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CNHBullishEarningsnews
High materiality7/10

CNH Raises 2026 Outlook on Q2 Revenue Strength Amid Ag-Cycle Turndown

Aug 3, 2026, 6:35 AM EDT2 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Improved 2026 outlook at the high end, plus stronger industrial cash flow, can support near-term upside; may attract multiple expansion if agriculture trough persists but construction rebound confirms recovery signals; risk remains from ag cycle and tariff/currency dynamics.

AI summary

What happened, with direct paths to the underlying reporting

CNH reported Q2 2026 revenue of $4.80B, up 2% YoY, with net income of $141M and adjusted net income of $161M. Operating cash flow was $145M and industrial free cash flow $150M, supporting a updated outlook at the high end of prior ranges. The company projects flat Agriculture net sales but 5–10% Construction growth, with higher EBITDA margins and a robust free cash flow target for 2026, signaling discipline through the cycle.

  • CNH Q2 2026 revenue $4.80B, +2% y/y; improved top line in trough ag cycle.
  • Net income $141M; adjusted net income $161M; diluted EPS $0.11.
  • Operating cash flow $145M; industrial free cash flow $150M; 2026 outlook at high end.
  • Agriculture net sales about flat; Construction net sales +5% to 10%; adj EBIT margins 5.0–5.5% (Ag) and 1.8–2.3% (Construction).
  • Regional demand shifts: NA tractors down 16–17%; SA down; APAC tractors up ~15%.

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