GlobeNewsWire·Jun 25, 2026
Pricing of CNH Industrial Capital Canada Ltd. Cdn$450 million notesPricing of CNH Industrial Capital Canada Ltd. Cdn$450 million notes Basildon, June 25, 2026 CNH Industrial N.V.
CNH Industrial N.V.(CNH)Earnings, Financials & Key Ratios
CNH•NYSE
$10.87
26.5× P/E·Price updated Jul 6, 2026
AboutCNH Industrial is a global manufacturer of heavy machinery, with a range of products including agricultural and construction equipment. One of its most recognizable brands, Case IH, has served farmers for generations. The company's products are available through a robust dealer network, which includes over 3,600 dealer and distribution locations worldwide. CNH’s finance arm provides retail financing for equipment to its customers in addition to wholesale financing for dealers, which increases the likelihood of product sales.Show more
- Revenue$18.1B-8.8%
- EBITDA$3.42B-23.3%
- Net Income$510M-59.1%
- EPS (Diluted)0.41-58.6%
- Gross Margin31.44%-3.8%
- EBITDA Margin18.89%-15.9%
- Operating Margin15.42%-20.6%
- Net Margin2.82%-55.1%
- ROE6.54%-58.2%
CNH Price & Volume
CNH Industrial N.V. (CNH) stock price & volume — 10-year historical chart
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Cyclical Downturn Pressures CNH Industrial Profitability Metrics
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Contracting
Profitability:Strained
Financial:Vulnerable
Cash Flow:Deteriorating
Primary Risk:Cyclical demand and leverage
Key Thesis Takeaways
- CNH Industrial faces a challenging outlook as persistent revenue contraction and structural margin compression erode core earnings power.
- The company's high financial leverage, evidenced by a debt-to-equity ratio of 3.45, significantly limits strategic flexibility during this cyclical downturn.
- Investors should remain cautious as the disconnect between operating income and net income, alongside volatile cash flow, suggests heightened operational risk in the near term.
Verdict Logic
the company's net margin compression to 0.2% and the volatility in cash flow conversion suggest that the current valuation of 26.90x P/E does not adequately reflect the ongoing cyclical risks.
CNH Growth Metrics
CNH Industrial N.V. (CNH) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-3.52%
5 Years4.14%
3 Years-8.4%
TTM-4.01%
Profit CAGR
10 Years7.26%
5 Years-
3 Years-36.89%
TTM-61.74%
EPS CAGR
10 Years7.99%
5 Years-
3 Years-34.96%
TTM-62.39%
Return on Capital
10 Years9.51%
5 Years12.07%
3 Years12.56%
Last Year8.35%
CNH Recent Earnings
CNH Industrial N.V. (CNH) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.01+138.7%
$0.00
Rev
$3.8B+0.6%
$3.8B
Q1 2026
Feb 17, 2026Metric
Actual
Est
EPS
$0.19+72.7%
$0.11
Rev
$5.2B+4.0%
$5.0B
Q4 2025
Nov 7, 2025Metric
Actual
Est
EPS
$0.08-38.9%
$0.13
Rev
$4.4B+3.4%
$4.3B
Q3 2025
Aug 1, 2025Metric
Actual
Est
EPS
$0.17+6.3%
$0.16
Rev
$4.7B+11.7%
$4.2B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.01vs $0.00+138.7% | $3.8Bvs $3.8B+0.6% |
| Q1 2026 | Feb 17, 2026 | $0.19vs $0.11+72.7% | $5.2Bvs $5.0B+4.0% |
| Q4 2025 | Nov 7, 2025 | $0.08vs $0.13-38.9% | $4.4Bvs $4.3B+3.4% |
| Q3 2025 | Aug 1, 2025 | $0.17vs $0.16+6.3% | $4.7Bvs $4.2B+11.7% |
Based on last 12 quarters of dataView full earnings history →
Latest CNH News
Recent stock market news and headlines for CNH Industrial N.V. (CNH)
Globe News Wire·Jun 25, 2026
Pricing of CNH Industrial Capital Canada Ltd. Cdn$450 million notesPricing of CNH Industrial Capital Canada Ltd. Cdn$450 million notes Basildon, June 25, 2026 CNH Industrial N. V. (NYSE: CNH) today announced that its indirect wholly owned subsidiary, CNH Industrial Capital Canada Ltd. , has priced Cdn$450 million in aggregate principal amount of 3.
GlobeNewsWire·Jun 22, 2026
Pricing of CNH Industrial Capital LLC $600 million notesPricing of CNH Industrial Capital LLC $600 million notes Basildon, June 22, 2026 CNH Industrial N.V. (NYSE: CNH) today announced that its wholly owned subsidiary, CNH Industrial Capital LLC, has priced $600 million in aggregate principal amount of 4.950% notes due 2031, with an issue price of 99.615%.
Globe News Wire·Jun 22, 2026
Pricing of CNH Industrial Capital LLC $600 million notesPricing of CNH Industrial Capital LLC $600 million notes Basildon, June 22, 2026 CNH Industrial N. V. (NYSE: CNH) today announced that its wholly owned subsidiary, CNH Industrial Capital LLC, has priced $600 million in aggregate principal amount of 4.
Peers Comparison
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 |
|---|---|---|---|---|---|---|---|
| $10.87 | $13.49B | 26.51 | -8.76% | 2.82% | 6.54% | 2.45% | |
| $635.24 | $171.48B | 34.34 | -11.59% | 10.21% | 18.21% | — | |
| $118.32 | $8.57B | 12.14 | -13.55% | 7.43% | 16.73% | — | |
| $969.92 | $451.29B | 51.51 | 4.29% | 13.31% | 47.51% | — | |
| $125.91 | $66.26B | 27.92 | -15.5% | 9.09% | 17.2% | — | |
| $678.24 | $93.71B | 33.08 | -1.27% | 7.89% | 20.27% | — |
Compare CNH vs Peers
CNH Industrial N.V. (CNH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CNH SEC Filings & Documents
CNH Industrial N.V. (CNH) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 30, 2026·SEC
Material company update
Mar 30, 2026·SEC
Material company update
Mar 26, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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CNH Frequently Asked Questions
CNH Industrial N.V. (CNH) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is CNH Industrial N.V.'s revenue?
CNH Industrial N.V. (CNH) reported $18.09B in revenue for fiscal year 2025. This represents a 49% increase from $12.18B in 2004.
How fast is CNH Industrial N.V. growing?
CNH Industrial N.V. (CNH) saw revenue decline by 8.8% over the past year.
Is CNH profitable?
Yes, CNH Industrial N.V. (CNH) is profitable, generating $386.0M in net income for fiscal year 2025 (2.8% net margin).
Dividend & Returns
Does CNH pay dividends?
Yes, CNH Industrial N.V. (CNH) pays a dividend with a yield of 2.45%. This makes it attractive for income-focused investors.
What is CNH's return on equity?
CNH Industrial N.V. (CNH) has a return on equity (ROE) of 6.5%. This is below average, suggesting room for improvement.
What is CNH Industrial N.V.'s free cash flow?
CNH Industrial N.V. (CNH) generated $1.84B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.