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

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

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the company. DA Davidson reaffirmed a “neutral” rating and set a $12.00 price objective on shares of CNH Industrial in a report on Wednesday, August 19th. JPMorgan Chase & Co. boosted their target price on CNH Industrial from $11.00 to $12.00 and gave the company an “underweight” rating in a research report on Tuesday. BMO Capital Markets upped their target price on CNH Industrial from $11.00 to $12.00 and gave the company a “market perform” rating in a research note on Tuesday, August 4th. Barclays lifted their price objective on shares of CNH Industrial from $14.00 to $15.00 and gave the company an “overweight” rating in a report on Tuesday. Finally, Weiss Ratings raised shares of CNH Industrial from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, October 2nd. Eight analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, CNH Industrial has an average rating of “Moderate Buy” and an average target price of $14.04.

CNH Industrial Trading Down 4.3%

CNH opened at $12.28 on Wednesday. The company has a quick ratio of 10.16, a current ratio of 3.69 and a debt-to-equity ratio of 3.26. The stock’s fifty day moving average is $12.58 and its two-hundred day moving average is $11.37. The company has a market capitalization of $15.19 billion, a P/E ratio of 58.45 and a beta of 1.23. CNH Industrial has a 52 week low of $9.12 and a 52 week high of $14.46.

CNH Industrial (NYSE:CNH) last posted its quarterly earnings results on Monday, November 9th. The company reported $0.16 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.10 by $0.06. CNH Industrial had a return on equity of 7.94% and a net margin of 1.44%. The business had revenue of $4.35 billion for the quarter, compared to the consensus estimate of $4.52 billion. During the same quarter in the prior year, the company earned $0.08 EPS. The business’s revenue was down 1.0% compared to the same quarter last year. CNH Industrial has set its FY 2026 guidance at 0.440-0.480 EPS. Analysts forecast that CNH Industrial will post 0.45 earnings per share for the current year.

Trending Headlines about CNH Industrial

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

• Positive Sentiment: CNH reported third-quarter EPS of $0.16, above the $0.10 consensus and up from $0.08 a year earlier. Its 2026 EPS guidance is $0.44–$0.48, with the midpoint slightly above the $0.45 consensus. 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 is intended to sharpen the company’s focus on agriculture and provide proceeds for its broader portfolio plans. Kobelco to acquire majority stake in CNH construction business
• Positive Sentiment: Northland raised its 2026 EPS estimate to $0.47 from $0.45. Baird, Barclays, Citigroup and Truist also raised or maintained bullish price targets, although Truist trimmed its target to $16 from $17.
• Negative Sentiment: Quarterly revenue of $4.35 billion missed the $4.52 billion estimate and declined 1% year over year. A report also highlighted weak agricultural demand and cash-flow pressures as ongoing risks. CNH outlook after Q3 results
• Negative Sentiment: JPMorgan maintained an “underweight” rating despite lifting its price target to $12 from $11, signaling a more cautious view than other analysts.

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.