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CNH Industrial N.V. generated slightly higher total revenues of $4,803 million for the quarter ended June 30, 2026, up from $4,711 million a year earlier, driven mainly by Construction. However, net income attributable to CNH declined to $138 million from $213 million, and first‑half net income fell to $145 million from $344 million as costs increased.
Cost of goods sold rose to 82.0% of net sales, with higher SG&A, R&D, restructuring charges, and increased credit provisions in Financial Services, particularly in Brazil where farmer profitability is under pressure. First‑half operating cash flow dropped to $180 million from $934 million, while total debt decreased to $25,966 million from $26,762 million at year‑end 2025. Agriculture sales were broadly flat but profitability weakened due to South America, tariffs, and higher expenses; Construction grew sales yet delivered lower Adjusted EBIT. Financial Services earnings declined as risk costs and delinquencies rose, though the managed portfolio remained sizable at $28.0 billion. CNH recognized $5 million of U.S. tariff refunds and expects to recover about $150 million of IEEPA tariffs over time, recognized as cost reductions when cash is received.
CNH Industrial reported Q2 2026 consolidated revenues of $4.803 billion, up 2% year over year, while net income fell to $141 million and diluted EPS to $0.11, with adjusted net income of $161 million. Net sales of Industrial Activities were $4.143 billion, up 3%, but adjusted EBIT for Industrial Activities declined 25% to $167 million and margin to 4.0%.
Agriculture net sales were roughly flat at $3.3 billion, but adjusted EBIT dropped to $170 million and margin to 5.2% as weaker South American volumes, unfavorable mix, tariffs and higher labor, SG&A and R&D costs pressured profitability. Construction net sales rose 12% to $866 million, yet adjusted EBIT fell to $15 million and margin to 1.7% due to tariffs and higher R&D. Financial Services revenues declined 4% to $656 million and net income to $71 million, with receivables over 30 days past due rising to 4.4% of receivables.
Operating cash flow in Q2 was $145 million versus $772 million a year earlier, and Industrial Activities free cash flow was $150 million. The company returned $0.2 billion to shareholders via dividends and buybacks. Management describes 2026 as a trough year for the agriculture cycle but narrowed full‑year 2026 guidance to the higher end of prior ranges, now targeting Industrial Activities net sales flat to up 2%, adjusted EBIT margin of 3.2–3.8%, free cash flow of $200–$400 million and adjusted diluted EPS of $0.41–$0.46.
CNH Industrial N.V. announced planned senior leadership transitions. Chief Technology Officer Jay Schroeder will retire effective January 1, 2027, and Agriculture Chief Commercial Officer Stefano Pampolone will retire effective September 1, 2026. Both executives are expected to remain in advisory capacities to support leadership transitions.
Effective January 1, 2027, Eric Shuman, currently Vice President, Precision Technology Product Management, will become Chief Technology Officer after a more than 25-year career with the company. Effective September 1, 2026, global leaders will assume expanded roles: Chun Woytera as Chief Product & Sustainability Officer, Carlo Materazzo as Chief Manufacturing & Quality Officer, and Markus Müller as President, EMEA and Parts & Service. The company states there are no family relationships or related-party transactions involving Mr. Shuman requiring disclosure, and his compensatory arrangements in the new role are not yet finalized.
CNH Industrial N.V. director Alessandro Nasi received a grant of 5,634 restricted share units. These RSUs convert into common shares on a one-for-one basis and vest on the earlier of the first anniversary of the May 26, 2026 grant or the first annual general meeting after that date.
Buffett Howard W. reported acquisition or exercise transactions in this Form 4 filing.
CNH Industrial N.V. director Howard W. Buffett reported receiving a grant of 5,634 restricted share units (RSUs). These RSUs represent a right to receive an equal number of CNH common shares on a one-for-one basis once they vest.
According to the disclosure, the 5,634 RSUs were granted on May 26, 2026 and will vest on the earlier of the first anniversary of the grant date, May 26, 2027, or the first annual general meeting held after the grant date. Following this grant, Buffett holds 5,634 RSUs directly.
CNH Industrial N.V. director Lorenzo Simonelli received a grant of 5,634 restricted share units (RSUs). These RSUs were awarded on May 26, 2026 and convert into common shares on a one-for-one basis. They vest on the earlier of the first anniversary of the grant date or the first annual general meeting after the grant date. Following this compensation-related award, Simonelli holds 5,634 RSUs directly in respect of CNH Industrial common shares.
CNH Industrial N.V. director Vagn O. Sorensen reported a compensation-related equity award. On May 26, 2026, he was granted 5,634 Restricted Share Units (RSUs), which convert into common shares on a one-for-one basis. After this grant, he holds 5,634 RSUs directly.
The RSUs vest on the earlier of the first anniversary of the grant date, May 26, 2027, or the first annual general meeting after the grant date. This filing reflects an award of equity, not an open-market purchase or sale of CNH Industrial shares.
CNH Industrial N.V. director Elizabeth A. Bastoni received a grant of 5,634 Restricted Share Units (RSUs). Each RSU converts into one common share, so this award represents 5,634 underlying common shares. The RSUs vest on the earlier of the first anniversary of the grant date, May 26, 2027, or the first annual general meeting after the grant date. Following this compensation grant, Bastoni holds 5,634 RSUs directly.
CNH Industrial N.V. director Richard Keith Palmer received a grant of 5,634 Restricted Share Units (RSUs) tied to the company’s common shares. The RSUs convert into common shares on a one-for-one basis. They vest on the earlier of the first anniversary of the grant date, May 26, 2027, or the first annual general meeting after the grant date. Following this award, Palmer holds 5,634 RSUs directly, and the filing shows no open-market buying or selling activity.
CNH Industrial N.V. director Karen Linehan reported a grant of 5,634 restricted share units (RSUs). These RSUs were awarded on May 26, 2026 as equity compensation, not through an open-market purchase or sale. Each RSU converts into one common share of CNH Industrial.
The 5,634 RSUs vest on the earlier of the first anniversary of the grant date, May 26, 2027, or the first annual general meeting after the grant date. After this award, Linehan holds 5,634 RSUs directly, which, upon vesting and settlement, would deliver an equal number of common shares.