Inferra AI / Company / CNH
CNH Industrial
CNH · Industrials
Last earnings Aug 3, 2026
Key results
Net incomequarter
$217 million
(NYSE CNH) today reported results for the three months ended June 30, 2025, with net income of $217 million and diluted earnings per share of $0.17 compared with net income of $404 million and diluted earnings per share of $0.32 for the three months ended June 30, 2024 (1) .
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
EPSquarter
$0.17
(NYSE CNH) today reported results for the three months ended June 30, 2025, with net income of $217 million and diluted earnings per share of $0.17 compared with net income of $404 million and diluted earnings per share of $0.32 for the three months ended June 30, 2024 (1) .
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Consolidated revenuequarter
$4.71 billion
Consolidated revenues were $4.71 billion (down 14% compared to Q2 2024), and net sales of Industrial Activities were $4.02 billion (down 16% compared to Q2 2024).
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Industrial free cash flowquarter
$451 million
Net cash provided by operating activities was $772 million, and Industrial free cash flow was $451 million in Q2 2025.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Adjusted net incomequarter
$216 million
Adjusted net income was $216 million with adjusted diluted earnings per share of $0.17.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Adjusted EPSquarter
$0.17
Adjusted net income was $216 million with adjusted diluted earnings per share of $0.17.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
In comparison, in Q2 2024, adjusted net income was $451 million with adjusted diluted earnings per share of $0.35.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Free cash flowquarter
$451 million
Free cash flow of Industrial Activities was $451 million, a year-over-year improvement of $311 million due to lower net change in working capital.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Revenuequarter
0.3%
Revenues of Financial Services decreased by 0.3% as a result of the negative impact from currency translation and lower yields primarily in Brazil partially offset by higher remarketing sales and favorable volumes in most regions.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Net income was $87 million in the second quarter, a decrease of $4 million versus the same period of 2024, primarily due to increased risk costs in Brazil, and a higher effective tax rate due to a prior year Argentina inflation adjustment.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
AI analysis
Q2 2025 · reported Aug 1, 2025
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
The quarter in charts
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Aug 1, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Net income | $217 million | — | — |
| EPS | $0.17 | — | — |
| Consolidated revenue | $4.71 billion | — | — |
| Industrial free cash flow | $451 million | — | — |
| Adjusted net income | $216 million | — | — |
| Adjusted EPS | $0.17 | — | — |
| Free cash flow | $451 million | — | — |
| Revenue | 0.3% | — | — |
Guidance · company-stated
Direction: Reiterated
“Reports Second Quarter 2025 Results Second quarter consolidated revenues were $4.7 billion on lower industry demand Second quarter diluted EPS at $0.17 Results reflect continued execution of cost saving initiatives partially offsetting market headwinds Returned $0.3 billion to shareholders through dividends Full-year guidance reaffirmed Basildon, UK - August 1, 2025 - CNH Industrial N.”
“The Company is reaffirming its previous 2025 outlook Agriculture segment net sales down between 12% and 20% year-over-year, including -1% of currency translation effects Agriculture segment adjusted EBIT margin between 7% and 9% Construction segment net sales down between 4% and 15% year-over-year, including -1% of currency translation effects Construction segment adjusted EBIT margin between 2% and 4% Free cash flow of Industrial Activities (6) between $100 million and $500 million Adjusted diluted EPS (6) between $0.50 to $0.70 Conference Call and Webcast Today, at 9 00 a.”
Classified from the release's primary full-year outlook statement.
Cash flow & capex
Capital allocation
Reports Second Quarter 2025 Results Second quarter consolidated revenues were $4.7 billion on lower industry demand Second quarter diluted EPS at $0.17 Results reflect continued execution of cost saving initiatives partially offsetting market headwinds Returned $0.3 billion to shareholders through dividends Full-year guidance reaffirmed Basildon, UK - August 1, 2025 - CNH Industrial N.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue -0.2% computed from stated figures
Event summary
CNH Industrial — Earnings release (2025-08-01)
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Reiterated
Revenue: “Reports Second Quarter 2025 Results Second quarter consolidated revenues were $4.7 billion on lower industry demand Second quarter diluted EPS at $0.17 Results reflect continued execution of cost saving initiatives partially offsetting market headwinds Returned $0.3 billion to shareholders through dividends Full-year guidance reaffirmed Basildon, UK - August 1, 2025 - CNH Industrial N.”
