Core Viewpoint - CNH Industrial's earnings are expected to reach a low point in 2025 after experiencing two years of declining equipment sales, with an upgrade in rating from Perform to Outperform and a price target set at $16 by Oppenheimer's analyst Kristen Owen [1][2]. Group 1: Earnings Outlook - The third-quarter earnings season has positively influenced investor sentiment, with incremental catalysts anticipated in 2025 that may support a reversion trade for CNH [2]. - Despite challenging equipment fundamentals in 2025, recent improvements in grain prices could serve as a tailwind for global farm income [3]. Group 2: Company-Specific Catalysts - Potential catalysts for CNH Industrial include incremental cost savings programs, an investor day in May, and possible monetization of construction assets [4]. - At the time of publication, CNH Industrial shares were down 0.3% to $13.12 [4].

CNH Industrial (CNH) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended December 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February ...

CNH Industrial (NYSE: CNH ) shares have dropped precipitously over the past two years, mirroring the commodity market and reflecting concerns over rising interest rates. The company's results are sure to be depressed in the near-term, but there are reasons toI manage a handful of portfolios, all of which have outperformed the S&P 500 index since inception in 2020. I like to evaluate businesses as a business - not a stock ticker - and invest when I judge the market to have significantly mispriced them. I hav ...

AE50 2025: Ten Ag innovations from CNH awarded by ASABE Basildon, January 9, 2024 Customer-inspired Ag Tech and Engineering solutions from CNH's Case IH and New Holland brands have won ten AE50 2025 awards. These awards honor the year's 50 most innovative products and systems engineered for the food and agricultural industries. Winners are determined by the American Society of Agricultural and Biological Engineers (ASABE). Our Winners Case IH The Axial-Flow (AF) 260 series combines bring together the lates ...

Following our last update, ' We Are Looking Ahead, Buy Confirmed ,' CNH Industrial's (NYSE: CNH ) stock price recovered by 11.95%. (Fig 1). After the Farm Progress expo in Iowa, we were pricing negative expectations on theBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must ...

CNH announces Global Leadership Team changes Basildon, December 16, 2024 CNH (NYSE:CNH) today announces leadership changes designed to capitalize on current market opportunities in its Agriculture business in the North America and Europe, Middle East and Africa (EMEA) regions. These developments will support the Company at this stage of the agricultural cycle, readying it for the upswing. Scott Harris will assume the role of President, North America, effective January 1, 2025. Markus Müller will join CNH a ...

CNH designs special edition CASE compact track loader inspired by Metallica frontman James Hetfield Basildon, December 16, 2024 A special edition compact track loader from CNH construction brand CASE Construction Equipment was on display at the YouTube Theater in Inglewood, California, USA at the Helping Hands charity concert. Held on December 13, this annual event is organized by the rock band Metallica's All Within My Hands charitable foundation. Following its debut, this custom-designed CASE TV450B comp ...

CNH Industrial (CNH) reported third-quarter 2024 adjusted earnings per share (EPS) of 24 cents, down from 42 cents in the prior-year quarter. The figure also missed the Zacks Consensus Estimate of 28 cents.In the third quarter, consolidated revenues declined nearly 22% from the year-ago level to $4.65 billion and missed the consensus mark of $4.77 billion. The company’s net sales from industrial activities came in at $3.99 billion, down 25% due to lower industry demand and dealer inventory management.Stay u ...

Greenlight Capital's David Einhorn said Wednesday he has taken a medium sized position in agricultural play CNH Industrial.Speaking at CNBC's Delivering Alpha conference in New York City, the hedge fund investor said the agricultural machinery company is an under-the-radar value play as the industry nears the end of a bearish cycle. "It's exactly the kind of situation that absolutely nobody cares about right now because it's cheap, and the news over the next period of time isn't going to be very good. Agric ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Large accelerated filer ☑ Accelerated filer ☐ Non-accelerated filer ☐ Smaller reporting company ☐ Emerging growth company ☐ FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36085 CNH ...