earnings
confidence high
sentiment negative
materiality 0.80
CNH Industrial Q4 net income $89M, EPS $0.07; FY revenues $18.1B, EPS $0.41; 2026 outlook cautious
CNH Industrial N.V.
2025-FY EPS reported
$0.41
revenue$18,095,000,000
- Q4 consolidated rev $5.16B (+6% YoY); net income $89M (vs $176M); diluted EPS $0.07 (vs $0.14).
- FY 2025 rev $18.10B (-9% YoY); net income $505M (-60%); adj diluted EPS $0.55 vs $1.05.
- Agri Q4 net sales $3.6B (+5%), adj EBIT margin 6.5% (down 70bps); Const net sales $853M (+19%), EBIT margin 0.6%.
- 2026 outlook: Agri net sales -5% to flat, adj EBIT margin 4.5-5.5%; adj diluted EPS $0.35-$0.45; FCF Industrial $150-350M.
- Non-cash impairment charges $123M (Raven in-process R&D) and $62M (Monarch Tractor investment) in Q4.