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 EPS estimate of 0.450.

CNH Industrial Price Performance

CNH stock traded up $1.25 during trading on Monday, hitting $12.81. The stock had a trading volume of 25,429,104 shares, compared to its average volume of 15,572,727. The stock has a market cap of $15.85 billion, a price-to-earnings ratio of 51.23 and a beta of 1.23. The company has a debt-to-equity ratio of 3.33, a quick ratio of 10.16 and a current ratio of 12.23. The company’s 50 day moving average price is $12.55 and its two-hundred day moving average price is $11.35. CNH Industrial has a 1-year low of $9.12 and a 1-year high of $14.46.

CNH Industrial (NYSE:CNH) last released its quarterly earnings results on Monday, November 9th. The company reported $0.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.10 by $0.06. The company had revenue of $4.35 billion for the quarter, compared to analysts’ expectations of $4.52 billion. CNH Industrial had a net margin of 1.71% and a return on equity of 6.78%. The firm’s revenue for the quarter was down 1.0% compared to the same quarter last year. During the same period last year, the company earned $0.08 EPS. CNH Industrial has set its FY 2026 guidance at 0.440-0.480 EPS. On average, sell-side analysts forecast that CNH Industrial will post 0.45 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on CNH shares. BMO Capital Markets raised their target price on shares of CNH Industrial from $11.00 to $12.00 and gave the stock a “market perform” rating in a research report on Tuesday, August 4th. Sanford C. Bernstein reiterated a “market perform” rating on shares of CNH Industrial in a report on Tuesday, August 4th. DA Davidson reissued a “neutral” rating and set a $12.00 price target on shares of CNH Industrial in a research note on Wednesday, August 19th. Barclays raised their price objective on CNH Industrial from $12.00 to $14.00 and gave the stock an “overweight” rating in a report on Monday, October 19th. Finally, Robert W. Baird upgraded CNH Industrial from a “neutral” rating to an “outperform” rating and set a $15.00 target price for the company in a research note on Monday, August 31st. Seven research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, CNH Industrial has an average rating of “Hold” and an average price target of $13.39.

Key CNH Industrial News

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

• Positive Sentiment: Third-quarter earnings topped expectations. CNH reported adjusted EPS of $0.16, versus the $0.10 consensus and $0.08 a year earlier. The earnings beat was a key positive catalyst. 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 provides proceeds while aligning with a greater focus on agriculture, a strategic rationale investors appeared to welcome. CNH Announces Joint Venture Agreement with Kobelco
• Negative Sentiment: Revenue fell short of estimates. Third-quarter revenue was about $4.35 billion, below the $4.52 billion consensus, and down 1% year over year. This tempers the positive earnings surprise. CNH Industrial Reports Third Quarter 2026 Results

CNH Industrial Company Profile

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.