CNH Industrial N.V. delivered a modest Q2 2026 beat, but margins are compressing, and the stock remains in a cyclical trough. South America sales plummeted 27%, and 96% of net income came from CNH's internal bank, raising concerns about core industrial profitability. Management raised 2026 guidance slightly, but EBIT margin and FCF outlooks remain subdued; valuation at ~25x fwd PE appears aggressive for current fundamentals.
CNH Industrial N.V. (CNH) is looking like an interesting pick from a technical perspective, as the company reached a key level of support.
Although the revenue and EPS for CNH (CNH) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
CNH Industrial N.V. (CNH) Q2 2026 Earnings Call Transcript
CNH Industrial NYSE: CNH reported second-quarter results that management said were generally in line with expectations as the agricultural equipment market remained pressured by weak farm profitability and cautious customer spending on large capital purchases.
CNH Industrial (CNH) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.17 per share a year ago.
CNH Industrial NYSE: CNH used its annual general meeting of shareholders to outline management's view of a difficult 2025 operating environment, reaffirm long-term margin and capital return goals, and secure shareholder approval for board appointments, the 2025 financial statements, a dividend and share-related authorizations.
CNH Industrial N.V. (CNH) Shareholder/Analyst Call Prepared Remarks Transcript
CNH posts in-line Q1 earnings as pricing and FX lift revenues, but tariffs and costs squeeze margins across Agriculture and Construction.
CNH Industrial N.V. (CNH) Q1 2026 Earnings Call Transcript
While the top- and bottom-line numbers for CNH (CNH) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
CNH Industrial (CNH) came out with quarterly earnings of $0.01 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.1 per share a year ago.