TLDR
CNH Industrial stock drops 6.87% after Q3 2025 earnings miss expectations.
CNH’s Q3 results show declining revenue, profit, and earnings per share.
CNH Industrial revises 2025 guidance amid market headwinds and cost pressures.
CNH posts lower-than-expected Q3 earnings, focusing on long-term growth.
Despite challenges, CNH Industrial pushes forward with cost control and innovation.
CNH Industrial N.V. (NYSE: CNH) experienced a significant decline in stock price following its third-quarter 2025 earnings release. The company reported a 6.87% drop in stock value, closing at $9.56 per share.
CNH Industrial N.V., CNH
The decline came after the company disclosed its financial results for Q3 2025, which showed a steep drop in net income and earnings per share. Despite ongoing market challenges, CNH Industrial remains committed to operational excellence, aiming for long-term growth amid difficult market conditions.
Declining Revenues and Profit Amid Industry Slowdown
In the third quarter, CNH Industrial’s consolidated revenues reached $4.4 billion, reflecting a 5% decrease compared to the same period last year. The company’s Industrial Activities segment saw a 7% decline in net sales, amounting to $3.7 billion. This drop was primarily driven by lower industry demand and the ongoing process of channel destocking, which continues to affect many sectors of the global economy.
The company also reported net income of $67 million, a sharp decrease from the $310 million posted in Q3 2024. Diluted earnings per share fell to $0.06, compared to $0.24 during the same quarter last year. This decline highlights the challenges CNH faces in a volatile trade environment that has impacted both its revenues and profitability.
Cost Management Strategies and Revised Guidance for 2025
CNH Industrial is making strides in cost management and operational efficiency. The company emphasized its commitment to maintaining disciplined production levels and reducing channel inventories, which are key to navigating the ongoing economic uncertainties. CNH continues to invest in new technologies and product innovation to drive future growth.
The company has revised its guidance for the full year. CNH increased its net sales forecast while lowering its profit guidance to account for incremental tariff headwinds and an unfavorable geographic sales mix. These adjustments reflect the company’s proactive approach to mitigating external risks, including trade barriers and market fluctuations.
With a focus on long-term strategic targets, CNH Industrial is taking the necessary steps to position itself for future success. While the company faces near-term challenges, its efforts to streamline operations and enhance product offerings demonstrate its resilience in a difficult market. As market conditions improve, CNH remains focused on securing sustainable growth in the years ahead.
