CNH INDUSTRIAL N.V. Stock Price, News & Analysis

CNH Industrial has partnered with Nature's Net Wrap to introduce the world's first compostable bale net wrap, addressing a significant agricultural plastic waste problem. The innovation, developed by Canadian ranchers Larry and Austin Ruud, targets the agricultural sector where plastic net wrap and twine generate approximately 2.5 million tons of waste annually - representing half of all agricultural plastic waste in a market valued at $1 billion USD. The new product, made from biopolymers and natural fibers, has been extensively tested and exceeds global certification requirements. This sustainable solution will be distributed through CNH's Case IH and New Holland dealer networks across North America, marking a significant step in reducing agricultural plastic pollution.

CNH Industrial Capital Canada Ltd., a subsidiary of CNH Industrial N.V. (NYSE: CNHI), has priced Cdn$500 million in 3.75% notes due June 5, 2029. The notes, priced at 100.00%, will be offered privately to accredited investors in Canadian provinces, with closing expected on June 5, 2025. The senior unsecured notes will pay interest semi-annually and are guaranteed by CNH Industrial Capital LLC, CNH Industrial Capital America LLC, and New Holland Credit Company, LLC. The proceeds will support working capital, general corporate purposes, and debt repayment. CNH Industrial Capital LLC, headquartered in Racine, Wisconsin, operates as a captive finance company providing financing solutions for CNH Industrial North America's agricultural and construction equipment customers and dealers.

CNH (NYSE: CNHI) has partnered with SpaceX's Starlink to provide satellite connectivity solutions for its agricultural customers. The collaboration will enable Case IH, New Holland, and STEYR brand customers to access high-speed internet connectivity in remote rural locations. The integration with CNH's FieldOps™ digital platform will enhance machine communication, data streaming, and precision farming capabilities. A key application includes improved prescription spraying through CNH's FieldXplorer platform, which uses AI to convert drone imagery into field maps for precise crop protection. In markets like Brazil, where connectivity is challenging, this partnership will enable near-instantaneous data transmission for improved farm operations and potentially better crop yields.

CNH Industrial held its 2025 Annual General Meeting where shareholders approved several key items. Gerrit Marx was appointed and Suzanne Heywood was re-appointed as executive directors, along with the re-appointment of several non-executive directors. The AGM approved the company's 2024 financial statements and declared a dividend of $0.25 per common share, totaling approximately $312 million, payable on May 30, 2025, to shareholders of record on May 21, 2025.

Additionally, CNH published its 2024 Sustainability Report, detailing the company's sustainability priorities, strategic targets, and achievements for 2024. CNH Industrial, with its 35,000+ employees, continues to provide equipment, technology, and services through its global brands including Case IH, New Holland Agriculture, CASE, and New Holland Construction Equipment.

CNH unveiled its Strategic Business Plan (SBP) at Investor Day 2025, outlining ambitious goals through 2030. The company aims to strengthen its position as a top-tier agriculture player by targeting a 16-17% Agriculture mid-cycle adjusted EBIT margin and implementing $550M+ in operational improvements. Key initiatives include doubling Precision Tech sales in Agriculture, executing a new dual-brand dealer strategy, and focusing on quality enhancement. The plan emphasizes Iron + Tech integration, with 90% of Precision Tech systems to be developed in-house by 2030. For Construction, CNH targets a 7-8% mid-cycle adjusted EBIT margin. The company commits to increasing through-cycle Industrial cash generation by 25% and plans to return substantially all Industrial Free Cash Flow to shareholders through dividends (25-35% of net income) and buybacks.

CNH (NYSE: CNHI) is hosting its Investor Day 2025 at the New York Stock Exchange, starting at 9:00 am ET. The event features presentations from key executives including Chair Suzanne Heywood and CEO Gerrit Marx, covering crucial aspects of the company's operations and strategy.

The agenda includes sessions on Agriculture Products, Precision Technology, Go-to-Market strategy, Quality, Construction, and Financial updates. The presentation materials will be available from 8:00 am ET, with a recording of the webcast accessible shortly after the event's conclusion.

CNH is a global equipment, technology, and services company operating through brands including Case IH, New Holland Agriculture, CASE, and New Holland Construction Equipment. The company employs over 35,000 people worldwide and focuses on innovation, sustainability, and productivity.

CNH Industrial (CNHI) reported Q1 2025 results showing significant declines across key metrics. Net income fell 64% to $132 million with diluted EPS of $0.10, down from $0.29 in Q1 2024. Consolidated revenues decreased 21% to $3.8 billion, while Industrial Activities net sales dropped 23% to $3.17 billion. The company faced lower industry demand and dealer destocking challenges. In Agriculture, net sales fell 23% to $2.58 billion, while Construction saw a 22% decline to $591 million. CNH updated its 2025 guidance downward, forecasting Agriculture segment sales to decline 12-20% and Construction segment sales to fall 4-15%. The adjusted EPS outlook was reduced to $0.50-$0.70 from $0.65-$0.75 previously, reflecting ongoing macroeconomic uncertainty and global trade concerns.

CNH (NYSE: CNH) has announced it will release its 2025 First Quarter financial results on Thursday, May 1, 2025. The company will host a live listen-only webcast and conference call at 9:00 a.m. ET on the same day.

Interested participants can join the Q&A session via telephone, with dial-in numbers provided for U.S. Toll-Free and Local access. A replay of the session will be available in the Investor Relations section of CNH's website for 12 months.

CNH Industrial is a global equipment, technology, and services company operating through various brands including Case IH, New Holland Agriculture, CASE, New Holland Construction Equipment, STEYR, Raven, Hemisphere, Flexi-Coil, Miller, and Eurocomach. The company employs over 35,000 people worldwide.

CNH (NYSE: CNH) has announced a significant leadership change as current Chief Financial Officer Oddone Incisa will step down, to be succeeded by James (Jim) Nickolas. The transition will be completed by May 6, 2025, with Nickolas taking full CFO responsibilities.

Nickolas brings over 30 years of experience in corporate finance, M&A, and business strategy. He previously served as CFO and Executive Vice President at Martin Marietta and held various leadership positions at Caterpillar, including Head of Corporate Development and CFO roles in different divisions.

The departing CFO, Oddone Incisa, concludes a 28-year career with CNH and former Fiat Group, during which he guided the company through various challenges including the Covid-19 pandemic, business segment demerger, and US stock index inclusion. Nickolas will present the financial portion of CNH's Strategic Business Plan at the upcoming Investor Day on May 8, 2025.