Ultime notizie per CNH Industrial (NYSE:CNH) Azioni

CNH Industrial

CNH Global N.V.

NYSE

CNH Industrial is the world's second largest manufacturer of agricultural machinery (82% of industrial net sales) as well as a major player in construction equipment (18% of industrial net sales). Its Case and New Holland brands have served farmers for generations. Geographically, agriculture sales are 40% North America, 32% Europe, Middle East, and Africa, 18% South America, and 10% Asia-Pacific. CNH's products are available through a robust independent dealer network, which includes over 2,600 dealer and distribution locations and reach into 164 countries. The construction business leverages over 400 dealers. The company's captive finance arm provides retail financing to its customers as well as wholesale financing for dealers to maintain inventory, which supports sales.

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UBS maintains CNH Industrial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) with a Buy and raises the price target from $13 to $16.

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UBS Maintains Buy on CNH Industrial, Raises Price Target to $16

CNH's new Strategic Business Plan set to enhance product leadership and expand margins
<ul>
<li>CNH's new Strategic Business Plan will: 
<ul>
<li>Consolidate its position as the #1 or #2 player in all major markets</li>
<li>Target a 16-17% Agriculture mid-cycle adjusted EBIT margin by 2030</li>
<li>Execute an additional $550M+ in run-rate operational and quality cost improvements</li>
<li>Increase through-cycle Industrial cash generation by 25% &nbsp;</li>
</ul>
</li>
<li>Key strategy pillars include: 
<ul>
<li>Advancing Iron + Tech integration. Precision Tech sales will nearly double as a percentage of total Agriculture Net Sales during the plan period</li>
<li>Strengthening our go-to-market approach through a new dual-brand dealer strategy</li>
<li>Relentless focus on end-to-end quality</li>
</ul>
</li>
</ul>
Basildon, May 8, 2025
CNH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) presented its Strategic Business Plan (SBP) today at the Company's <a href="https://www.globenewswire.com/Tracker?data=Ze_rRWXBZajuwCGWm59Itdlq2kQSxRbXSxcmIAFGPvaBe85tfpQmUonaDPX8ZfGgCpnge7YBqH0YD4oMGdjH6GKr3ZcYj6YaK1k1S7PJ0Kw=">Investor Day 2025</a>.
PATH TO 2030
Chief Executive Officer Gerrit Marx introduced the SBP's core pillars:
<ol>
<li>Breaking New Ground on Iron + Tech</li>
<li>Further expanding mid-cycle adjusted EBIT margins</li>
<li>Forward strategy for Construction</li>
<li>Returning substantially all Industrial Free Cash Flow (FCF) to shareholders through the cycle</li>
</ol>
"The strategy that we presented today shows that we have a clear path to achieve our goals. We are committed to delivering strong growth, in tandem with our cost efficiency targets. We have demonstrated our capability to deliver steady margin improvements in the past, and we will take that to the next level in this new phase of our journey,"&nbsp;said Gerrit Marx, Chief Executive Officer at CNH.
BREAKING NEW GROUND ON IRON + TECH
CNH will consolidate its position as the first or second agriculture player in all major markets during the plan period.&nbsp; &nbsp; We will solidify and strengthen our product leadership across all phases of the agricultural cycle through launches, updates and new features for our tractors, harvesters, crop production and crop protection equipment. CNH already offers the industry's most advanced and sophisticated combine harvesters, and we will further expand our harvesting lineup to maintain our leading position. Our new generation twin and single rotor combines launched in 2024 are delivering for farmers with a 15% lower total cost of ownership. A full refresh of our tractor lineup covering the 20 to 700+ horsepower model range is underway, and from 2026 onwards, we will continue to progressively introduce new product lines.&nbsp;
Thanks to our investments in technology, and by adopting and embedding advanced Artificial Intelligence (AI) capabilities, we are creating the best user experience for customers through the seamless integration of our Precision Tech into our equipment (Iron). Our Precision Tech offering includes agronomic sensors, smart implements, advanced automation, autonomous features, satellite connectivity, agronomic insights, and machine data synchronization via our FieldOps&#x2122; digital platform.
We are installing our Precision Tech systems as factory-fit across all major product lines, as well as focusing on increasing integration across all products. By 2030, 90% of these systems will be developed in-house. By the end of the plan period, the contribution of Precision Tech sales will nearly double as a percentage of total Agriculture Net Sales, driving additional margin.
A new go-to-market strategy centered on an integrated and regionally tailored dealer network and brand strategy will see CNH drive higher farmer engagement with greater focus on better and faster customer service. We will leverage and balance our existing global network, which is industry-leading in terms of customer proximity with ~6,000 points of sale and service. Central to our strategy is the strengthening of our brands' identities: Case IH and New Holland as global brands and STEYR as a dedicated European brand, each serving distinct customer segments.
Crucial to this strategy is the establishment of a ‘New Deal' with our dealers, which will see us invest ~100 bps of annual margin over the next five years in growth-oriented dealers. We are also investing in enhancing customer-centric service capabilities through integrated platforms and AI-powered solutions for programmed and predictive maintenance, increased connectivity for units, and retrofit solutions to deliver a seamless customer and dealer experience that targets 100% uptime and a ‘fix right the first time' guarantee.
FURTHER EXPANDING MID-CYCLE EBIT MARGINS&nbsp;
CNH is targeting a 16-17% Agriculture mid-cycle adjusted EBIT margin by 2030. This ambition will be achieved through a combination of margin expansion initiatives tied to commercial growth, operational efficiency, and quality improvements.
Specifically, CNH expects to generate margin expansion through commercial growth initiatives that consist of Precision Tech product mix and go-to-market actions; operational efficiencies relating to strategic sourcing, plant efficiencies, and our manufacturing footprint; and quality enhancements driven by greater product reliability, advanced manufacturing processes, and stronger dealer partnerships. We are committed to delivering in excess of $550 million in operational and quality cost improvements by 2030 to support this margin expansion.
For Construction, we are targeting a 7-8% mid-cycle adjusted EBIT margin by 2030. We will specifically generate this margin expansion via commercial actions, sourcing improvements, and manufacturing improvements.&nbsp;
We are committed to deliver increasing value to our shareholders. We will increase through-cycle Industrial cash generation by 25%, enabling higher returns to shareholders. After debt repayment and M&amp;A opportunities, we plan to return substantially all Industrial FCF to shareholders through a consistent dividend (25-35% of net income) and share buybacks through the industry cycle.
 &nbsp;

