CNH Industrial (NYSE:CNH) Updates FY 2026 Earnings Guidance
by Jessica Moore · The Cerbat GemCNH Industrial (NYSE:CNH – Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 0.35-0.45 for the period, compared to the consensus EPS estimate of 0.420. The company issued revenue guidance of -.
CNH Industrial Price Performance
NYSE:CNH opened at $10.50 on Friday. The company has a current ratio of 3.68, a quick ratio of 11.36 and a debt-to-equity ratio of 3.32. The company has a market capitalization of $13.02 billion, a P/E ratio of 26.24, a P/E/G ratio of 1.55 and a beta of 1.18. CNH Industrial has a 12 month low of $9.00 and a 12 month high of $14.27. The business’s 50-day moving average is $11.05 and its 200 day moving average is $10.62.
CNH Industrial (NYSE:CNH – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The company reported $0.01 earnings per share for the quarter, meeting 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 analysts’ expectations of $3.80 billion. During the same quarter last year, the business posted $0.10 EPS. The firm’s revenue for the quarter was down .1% compared to the same quarter last year. CNH Industrial has set its FY 2026 guidance at 0.35-0.45 EPS. On average, equities research analysts forecast that CNH Industrial will post 0.4 earnings per share for the current fiscal year.
CNH Industrial Cuts Dividend
The firm also recently disclosed an annual dividend, which will be paid on Friday, May 29th. Shareholders of record on Thursday, May 21st will be paid a $0.10 dividend. This represents a dividend yield of 89.0%. The ex-dividend date of this dividend is Thursday, May 21st.
Analyst Ratings Changes
Several research firms recently commented on CNH. Oppenheimer lifted their price target on CNH Industrial from $13.00 to $16.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 18th. Citigroup upped their price objective on CNH Industrial from $13.00 to $14.00 and gave the company a “buy” rating in a research report on Monday, April 13th. UBS Group lowered their price objective on CNH Industrial from $15.00 to $14.00 and set a “buy” rating for the company in a research note on Monday, January 5th. iA Financial set a $13.00 target price on CNH Industrial in a report on Wednesday, January 14th. Finally, DA Davidson boosted their target price on CNH Industrial from $10.00 to $12.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Six research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $13.19.
Read Our Latest Research Report on CNH Industrial
Key CNH Industrial News
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
Institutional Inflows and Outflows
A number of hedge funds have recently modified their holdings of the business. Daiwa Securities Group Inc. raised its holdings 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 worth $2,344,000 after buying an additional 1,100 shares during the period. Parnassus Investments LLC boosted its holdings in CNH Industrial by 6.7% during the 4th quarter. Parnassus Investments LLC now owns 21,529 shares of the company’s stock valued at $198,000 after acquiring an additional 1,355 shares during the period. Focus Partners Advisor Solutions LLC grew its position in CNH Industrial by 5.1% in the 4th quarter. Focus Partners Advisor Solutions LLC now owns 30,486 shares of the company’s stock valued at $281,000 after acquiring an additional 1,474 shares during the last quarter. SkyView Investment Advisors LLC grew its position in CNH Industrial by 2.1% in the 2nd quarter. SkyView Investment Advisors LLC now owns 74,012 shares of the company’s stock valued at $964,000 after acquiring an additional 1,532 shares during the last quarter. Finally, Integrated Wealth Concepts LLC increased its stake in CNH Industrial by 12.3% in the first quarter. Integrated Wealth Concepts LLC now owns 16,143 shares of the company’s stock worth $198,000 after purchasing an additional 1,772 shares during the period. 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.