CNH Industrial (CNH) AGM 2026 summary
Event summary combining transcript, slides, and related documents.
AGM 2026 summary
8 May, 2026Opening remarks and agenda
Meeting chaired by Dirk-Jan Smit, with board members and auditors attending remotely or in person.
Meeting broadcast live via webcast; notarial minutes to be made.
Notice for the meeting published on 25 March 2026, in accordance with legal requirements.
Financial performance review
2025 marked by industry adaptation to lower commodity prices, tariffs, and softer demand.
Maintained operational discipline, launched over 50 agricultural and 20 construction products.
Returned $430 million to shareholders through dividends and share repurchases.
Innovation investments focused on AI, autonomy, and digital platforms to boost productivity.
Board and executive committee updates
Strengthened global leadership team in finance, HR, IT, communications, and regional agriculture.
Emphasis on skills-based development and strategic workforce planning.
Latest events from CNH Industrial
- Flat revenues but sharply lower net income and margins; full-year guidance reaffirmed.CNH
Q1 202630 Apr 2026 - 2026 proxy details director elections, executive pay, auditor votes, dividend, and share authorizations.CNH
Proxy filing25 Mar 2026 - Director elections, compensation, auditor re-appointments, and share authorizations headline the agenda.CNH
Proxy filing25 Mar 2026 - 2026 outlook: flat-to-down sales, margin headwinds, and cautious profit recovery expected.CNH
Q4 202517 Feb 2026 - Targets 16%-17% Ag and 7%-8% Construction EBIT margins by 2030, driven by tech and quality.CNH
CMD 20253 Feb 2026 - Q2 revenue dropped 16% and guidance was cut as industry demand weakened.CNH
Q2 20242 Feb 2026 - Q3 2024 revenue and profit fell sharply, prompting a cut to full-year guidance.CNH
Q3 202415 Jan 2026 - 2024 brought sharp sales and profit declines, with further weakness expected in 2025.CNH
Q4 20248 Jan 2026 - Q1 2025 profit and sales plunged; 2025 outlook cut amid trade and market uncertainty.CNH
Q1 20253 Dec 2025