CNH Industrial: Progress Is Clear, But The Upside Feels Capped

CNH Industrial (CNH) is structurally stronger than in past downcycles, focusing on production discipline and margin quality over volume growth. Despite operational improvements and cost resets, CNH's stock price already reflects much of the recovery, limiting near-term upside potential. FY25 is expected to be a trough year, with gradual margin and revenue stabilization through FY26 and more normalized growth by FY27.

Seeking Alpha • Nov 25, 2025

Oakmark Global Concentrated Strategy Q3 2025 Top Contributors And Detractors

Alibaba Group was a contributor during the quarter. The stock price rose significantly following earnings that reflected rapid Chinese AI growth. Alphabet was a contributor during the quarter. The stock price appreciated following a favorable ruling in the Google Search antitrust case and Q2 earnings that exceeded expectations across the board. Charter Communications was a detractor during the quarter. The broadband leader's stock price declined after it reported weak second-quarter earnings.

Seeking Alpha • Nov 12, 2025

CNH Q3 Earnings Miss Expectations, Revenues Decline Y/Y

CNH's Q3 earnings fall short as lower demand and dealer destocking hit sales, though revenues narrowly top estimates.

Zacks Investment Research • Nov 11, 2025

CNH Industrial N.V. (CNH) Tech Day Highlights: Advancing Agricultural Innovation and AI-Driven Farming Solutions Transcript

CNH Industrial N.V. ( CNH ) Tech Day Highlights: Advancing Agricultural Innovation and AI-Driven Farming Solutions November 11, 2025 8:00 AM EST Company Participants Jason Omerza Gerrit Marx - CEO, Head of Agriculture & Executive Director Jay Schroeder - Chief Technology Officer Eric Shuman John Preheim Allison Bryan Monte Weller George Varvarelis Francesca Protano - Managing Director Christian Gonzalez Thierry Le Briquer Conference Call Participants Franziska Zimmermann Jordan Kambeitz Adam Seiden - Barclays Bank PLC, Research Division David Raso - Evercore ISI Institutional Equities, Research Division Kristen Owen - Oppenheimer & Co. Inc., Research Division Kyle Menges - Citigroup Inc., Research Division Presentation Jason Omerza Hi, everybody.

Seeking Alpha • Nov 11, 2025

New Holland wins ‘Best Specialized' at Tractor of the Year 2026 Awards

New Holland wins ‘Best Specialized' at Tractor of the Year 2026 Awards Hanover, November 10, 2025 CNH's (NYSE: CNH) iconic agriculture brand New Holland has once again set the benchmark for excellence. The New Holland T4.120F Auto Command earned top honors in the Specialized category at the prestigious 2026 Tractor of the Year (TOTY) awards.

GlobeNewsWire • Nov 10, 2025

Carillon Chartwell Mid Cap Value Fund Q3 2025 Top And Botton Securities

Expedia's bookings growth accelerated based on strength in its business-to-business activities, and management raised its outlook. Despite reporting better results, FMC's share price was weak. Pinnacle Financial lagged after announcing an all-stock acquisition of a rival company.

Seeking Alpha • Nov 10, 2025

CNH Industrial N.V. (CNH) Q3 2025 Earnings Call Transcript

CNH Industrial N.V. ( CNH ) Q3 2025 Earnings Call November 7, 2025 11:30 AM EST Company Participants Jason Omerza Gerrit Marx - CEO, Head of Agriculture & Executive Director James A.

Seeking Alpha • Nov 7, 2025

CNH Industrial (CNH) Q3 Earnings Lag Estimates

CNH Industrial (CNH) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.24 per share a year ago.

Zacks Investment Research • Nov 7, 2025

CNH (CNH) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for CNH (CNH) give insight into how the company performed in the quarter ended September 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 • Nov 8, 2025

Oakmark International Strategy Q3 2025 Contributors And Detractors

Oakmark International Strategy portfolio's return was 4.09% (net) for the reporting period versus MSCI World ex USA Index that returned 5.33% for the same period. Alibaba Group's stock price rose significantly following earnings that reflected rapid Chinese AI growth. CNH Industrial's stock price declined as it delivered weak results but reaffirmed guidance amidst a difficult environment.

Seeking Alpha • Nov 5, 2025