Sign In
Buy CNH
CNH Industrial N.V Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $0.0100 |
| EPS actual | $0.0100 |
| Revenue estimate | 3.801B |
| Revenue actual | 3.826B |
| Revenue Surprise | 0.645% |
| Release date | Feb 17, 2026 |
| EPS estimate | $0.110 |
| EPS actual | $0.190 |
| EPS Surprise | 72.73% |
| Revenue estimate | 4.957B |
| Revenue actual | 5.157B |
| Revenue Surprise | 4.04% |
| Release date | Nov 07, 2025 |
| EPS estimate | $0.131 |
| EPS actual | $0.0800 |
| EPS Surprise | -38.93% |
| Revenue estimate | 4.256B |
| Revenue actual | 4.399B |
| Revenue Surprise | 3.36% |
| Release date | Aug 01, 2025 |
| EPS estimate | $0.160 |
| EPS actual | $0.170 |
| EPS Surprise | 6.25% |
| Revenue estimate | 4.217B |
| Revenue actual | 4.711B |
| Revenue Surprise | 11.70% |
Last 4 Quarters for CNH Industrial N.V
Below you can see how CNH performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 01, 2025 |
| Price on release | $12.47 |
| EPS estimate | $0.160 |
| EPS actual | $0.170 |
| EPS surprise | 6.25% |
| Date | Price |
|---|---|
| Jul 28, 2025 | $12.99 |
| Jul 29, 2025 | $12.81 |
| Jul 30, 2025 | $12.63 |
| Jul 31, 2025 | $12.96 |
| Aug 01, 2025 | $12.47 |
| Aug 04, 2025 | $12.53 |
| Aug 05, 2025 | $12.62 |
| Aug 06, 2025 | $12.42 |
| Aug 07, 2025 | $12.44 |
| 4 days before | -4.00% |
| 4 days after | -0.241% |
| On release day | 0.481% |
| Change in period | -4.23% |
| Release date | Nov 07, 2025 |
| Price on release | $9.66 |
| EPS estimate | $0.131 |
| EPS actual | $0.0800 |
| EPS surprise | -38.93% |
| Date | Price |
|---|---|
| Nov 03, 2025 | $10.41 |
| Nov 04, 2025 | $10.30 |
| Nov 05, 2025 | $10.47 |
| Nov 06, 2025 | $10.26 |
| Nov 07, 2025 | $9.66 |
| Nov 10, 2025 | $9.63 |
| Nov 11, 2025 | $9.88 |
| Nov 12, 2025 | $10.33 |
| Nov 13, 2025 | $10.10 |
| 4 days before | -7.20% |
| 4 days after | 4.55% |
| On release day | -0.362% |
| Change in period | -2.98% |
| Release date | Feb 17, 2026 |
| Price on release | $13.09 |
| EPS estimate | $0.110 |
| EPS actual | $0.190 |
| EPS surprise | 72.73% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $12.39 |
| Feb 11, 2026 | $12.80 |
| Feb 12, 2026 | $12.69 |
| Feb 13, 2026 | $12.75 |
| Feb 17, 2026 | $13.09 |
| Feb 18, 2026 | $12.67 |
| Feb 19, 2026 | $12.98 |
| Feb 20, 2026 | $13.06 |
| Feb 23, 2026 | $12.73 |
| 4 days before | 5.65% |
| 4 days after | -2.75% |
| On release day | -3.21% |
| Change in period | 2.74% |
| Release date | Apr 30, 2026 |
| Price on release | $10.71 |
| EPS estimate | $0.0100 |
| EPS actual | $0.0100 |
| Date | Price |
|---|---|
| Apr 24, 2026 | $10.25 |
| Apr 27, 2026 | $10.25 |
| Apr 28, 2026 | $10.04 |
| Apr 29, 2026 | $10.08 |
| Apr 30, 2026 | $10.71 |
| May 01, 2026 | $10.48 |
| May 04, 2026 | $10.22 |
| May 05, 2026 | $10.32 |
| May 06, 2026 | $10.82 |
| 4 days before | 4.49% |
| 4 days after | 1.03% |
| On release day | -2.15% |
| Change in period | 5.56% |
CNH Industrial N.V Earnings Call Transcript Summary of Q1 2026
CNH reported Q1 2026 results in line with guidance amid a trough in the ag cycle and challenging macro/trade dynamics. Consolidated revenue was $3.8B (flat YoY) with Agriculture sales up 1% and Construction down 3%. Adjusted net income was $21M (EPS $0.01); Industrial free cash flow was a $569M outflow consistent with normal Q1 seasonality. Management emphasized disciplined production to manage dealer channel inventories (targeting ~ $500M dealer destocking this year), selective production of presold/fast-moving stock, and ongoing cost and quality programs (including plant efficiency projects and AI-enabled dealer tools deployed at ~70% of locations). Tariff regime changes increased headwinds for Construction (now ~600 bps impact) while Agriculture remains broadly neutral for 2026 (210–220 bps). Guidance was reaffirmed: 2026 industrial net sales flat to -4%; industrial EBIT margin 2.5–3.5%; industrial FCF $150–$350M; adjusted EPS $0.35–$0.45. Key regional notes: EMEA improving (market share gains), North America at trough with replacement demand, South America (Brazil) remains weak with heightened credit risk and election-related uncertainty. Financial Services saw $74M segment income with elevated risk costs in Brazil; managed portfolio $28B. Management reiterated focus on long-term strategy pillars (product leadership, iron/tech integration, commercial & operational excellence) and potential strategic options for Construction.