CNH Targets 16%-17% Agriculture Mid-Cycle Adjusted EBIT Margin By 2030

Citigroup analyst Kyle Menges maintains CNH Industrial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) with a Buy and raises the price target from $12 to $14.

Citigroup Maintains Buy on CNH Industrial, Raises Price Target to $14

U.S. stocks were higher, with the Dow Jones index gaining around 400 points on Thursday.
Shares of CVS Health Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) rose sharply during Thursday's session after the company reported better-than-expected first-quarter results and <a href="https://www.benzinga.com/quote/CVS/earnings">raised FY25 EPS guidance</a>.
CVS Health reported first-quarter sales of $94.59 billion on Thursday, beating the consensus of $93.64 billion. Total revenues increased 7% year over year, driven by revenue growth across all segments.
CVS Health posted adjusted EPS of $2.25 for Q1, a sharp rise from $1.31 a year earlier and well above Wall Street&#8217;s $1.70 estimate.
CVS Health shares jumped 6.5% to $71.11 on Thursday.
Here are some other big stocks recording gains in today&#8217;s session.
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<li>Cantor Equity Partners, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEP#NASDAQ">CEP</a>) surged 28% to $53.98.</li>
<li>E2open Parent Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETWO#NASDAQ">ETWO</a>) shares jumped 26.4% to $2.4901.</li>
<li>CommScope Holding Company, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COMM#NASDAQ">COMM</a>) gained 24.4% to $4.6550 following better-than-expected quarterly earnings.</li>
<li>MediaAlpha, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAX#NYSE">MAX</a>) rose 19.7% to $10.06 following strong quarterly sales.</li>
<li>Lotus Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LOT#NASDAQ">LOT</a>) gained 19.6% to $1.9500.</li>
<li>Advanced Energy Industries, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEIS#NASDAQ">AEIS</a>) rose 16.7% to $113.72 after the company reported better-than-expected first-quarter financial results and issued second-quarter sales guidance above estimates. Additionally, Needham maintained a Buy rating on the stock and Baird maintained an Outperform rating.</li>
<li>MYR Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MYRG#NASDAQ">MYRG</a>) gained 16.2% to $142.09 following upbeat quarterly earnings.</li>
<li>CONMED Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNMD#NYSE">CNMD</a>) rose 16.1% to $57.01 after the company reported better-than-expected first-quarter financial results and raised its FY25 guidance.</li>
<li>CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) gained 15.3% to $47.60.</li>
<li>Chart Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GTLS#NYSE">GTLS</a>) rose 14.2% to $154.11 after the company reported better-than-expected first-quarter adjusted EPS results and issued FY25 adjusted EPS guidance above estimates. Also, the company issued FY25 sales guidance with its midpoint above estimates.</li>
<li>TTM Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTMI#NASDAQ">TTMI</a>) gained 13.4% to $22.70 after the company reported better-than-expected first-quarter financial results and issued second-quarter guidance above estimates.</li>
<li>Frontdoor, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTDR#NASDAQ">FTDR</a>) rose 13.3% to $46.56 after the company reported better-than-expected first-quarter financial results and raised tis FY25 sales guidance above estimates.</li>
<li>Quanta Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PWR#NYSE">PWR</a>) gained 12.4% to $329.11 after the company reported better-than-expected first-quarter financial results and raised its FY25 guidance with its midpoint above estimates.</li>
<li>ATI Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATI#NYSE">ATI</a>) rose 12% to $60.87 after the company reported better-than-expected quarterly financial results and raised its FY25 adjusted EPS guidance.</li>
<li>Carrier Global Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>) gained 10.4% to $69.07 after the company reported better-than-expected first-quarter financial results and raised its FY25 guidance.</li>
<li>Vertiv Holdings Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>) rose 9.7% to $93.67.</li>
<li>Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) gained 9.6% to $433.29 following strong quarterly earnings.</li>
<li>MasTec, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTZ#NYSE">MTZ</a>) rose 8.2% to $137.75.</li>
<li>CNH Industrial N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) gained 8.2% to $12.52 following quarterly results.</li>
<li>Comfort Systems USA, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIX#NYSE">FIX</a>) jumped 7.4% to $427.31.</li>
<li>Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) gained 6.4% to $260.16.</li>
<li>Hyatt Hotels Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) rose 6.2% to $119.61 following upbeat results.</li>
<li>Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) gained 5.6% to $580.00 following strong quarterly results.</li>
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Photo via Shutterstock

