Filing Flows › CNH Industrial N.V. (CNH) › Guidance history
CNH Industrial N.V. (CNH) guidance history: what it guided and what it reported
CNH Industrial N.V. gave guidance in 12 earnings releases on file since Nov 7, 2023. Its releases raised guidance once and lowered it 4 times.
Adjusted operating margin
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 4.5%–5.5% (Feb 17, 2026) → reaffirmed 4.5%–5.5% (Apr 30, 2026) → raised 5.0%–5.5% (Aug 3, 2026) | — | to be reported | — |
| FY2025 | 8.5%–9.5% (Feb 4, 2025) → lowered 7.0%–9.0% (May 1, 2025) → reaffirmed 7.0%–9.0% (Aug 1, 2025) → lowered 5.7%–6.2% (Nov 7, 2025) | — | — | — |
| FY2024 | 14.0%–15.0% (Feb 14, 2024) → lowered 13.5%–14.5% (May 2, 2024) → lowered 13.0%–14.0% (Jul 31, 2024) → lowered 10.5%–11.5% (Nov 8, 2024) | — | — | — |
Net income
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $505M (Feb 17, 2026) | — | to be reported | — |
| FY2025 | $1.3B (Feb 4, 2025) | — | — | — |
Free cash flow
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $150M–$350M (Feb 17, 2026) → reaffirmed $150M–$350M (Apr 30, 2026) → raised $200M–$400M (Aug 3, 2026) | — | to be reported | — |
| FY2025 | $200M–$500M (Feb 4, 2025) → lowered $100M–$500M (May 1, 2025) → reaffirmed $100M–$500M (Aug 1, 2025) → raised $200M–$500M (Nov 7, 2025) | — | — | — |
| FY2024 | $1.2B–$1.4B (Feb 14, 2024) → lowered $1.1B–$1.3B (May 2, 2024) → lowered $700M–$900M (Jul 31, 2024) → lowered $100M–$300M (Nov 8, 2024) | — | — | — |
| FY2023 | $1.0B–$1.2B (Nov 7, 2023) | — | — | — |
Capital expenditures
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2023 | $1.6B (Nov 7, 2023) | — | — | — |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | −$4.00 (Feb 17, 2026) → raised −$3.00 (Apr 30, 2026) → reaffirmed −$3.00 (Aug 3, 2026) | — | to be reported | — |
| FY2025 | −$7.00 (Feb 4, 2025) → reaffirmed −$7.00 (May 1, 2025) → raised −$6.00 (Aug 1, 2025) → raised −$5.00 (Nov 7, 2025) | — | — | — |
| FY2024 | $1.50–$1.60 (Feb 14, 2024) → lowered −$6.00 (May 2, 2024) → reaffirmed −$6.00 (Jul 31, 2024) → reaffirmed −$6.00 (Nov 8, 2024) | — | — | — |
| FY2023 | $1.70 (Nov 7, 2023) | — | — | — |
The latest quarter
CNH Industrial N.V., Q2 2026: revenue $4.8B (+2% year over year), operating margin 3.8%, net earnings $141M, operating cash flow $145M. The chart follows the revenue to costs, profit and cash.
Questions
Does CNH Industrial N.V. beat its guidance?
CNH Industrial N.V. gave guidance in 12 earnings releases on file since Nov 7, 2023. Its releases raised guidance once and lowered it 4 times.
How often does CNH Industrial N.V. raise guidance?
Its earnings releases raised guidance once and lowered it 4 times since Nov 7, 2023.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.