Q2 EPS Estimates for CNH Industrial Raised by Analyst

Key Points

• Northland Securities raised its Q2 2026 EPS estimate for CNH to $0.14 (from $0.11) and provided multi-quarter and longer-term EPS forecasts, while the consensus full-year EPS is $0.40.
• CNH reported Q1 EPS of $0.01 (in line with estimates) and revenue of $3.83 billion slightly above expectations; management reaffirmed FY2026 adjusted EPS guidance of $0.35–$0.45 and aims to cut dealer inventory by $500 million.
• Analyst sentiment is mixed (six Buys, six Holds, one Sell) with a MarketBeat consensus rating of "Hold" and an average price target of $13.19; the company also declared an annual dividend of $0.10 per share payable May 29.

CNH Industrial N.V. (NYSE:CNH - Free Report) - Equities research analysts at Northland Securities increased their Q2 2026 earnings per share estimates for shares of CNH Industrial in a report issued on Friday, May 1st. Northland Securities analyst E. Jackson now expects that the company will earn $0.14 per share for the quarter, up from their previous estimate of $0.11. The consensus estimate for CNH Industrial's current full-year earnings is $0.40 per share. Northland Securities also issued estimates for CNH Industrial's Q4 2026 earnings at $0.14 EPS, Q1 2027 earnings at $0.04 EPS, Q3 2027 earnings at $0.12 EPS, Q4 2027 earnings at $0.23 EPS, FY2027 earnings at $0.51 EPS and FY2030 earnings at $0.67 EPS.

CNH Industrial (NYSE:CNH - Get Free Report) last issued its earnings results on Thursday, April 30th. The company reported $0.01 EPS for the quarter, hitting the consensus estimate of $0.01. CNH Industrial had a return on equity of 7.48% and a net margin of 2.13%.The business had revenue of $3.83 billion during the quarter, compared to the consensus estimate of $3.80 billion. During the same quarter last year, the company earned $0.10 EPS. The firm's revenue was down .1% compared to the same quarter last year. CNH Industrial has set its FY 2026 guidance at 0.35-0.45 EPS.

Several other brokerages have also issued reports on CNH. DA Davidson increased their price target on shares of CNH Industrial from $10.00 to $12.00 and gave the stock a "neutral" rating in a research note on Thursday, February 19th. Wall Street Zen upgraded shares of CNH Industrial from a "sell" rating to a "hold" rating in a report on Saturday, February 21st. Oppenheimer raised their target price on shares of CNH Industrial from $13.00 to $16.00 and gave the company an "outperform" rating in a research note on Wednesday, February 18th. Citigroup lifted their target price on shares of CNH Industrial from $13.00 to $14.00 and gave the company a "buy" rating in a report on Monday, April 13th. Finally, Robert W. Baird boosted their price target on CNH Industrial from $10.00 to $13.00 and gave the stock a "neutral" rating in a research report on Wednesday, February 18th. Six analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, CNH Industrial has a consensus rating of "Hold" and an average price target of $13.19.

CNH Industrial Stock Down 2.0%

Shares of NYSE CNH opened at $10.50 on Monday. CNH Industrial has a 52 week low of $9.00 and a 52 week high of $14.27. The company has a market cap of $13.02 billion, a P/E ratio of 33.85, a P/E/G ratio of 1.52 and a beta of 1.18. The company has a quick ratio of 10.17, a current ratio of 12.27 and a debt-to-equity ratio of 3.32. The business has a 50-day simple moving average of $11.05 and a two-hundred day simple moving average of $10.62.

Hedge Funds Weigh In On CNH Industrial

Several institutional investors and hedge funds have recently modified their holdings of CNH. Quent Capital LLC bought a new position in shares of CNH Industrial during the third quarter valued at $27,000. Measured Wealth Private Client Group LLC bought a new position in CNH Industrial in the 3rd quarter valued at approximately $29,000. Elevation Wealth Partners LLC bought a new position in CNH Industrial in the 4th quarter valued at approximately $31,000. Rothschild Investment LLC lifted its position in CNH Industrial by 1,734.2% in the 4th quarter. Rothschild Investment LLC now owns 3,485 shares of the company's stock valued at $32,000 after acquiring an additional 3,295 shares in the last quarter. Finally, Kestra Advisory Services LLC bought a new position in CNH Industrial in the 4th quarter valued at approximately $34,000. 59.88% of the stock is currently owned by institutional investors.

CNH Industrial Cuts Dividend

The business also recently declared an annual dividend, which will be paid on Friday, May 29th. Stockholders of record on Thursday, May 21st will be issued a dividend of $0.10 per share. The ex-dividend date is Thursday, May 21st. This represents a dividend yield of 89.0%.

CNH Industrial News Roundup

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

• Positive Sentiment: Q1 revenue slightly beat expectations as favorable pricing and currency effects supported top-line performance, showing the company can extract price to offset demand weakness. CNH Q1 Earnings Meet Estimates, Revenues Beat on Favorable Pricing
• Positive Sentiment: Management reaffirmed FY2026 adjusted EPS guidance of $0.35–$0.45 and set a goal to reduce dealer inventory by $500M — a cash- and working-capital positive that could improve margins and free cash flow if execution succeeds. CNH reaffirms 2026 adjusted EPS of $0.35 to $0.45 as it targets $500m dealer inventory reduction
• Neutral Sentiment: Reported EPS of $0.01 matched consensus but is down sharply year-over-year; consolidated revenue was roughly flat (~$3.8B), so the quarter was one of stabilization rather than recovery. CNH Industrial N.V. Reports First Quarter 2026 Results
• Neutral Sentiment: The earnings call and slide deck provide granular color on regional demand, pricing actions, and guidance assumptions — useful for modeling but not a clear catalyst on their own. CNH Industrial N.V. (CNH) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Margins are under pressure: tariffs, higher costs and dealer discounting in some markets compressed profits across Agriculture and Construction, making EPS recovery dependent on cost control and sustained pricing. CNH Industrial’s Q1 earnings drop sharply as farm equipment demand hits historic low
• Negative Sentiment: Labor disruption risk: local reports show CNH arranged police services ahead of possible UAW action, highlighting strike risk that could disrupt production, delay deliveries and pressure near-term results. CNH Industrial contracts for police services in case of UAW strike in Racine County

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.

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