Latest Earnings Results: Q3 '26
Estimated EPS
$0.10
Reported EPS
$0.16
Surprise
+67.06%
Estimated Rev
$4.52B
Reported Rev
$4.35B
Surprise
-3.62%
• Reported GAAP EPS of $0.16 up 100.00% YoY • Reported revenue of $4.35B down -1.02% YoY • CNH Industrial's 2026 outlook sets adjusted diluted EPS between $0.44 and $0.48, Free Cash Flow of Industrial Activities between $300M and $450M, and Construction net sales up between 8% to 10%.
Bullish Takeaway
CNH Industrial's Kobelco agreement sharpens its agriculture focus; Construction sales and adjusted EBIT increased, while Industrial Activities adjusted EBIT and margin were higher than Q3 2025.
Bearish Takeaway
CNH Industrial faced declining South American agriculture demand and sales, Financial Services losses alongside higher past-due receivables, and lower YTD adjusted Industrial Activities margins and adjusted diluted EPS.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.19 | -- | -- | N/A |
Q3 '26 | $0.10 | $0.16 | 67.06% | BEAT |
Q2 '26 | $0.10 | $0.13 | 24.63% | BEAT |
Q1 '26 | $0.00 | $0.01 | 138.83% | BEAT |
Q4 '25 | $0.11 | $0.19 | 76.64% | BEAT |