)
Edge25 Oct 2024
Deere & Company: Shaping the Future of Agriculture Since 1837
Detailing the history of agriculture and Deere & Company, all the way from 1837 to the present day.
CNH Industrial (CNH) investor relations material
CNH Industrial Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary1 Aug, 2025
Executive summary
Q2 2025 revenues declined 14% year-over-year to $4.7B, driven by lower shipment volumes, dealer destocking, and weak market demand.
Net income fell 46% to $217M, with adjusted diluted EPS at $0.17, reflecting lower sales and higher credit risk provisions.
Cost-saving initiatives and operational excellence partially offset volume impacts; $0.3B returned to shareholders via dividends.
Strategic focus on technology integration, highlighted by a new Starlink partnership and a new business plan detailed at Investor Day 2025.
Full-year 2025 guidance reaffirmed despite macroeconomic and trade uncertainties.
Financial highlights
Net sales of Industrial Activities fell 16% year-over-year to $4.0B; adjusted EBIT dropped 55% to $224M; adjusted EBIT margin was 5.6%.
Adjusted net income was $216M, down 52% year-over-year; adjusted diluted EPS was $0.17, down from $0.35.
Free cash flow from Industrial Activities improved to $451M, up from $140M YoY, due to better working capital.
Gross margin for Industrial Activities was 20.6–21.8%, down from 22.9–24.4% in Q2 2024.
Cash and cash equivalents at June 30, 2025: $2.5B; total debt: $27.4B.
Outlook and guidance
2025 global industry retail sales expected to be lower in both agriculture and construction equipment markets compared to 2024.
Agriculture net sales projected down 12–20% YoY; adjusted EBIT margin 7–9%.
Construction net sales expected down 4–15% YoY; adjusted EBIT margin 2–4%.
Free cash flow of Industrial Activities forecasted between $100M and $500M; adjusted diluted EPS between $0.50 and $0.70.
Significant uncertainties remain due to global trade, tariffs, and macroeconomic volatility.
How did dealer destocking impact net sales?
What's driving increased risk costs in Brazil?
Elaborate on the U.S. trade policy uncertainty.
How will US tariffs impact CNH's Q3/Q4 results?
What's driving higher risk costs in Brazil?
How will CNH grow earnings in 2026?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next CNH Industrial earnings date
Q3 20257 Nov, 2025
Next CNH Industrial earnings date
Q3 20257 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
Frequently asked questions
CNH Industrial N.V. designs, manufactures, and sells agricultural and construction equipment, as well as commercial vehicles and powertrain solutions. The company serves customers worldwide through a portfolio of brands and a network of dealers and distributors. It also offers financial services. The company is headquartered in London, United Kingdom, and its shares are listed on the BIT.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage