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CNH Industrial ( (CNH) ) has provided an update.
On February 17, 2026, CNH Industrial reported fourth-quarter 2025 net income of $89 million, down from $176 million a year earlier, on consolidated revenues of $5.16 billion, up 6% year-on-year, with Industrial Activities net sales rising 8% to $4.45 billion. Adjusted EBIT of Industrial Activities increased 21% to $234 million and adjusted net income rose to $246 million, reflecting margin improvement despite non-cash impairment charges linked to past acquisitions and minority investments.
For full year 2025, consolidated revenues declined 9% to $18.10 billion and net income fell to $505 million from $1.26 billion in 2024, while adjusted net income dropped to $703 million and adjusted diluted EPS to $0.55. Management highlighted persistent weakness in global agricultural equipment demand and an “industry trough” environment, noting that CNH is cutting dealer inventories, tightening production planning, and investing selectively in innovation as it prepares for lower demand in 2026 and an anticipated market recovery from 2027, moves that are critical for dealers, suppliers, and shareholders navigating a cyclical downturn.
Within agriculture, quarterly net sales rose 5% to $3.6 billion, supported by price realization and favorable foreign exchange, even as tractor and combine volumes declined in key markets such as North and South America. Segment adjusted EBIT slipped 5% to $233 million and margins contracted to 6.5% amid tariffs, weaker joint venture contributions, and an unfavorable geographic mix, underscoring pressure on profitability in CNH’s core farm equipment business despite cost and R&D discipline.
The most recent analyst rating on (CNH) stock is a Hold with a $11.00 price target. To see the full list of analyst forecasts on CNH Industrial stock, see the CNH Stock Forecast page.
Spark’s Take on CNH Stock
According to Spark, TipRanks’ AI Analyst, CNH is a Neutral.
CNH Industrial’s overall stock score reflects a challenging financial and operational environment. The most significant factors are the mixed financial performance with high leverage and declining revenues, and bearish technical indicators. While there are positive aspects such as improved cash flow and strategic initiatives, the current market conditions and valuation suggest caution.
To see Spark’s full report on CNH stock, click here.
More about CNH Industrial
CNH Industrial N.V., listed on the NYSE as CNH, is a global manufacturer of agricultural and construction equipment, serving farmers and builders with machinery and related technologies. The company focuses on integrating “iron and technology,” advancing quality and operational excellence, and tailoring products to the evolving needs of its core end markets worldwide.
Average Trading Volume: 12,761,150
Technical Sentiment Signal: Strong Buy
Current Market Cap: $15.89B
For a thorough assessment of CNH stock, go to TipRanks’ Stock Analysis page.