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CNH Industrial (CNH)
NYSE:CNH
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.11Last Year’s EPS
0.33Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 04, 2025
|% Change Since: 7.17%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Negative
The earnings call reflected a challenging year for CNH, with significant revenue declines and high inventory levels. However, the company made notable progress in cost reductions and maintained resilience in certain segments such as Construction and Financial Services. Despite these achievements, the overall challenges and negative financial trends were significant.Company Guidance
In the CNH Fourth Quarter Results Conference Call, the company provided guidance for 2025, focusing on inventory management, cost savings, and market expectations. CNH plans to reduce agricultural production hours by 15% to 20% in 2025, following a 34% reduction year-over-year. The company aims to lower dealer inventory levels, which were reduced by over $700 million in Q4 2024, and maintain pricing discipline. They achieved $600 million in run-rate savings by the end of 2024, contributing to an 8.2% Industrial adjusted EBIT margin, despite a 20% decline in consolidated revenues for the year. Looking ahead, CNH forecasts a 12% to 17% decrease in net sales for 2025, with an industrial-adjusted EBIT margin between 6% to 7%. Free cash flow for 2025 is projected to be between $200 million and $500 million, while EPS is expected to range from $0.65 to $0.75. The company is focused on achieving quality improvements and technology investments to position itself for future market recoveries.Cost Reduction Achievements
CNH achieved a run-rate saving of about $600 million by the end of the year, with $375 million in COGS and $186 million in SG&A.
Positive Financial Services Performance
Financial Services net income for the full year was $379 million, an $8 million increase compared to 2023.
Construction Segment Resilience
Despite a 33% drop in net sales in the quarter, Construction gross margins were flat year-over-year, and improved on a full-year basis.
Free Cash Flow Improvement in Q4
Q4 free cash flow from industrial activities was $848 million as CNH depleted inventories in line with usual seasonality.
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CNH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CNH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 04, 2025 | $12.56 | $12.73 | +1.35% |
| Nov 07, 2024 | $11.63 | $10.66 | -8.34% |
| Jul 31, 2024 | $10.17 | $10.65 | +4.72% |
| May 02, 2024 | $10.88 | $11.22 | +3.12% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does CNH Industrial (CNH) report earnings?
CNH Industrial (CNH) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is CNH Industrial (CNH) earnings time?
CNH Industrial (CNH) earnings time is at May 01, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CNH EPS forecast?
CNH EPS forecast for the fiscal quarter 2025 (Q1) is 0.11.
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