Q4 2025 CNH Industrial NV Earnings Call Transcript

Feb 17, 2026 / 02:00PM GMT

Release Date Price: $13.09 (+2.67%)

Transcript 10-K8-K

Key Points

Positve

CNH Industrial NV (CNH) reported a 6% increase in consolidated revenues for Q4 2025, reaching $5.2 billion.
The company successfully reduced agricultural dealer inventories by $800 million over the year.
CNH Industrial NV (CNH) achieved $230 million in cost savings from the agricultural segment in 2025, contributing to their long-term savings target.
The company introduced a new lineup of mid-range tractors, enhancing their competitive position in Europe.
CNH Industrial NV (CNH) was ranked number one in its industry on S&P's global 2025 corporate sustainability assessment, highlighting its leadership in environmental actions.

Negative

Commodity prices remain low, impacting farmers' income and their ability to purchase equipment.
The trade environment is uncertain, affecting capital investment decisions for CNH Industrial NV (CNH) and its customers.
North America experienced a 10% decrease in sales, contributing to a challenging year for the agricultural industry.
The company faced a 110 basis points impact on EBIT margin due to tariff costs, with expectations for this to increase in 2026.
CNH Industrial NV (CNH) anticipates a challenging first quarter in 2026, with potential break-even results due to low production levels and unfavorable geographic mix.

Operator

Good morning and welcome to the CNH 2025 fourth quarter results conference call. (Operator Instructions). I will now turn the call over to Jason Omerza, Vice President of Investor Relations. Sir, please go ahead.

Jason Omerza

CNH Industrial NV - Vice President - Investor Relations

Thank you, Kristen, and good morning, everyone. We would like to welcome you to CNH's fourth quarter earnings presentation for the period ending December 31, 2025. This live webcast is copyrighted by CNH, and any recording, transmission, or other use of any portion of it without the written consent of CNH is strictly prohibited.

Hosting today's caller CNH CEO, Gerrit Marks; and CFO, Jim Nickolas. They will reference the material available for download from our website.

Please note that any forward-looking statements that we make during today's call are subject to the risks and uncertainties mentioned in the Safe Harbour statement included in the presentation material.

Additional information pertaining to factors that could cause actual results to differ

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