CNH Industrial N.V. (CNH) Earnings History

4 quarters held2/3 transcripts analyzed1/20 figures attested
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PeriodRevenueYoYNet incomeEPS (dil.)Filed
Q2 2026$4.8B+1.9%$141.0M$0.11Aug 3, 2026
LATESTEarnings filing (8-K)10-QFiled Aug 3, 2026, 6:35 AM ET
Earnings call · Aug 3, 2026transcriptView originalprepared remarksQ&Awebcast
Q2 FY26YoY
Revenue$4.8B+1.9%
Net income$141.0M–
Op income––
EPS (dil.)$0.11-35.3%
EPS (basic)$0.11-35.3%
Gross margin18.0%-2.6pp
Net margin2.9%-1.7pp

Guidance & outlook

Management guidance

Q2 2026

fy_current

revenue
No specific guidance provided
revenue
No specific guidance provided
operating_margin_pct
3.2%—3.8%
free_cash_flow
200M—400M
eps_diluted
$0.41—$0.46
revenue
No specific guidance provided

Call guidance

Q2 2026
MetricValuePeriodSpecificityvs Prior
tariff_costs_impactabout 170 basis points2026pointNew
tariff_costs_impactabout 470 basis points2026pointNew
net_salesabout flat year over year2026directionalNew
net_salesup to 5 to 10% year over year2026wide_rangeNew
ebit_marginbetween 1.8 and 2.3%2026tight_rangeNew
industrial_net_salesflat to up 2% year over year2026tight_rangeNew
industrial_adjusted_ebit_marginbetween 3.2 and 3.8%2026tight_rangeNew
adjusted_epsbetween 41 and 46 cents2026tight_rangeNew
net_salesabout flat on a year-over-year basisQ3 2026directionalNew
ebit_marginabout flat on a year-over-year basisQ3 2026directionalNew
global_salesup in the low to mid teens year-over-yearQ3 2026wide_rangeNew
financial_services_net_incomeimprove year-over-yearQ3 2026directionalNew
industry_retail_demandflattish 20272027directionalNew
production_levelshighernext yeardirectionalNew
earningsno less than what we do this year2027directional—
adjusted_epsbetween 41 and 46 cents2026tight_rangeNew
corporate_expenses55 to 60 million per quarterremaining two quarterstight_rangeNew
tariffsa little lower in 20272027directionalNew
construction_outlookexpect things to get better next yearnext yeardirectionalNew
construction_outlooksee that happening 272027directionalNew

Special items & operational metrics

Operational metrics

Q2 2026
Dealer Inventory Reduction Sequential
flat
inventory levels
Dealer Inventory Reduction Yoy
flat
inventory levels
Delinquencies Greater Than 30 Days Pct
4.4
+12.8% YoY
Prior year: 3.9
% of receivables
Q1 2026$3.8B–$10.0M$0.01Apr 30, 2026
10-QFiled Apr 30, 2026, 6:34 AM ET
Earnings call · Apr 30, 2026transcriptView originalprepared remarksQ&Adeckwebcast
Q1 FY26YoY
Revenue$3.8B–
Net income$10.0M1–
Op income––
EPS (dil.)$0.01–
EPS (basic)––
Net margin0.3%–
  1. [1] “Net income 10” view source
Q4 2025––––Feb 17, 2026
10-KFiled Feb 17, 2026, 6:35 AM ET
Earnings call · Feb 17, 2026deckwebcast
Q4 FY25YoY
Revenue––
Net income––
Op income––
EPS (dil.)––
EPS (basic)––
Q3 2025$4.4B-5.5%$67.0M$0.06Nov 7, 2025
Earnings filing (8-K)10-QFiled Nov 7, 2025, 5:39 AM ET
Earnings calldeckwebcast
Q3 FY25YoY
Revenue$4.4B-5.5%
Net income$67.0M-78.4%
Op income––
EPS (dil.)$0.06-75.0%
EPS (basic)$0.06-75.0%
Gross margin19.1%-2.6pp
Op margin2.8%-5.6pp

IR event calendar

Upcoming

No upcoming events scheduled.

Past
  • 2026 Second Quarter Results Conference Call - August 3, 2026Aug 3, 2026, 9:00 AM
    webcastdocumentpresentationwebcast
  • 2026 First Quarter Results Conference Call - April 30, 2026Apr 30, 2026, 9:30 AM
    webcastdocumentpresentationwebcast
  • 2025 Fourth Quarter Results Conference Call - February 17th, 2026Feb 17, 2026, 9:00 AM
    webcastpresentationpress_releasewebcast
  • Tech Day 2025Nov 11, 2025, 8:00 AM
    webcastdocumentdocumentdocumentpresentationtranscriptwebcast
  • 2025 Third Quarter Results Conference Call - November 7th, 2025Nov 7, 2025, 11:30 AM
    webcastpresentationpress_releasewebcast
  • 2025 Second Quarter Results Conference Call - August 1, 2025Aug 1, 2025, 9:00 AM
    webcastdocumentpresentationwebcast

+19 more

IR event calendar last checked 2026-08-12 07:00:11+00; events announced since are not shown.

Filing coverage

39 filings indexed · 101,352 XBRL facts
FilingDatePeriodSectionsTables
10-Q2026-08-03–3686
8-K2026-08-03Q2 2026120
8-K2026-07-28–10
8-K2026-05-11–10
10-Q2026-04-30–3997
8-K2026-04-30Q1 2026130
8-K2026-03-30–20
8-K2026-03-26–10
10-K2026-02-26FY 73231
8-K2026-02-17Q4 2025100

Showing the latest 10 of 39 — the full set is in the API.

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