CNH Industrial
CNH Industrial is the world's second largest manufacturer of agricultural machinery (82% of industrial net sales) as well as a major player in construction equipment (18% of industrial net sales). Its Case and New Holland brands have served farmers for generations. Geographically, agriculture sales are 40% North America, 32% Europe, Middle East, and Africa, 18% South America, and 10% Asia-Pacific. CNH's products are available through a robust independent dealer network, which includes over 2,600 dealer and distribution locations and reach into 164 countries. The construction business leverages over 400 dealers. The company's captive finance arm provides retail financing to its customers as well as wholesale financing for dealers to maintain inventory, which supports sales.www.cnhindustrial.com
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Search complete. 34 mentions across 20 episodes found for "CNH Industrial".
Oct 30, 2026
Connie BowenGUEST
And that's particularly problematic in the context of specialty crops, which are fruit, veg, nuts.
Connie BowenGUEST
because most of the incumbent companies, if you look at in robotics, you're gonna look at John Deere, Kubota, CNH, CHS.
Connie BowenGUEST
And so like those companies are more focused on row crops, corn, beans, wheat, that are already pretty well automated, actually.
Connie BowenGUEST
We've invested a ton on kind of every piece of the input, seed, chem, equipment, on corn and bean productivity.
Sarah HeinrichHOST
Titan,
Ben BakkoGUEST
and manufacturers were also present, being John Deere and CNH.
Ben BakkoGUEST
So they all got us in a room with Julie Fedorchak and then Administrator Cyrus Western was also sitting in.
Ben BakkoGUEST
He's an administrator from EPA based out of Denver.
Lorrie BoyerHOST
A weaker Brazilian real supports local currency revenue on a record 184 metric ton soybean crop, while barter ratios for dollar-priced inputs are largely unchanged, the analysts said.
Lorrie BoyerHOST
AICO, CNH Industrial and Deere will all likely encounter higher borrowing costs, which could delay any recovery in the equipment industry in the South American country until the second half of next year, according to Oppenheimer.
Lorrie BoyerHOST
Chemical manufacturer Mosaic and Canadian fertilizer company Nutrien will face slower purchases from Brazil.
Lorrie BoyerHOST
On-farm soybean prices declined 1.5% month-over-month in October due to a stronger real at the start of the U.S. harvest.
Lorrie BoyerHOST
A weaker Brazilian real supports local currency revenue on a record 184 metric ton soybean crop, while barter ratios for dollar-priced inputs are largely unchanged, the analysts said.
Lorrie BoyerHOST
AICO, CNH Industrial and Deere will all likely encounter higher borrowing costs, which could delay any recovery in the equipment industry in the South American country until the second half of next year, according to Oppenheimer.
Lorrie BoyerHOST
Chemical manufacturer Mosaic and Canadian fertilizer company Nutrien will face slower purchases from Brazil.
Lorrie BoyerHOST
On-farm soybean prices declined 1.5% month-over-month in October due to a stronger real at the start of the U.S. harvest.
Glenn DanuserGUEST
There's room for both.
Joe SampsonHOST
Do you think that's why we're seeing more, I don't even know what you, I guess you'd call it like strategic alliances, like Borgo and CNH just had an announcement a couple of weeks ago.
Joe SampsonHOST
It's a model that's been happening.
Joe SampsonHOST
I mean, you guys do a variation of that right now.
Kurt LauberGUEST
And that's just tied to more cyclical crops and weather.
Kurt LauberGUEST
And so we like names like CNH and CF Industries in those
speaker_0HOST
areas.
speaker_0HOST
The economy has shown a lot of resiliency over recent years.
Nicolas LirioHOST
Can you name them?
Kent BoucherHOST
Um, well, is it, uh, the big conglomerate that owns AGCO and Case IH, C- CNH?
Nicolas LirioHOST
Yep.
Kent BoucherHOST
And New Holland.
Kent BoucherHOST
John J- yep, John Deere and, uh...
Kent BoucherHOST
CNH, John Deere, and...
Nicolas LirioHOST
No, it's, AGCO and all those are separate, and then it's Case.
Kent BoucherHOST
Those are all owned by CNH.
Ana Maria VelicaHOST
A, a few words about, uh, Jenny.
Ana Maria VelicaHOST
Uh, she's a central transport and outbound coordinator manager for EMEA Parts and Service, uh, with CNH, leading a team focused on building resilient supply chains and helping the business navigate uncertainty.
Ana Maria VelicaHOST
Jenny sees AI not as a replacement for human decision-making, but as a powerful tool to process and analyze large volumes of data faster, enabling teams to focus on solving problems and making strategic decisions.
Ana Maria VelicaHOST
Jenny also, um, in her spare time, she loves traveling and hiking.
Jenny StabileGUEST
Yeah.
Jenny StabileGUEST
Sure.
Jenny StabileGUEST
So for what concerns, uh, CNH here with a see more practical example is on the, uh, regulatories that are, um, challenging our activity day over day.
Jenny StabileGUEST
So, uh, not only the tariffs, but also in Europe we faced, uh, uh, specifically this year, a change into the regulation for the, uh, tachograph implementation for vans.
Joe SampsonHOST
Uh, and what that means is a lot of things, but we're, especially in the state of Iowa, especially in the eye States are heavily reliant on those two crops to make us money.
Joe SampsonHOST
Uh, and that could be anybody in agribusiness, to be honest with you, not just the farmer, but those that are selling products to John Deere and CNH and agco as well, whatever that commodity price is goes their business.
Joe SampsonHOST
And so, uh, Curious to hear your take on the corn and soybean system.
Joe SampsonHOST
Do you feel like that's something that we're stuck in or how do we get out of it if we are? And yeah, let's just roll the conversation that direction.
Pete YoungblutGUEST
And then we've got a full-time, um, specialist, which is Garrett Prinsehouse, and he's got experience.
Pete YoungblutGUEST
He's actually a CNH certified mechanic and has background with Kinze and, and working on equipment.
Pete YoungblutGUEST
So for him to step into this role, you know, it worked out for him, helped him get closer to his family.
Pete YoungblutGUEST
We get along really well, and he does a phenomenal job, so it's nice to have your right-hand man.
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