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.
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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
From CNH Industrial's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$15.35B
-10.0%
$0.41
-58.6%
3.3%
FY2024
$17.06B
-22.7%
$0.99
-41.4%
7.3%
FY2023
$22.08B
+2.5%
$1.69
+13.4%
10.3%
FY2022
$21.54B
+21.0%
$1.49
+17.3%
9.4%
FY2021
$17.80B
+36.1%
$1.27
—
9.7%
Frequently asked questions
When is CNH Industrial's next earnings date?
CNH Industrial (CNH) is scheduled to report on Monday, November 09, 2026 before the market opens. Analysts expect EPS of $0.10.
What did CNH Industrial earn last quarter?
For the quarter ended Jun 2026, CNH Industrial reported diluted EPS of $0.11 (-35.3% year over year) on revenue of $4.14B (+3.0%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.