earnings
confidence high
sentiment negative
materiality 0.80
CNH Industrial Q1 adj EPS $0.10 vs $0.30 YoY; cuts FY guidance on tariff uncertainty
CNH Industrial N.V.
2025-Q1 EPS reported
$0.10
revenue$3,828,000,000
- Q1 consolidated revenues $3.83B, down 21% YoY; net income $132M ($0.10 EPS) vs $369M ($0.29).
- Agriculture net sales $2.58B (-23%), segment adj EBIT margin 5.4% vs 11.5%; Construction net sales $591M (-22%), margin 2.4% vs 6.7%.
- FY 2025 adj diluted EPS guidance cut to $0.50-$0.70 from $0.65-$0.75; Ag margin outlook reduced to 7-9% from 8.5-9.5%.
- Industrial free cash outflow $567M improved from $1,209M outflow in prior year; operating cash flow $162M vs -$894M.
- Company cites lower industry demand, dealer destocking, and global trade uncertainty including tariffs as headwinds.