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AI brief of an SEC Form 8-K · CNH Industrial (CNH)

CNH Industrial full-year 2025 net income falls 60% to $505 million; 2026 outlook weaker

Mixed Impact 4 of 5 earnings Written later

CNH Industrial reported fourth-quarter 2025 consolidated revenues up 6% to $5.16 billion, but net income fell 49% to $89 million and diluted EPS fell to $0.07 from $0.14. For full-year 2025, revenues declined 9% to $18.10 billion and net income fell to $505 million from $1,259 million. The company expects global industry retail demand for agricultural equipment to be about 5% lower in 2026 and forecasts 2026 adjusted diluted EPS of $0.35 to $0.45.

Key points

  • Q4 2025 net income was $89 million, versus $176 million in Q4 2024; Q4 included $123 million in non-cash impairment charges tied to the 2021 Raven acquisition and $62 million tied to Monarch Tractor and other minority holdings.
  • Full-year 2025 consolidated revenues were $18.10 billion, down 9%; full-year diluted EPS was $0.41, versus $0.99 in 2024; adjusted diluted EPS was $0.55, versus $1.05.
  • 2026 outlook: Agriculture net sales down 5% to flat year-over-year; Industrial free cash flow of $150 million to $350 million; adjusted diluted EPS of $0.35 to $0.45.
  • Full-year 2025 net cash provided by operating activities was $2,538 million, and Industrial free cash flow was $513 million.

The filing

CompanyCNH Industrial (CNH)
Form8-K, current report
Filed with the SECFeb 17, 2026, 6:35 AM ET
Accession number0001567094-26-000003

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:11 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 17, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.