CNH Industrial N.V. — Form 8-K
Filed August 3, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
CNH Industrial reported Q2 2026 consolidated revenues of $4.8B (+2% YoY), with net income of $141M (down 35% from $217M in Q2 2025) and diluted EPS of $0.11 (down $0.06). Adjusted net income was $161M vs. $216M prior year. Agriculture segment saw flat net sales at $3.3B but Adjusted EBIT fell 35% to $170M due to volume declines in South America and North America, tariff impacts, and higher SG&A/R&D. Construction grew 12% in sales to $866M but Adjusted EBIT fell 57% to $15M on tariffs. Despite trough conditions, CNH narrowed 2026 guidance to the higher end: Agriculture net sales ~flat YoY; Adjusted EBIT margin 5.0%-5.5%; Construction sales +5%-10%; Free Cash Flow $200M-$400M; Adjusted diluted EPS $0.41-$0.46. Returned $0.2B to shareholders through dividends and buybacks in H1 2026.
Why this rating
Earnings miss (-35%) offset by raised guidance; in trough ag cycle. Results modest relative to $11.5B market cap; no major deal, restructuring, or guidance cut. Ordinary cyclical pressure.
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