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CNH Industrial (IT:1CNHI)
:1CNHI
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
<0.01Last Year’s EPS
0.09Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced operational and strategic progress (notable Q4 improvements, material cost and quality savings, product and tech pipeline, sustainability recognition, and dealer network consolidation) against sizable headwinds (full-year revenue decline, margin pressure from tariffs and mix, weak regional demand especially in North and South America, and cautious 2026 guidance with a weak Q1). The company is making measurable progress on long-term initiatives, but near-term financial outlook remains constrained by macro and tariff-driven pressures.Company Guidance
Q4 Revenue Growth
Consolidated Q4 revenues of $5.2 billion, up 6% year-over-year versus a weak Q4 2024 comparison; industrial net sales up 8% YoY to nearly $4.5 billion.
Improved Profitability in Q4
Industrial adjusted EBIT of $234 million, up 21% year-over-year; adjusted net income of $246 million and adjusted EPS of $0.19 (vs. $0.15 in Q4 2024).
Construction and Ag Q4 Performance
Construction Q4 net sales rose 19% YoY to $853 million; Agriculture Q4 net sales about $3.6 billion, up 5% YoY with EMEA up 33% while North America declined 10%.
Strong Q4 Cash and Financial Services
Industrial free cash flow in Q4 of $817 million (in line with prior year); Financial Services net income of $109 million, up 18% YoY, with managed portfolio of $28.6 billion and retail originations of $2.8 billion.
Material Cost and Quality Savings
Agriculture cost reductions of $230 million in 2025 toward a $550 million 2030 target; additional 2025 savings: $34 million (strategic sourcing), $45 million (lean manufacturing), and $150 million+ (quality cost savings).
Dealer Inventory and Network Progress
Dealer inventories reduced by ~$200 million in Q4 and about $800 million for full year 2025 (short of $1 billion target) and progress toward network consolidation with dual-branded dealers increasing to 35% in 2025 (from 30% in 2024).
Product & Technology Pipeline
Announced new midrange tractor lineup, award-winning combine series, cotton harvester development, and an innovation pipeline including >15 tractor launches, 10 harvesting, 19 crop production, and 30+ precision tech releases through 2027; target to raise precision tech to 10% of ag sales by 2030.
Sustainability & Customer Experience Recognition
Ranked #1 in industry on S&P Global 2025 Corporate Sustainability Assessment; received CDP 2025 scores (A for climate, A- for water); Net Promoter Score improved by 8 percentage points year-over-year.
IT:1CNHI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IT:1CNHI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | €10.52 | €11.02 | +4.75% |
Nov 07, 2025 | €8.97 | €8.32 | -7.25% |
Aug 01, 2025 | €11.36 | €11.16 | -1.76% |
Feb 04, 2025 | €12.00 | €12.04 | +0.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does CNH Industrial (IT:1CNHI) report earnings?
CNH Industrial (IT:1CNHI) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
What is CNH Industrial (IT:1CNHI) earnings time?
CNH Industrial (IT:1CNHI) earnings time is at Apr 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of CNH Industrial stock?
The P/E ratio of CNH Industrial is N/A.
What is IT:1CNHI EPS forecast?
IT:1CNHI EPS forecast for the fiscal quarter 2026 (Q1) is <0.01.