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CVS Health Posts Better-Than-Expected Earnings, Joins CommScope, Microsoft, Meta, Chart Industries, And Other Big Stocks Moving Higher On Thursday

CNH Industrial N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) reported first-quarter financial results before the market open on Thursday. Here&#8217;s a look at the key metrics <a href="https://www.benzinga.com/pressreleases/25/05/g45128924/cnh-industrial-n-v-reports-first-quarter-2025-results">from the quarter</a>.
Q1 Earnings: CNH Industrial reported first-quarter revenue of $3.83 billion, beating analyst estimates of $3.51 billion, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>. The company reported first-quarter adjusted earnings of 10 cents per share, in line with analyst <a href="https://www.benzinga.com/calendars/earnings">estimates</a>.
Total revenue was down 21% on a year-over-year basis. The company reported $162 million in net cash from operations and $567 million in industrial free cash flow absorption in the quarter.
&#8220;Despite the challenging market conditions, CNH remains committed to driving operational excellence and advancing cutting-edge technologies. Our focus on reducing dealer inventories and managing costs has positioned us to weather the current macroeconomic uncertainties, and our balanced global exposure allows us to continue providing excellent products and services to our customers,&#8221; CEO Gerrit Marx said in the earnings release.
Guidance: CNH Industrial lowered its full-year 2025 adjusted earnings guidance from a range of 65 cents to 75 cents per share to a new range of 50 cents to 70 cents per share. Analysts&#8217; estimates call for earnings of 68 cents per share, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
CNH also expects 2025 revenue to be lower than 2024. Here&#8217;s a breakdown of the sales forecast by segment:
<ul>
<li>Agriculture segment: down 12% to 20%</li>
</ul>
<ul>
<li>Construction segment: down 4% to 15%</li>
</ul>
&#8220;The Company forecasts that 2025 global industry retail sales will be lower in both the agriculture and construction equipment markets when compared to 2024. In addition, CNH is focused on driving down excess channel inventory primarily by producing fewer units than the retail demand level. Therefore, 2025 net sales will be lower than in 2024,&#8221; the company said.
CNH Industrial is one of the world&#8217;s largest manufacturers of agricultural machinery. Its brand portfolio includes Case and New Holland. The company is also a major player in construction equipment. 
CNH Price Action: <a href="http://benzinga.com/quote/cnh">CNH Industrial shares</a> were up 8.12% at $12.51 at the time of publication Thursday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Photo: <a href="https://www.shutterstock.com/g/AgroControl">BG Media</a>/Shutterstock.

