FY2026 EPS Estimates for CNH Industrial Boosted by Analyst

CNH Industrial N.V. (NYSE:CNH) – Equities research analysts at Zacks Research increased their FY2026 earnings estimates for CNH Industrial in a research note issued on Monday, August 24th. Zacks Research analyst Team now forecasts that the company will post earnings per share of $0.43 for the year, up from their previous estimate of $0.38. The consensus estimate for CNH Industrial’s current full-year earnings is $0.45 per share. Zacks Research also issued estimates for CNH Industrial’s Q4 2026 earnings at $0.19 EPS, Q1 2027 earnings at $0.09 EPS, Q2 2027 earnings at $0.17 EPS, Q3 2027 earnings at $0.15 EPS, Q4 2027 earnings at $0.16 EPS, FY2027 earnings at $0.58 EPS and FY2028 earnings at $0.75 EPS.

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

CNH has been the subject of several other reports. DA Davidson restated a “neutral” rating and set a $12.00 price target on shares of CNH Industrial in a research report on Wednesday, August 19th. Sanford C. Bernstein reissued a “market perform” rating on shares of CNH Industrial in a research note on Tuesday, August 4th. The Goldman Sachs Group cut CNH Industrial from a “buy” rating to a “neutral” rating and dropped their target price for the company from $12.00 to $10.50 in a report on Monday, May 11th. 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, August 4th. Finally, JPMorgan Chase & Co. lifted their price target on CNH Industrial from $9.50 to $10.00 and gave the stock an “underweight” rating in a research note on Monday, July 13th. Six research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $12.58.

CNH Industrial Price Performance

Shares of NYSE:CNH opened at $11.77 on Tuesday. The stock has a market cap of $14.56 billion, a PE ratio of 47.06, a PEG ratio of 2.08 and a beta of 1.15. The company’s fifty day moving average is $10.69 and its 200 day moving average is $10.94. CNH Industrial has a 52 week low of $9.00 and a 52 week high of $13.31. The company has a quick ratio of 10.16, a current ratio of 12.23 and a debt-to-equity ratio of 3.33.

Hedge Funds Weigh In On CNH Industrial

Hedge funds and other institutional investors have recently modified their holdings of the company. Measured Wealth Private Client Group LLC bought a new position in CNH Industrial during the 3rd quarter valued at approximately $29,000. Rothschild Investment LLC increased its stake in shares of CNH Industrial by 1,734.2% during the fourth quarter. Rothschild Investment LLC now owns 3,485 shares of the company’s stock valued at $32,000 after buying an additional 3,295 shares during the period. Kestra Advisory Services LLC bought a new position in shares of CNH Industrial during the fourth quarter valued at approximately $34,000. Advisory Services Network LLC bought a new position in shares of CNH Industrial during the third quarter valued at approximately $37,000. Finally, Clearstead Advisors LLC lifted its stake in CNH Industrial by 52.5% in the fourth quarter. Clearstead Advisors LLC now owns 5,145 shares of the company’s stock worth $47,000 after acquiring an additional 1,771 shares during the period. 59.88% of the stock is owned by institutional investors.

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.