CNH Industrial: Cycle Ag Recovery Leverage, But Not A Lot Else Yet

CNH Industrial remains challenged by inconsistent execution, lagging tech leadership, and sub-scale construction operations, despite repeated self-help narratives and management changes. The recent Q4 beat was driven by ag business pulled forward from Q1 '26, while 2026 guidance signals further weakness with earnings meaningfully below Street expectations. Management has targeted significant margin expansion by 2030, but progress has been slow; operational improvement and tech adoption remain critical for upside.

Seeking Alpha • Feb 20, 2026

CNH Q4 Earnings Beat Expectations, Revenues Increase Y/Y

CNH Industrial tops Q4 EPS at 19 cents as revenues climb 5.8% to $5.16B, but 2026 outlook calls for 35-45 cents in earnings.

Zacks Investment Research • Feb 18, 2026

CNH Industrial N.V. (CNH) Q4 2025 Earnings Call Transcript

CNH Industrial N.V. (CNH) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 17, 2026

Here's What Key Metrics Tell Us About CNH (CNH) Q4 Earnings

The headline numbers for CNH (CNH) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Feb 17, 2026

CNH Industrial (CNH) Beats Q4 Earnings and Revenue Estimates

CNH Industrial (CNH) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.15 per share a year ago.

Zacks Investment Research • Feb 17, 2026

Oakmark Global All Cap Strategy Q4 2025 Performance Review

Oakmark Global All Cap Strategy portfolio's return was 4.99% (net) for the reporting period vs. MSCI World Index that returned 3.12% for the same period. Contributors in the quarter were DSV, IQVIA Holdings and Samsung Electronics Pfd. Detractors in the quarter were Alibaba Group, CNH Industrial and Dassault Systemes.

Seeking Alpha • Feb 12, 2026

What Analyst Projections for Key Metrics Reveal About CNH (CNH) Q4 Earnings

Evaluate the expected performance of CNH (CNH) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Zacks Investment Research • Feb 11, 2026

Oakmark International Strategy Q4 2025 Contributors And Detractors

Oakmark International Strategy portfolio's return was 4.93% (net) for the reporting period vs. MSCI World ex USA Index that returned 5.20% for the same period.

Seeking Alpha • Feb 8, 2026

CASE Comes to CONEXPO 2026 With Big Lineup of New Machines and Technology So Crews Can Be Ready for Anything

From next-generation dozers, excavators and wheel loaders to an all-new electric mini track loader that can work indoors, CASE will highlight over 40 innovative machines plus new jobsite tech to help teams take on any challenge  RACINE, Wis., Jan. 21, 2026 /PRNewswire/ -- CASE Construction Equipment is doubling down at CONEXPO-CON/AGG 2026, March 3-7 in Las Vegas with an impressive machine lineup purpose-built to help crews work smarter, safer and more efficiently than ever before.

PRNewsWire • Jan 21, 2026

CNH to announce 2025 Q4 & Full Year results on February 17

CNH to announce 2025 Q4 & Full Year results on February 17 Basildon, January 20, 2026 CNH (NYSE: CNH) will release its financial results for the Fourth Quarter & Full Year of 2025 on Tuesday, February 17, 2026. A live listen-only webcast of the financial results conference call will begin at 9:00 a.m.

GlobeNewsWire • Jan 20, 2026