Math also plays a part. A 10% gain on a $20 stock means the stock only has to move $2.
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%. The company's high operating leverage has driven operating margins down 670bps to 13.7%, whi...
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 9/24/2026, 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 |
Math also plays a part. A 10% gain on a $20 stock means the stock only has to move $2.
Software rollout begins in Q4 2026: CNH will begin releasing software updates that give customers more time to address certain emissions-system faults. Helping maximize uptime: The updates are intended to help customers reduce avoidable downtime during critical operating periods.
CNH (CNH) reported earnings 30 days ago. What's next for the stock?

CNH Industrial N.V. (NYSE: CNH - Get Free Report) shot up 5% during mid-day trading on Tuesday after Robert W. Baird upgraded the stock from a neutral rating to an outperform rating. Robert W. Baird now has a $15.00 price target on the stock. CNH Industrial traded as high as $12.42 and last traded at $12.4180.
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 |
|---|---|---|---|---|---|---|---|
| $13.67 | $16.95B | 33.34 | -8.78% | 2.82% | 6.54% | 1.95% | |
| $703.12 | $189.8B | 38.01 | -11.59% | 10.22% | 18.07% | — | |
| $120.65 | $8.74B | 12.37 | -13.55% | 5.15% | 11.64% | — | |
| $808.01 | $372.2B | 42.91 | 4.29% | 14.5% | 54.14% | — | |
| $113.86 | $59.92B | 25.25 | -15.5% | 9.18% | 12.73% | — | |
| $526.13 | $72.6B | 25.66 | -1.27% | 7.82% | 20.19% | — |
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 $18.18B in revenue for fiscal year 2025. This represents a 49% increase from $12.18B in 2004.
CNH Industrial N.V. (CNH) saw revenue decline by 8.8% over the past year.
Yes, CNH Industrial N.V. (CNH) is profitable, generating $311.0M in net income for fiscal year 2025 (2.8% net margin).
Yes, CNH Industrial N.V. (CNH) pays a dividend with a yield of 1.95%. This makes it attractive for income-focused investors.
CNH Industrial N.V. (CNH) has a return on equity (ROE) of 6.5%. This is below average, suggesting room for improvement.
CNH Industrial N.V. (CNH) generated $1.19B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.