Guidance

CNH Industrial Stock Rises Following Q1 Earnings, Case, New Holland Parent Company Says Its Positioned To Weather Macroeconomic Uncertainties

WIIM

CNH stock has given up its prior loss. CNH Industrials shares were trading lower after the company reported Q1 financial results and cut its FY25 adjusted EPS guidance with its midpoint below estimates.

CNH Industrials shares are trading lower after the company reported Q1 financial results and cut its FY25 adjusted EPS guidance with its midpoint below estimates.

Consequently, the Company is providing the following updated 2025 outlook:
<ul>
<li>Agriculture segment net sales(6) down between 12% and 20% year-over-year, including currency translation effects (from down 13% to 18% previously)</li>
<li>Agriculture segment adjusted EBIT margin between 7% and 9% (from 8.5% to 9.5% previously)</li>
<li>Construction segment net sales(6) down between 4% and 15% year-over-year, including currency translation effects (from down 5% to 10% previously)</li>
<li>Construction segment adjusted EBIT margin between 2% and 4% (from 4% to 5% previously)</li>
<li>Free cash flow of Industrial Activities(7) between $100 million and $500 million (from $200 million to $500 million previously)</li>
<li>Adjusted diluted EPS(7) between $0.50 to $0.70 (from $0.65 to $0.75 previously)</li>
</ul>

CNH Industrial Lowers FY2025 Adj EPS Guidance From $0.65-$0.75 To $0.50-$0.70 Vs $0.68 Estimate

CNH Industrial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) reported quarterly earnings of $0.10 per share which met the analyst consensus estimate. This is a 66.67 percent decrease over earnings of $0.30 per share from the same period last year. The company reported quarterly sales of $3.83 billion which beat the analyst consensus estimate of $3.51 billion by 9.09 percent. This is a 20.55 percent decrease over sales of $4.82 billion the same period last year.

Earnings Beats

CNH Industrial Q1 Adj. EPS $0.10, Inline, Sales $3.83B Beat $3.51B Estimate

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Earnings Scheduled For May 1, 2025

Oppenheimer analyst Kristen Owen maintains CNH Industrial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) with a Outperform and lowers the price target from $16 to $15.

Oppenheimer Maintains Outperform on CNH Industrial, Lowers Price Target to $15

Morgan Stanley analyst Angel Castillo maintains CNH Industrial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) with a Overweight and lowers the price target from $16.5 to $15.

Morgan Stanley Maintains Overweight on CNH Industrial, Lowers Price Target to $15

Northland Capital Markets analyst Ted Jackson upgrades CNH Industrial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) from Market Perform to Outperform and maintains the price target from $18 to $18.

Upgrades

Northland Capital Markets Upgrades CNH Industrial to Outperform, Maintains Price Target to $18

Management

CNH Industrial CFO Oddone Incisa To Step Down; James Nickolas To Succeed

CNH Industrial shares are trading higher. Citigroup maintained a Buy rating on the stock.

Citigroup analyst Kyle Menges maintains CNH Industrial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) with a Buy and lowers the price target from $15 to $12.

Citigroup Maintains Buy on CNH Industrial, Lowers Price Target to $12

Truist Securities analyst Jamie Cook maintains CNH Industrial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) with a Buy and lowers the price target from $17 to $16.

Truist Securities Maintains Buy on CNH Industrial, Lowers Price Target to $16

UBS maintains CNH Industrial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) with a Buy and lowers the price target from $14 to $13.

UBS Maintains Buy on CNH Industrial, Lowers Price Target to $13

CNH Industrial shares are trading lower after Baird downgraded the stock from Outperform to Neutral and cut its price target from $16 to $15.

Baird analyst Mircea Dobre downgrades CNH Industrial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNH#NYSE">CNH</a>) from Outperform to Neutral and lowers the price target from $16 to $15.

Downgrades

Baird Downgrades CNH Industrial to Neutral, Lowers Price Target to $15

Press Releases

CNH announces Global Leadership Team appointment

Pricing of CNH Industrial Capital LLC $500 million notes

How CNH's precision technology is helping farmers tackle water scarcity

CNH publishes 2025 Annual General Meeting agenda

CNH is leveraging cutting-edge technology to innovate training

CNH announces Chief Financial Officer transition

CNH to release 2025 First Quarter financial results on May 1

CNH Industrial N.V. Reports First Quarter 2025 Results

Follow Live: CNH Investor Day 2025

CNH's new Strategic Business Plan set to enhance product leadership and expand margins

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Ultime notizie per CNH Industrial (NYSE:CNH) Azioni

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