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

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

Wall Street Analyst Weigh In

Several research firms recently weighed in on CNH. DA Davidson reaffirmed a “neutral” rating and issued a $12.00 price objective on shares of CNH Industrial in a research note on Monday, May 4th. Truist Financial set a $16.00 target price on CNH Industrial in a report on Friday, May 1st. JPMorgan Chase & Co. lifted their price target on CNH Industrial from $9.50 to $10.00 and gave the stock an “underweight” rating in a research note on Monday, July 13th. Citigroup boosted their price objective on shares of CNH Industrial from $13.00 to $14.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Finally, Weiss Ratings raised shares of CNH Industrial from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday. Six analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $12.77.

CNH Industrial Price Performance

CNH stock traded up $0.57 on Monday, reaching $10.82. The company had a trading volume of 38,080,514 shares, compared to its average volume of 14,074,047. The company’s fifty day moving average is $10.60 and its 200 day moving average is $10.95. The company has a market cap of $13.42 billion, a P/E ratio of 34.92, a PEG ratio of 1.96 and a beta of 1.15. The company has a debt-to-equity ratio of 3.32, a quick ratio of 10.17 and a current ratio of 12.27. CNH Industrial has a 1 year low of $9.00 and a 1 year high of $13.31.

CNH Industrial (NYSE:CNH) last issued its quarterly earnings results on Monday, August 3rd. The company reported $0.13 EPS 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 the consensus estimate of $4.77 billion. CNH Industrial had a net margin of 2.13% and a return on equity of 7.48%. The company’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.17 earnings per share. CNH Industrial has set its FY 2026 guidance at 0.410-0.460 EPS. On average, research analysts forecast that CNH Industrial will post 0.41 earnings per share for the current year.

More CNH Industrial News

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

• Positive Sentiment: Quarterly results beat forecasts: CNH reported adjusted EPS of $0.13 versus the $0.11 consensus estimate, while revenue rose 2% year over year to $4.80 billion, slightly above expectations. CNH Industrial Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Higher-end outlook: Management narrowed its 2026 expectations toward the upper end of prior ranges, maintaining adjusted EPS guidance of $0.41–$0.46 versus a $0.41 consensus estimate. The company also expects Construction revenue to grow 5%–10% and plans $200 million–$400 million in industrial free cash flow. CNH Industrial Jumps as Revenue and Earnings Beat Estimates
• Positive Sentiment: Shareholder returns and recovery indicators: CNH returned approximately $200 million through dividends and share repurchases. Management also cited dealer-inventory normalization, aging equipment fleets and improving new-versus-used equipment pricing as potential signs of a future agriculture-cycle recovery.
• Neutral Sentiment: Construction revenue increased 12%, supported by higher North American volumes and delayed shipments, but segment adjusted EBIT fell 57% to $15 million as tariffs and research-and-development costs pressured margins. Positive CNH results also lifted shares of industry peer Deere, suggesting favorable read-through across the farm-equipment sector. CNH Earnings Were So Good They Pulled Deere Stock Up
• Negative Sentiment: Profitability weakened substantially: Reported net income declined 35% to $141 million, adjusted industrial EBIT margin fell to 4.0% from 5.6%, and industrial free cash flow dropped to $150 million from $451 million. Agriculture EBIT declined 35% amid weak farmer economics, lower South American volumes, unfavorable product mix and tariffs.
• Negative Sentiment: Financial Services net income fell 18% to $71 million, while loans more than 30 days past due increased to 4.4% from 3.9%, reflecting pressure on farmers, particularly in South America. CNH Industrial Reports Second Quarter 2026 Results

Institutional Investors Weigh In On CNH Industrial

A number of institutional investors have recently added to or reduced their stakes in the company. FAS Wealth Partners Inc. purchased a new position in CNH Industrial in the fourth quarter valued at approximately $107,000. Northwestern Mutual Wealth Management Co. increased its position in shares of CNH Industrial by 33.8% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 9,381 shares of the company’s stock worth $102,000 after acquiring an additional 2,371 shares in the last quarter. SIH Partners LLLP purchased a new position in shares of CNH Industrial in the 4th quarter valued at $99,000. Jacobs Equity LLC acquired a new position in shares of CNH Industrial during the 4th quarter valued at $99,000. Finally, Canada Pension Plan Investment Board acquired a new position in shares of CNH Industrial during the 2nd quarter valued at $88,000. Hedge funds and other institutional investors own 59.88% of the company’s stock.

CNH Industrial Company Profile

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.