CNH Industrial announced a partnership with CHC Navigation to embed the latter’s high‑precision guidance technology into its FP FleetPro aftermarket kits, allowing farmers to retrofit existing Case IH and New Holland machines with advanced precision‑ag tools without a factory‑fit upgrade.
The partnership was unveiled at Agritechnica 2025 in Hanover, with official announcements dated December 1 2025 (and reiterated on December 2 2025). It expands CNH’s precision‑ag portfolio and offers a cost‑effective retrofit solution that broadens the company’s aftermarket offerings.
CNH’s Q3 2025 results showed consolidated revenue of $4.4 billion, a 5% year‑over‑year decline, and diluted EPS of $0.06, missing analyst estimates by $0.07. Revenue beat the consensus estimate of $4.22 billion, driven by stronger demand in the Agriculture segment, while the Construction segment saw a 7% decline. The company’s adjusted EBIT margin contracted to 4.6% from 10.2% in Q3 2024, reflecting tariff headwinds and a less favorable geographic mix.
The partnership aligns with CNH’s strategy to double precision‑tech sales as a percentage of agriculture net sales by 2030. CEO Gerrit Marx highlighted disciplined production, inventory reduction, and cost‑control measures that support margin resilience amid tariff impacts. He also noted progress in reducing product costs and a commitment to long‑term strategic targets.
Market reaction to CNH’s earnings was muted, with analysts citing the EPS miss and cautious 2025 guidance. The partnership is viewed as a positive tailwind that could help offset near‑term headwinds, but investors remain focused on the company’s ability to navigate tariff impacts and demand softness in North America.
Overall, the partnership positions CNH to broaden its aftermarket offerings and strengthen customer loyalty, while the company continues to face margin pressure from tariffs and a competitive precision‑ag market.
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