CNH Industrial (CNH) 2025 Earnings Call Presentation

CNH Overview - CNH is the world's second-largest manufacturer of agricultural machinery[29] - CNH aims to return substantially all Industrial Free Cash Flow to shareholders through the cycle[37] - CNH expects to deliver another $550M+ of run-rate operational and quality cost improvements by 2030[38] Agriculture Segment - Agriculture accounts for approximately 80% of Industrial Net Sales and 90% of Industrial Adjusted EBIT[30, 34] - CNH Agriculture is targeting a mid-cycle Adjusted EBIT margin of 160%-170% by 2030[67] - CNH Agriculture is targeting 200-250 bps margin improvement through quality improvements by 2030[58] Precision Tech - CNH aims to achieve approximately 2x revenue growth in Precision Tech by 2030[21, 44] - CNH is targeting a 50-75 bps increase in CNH Agriculture Adjusted EBIT margin through favorable Precision Tech mix by 2030[45, 114, 137] Construction Segment - Construction represents approximately 20% of Industrial Net Sales[32, 35] - CNH aims to expand Construction's margins by 150-250 bps by 2030[168, 170]