CNH Industrial: Progress Is Clear, But The Upside Feels Capped
Source: SeekingAlpha
2025-11-25 10:52:25 ET
Investment Thesis
CNH today is in a better structural position than it has been in most previous downcycles. It's no longer about having volume for the sake of scale. Rather, management has shifted quite noticeably to production discipline and the quality of the margin. That is of greater importance in this phase of the cycle than top-line recovery. The operating reset that CNH is going through, particularly on the cost side, is real, and that should materially improve the earnings profile once the volumes normalise....
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CNH Industrial: Progress Is Clear, But The Upside Feels Capped
Kubota Corporation
NASDAQ: KUBTF
KUBTF Trading
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