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CNH

CNH Industrial N.V.

CNH

NYSE·Industrials·Agricultural - Machinery·Mkt cap $13.5B

$10.72

-1.83%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$9.00 - $14.27

P/E

34.73

Fwd P/E

15.26

Beta

1.23

Div Yield

0.92%

Avg Vol

14.0M

Shares Out

1.2B

Mkt Cap

$13.5B

Price action

Price chart

Down 20.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Iconic brand heritage and global dealer network
  • Integrated financing solutions increasing sales conversion
  • Diversified product portfolio across agricultural and construction sectors
  • Strong aftermarket parts and service ecosystem

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Rising global demand for mechanized agriculture in emerging markets

Value

Attractively priced below Agricultural Equipment peer average

Momentum

Stable

+2.5% over 3m

Quality

Stable

Strong fundamentals

Dividend

Modest

0.92% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 7, 2026

Q2 26 RECAP

APR 30, 2026

Reported EPS of $0.01 vs $0.01 consensus (0.0% surprise). Revenue of $3.8B vs $3.8B expected (+0.6%). Beat on both top and bottom lines.

EPS beat 0.0%
Rev beat +0.6%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

0.0%

Next: Aug 7, 2026

Revenue trend · last 8Q

-14%

-6%

+6%

-0%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$5.5B

$4.7B

$4.9B

$3.8B

$4.7B

$4.4B

$5.2B

$3.8B

Margins · last 8Q

Gross

31.9%

Operating

13.7%

Profit

0.2%

Wall Street consensus

7 analysts · 43% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

43%

Hold

4

57%

Sell

0%

Median Price Target

$12.25

+14.3% vs $10.72

Low $10.50
Median $12.25
High $16.00

Latest: Industrial Alliance · $10.50 · May 11, 2026

3 analysts covering

vs Industry

How CNH stacks vs Agricultural - Machinery

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.