CNH Industrial: Cycle Ag Recovery Leverage, But Not A Lot Else Yet

2026-02-20 03:58:10 ET

When a company is saying a lot of the same things for five years but evidence of progress is limited, I think it’s fair to be skeptical of where the company is heading. Such is the case for me with CNH Industrial (CNH). There have been seven CEOs since 2013 if you count interim positions, and throughout that time I feel like the narrative on streamlining the business, improving operational efficiency, and investing in tech hasn’t changed much, but the results haven’t really come through....

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