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

CNH Industrial (NYSE:CNH) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.35-0.45 for the period, compared to the consensus earnings per share estimate of 0.420. The company issued revenue guidance of -.

CNH Industrial Price Performance

NYSE:CNH traded down $0.13 during trading hours on Friday, reaching $10.58. The company had a trading volume of 5,308,342 shares, compared to its average volume of 15,265,906. The stock has a 50-day moving average of $11.05 and a two-hundred day moving average of $10.62. CNH Industrial has a one year low of $9.00 and a one year high of $14.27. The firm has a market capitalization of $13.12 billion, a PE ratio of 26.45, a PEG ratio of 1.44 and a beta of 1.26. The company has a quick ratio of 11.36, a current ratio of 13.34 and a debt-to-equity ratio of 3.44.

CNH Industrial (NYSE:CNH) last announced its quarterly earnings results on Thursday, April 30th. The company reported $0.01 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.01. CNH Industrial had a return on equity of 8.90% and a net margin of 2.82%.The firm had revenue of $3.83 billion for the quarter, compared to analysts’ expectations of $3.80 billion. During the same period in the prior year, the business posted $0.10 earnings per share. The business’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. Analysts forecast that CNH Industrial will post 0.41 earnings per share for the current year.

CNH Industrial Cuts Dividend

The business also recently declared an annual dividend, which will be paid on Friday, May 29th. Shareholders of record on Thursday, May 21st will be given a $0.10 dividend. This represents a yield of 89.0%. The ex-dividend date is Thursday, May 21st. CNH Industrial’s dividend payout ratio is 25.00%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on CNH shares. iA Financial set a $13.00 target price on CNH Industrial in a report on Wednesday, January 14th. Oppenheimer increased their target price on CNH Industrial from $13.00 to $16.00 and gave the stock an “outperform” rating in a report on Wednesday, February 18th. Wall Street Zen upgraded CNH Industrial from a “sell” rating to a “hold” rating in a report on Saturday, February 21st. Weiss Ratings upgraded CNH Industrial from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, March 2nd. Finally, Citigroup increased their target price on CNH Industrial from $13.00 to $14.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Six research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, CNH Industrial has an average rating of “Hold” and a consensus price target of $13.19.

CNH Industrial News Summary

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

• Positive Sentiment: Company reaffirmed FY‑2026 adjusted EPS guidance of $0.35–$0.45 and announced a target to reduce dealer inventories by $500 million, which should help margins and cash conversion if executed. CNH reaffirms 2026 adjusted EPS of $0.35 to $0.45 as it targets $500M dealer inventory reduction
• Positive Sentiment: Revenue of ~$3.8B slightly beat forecasts, suggesting top‑line resilience despite weak ag demand — an evidence point that operations still generate cash while volumes soften. CNH Industrial beats revenue forecasts amid weak agriculture demand
• Neutral Sentiment: Q1 EPS of $0.01 matched consensus, but this compares to $0.10 a year ago — investors may view the beat-as‑match as stability but also a sign of earnings pressure. CNH Industrial (CNH) Matches Q1 Earnings Estimates
• Neutral Sentiment: Management commentary and the earnings presentation provide more context on cost actions, guidance and inventory plans — review the transcript/slides for details on margin levers and timing. CNH Industrial N.V. (CNH) Q1 2026 Earnings Call Transcript CNH Industrial N.V. 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Official press release confirms reported net income of $10M and adjusted net income of $21M and reiterates the outlook — useful primary source for model updates. CNH Industrial N.V. Reports First Quarter 2026 Results
• Negative Sentiment: Industry demand: Q1 earnings decline is tied to a historic low in farm equipment demand, a material headwind for CNH’s agricultural equipment volumes and pricing power. CNH Industrial’s Q1 earnings drop sharply as farm equipment demand hits historic low
• Negative Sentiment: Labor risk: CNH has contracted for police services and local reporting shows heightened preparations for a possible UAW strike around Racine County — a strike would disrupt production and could pressure near‑term results. CNH Industrial contracts for police services in case of UAW strike in Racine County Racine On Edge As CNH Quietly Lines Up Cops For Possible UAW Walkout

Institutional Trading of CNH Industrial

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. State Street Corp raised its holdings in CNH Industrial by 5.1% during the 3rd quarter. State Street Corp now owns 37,764,717 shares of the company’s stock worth $409,747,000 after purchasing an additional 1,834,076 shares during the last quarter. Dimensional Fund Advisors LP grew 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 worth $247,338,000 after buying an additional 8,332,615 shares during the period. Hotchkis & Wiley Capital Management LLC raised its stake in shares of CNH Industrial by 17.3% during the third quarter. Hotchkis & Wiley Capital Management LLC now owns 26,070,783 shares of the company’s stock worth $282,868,000 after buying an additional 3,841,999 shares during the last quarter. Alliancebernstein L.P. raised its stake in shares of CNH Industrial by 7.6% during the second quarter. Alliancebernstein L.P. now owns 19,603,523 shares of the company’s stock worth $254,062,000 after buying an additional 1,382,861 shares during the last quarter. Finally, AQR Capital Management LLC lifted its holdings in CNH Industrial by 395.2% in the fourth quarter. AQR Capital Management LLC now owns 17,308,839 shares of the company’s stock valued at $159,587,000 after buying an additional 13,813,670 shares during the period. 59.88% of the stock is currently owned by institutional investors and hedge funds.

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.