Q3 EPS Estimates for CNH Industrial Raised by Analyst

CNH Industrial N.V. (NYSE:CNH) – Equities research analysts at Northland Securities boosted their Q3 2026 earnings per share (EPS) estimates for shares of CNH Industrial in a research note issued to investors on Monday, August 3rd. Northland Securities analyst T. Jackson now anticipates that the company will post earnings of $0.11 per share for the quarter, up from their previous forecast of $0.07. The consensus estimate for CNH Industrial’s current full-year earnings is $0.41 per share. Northland Securities also issued estimates for CNH Industrial’s Q4 2026 earnings at $0.19 EPS, Q2 2027 earnings at $0.15 EPS, Q3 2027 earnings at $0.14 EPS, Q4 2027 earnings at $0.25 EPS, FY2027 earnings at $0.60 EPS, Q1 2028 earnings at $0.09 EPS, Q2 2028 earnings at $0.19 EPS, FY2028 earnings at $0.71 EPS, FY2029 earnings at $0.74 EPS and FY2030 earnings at $0.76 EPS.

CNH Industrial (NYSE:CNH) last released its quarterly earnings results on Monday, August 3rd. The company reported $0.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.11 by $0.02. The company had revenue of $4.80 billion during the quarter, compared to analysts’ expectations of $4.77 billion. CNH Industrial had a return on equity of 6.78% and a net margin of 1.71%.The company’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.17 earnings per share. CNH Industrial has set its FY 2026 guidance at 0.410-0.460 EPS.

A number of other equities analysts have also issued reports on the stock. DA Davidson reiterated a “neutral” rating and issued a $12.00 target price on shares of CNH Industrial in a research report on Monday, May 4th. Truist Financial restated a “buy” rating and set a $15.00 price target (down from $16.00) on shares of CNH Industrial in a research report on Tuesday. The Goldman Sachs Group lowered shares of CNH Industrial from a “buy” rating to a “neutral” rating and reduced their price target for the stock from $12.00 to $10.50 in a research note on Monday, May 11th. BMO Capital Markets increased their price objective on shares of CNH Industrial from $11.00 to $12.00 and gave the company a “market perform” rating in a report on Tuesday. Finally, JPMorgan Chase & Co. raised their price objective on shares of CNH Industrial from $9.50 to $10.00 and gave the company an “underweight” rating in a research note on Monday, July 13th. Six equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, CNH Industrial has a consensus rating of “Hold” and an average target price of $12.58.

CNH Industrial Price Performance

Shares of NYSE CNH opened at $11.26 on Wednesday. The stock has a market cap of $13.96 billion, a P/E ratio of 36.32, a P/E/G ratio of 2.06 and a beta of 1.15. The firm’s 50-day simple moving average is $10.63 and its 200 day simple moving average is $10.96. CNH Industrial has a fifty-two week low of $9.00 and a fifty-two week high of $13.31. The company has a quick ratio of 10.17, a current ratio of 3.64 and a debt-to-equity ratio of 3.33.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of CNH. AQR Capital Management LLC grew its holdings in CNH Industrial by 395.2% during the fourth quarter. AQR Capital Management LLC now owns 17,308,839 shares of the company’s stock worth $159,587,000 after acquiring an additional 13,813,670 shares during the period. Bank of New York Mellon Corp lifted its holdings in CNH Industrial by 267.6% in the 1st quarter. Bank of New York Mellon Corp now owns 18,425,651 shares of the company’s stock valued at $202,682,000 after acquiring an additional 13,413,731 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new stake in CNH Industrial in the 4th quarter valued at about $89,964,000. Dimensional Fund Advisors LP boosted its position in shares of CNH Industrial by 45.1% during the 4th quarter. Dimensional Fund Advisors LP now owns 26,824,753 shares of the company’s stock valued at $247,338,000 after purchasing an additional 8,332,615 shares in the last quarter. Finally, Tweedy Browne Co LLC boosted its position in shares of CNH Industrial by 51.9% during the 4th quarter. Tweedy Browne Co LLC now owns 20,180,953 shares of the company’s stock valued at $186,068,000 after purchasing an additional 6,899,583 shares in the last quarter. Institutional investors own 59.88% of the company’s stock.

Trending Headlines about CNH Industrial

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

• Positive Sentiment: CNH reported second-quarter revenue of $4.80 billion, up 2% year over year and ahead of the $4.77 billion consensus estimate. Adjusted diluted EPS was $0.13, exceeding expectations of $0.11. CNH Industrial Reports Second Quarter 2026 Results
• Positive Sentiment: Management narrowed full-year 2026 guidance to the higher end of its prior ranges, including adjusted EPS of $0.41 to $0.46, Agriculture adjusted EBIT margin of 5.0% to 5.5%, and Construction revenue growth of 5% to 10%. The company also returned approximately $200 million to shareholders through dividends and share repurchases. CNH Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Truist reaffirmed a “buy” rating with a $15 price target, while BMO raised its target to $12 from $11, signaling potential upside despite maintaining a “market perform” rating. Analyst Price Target Updates
• Neutral Sentiment: The farm-equipment industry outlook is improving gradually, with aging fleets, normalized dealer inventories and the need to increase global agricultural productivity offering potential longer-term support for CNH, Deere, AGCO and other manufacturers. Farm Equipment Stocks to Watch
• Negative Sentiment: Net income fell 35% to $141 million, adjusted EBIT declined 25% to $167 million, and Industrial Activities’ adjusted EBIT margin contracted to 4.0% from 5.6%. Agriculture earnings were pressured by weak volumes, unfavorable product mix, tariffs and higher expenses.
• Negative Sentiment: Industrial free cash flow was $150 million in the quarter versus $451 million a year earlier, while Financial Services net income fell 18% and past-due receivables increased, highlighting credit and liquidity risks. Analysts also caution that CNH remains exposed to affordability challenges and a prolonged agricultural slump. CNH Industrial Grinding Through an Agricultural Slump

About CNH Industrial

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.