CNH Industrial (CNH) News Today

CNH Industrial N.V. (NYSE: CNH) shares increased after the company’s second-quarter results exceeded analyst expectations and management expressed greater confidence in its full-year outlook. The report was also strong enough to lift shares of rival CNH earnings were so good they pulled Deere stock up Deere.

• Positive Sentiment: CNH reported quarterly revenue of $4.80 billion, up 2% year over year and above the $4.77 billion consensus estimate. Adjusted earnings were $0.13 per share, beating expectations of $0.11. CNH Industrial Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management narrowed its 2026 guidance to the higher end of prior ranges, including adjusted diluted EPS of $0.41 to $0.46, Agriculture adjusted EBIT margin of 5.0% to 5.5%, Construction sales growth of 5% to 10%, and industrial free cash flow of $200 million to $400 million. CNH Industrial jumps as revenue, earnings beat estimates, outlook improves
• Positive Sentiment: The company returned approximately $200 million to shareholders through dividends and share repurchases. Management also cited dealer-inventory normalization, aging equipment fleets and more balanced new-versus-used equipment pricing as potential signs of an eventual agriculture-market recovery. CNH Industrial Reports Second Quarter 2026 Results

• Neutral Sentiment: Construction revenue rose 12% to $866 million, helped by higher North American volumes and delayed shipments from the prior quarter. The improvement supports the company’s growth outlook, although profitability remains pressured.

• Negative Sentiment: Profitability deteriorated: reported net income fell 35% to $141 million, diluted EPS declined to $0.11 from $0.17, and adjusted Industrial Activities EBIT dropped 25% to $167 million. The industrial EBIT margin contracted to 4.0% from 5.6%.
• Negative Sentiment: Agriculture EBIT fell 35% as weak equipment demand, South American volume declines, unfavorable product mix, tariffs and higher expenses offset relatively stable sales. Construction EBIT also fell 57% to $15 million, while industrial free cash flow declined sharply year to date.
• Negative Sentiment: Financial Services net income decreased 18% to $71 million, and receivables more than 30 days past due increased to 4.4% from 3.9%, reflecting continued stress among farmers, particularly in South America.