Every material Form 8-K CNH Industrial filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
CNH Industrial reported second-quarter 2026 results with consolidated revenues of $4.8 billion, up 2% from a year earlier, while net income fell 35% to $141 million and diluted EPS fell to $0.11 from $0.17. The company said it expects 2026 results at the higher end of its previously communicated ranges and updated its outlook, including adjusted diluted EPS of $0.41 to $0.46. For shareholders, revenue growth was offset by lower profit, with agriculture earnings down sharply amid a trough in the farm equipment cycle.
Consolidated revenues were $4.8 billion, up 2% year over year; Net sales of Industrial Activities were $4.1 billion, up 3%.
Net income was $141 million versus $217 million in Q2 2025; diluted EPS was $0.11 versus $0.17, and adjusted diluted EPS was $0.13 versus $0.17.
Agriculture adjusted EBIT fell to $170 million from $263 million; Construction adjusted EBIT fell to $15 million from $35 million.
2026 outlook: adjusted diluted EPS of $0.41 to $0.46 and Free Cash Flow of Industrial Activities of $200 million to $400 million.
CNH Industrial announced that Chief Technology Officer Jay Schroeder will retire effective January 1, 2027, and Agriculture Chief Commercial Officer Stefano Pampalone will retire effective September 1, 2026. Eric Shuman, currently Vice President, Precision Technology Product Management, will succeed Schroeder as CTO, while several other leaders take on expanded roles.
Jay Schroeder, Chief Technology Officer, retires effective January 1, 2027; both retirees are expected to stay on in advisory capacities
Eric Shuman, a more than 25-year company veteran, to be appointed Chief Technology Officer effective January 1, 2027
Stefano Pampalone, Agriculture Chief Commercial Officer, retires effective September 1, 2026; Chun Woytera, Carlo Materazzo and Markus Müller take expanded roles
Compensation arrangements for Mr. Shuman have not yet been finalized
CNH Industrial reported first-quarter 2026 net income of $10 million, or $0.01 per diluted share, down from $132 million, or $0.10, a year earlier. Revenue was flat at $3.83 billion, and the company reaffirmed its full-year 2026 outlook, including adjusted diluted EPS of $0.35 to $0.45. The sharp profit decline, driven by weak agriculture demand, tariffs and higher costs, matters to shareholders because it shows earnings pressure that the reaffirmed guidance has not yet reversed.
Q1 2026 net income $10 million vs $132 million in Q1 2025; adjusted net income $21 million
Adjusted EBIT of Industrial Activities was -$45 million vs $101 million; Agriculture adjusted EBIT $27 million vs $139 million
Net cash provided by operating activities $35 million vs $162 million a year earlier
2026 outlook reaffirmed, including Industrial Activities free cash flow of $150 million to $350 million
CNH Industrial N.V. agreed on March 26, 2026 with Citibank Europe plc, UK Branch, as facility agent, to extend the maturity of its €3.25 billion credit facility to April 18, 2031. The filing states that no borrowings were outstanding under the facility as of the agreement date, so the change extends the company's available credit line rather than adding debt.
Credit facility size: €3.25 billion, with maturity extended to April 18, 2031
Agreement dated March 26, 2026, with Citibank Europe plc, UK Branch as facility agent
No borrowings outstanding under the credit agreement as of the agreement date
Full terms are in Exhibit 10.1, the Extension Letter Agreement
Directors Asa Tamsons and Richard J. Kramer notified the board on March 24, 2026 that they will not stand for re-election, and their terms end at the 2026 Annual Meeting. The company said the decisions are not due to any disagreement over its operations, policies or practices. The company has nominated Richard Palmer and Lorenzo Simonelli to replace them after the meeting.
Asa Tamsons and Richard J. Kramer will leave the board when their terms end at the 2026 Annual Meeting.
Notice to the board was given on March 24, 2026; the filing is dated March 26, 2026.
The company says the departures are not the result of any disagreement with the company.
Richard Palmer and Lorenzo Simonelli were nominated as director replacements, per the proxy statement.
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.
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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every CNH Industrial filing is on SEC EDGAR ↗. 8-K briefs of other companies →