $5.04B
-13.2%
Free Cash Flow
$2.05B
Total Assets
$39.4B
Previous year: $49.4B
-20.3%

CNH Industrial

CNH Industrial

CNH Industrial Revenue by Segment

Forward Guidance

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

Positive Outlook

  • Net sales up between 6% and 10% 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