CNH Industrial (NYSE:CNH) Updates FY 2026 Earnings Guidance

Posted by on Aug 4th, 2026

CNH Industrial (NYSE:CNH – Get Free Report) updated its FY 2026 earnings guidance on Monday morning. The company provided EPS guidance of 0.410-0.460 for the period, compared to the consensus EPS estimate of 0.410. The company issued revenue guidance of -.

CNH Industrial Stock Performance

Shares of CNH opened at $10.82 on Tuesday. The company has a 50-day simple moving average of $10.61 and a 200-day simple moving average of $10.95. The company has a market capitalization of $13.42 billion, a PE ratio of 34.92, a P/E/G ratio of 1.96 and a beta of 1.14. The company has a quick ratio of 10.17, a current ratio of 12.27 and a debt-to-equity ratio of 3.32. CNH Industrial has a 52-week low of $9.00 and a 52-week high of $13.31.

CNH Industrial (NYSE:CNH – Get Free Report) last issued its quarterly earnings data on Monday, August 3rd. The company reported $0.13 earnings per share for the quarter, topping analysts’ consensus estimates of $0.11 by $0.02. The business had revenue of $4.80 billion during the quarter, compared to analysts’ expectations of $4.77 billion. CNH Industrial had a net margin of 2.13% and a return on equity of 7.48%. The company’s revenue was up 2.0% on a year-over-year basis. During the same period last year, the company posted $0.17 EPS. CNH Industrial has set its FY 2026 guidance at 0.410-0.460 EPS. Equities research analysts predict that CNH Industrial will post 0.41 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the company. Sanford C. Bernstein started coverage on CNH Industrial in a report on Thursday, May 7th. They set a “market perform” rating and a $11.00 price objective on the stock. JPMorgan Chase & Co. increased their target price on CNH Industrial from $9.50 to $10.00 and gave the stock an “underweight” rating in a research report on Monday, July 13th. Truist Financial set a $16.00 price target on CNH Industrial in a research note on Friday, May 1st. The Goldman Sachs Group lowered shares of CNH Industrial from a “buy” rating to a “neutral” rating and cut their price objective for the stock from $12.00 to $10.50 in a report on Monday, May 11th. Finally, Weiss Ratings raised shares of CNH Industrial from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, July 29th. Six analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $12.72.

View Our Latest Stock Report on CNH Industrial

Key CNH Industrial News

Here are the key news stories impacting CNH Industrial this week:

  • Positive Sentiment: CNH reported adjusted diluted EPS of $0.13, ahead of the $0.11 consensus estimate, while revenue rose 2% year over year to $4.8 billion, slightly exceeding expectations. CNH Industrial Q2 Earnings and Revenues Beat Estimates
  • Positive Sentiment: Management now expects 2026 adjusted EPS of $0.41 to $0.46, indicating results should be at the higher end of previous guidance and above the $0.41 consensus midpoint expectation. The company also forecasts flat Agriculture sales, 5%–10% Construction sales growth and $200 million–$400 million of industrial free cash flow. CNH Industrial Outlook Improves
  • Positive Sentiment: Construction revenue increased 12% to $866 million, supported by stronger volumes and shipments delayed from the first quarter. CNH also returned approximately $200 million to shareholders through dividends and share repurchases. CNH Industrial Reports Second Quarter 2026 Results
  • Neutral Sentiment: Management said Agriculture remains at the trough of its cycle, but cited dealer inventory normalization, aging equipment fleets and improving new-versus-used equipment pricing as potential signs of a future recovery. CNH Industrial Q2 2026 Earnings Call Transcript
  • Negative Sentiment: Underlying profitability weakened considerably: reported net income fell 35% to $141 million, adjusted industrial EBIT declined 25% and the industrial EBIT margin contracted to 4.0% from 5.6%. Agriculture EBIT dropped 35%, while Construction EBIT fell 57%, pressured by tariffs, weaker volumes, unfavorable product mix and higher expenses. CNH Industrial Reports Revenue Growth and Narrows Outlook
  • Negative Sentiment: Industrial free cash flow was $150 million in the quarter, down from $451 million a year earlier, while year-to-date industrial free cash flow was negative $439 million. Financial Services also reported lower revenue and net income, with overdue receivables rising in part because of pressure on farmers in South America.

Institutional Trading of CNH Industrial

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Integrated Wealth Concepts LLC grew its stake in CNH Industrial by 12.3% during the first quarter. Integrated Wealth Concepts LLC now owns 16,143 shares of the company’s stock worth $198,000 after buying an additional 1,772 shares during the period. Goldman Sachs Group Inc. increased its holdings in CNH Industrial by 70.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,268,436 shares of the company’s stock valued at $27,856,000 after purchasing an additional 938,035 shares in the last quarter. EverSource Wealth Advisors LLC raised its position in CNH Industrial by 56.7% in the second quarter. EverSource Wealth Advisors LLC now owns 8,206 shares of the company’s stock valued at $106,000 after purchasing an additional 2,970 shares during the period. Federated Hermes Inc. lifted its stake in shares of CNH Industrial by 29.8% during the second quarter. Federated Hermes Inc. now owns 107,456 shares of the company’s stock worth $1,393,000 after purchasing an additional 24,669 shares in the last quarter. Finally, Daiwa Securities Group Inc. grew its stake in shares of CNH Industrial by 0.6% in the second quarter. Daiwa Securities Group Inc. now owns 180,900 shares of the company’s stock valued at $2,344,000 after buying an additional 1,100 shares in the last quarter. Institutional investors and hedge funds own 59.88% of the company’s stock.

CNH Industrial Company Profile

(Get Free Report)

CNH Industrial N.V. is a global capital goods company specializing in the design, production and sale of agricultural and construction equipment, commercial vehicles and powertrain solutions. The firm operates through five core brands—Case IH and New Holland for agricultural machinery, Case and New Holland for construction equipment, Iveco for light, medium and heavy commercial vehicles, and FPT Industrial for engines and drivetrain components. Established in 2013 through the combination of Fiat Industrial and CNH Global, the company draws on a rich heritage of innovation dating back to pioneering landmarks in farm and construction machinery from the 19th century.

The company’s product portfolio encompasses tractors, combines, balers, excavators, backhoe loaders, trucks, vans and bespoke engines for marine, automotive and industrial markets.

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Earnings History and Estimates for CNH Industrial (NYSE:CNH)

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