Revenue: “The Company is reaffirming its previous 2025 outlook Agriculture segment net sales down between 12% and 20% year-over-year, including -1% of currency translation effects Agriculture segment adjusted EBIT margin between 7% and 9% Construction segment net sales down between 4% and 15% year-over-year, including -1% of currency translation effects Construction segment adjusted EBIT margin between 2% and 4% Free cash flow of Industrial Activities (6) between $100 million and $500 million Adjusted diluted EPS (6) between $0.50 to $0.70 Conference Call and Webcast Today, at 9 00 a.”
Revenue — Reiterated (“reaffirmed”)
“Reports Second Quarter 2025 Results Second quarter consolidated revenues were $4.7 billion on lower industry demand Second quarter diluted EPS at $0.17 Results reflect continued execution of cost saving initiatives partially offsetting market headwinds Returned $0.3 billion to shareholders through dividends Full-year guidance reaffirmed Basildon, UK - August 1, 2025 - CNH Industrial N.”
Revenue — Lowered (“lower”)
“2 2025 Outlook The Company continues to forecast that 2025 global industry retail sales will be lower in both the agriculture and construction equipment markets when compared to 2024.”
Revenue — Reiterated (“reaffirming”)
“The Company is reaffirming its previous 2025 outlook Agriculture segment net sales down between 12% and 20% year-over-year, including -1% of currency translation effects Agriculture segment adjusted EBIT margin between 7% and 9% Construction segment net sales down between 4% and 15% year-over-year, including -1% of currency translation effects Construction segment adjusted EBIT margin between 2% and 4% Free cash flow of Industrial Activities (6) between $100 million and $500 million Adjusted diluted EPS (6) between $0.50 to $0.70 Conference Call and Webcast Today, at 9 00 a.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Reports Second Quarter 2025 Results Second quarter consolidated revenues were $4.7 billion on lower industry demand Second quarter diluted EPS at $0.17 Results reflect continued execution of cost saving initiatives partially offsetting market headwinds Returned $0.3 billion to shareholders through dividends Full-year guidance reaffirmed Basildon, UK - August 1, 2025 - CNH Industrial N.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Net Cash (Debt) and Net Cash (Debt) of Industrial Activities Net Cash (Debt) is defined as total debt less intersegment notes receivable, cash and cash equivalents, restricted cash, other current financial assets (primarily current securities, short-term deposits and investments towards high-credit rating counterparties) and derivative hedging debt.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
CNH provides the reconciliation of Net Cash (Debt) to Total (Debt), which is the most directly comparable measure included in the consolidated balance sheets.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Due to different sources of cash flows used for the repayment of the debt between Industrial Activities and Financial Services (by cash from operations for Industrial Activities and by collection of financing receivables for Financial Services), management separately evaluates the cash flow performance of Industrial Activities using Net Cash (Debt) of Industrial Activities.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Free Cash Flow of Industrial Activities (or Industrial Free Cash Flow) refers to Industrial Activities only, and is computed as consolidated cash flow from operating activities less cash flow from operating activities of Financial Services investments of Industrial Activities in assets sold under operating leases, property, plant and equipment and intangible assets change in derivatives hedging debt of Industrial Activities as well as other changes and intersegment eliminations.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Forward-looking Statements All statements other than statements of historical fact contained in this press release including competitive strengths business strategy future financial position or operating results budgets projections with respect to revenue, income, earnings (or loss) per share, capital expenditures, dividends, liquidity, capital structure or other financial items costs and plans and objectives of management regarding operations and products, are forward-looking statements.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Strategy & priorities
Reports Second Quarter 2025 Results Second quarter consolidated revenues were $4.7 billion on lower industry demand Second quarter diluted EPS at $0.17 Results reflect continued execution of cost saving initiatives partially offsetting market headwinds Returned $0.3 billion to shareholders through dividends Full-year guidance reaffirmed Basildon, UK - August 1, 2025 - CNH Industrial N.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
We are focused on the strategic priorities that we outlined at our recent investor day to advance our operational improvements and the investments that deliver exceptional products and technology for our farmers and builders.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
CNH is still focused on driving down excess channel inventory primarily by producing fewer units than the retail demand level, which will result in 2025 net sales being lower than in 2024.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
CNH is continuing its focus on product cost reductions through lean manufacturing principles and strategic sourcing.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Forward-looking Statements All statements other than statements of historical fact contained in this press release including competitive strengths business strategy future financial position or operating results budgets projections with respect to revenue, income, earnings (or loss) per share, capital expenditures, dividends, liquidity, capital structure or other financial items costs and plans and objectives of management regarding operations and products, are forward-looking statements.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Risks & headwinds
Reports Second Quarter 2025 Results Second quarter consolidated revenues were $4.7 billion on lower industry demand Second quarter diluted EPS at $0.17 Results reflect continued execution of cost saving initiatives partially offsetting market headwinds Returned $0.3 billion to shareholders through dividends Full-year guidance reaffirmed Basildon, UK - August 1, 2025 - CNH Industrial N.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
The uncertainty of the U.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
The Company is unable to provide this reconciliation without unreasonable effort due to the uncertainty and inherent difficulty of predicting the occurrence, the financial impact, and the periods in which the adjustments may be recognized.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Rather, they are based on current views and assumptions and involve known and unknown risks, uncertainties and other factors, many of which are outside our control and are difficult to predict.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
If any of these risks and uncertainties materialize (or they occur with a degree of severity that the Company is unable to predict) or other assumptions underlying any of the forward-looking statements prove to be incorrect, including any assumptions regarding strategic plans, the actual results or developments may differ materially from any future results or developments expressed or implied by the forward-looking statements.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Actual results may differ materially from the forward-looking statements as a result of a number of risks and uncertainties, many of which are outside CNH's control.
