CNH Industrial is navigating a severe agricultural downturn, with revenue down 8.8% year-over-year in 2026Q2 and gross margins compressing 440bps from 2024Q1 to 29.3%.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue contracted 8.8% year-over-year in 2026Q2 to $4.8B, with gross margin down 440bps to 29.3% and operating margin down 670bps to 13.7% from 2024Q1 peaks, reflecting severe cyclical pressure.
CNH Industrial approved a cash dividend and appointed new non-executive directors, signaling confidence in governance and shareholder returns.
Value-focused asset manager Tweedy Browne significantly increased its holdings in CNH, indicating strong institutional belief in the company's long-term prospects.
CNH is a world-class leader in agriculture and construction equipment, with strong R&D capabilities and a global footprint driving sustainable growth.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $0.13+24.5% vs $0.10 | $4.8B+0.7% vs $4.8B |
Q2 2026 Apr 30, 2026 | $0.01+138.7% vs $0.00 | $3.8B+0.6% vs $3.8B |
Q1 2026 Feb 17, 2026 | $0.19+72.7% vs $0.11 | $5.2B+4.0% vs $5.0B |
Q4 2025 Nov 7, 2025 | $0.08-38.9% vs $0.13 | $4.4B+3.4% vs $4.3B |
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for CNH (CNH), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2026.
CNH (CNH) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The Manufacturing - Farm Equipment industry stocks DE, KUBTY and CNH are set to gain from improving farm equipment demand and investment in technology.
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Benchmark CNH against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for CNH Industrial N.V. (CNH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $11.56 | $14.33B | 46.17 | -8.78% | 1.71% | 3.97% | 2.3% | |
| $671.65 | $181.3B | 37.31 | -11.59% | 10.22% | 18.07% | 0.94% | |
| $110.44 | $8B | 27.47 | -13.55% | 2.76% | 6.25% | 1.05% | |
| $558.63 | $257.33B | 21.76 | 4.29% | 15.21% | 58.53% | 1.05% | |
| $101.98 | $53.67B | 19.49 | -15.5% | 9.68% | 13.76% | 4.22% | |
| $450.07 | $62.1B | 18.73 | -1.27% | 9.26% | 24.12% | 1.69% |
CNH Industrial N.V. (CNH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
CNH Industrial N.V. (CNH) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 3, 2026·SEC
Jul 28, 2026·SEC
May 11, 2026·SEC
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CNH Industrial N.V. (CNH) stock FAQ — growth, dividends, profitability & financials explained
CNH Industrial N.V. (CNH) reported $18.09B in revenue in fiscal year 2025, which is also its trailing twelve months. That is 49% more than the $12.18B of fiscal year 2004.
CNH Industrial N.V. (CNH) grew revenue by 0.6% over the trailing twelve months, compared with the twelve months before.
Yes. CNH Industrial N.V. (CNH) earned $311.0M in net income over the trailing twelve months (a 1.7% net margin).
Yes. CNH Industrial N.V. (CNH) pays a dividend that yields 2.30% at the current price, a moderate yield.
CNH Industrial N.V. (CNH) had a return on equity (ROE) of 4.0% over the trailing twelve months. That is below the market's typical 10-15%.
CNH Industrial N.V. (CNH) generated $1.19B in free cash flow over the trailing twelve months.
