CNH Industrial N.V. · CNH · Next earnings

CNH Industrial N.V. next earnings report

CNH's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: CNH sharpens agriculture focus as margins improve and construction JV advances

Date not yet scheduled Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.21 Analyst average (10 estimates)
Consensus revenue $5.16B Analyst average (5 estimates)
Report date TBD Not yet on the calendar
Session — Session not yet known

Where CNH left off: FY2026 Q3

Full report

CNH sharpens agriculture focus as margins improve and construction JV advances

EPS surprise +67.1% Reported $0.16 vs $0.10
Revenue surprise -3.6% Reported $4.35B vs $4.52B
Stock move +10.9% Event window
Subsequent drift 0.0% Up to 20 sessions
Check the math in the surprise calculator >

Management said full-year sales and EBIT-margin guidance was raised. Agriculture sales are expected to be flat, with the agriculture EBIT-margin outlook narrowed; the supplied analysis gives the range as 5.1–5.4%.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Low commodity prices and high input costs may constrain farmer profitability and equipment demand.
  • Tariffs, including Canadian duties, remain a potential margin headwind.
  • Regional uncertainty and elevated delinquencies in Brazil could affect demand and Financial Services.
  • Execution of the construction joint venture and dealer-network transition carries risk.

Questions analysts left open

  • Valuation and potential stranded costs associated with the Kobelco transaction.
  • Tariff effects on future margins and demand across EMEA, Brazil, and Australia/New Zealand.
  • Model-year 2027 pricing and order-book strength relative to competitors.
  • Implications of the construction joint venture for the dealer network.

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Recent CNH quarters

All CNH earnings
+10.9%FY2026 Q3+5.4%FY2026 Q2+6.2%FY2026 Q1-5.8%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.