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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?
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Next CNH Industrial earnings date
Q3 20257 Nov, 2025
Next CNH Industrial earnings date
Q3 20257 Nov, 2025
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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.
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