CNH Industrial (CNH) Beats Expectations but Tariffs Cloud Outlook

CNH Industrial N.V. (NYSE:CNH) is one of the best farmland and agriculture stocks to buy according to billionaires. On August 1, CNH Industrial reported Q2 2025 results that topped expectations, posting an adjusted profit of $0.17 per share, up from $0.14 last year, and revenue of $4.71 billion. Although revenue fell 14% year-over-year, aggressive cost-cutting brought expenses down to $4.43 billion from $5.03 billion, helping the company outperform Wall Street estimates. CNH continued producing below retail demand to manage dealer inventories, a move also seen among peers like Deere, AGCO, and Caterpillar.

CNH Industrial (CNH) Beats Expectations but Tariffs Cloud Outlook

Looking ahead, CNH expects a softer second half as tariff-affected inventory begins impacting production. While Q2 sales faced limited tariff exposure, CFO James Nikolas warned of increased pressure later in the year, and CEO Gerrit Marx emphasized uncertainty tied to U.S. trade actions. The company aims to offset rising costs with pricing adjustments and cheaper sourcing, but still expects 2025 sales to trail last year despite reaffirming annual guidance.

CNH Industrial N.V. (NYSE:CNH) is a leading provider of agricultural machinery, delivering a wide range of equipment such as tractors, combine harvesters, and advanced precision farming solutions. Through its renowned brands, New Holland Agriculture and Case IH, the company plays a vital role in supporting modern farming practices worldwide.

While we acknowledge the potential of CNH to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CNH and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.