• Reported GAAP EPS of $0.07 down -50.00% YoY • CNH forecasts 2026 Agriculture segment net sales between down 5% and flat, adjusted EBIT margin 4.5% to 5.5%, Construction segment net sales about flat, and adjusted diluted EPS between $0.35 to $0.45.
Bullish
CNH achieved Q4 revenue growth and increased Financial Services net income, while strategically reducing dealer inventories and advancing operational excellence and product innovation despite market challenges.
Bearish
CNH faced significant full year revenue declines and Q4 profitability compression in both Agriculture and Construction segments, driven by weak demand, higher costs, and increased past-due receivables.