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

Key Points

• CNH Industrial guided to FY 2026 EPS of $0.44–$0.48, broadly in line with analysts’ consensus estimate of $0.45.
• Third-quarter adjusted EPS of $0.16 beat the $0.10 consensus, but revenue of $4.35 billion fell short of estimates and declined 1% year over year.
• CNH agreed to sell a 70% stake in its construction equipment business to Kobelco for $700 million, forming a joint venture as it sharpens its focus on agriculture.

CNH Industrial (NYSE:CNH - Get Free Report) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 0.440-0.480 for the period, compared to the consensus EPS estimate of 0.450.

CNH Industrial Trading Up 10.8%

CNH Industrial stock traded up $1.25 during trading hours on Monday, reaching $12.81. The company had a trading volume of 25,429,099 shares, compared to its average volume of 15,544,399. The company has a debt-to-equity ratio of 3.33, a current ratio of 12.23 and a quick ratio of 10.16. The company has a 50-day moving average price of $12.55 and a 200 day moving average price of $11.35. The firm has a market cap of $15.85 billion, a price-to-earnings ratio of 51.23 and a beta of 1.23. CNH Industrial has a 12-month low of $9.12 and a 12-month high of $14.46.

CNH Industrial (NYSE:CNH - Get Free Report) last announced its quarterly earnings data on Monday, November 9th. The company reported $0.16 earnings per share for the quarter, beating the consensus estimate of $0.10 by $0.06. The firm had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.52 billion. CNH Industrial had a return on equity of 6.78% and a net margin of 1.71%. The business's revenue was down 1.0% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.08 earnings per share. CNH Industrial has set its FY 2026 guidance at 0.440-0.480 EPS. Equities analysts forecast that CNH Industrial will post 0.45 earnings per share for the current year.

Analyst Upgrades and Downgrades

CNH has been the topic of a number of recent analyst reports. Weiss Ratings raised shares of CNH Industrial from a "sell (d+)" rating to a "hold (c-)" rating in a report on Friday, October 2nd. Barclays upped their price objective on shares of CNH Industrial from $12.00 to $14.00 and gave the company an "overweight" rating in a research note on Monday, October 19th. Truist Financial upped their price objective on shares of CNH Industrial from $15.00 to $17.00 and gave the company a "buy" rating in a research note on Monday, October 5th. Citigroup increased their target price on shares of CNH Industrial from $12.00 to $13.00 and gave the stock a "buy" rating in a report on Tuesday, August 4th. Finally, Sanford C. Bernstein reissued a "market perform" rating on shares of CNH Industrial in a research note on Tuesday, August 4th. Seven investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Hold" and a consensus target price of $13.39.

CNH Industrial News Summary

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

• Positive Sentiment: Third-quarter earnings topped expectations. CNH reported adjusted EPS of $0.16, versus the $0.10 consensus and $0.08 a year earlier. The earnings beat was a key positive catalyst. CNH Industrial Beats Q3 Earnings Estimates
• Positive Sentiment: CNH agreed to sell a 70% stake in its construction equipment business to Kobelco for $700 million and form a joint venture. The transaction provides proceeds while aligning with a greater focus on agriculture, a strategic rationale investors appeared to welcome. CNH Announces Joint Venture Agreement with Kobelco
• Negative Sentiment: Revenue fell short of estimates. Third-quarter revenue was about $4.35 billion, below the $4.52 billion consensus, and down 1% year over year. This tempers the positive earnings surprise. CNH Industrial Reports Third Quarter 2026 Results

About CNH Industrial

CNH Industrial is a global manufacturer of agricultural and construction equipment. Its agricultural brands include Case IH, New Holland Agriculture and STEYR, which offer products such as tractors, combines, harvesters, sprayers and hay tools. Its construction equipment brands include CASE Construction Equipment and New Holland Construction, with machinery such as excavators, loaders and graders.

The company also provides parts, equipment support and precision technology designed to help customers manage machinery and improve productivity.

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