WHY NOW
Verified recent context
1 itemWHY THIS GROUP EXISTS
Shared filing context
32/32 members coveredModerate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AGCO, ALH, AOS, ATMU, CNH, DCI, DE, ESAB, FAST, FTV, IEX, IR, ITW, KAI, MWA, OSK, OTIS, OTTR, PCAR, UFPI, XYL.
demand / volume affecting revenue
“Financial Services Finance, Interest and Other Income Financial Services recorded revenues of $646 million in the three months ended March 31, 2026, down 0.8% compared to the three months ended March 31, 2025, as a result of lower volumes across all regions except Asia Pacific, reduced equipment sales due to fewer operating lease maturities, and lower yields in EMEA, partially offset by favorable currency translation and higher yields in South America and North America.”
CNH 10-Q · 2026-04-30
restructuring affecting expense
“2025 Compared to 2024 Consolidated Results of Operations Years Ended December 31, (in millions of dollars) 2025 2024 Revenues Net sales $ 15,346 $ 17,060 Finance, interest and other income 2,749 2,776 Total Revenues 18,095 19,836 Costs and Expenses Cost of goods sold 12,389 13,350 Selling, general and administrative expenses 1,876 1,712 Research and development expenses 1,025 924 Restructuring expenses 22 118 Interest expense 1,482 1,611 Other, net 681 664 Total Costs and Expenses 17,475 18,379 Consolidated income before income taxes 620 1,457 Income tax expense (184) (336) Equity in income of unconsolidated affiliates 69 138 Net income 505 1,259 Net income (loss) attributable to noncontrolling interests (5) 13 Net income attributable to CNH Industrial N.V. $ 510 $ 1,246 48 Revenues We recorded revenues of $18,095 million in 2025, a decline of 8.8% compared to 2024.”
CNH 10-K · 2026-02-26
credit / rates affecting interest expense
“Interest Expense Interest expense decreased to $1,482 million in 2025 from $1,611 million in 2024 primarily due to lower external borrowings.”
CNH 10-K · 2026-02-26
CONFIRMATION NETWORK
Outsiders and cross-asset links
0 outsiders confirmingUFPI → UVXYPositive historical lead/lag · strength 0.40
UFPI → HYGInverse historical lead/lag · strength -0.35
Filing-linked outsiders test whether the move is spreading beyond the established cohort.
No high-confidence filing-linked outsiders are available for this group yet.