CNH Industrial (CNH) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.16
- Estimate
- $0.10
- Surprise
- +63.1%
- Revenue (period 2026-09-30)
- $3.68B
- Score today
- 4.7/10
Revenue source: xbrl.
How the report landed
CNH Industrial (CNH) beat the $0.10 estimate with adjusted EPS of $0.16 — a large 63.1% upside surprise.
Coverage in the report window
- Truist Securities Reiterates Buy on CNH Industrial, Lowers Price Target to $16 — benzinga, 2026-11-10
- Barclays Maintains Overweight on CNH Industrial, Raises Price Target to $15 — benzinga, 2026-11-10
- Truist Securities Adjusts Price Target on CNH Industrial to $16 From $17 — fiscal.ai, 2026-11-10
Where TrendMatrix's rating stands now
TrendMatrix currently rates CNH Sell at 4.7/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +63.1% surprise compares with a +87.7% four-quarter average.
What argues against it
- Quality below floor (3.7 < 4.0)
- Reward/Risk 0.6:1 at current price — below 1.5:1 minimum
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $12.12
- Price target
- $12.99
- Stop
- $11.27
- Upside to target
- +7.2%
- Reward-to-risk
- 0.6:1
The stock trades at 61.0× trailing but 18.6× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-11-10 — shown for context, not personalized investment advice.
CNH at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Farm & Heavy Construction Machinery
- Market cap
- $20.62B
- P/E (fwd)
- 18.6
- P/E (ttm)
- 61.0
- 52-week range
- $9.12–$14.46
- Off 52-week high
- 16.2%
- RSI (14)
- 57
- Volume vs avg
- 0.43×
- Score today
- 4.7/10