CNH Industrial N.V. Reports Second Quarter 2026 Results

Impact · against what's priced in

CNH Industrial is facing significant headwinds in its core agriculture business, marked by a decline in net income to $141 million and compressed margins in South America. While construction growth and narrowed full-year guidance provide some support, the rising delinquency rates and volume drops in the agriculture cycle outweigh these offsets.

CNH−0.20

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In context

Net income dropped to $141 million from $217 million YoY, driven by a decline in agriculture adjusted EBIT to $170 million and increasing receivables past due (4.4% vs 3.9%), despite a 12% increase in construction net sales.

Read from the article alone

• earnings
• guidance
• dividends
• CNH
• agriculture
• construction
• heavy equipment
• industrial
• share repurchases
• tariffs

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