Here's What Key Metrics Tell Us About CNH (CNH) Q4 Earnings

For the quarter ended December 2025, CNH Industrial (CNH) reported revenue of $5.16 billion, up 5.8% over the same period last year. EPS came in at $0.19, compared to $0.15 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $5.02 billion, representing a surprise of +2.74%. The company delivered an EPS surprise of +74.47%, with the consensus EPS estimate being $0.11.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how CNH performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Net Sales: $4.45 billion versus the six-analyst average estimate of $4.28 billion. The reported number represents a year-over-year change of +7.8%.
• Revenues- Finance, interest and other income: $706 million compared to the $730.03 million average estimate based on five analysts. The reported number represents a change of -5.5% year over year.
• Revenues- Total Industrial Activities- Agriculture: $3.6 billion versus the five-analyst average estimate of $3.51 billion. The reported number represents a year-over-year change of +5.5%.
• Revenues- Total Industrial Activities- Construction: $853 million compared to the $805.81 million average estimate based on five analysts. The reported number represents a change of +18.8% year over year.
• Revenues- Financial Services: $700 million compared to the $762.48 million average estimate based on four analysts. The reported number represents a change of -5.8% year over year.
• Revenues- Total Industrial Activities: $4.49 billion versus $4.28 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.8% change.
• Adjusted EBIT- Industrial Activities- Agriculture: $233 million versus $184.19 million estimated by five analysts on average.
• Adjusted EBIT- Industrial Activities- Construction: $5 million versus the five-analyst average estimate of $-1.86 million.
• Adjusted EBIT- Industrial Activities- Unallocated items, eliminations and other: $-4 million versus $-66.69 million estimated by five analysts on average.
• Adjusted EBIT- Total Industrial Activities: $234 million versus $111.82 million estimated by three analysts on average.

View all Key Company Metrics for CNH here>>>

Shares of CNH have returned +16.8% over the past month versus the Zacks S&P 500 composite's -1.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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