SEC original ↗CNH Industrial — Earnings release (8-K exhibit)EX-99Aug 1, 2025
Earnings deck slides
0 decks with slide viewCNH Industrial — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
CNH Industrial — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
CNH Industrial — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
CNH Industrial — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
CNH Industrial — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
CNH Industrial — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
CNH Industrial — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 10-QCNH
Aug 3, 2026
- 8-KCNH
Aug 3, 2026
- 8-KCNH
Jul 28, 2026
- Q1 2026
- 8-KCNH
May 11, 2026
- 10-QCNH
Apr 30, 2026
- 8-KCNH
Apr 30, 2026
- Q4 2025
- 8-KCNH
Mar 30, 2026
- 8-KCNH
Mar 26, 2026
- 10-KCNH
Feb 26, 2026
- 8-KCNH
Feb 17, 2026
- Q3 2025
- 10-QCNH
Nov 7, 2025
- 8-KCNH
Nov 7, 2025
- Q2 2025
- 10-QCNH
Aug 4, 2025
- 8-KCNH
Aug 1, 2025
- Q1 2025
- 8-KCNH
May 12, 2025
- 8-KCNH
May 8, 2025
- 10-QCNH
May 6, 2025
- 8-KCNH
May 1, 2025
- 8-KCNH
Apr 10, 2025
- Q4 2024
- 8-KCNH
Mar 28, 2025
- 10-KCNH
Feb 28, 2025
- 8-KCNH
Feb 4, 2025
- 8-KCNH
Jan 14, 2025
- Q3 2024
- 10-QCNH
Nov 12, 2024
- 8-KCNH
Nov 8, 2024
- Q2 2024
- 10-QCNH
Aug 2, 2024
- 8-KCNH
Jul 31, 2024
- Q1 2024
- 8-K/ACNH
Jun 26, 2024
- 8-KCNH
May 31, 2024
- 8-KCNH
May 9, 2024
Earnings releases
12 documentsPresentations
7 documents
Transcripts
0 documentsNo transcripts for CNH Industrial are held in this edition of the library.
Mentioned by
4 companiesOther tracked companies whose held documents mention CNH Industrial by name or ticker. A mention is counted once per document, from the document text the library holds.
Norwegian Cruise Line Holdings (NCLH)
“uidance narrowed to the higher end of the previous ranges Basildon, UK - August 3, 2026 - CNH Industrial N.V.… … 122 $ 325 (10) For the six months ended June 30, 2026, this item included an $8 million non-cash impairment on a minority investment. 1”
“ectives, strategies, financial performance and outlook, trends, and future performance of CNH and its subsidiaries on a standalone basis. These statements… …anticipated benefits from our business initiatives as part of our strategic plan, including t”
“ to the consolidated financial… …interests ( 13 ) 4 ( 8 ) 10 Net income attributable to CNH Industrial N.V. $ 80 $ 306 $ 424 $ 1,073 Earnings per share attributable to common shareholders Basic $ 0.06 $ 0.24 $ 0.34 $ 0.85 Diluted $ 0.06 $ 0”
“earnings per share at $0.01 Full-year guidance reaffirmed Basildon, UK - April 30, 2026 - CNH Industrial N.V. (NYSE: CNH)… …$3.17 billion, both flat with Q1 2025. Net cash provided by operating activities was $35 million, and Free cash flow absorptio”
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