CNH Industrial Q2 net income falls 35% to $141 million; revenue up 2%
CNH Industrial reported second-quarter 2026 results with consolidated revenues of $4.8 billion, up 2% from a year earlier, while net income fell 35% to $141 million and diluted EPS fell to $0.11 from $0.17. The company said it expects 2026 results at the higher end of its previously communicated ranges and updated its outlook, including adjusted diluted EPS of $0.41 to $0.46. For shareholders, revenue growth was offset by lower profit, with agriculture earnings down sharply amid a trough in the farm equipment cycle.
Key points
- Consolidated revenues were $4.8 billion, up 2% year over year; Net sales of Industrial Activities were $4.1 billion, up 3%.
- Net income was $141 million versus $217 million in Q2 2025; diluted EPS was $0.11 versus $0.17, and adjusted diluted EPS was $0.13 versus $0.17.
- Agriculture adjusted EBIT fell to $170 million from $263 million; Construction adjusted EBIT fell to $15 million from $35 million.
- 2026 outlook: adjusted diluted EPS of $0.41 to $0.46 and Free Cash Flow of Industrial Activities of $200 million to $400 million.
The filing
Written by AI on Nov 8, 2026, 1:11 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 03, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.