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Dec 31, 2025
CNH Industrial Q4 2025 Earnings Report
CNH Industrial reported higher fourth quarter 2025 revenues with lower net income year-over-year amid ongoing agricultural market challenges.
Key Takeaways
CNH Industrial generated Q4 2025 consolidated revenues of 5157000000 with net income of 89000000 and diluted EPS of 0.07. Industrial Activities net sales rose to 4451000000, while adjusted EBIT of Industrial Activities improved to 234000000 with margin expansion.
Consolidated revenues increased 6% to 5157000000 in Q4 2025.
Net income declined to 89000000 with diluted EPS of 0.07.
Industrial Activities net sales grew to 4451000000 with adjusted EBIT up 21%.
Industrial Free Cash Flow remained strong at 817000000.
Revenue by Segment
Forward Guidance
For 2026, CNH expects Agriculture net sales between down 5% and flat year-over-year, Construction net sales about flat, Industrial Free Cash Flow between 150000000 and 350000000, and adjusted diluted EPS between 0.35 and 0.45.
Positive Outlook
- Agriculture adjusted EBIT margin projected between 4.5% and 5.5%.
- Construction adjusted EBIT margin projected between 1.0% and 2.0%.
- Construction net sales expected about flat year-over-year.
- Industrial Free Cash Flow projected up to 350000000.
- Adjusted diluted EPS projected up to 0.45.
Challenges Ahead
- Agriculture net sales expected down up to 5% year-over-year.
- Global agricultural demand forecast to decline another 5%.
- Persistent weakness in residential construction.
- Low commodity prices impacting farmers.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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