CNH Industrial 2025 Analyst Day Highlight and Analysis

Index

1. Overview

2. Precision Technology Priorities

3. R&D

4. Tech Stack

5. Smart Spraying

   a. SenseApply

   b. ONE Smart Spray

6. Autonomy

   a. Implicit vs. Explicit Needs

7. Go-to-Market Strategy

Overview

At its 2025 Investor Day, CNH laid out a detailed view of how it intends to navigate the current market downturn and position the business for improved performance out to 2030. The company’s presentation centered on three strategic pillars:

Leadership emphasized recent organizational restructuring—including the delayering of management and giving regional ag leaders direct P&L responsibility as a way to accelerate decision-making and execution.

CNH also outlined specific operational and commercial initiatives intended to support its margin target of 16–17% for the agriculture segment by 2030, up from margin of ~12.5% in 2024.

This analysis breaks down CNH’s priorities across product strategy, precision technology, autonomy and go-to-market structure, with a focus on detailed financial aspects and comparisons to their largest competitors.

Precision Technology

CNH Industrial has been the one player of the big three OEM that has shared relatively little about its precision ag strategy and initiatives— until now.

This week at their 2025 Investor Day they did share a lot more about what they are working on— from R&D expenditure, to an explicit call out of integration, to Precision Application initiatives and more.

Below we will go through various aspects of their precision endeavours.

R&D

Since 2019, CNH has nearly doubled its R&D and capital expenditures, with 25% of that investment now directed at Precision Tech. This includes foundational technologies (guidance, displays, connectivity), as well as high-end automation and digital integration efforts.

The acquisitions of Raven Industries and Hemisphere GNSS enabled CNH to internalize critical capabilities, significantly reducing reliance on third-party suppliers.

For context, in 2024 CNH spent 4.5% of revenue, or about $924 million on R&D:

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