CNH Industrial N.V. (CNH) Earnings History
4 quarters held2/3 transcripts analyzed1/20 figures attested
Connect your agentPeriodRevenueYoYNet incomeEPS (dil.)Filed
Q2 2026$4.8B+1.9%$141.0M$0.11Aug 3, 2026
| Q2 FY26 | YoY | |
|---|---|---|
| Revenue | $4.8B | +1.9% |
| Net income | $141.0M | – |
| Op income | – | – |
| EPS (dil.) | $0.11 | -35.3% |
| EPS (basic) | $0.11 | -35.3% |
| Gross margin | 18.0% | -2.6pp |
| Net margin | 2.9% | -1.7pp |
Guidance & outlook
Management guidance
Q2 2026fy_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| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| tariff_costs_impact | about 170 basis points | 2026 | point | New |
| tariff_costs_impact | about 470 basis points | 2026 | point | New |
| net_sales | about flat year over year | 2026 | directional | New |
| net_sales | up to 5 to 10% year over year | 2026 | wide_range | New |
| ebit_margin | between 1.8 and 2.3% | 2026 | tight_range | New |
| industrial_net_sales | flat to up 2% year over year | 2026 | tight_range | New |
| industrial_adjusted_ebit_margin | between 3.2 and 3.8% | 2026 | tight_range | New |
| adjusted_eps | between 41 and 46 cents | 2026 | tight_range | New |
| net_sales | about flat on a year-over-year basis | Q3 2026 | directional | New |
| ebit_margin | about flat on a year-over-year basis | Q3 2026 | directional | New |
| global_sales | up in the low to mid teens year-over-year | Q3 2026 | wide_range | New |
| financial_services_net_income | improve year-over-year | Q3 2026 | directional | New |
| industry_retail_demand | flattish 2027 | 2027 | directional | New |
| production_levels | higher | next year | directional | New |
| earnings | no less than what we do this year | 2027 | directional | — |
| adjusted_eps | between 41 and 46 cents | 2026 | tight_range | New |
| corporate_expenses | 55 to 60 million per quarter | remaining two quarters | tight_range | New |
| tariffs | a little lower in 2027 | 2027 | directional | New |
| construction_outlook | expect things to get better next year | next year | directional | New |
| construction_outlook | see that happening 27 | 2027 | directional | New |
Special items & operational metrics
Operational metrics
Q2 2026Dealer 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
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $3.8B | – |
| Net income | $10.0M1 | – |
| Op income | – | – |
| EPS (dil.) | $0.01 | – |
| EPS (basic) | – | – |
| Net margin | 0.3% | – |
- [1] “Net income 10” view source
Q4 2025––––Feb 17, 2026
Q3 2025$4.4B-5.5%$67.0M$0.06Nov 7, 2025
| Q3 FY25 | YoY | |
|---|---|---|
| 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 margin | 19.1% | -2.6pp |
| Op margin | 2.8% | -5.6pp |
Filing coverage
39 filings indexed · 101,352 XBRL facts| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-Q | 2026-08-03 | – | 36 | 86 |
| 8-K | 2026-08-03 | Q2 2026 | 12 | 0 |
| 8-K | 2026-07-28 | – | 1 | 0 |
| 8-K | 2026-05-11 | – | 1 | 0 |
| 10-Q | 2026-04-30 | – | 39 | 97 |
| 8-K | 2026-04-30 | Q1 2026 | 13 | 0 |
| 8-K | 2026-03-30 | – | 2 | 0 |
| 8-K | 2026-03-26 | – | 1 | 0 |
| 10-K | 2026-02-26 | FY | 73 | 231 |
| 8-K | 2026-02-17 | Q4 2025 | 10 | 0 |
Showing the latest 10 of 39 — the full set is in the API.