Northland Securities Boosts Estimates for CNH Industrial Q2 Earnings

Analyst sees potential for company to modestly exceed consensus forecasts

Apr. 3, 2026 at 11:23am

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A minimalist studio still life featuring a collection of shiny, geometric metal and glass objects arranged in a clean, elegant composition on a plain background, symbolizing the technological innovation and precision engineering of CNH Industrial's products.Precise, premium materials reflect the engineering prowess behind CNH Industrial's equipment.Mediapolis Today

Equities researchers at Northland Securities have increased their Q2 2026 EPS estimates for CNH Industrial, citing slightly stronger earnings assumptions. The firm now forecasts the company will earn $0.11 per share for the quarter, up from their previous estimate of $0.10. Northland Securities also issued revised estimates for CNH Industrial's full-year 2026 and 2027 earnings.

Why it matters

The updated projections from Northland Securities suggest CNH Industrial may be able to meet or modestly exceed consensus earnings expectations, which could provide a boost to the company's stock price. As a global leader in agricultural and construction equipment, CNH Industrial's financial performance is closely watched by investors.

The details

Northland Securities analyst E. Jackson raised the firm's Q2 2026 EPS estimate for CNH Industrial from $0.10 to $0.11. The consensus estimate for the company's current full-year earnings is $0.70 per share. Northland Securities also increased its FY2026 earnings forecast from $0.35 to $0.37 per share, and its FY2027 estimate from $0.48 to $0.50 per share.

  • Northland Securities issued the updated estimates on Tuesday, March 31st.

The players

Northland Securities

An equities research firm that covers CNH Industrial.

E. Jackson

The Northland Securities analyst who revised the earnings estimates for CNH Industrial.

CNH Industrial N.V.

A global capital goods company specializing in the design, production and sale of agricultural and construction equipment, commercial vehicles and powertrain solutions.

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What they’re saying

“Northland Securities issued a series of small upward revisions to near-term and FY2026–FY2027 EPS: Q2 2026 from $0.10 to $0.11, FY2026 from $0.35 to $0.37, and FY2027 from $0.48 to $0.50, plus refreshed quarterly pacing for FY2027 (Q1 $0.05, Q2 $0.12, Q3 $0.11, Q4 $0.22). These tweaks reflect slightly stronger earnings assumptions and support the view that the company can meet or modestly beat consensus.”

— Northland Securities, Equities Research Firm

What’s next

Investors will be watching to see if CNH Industrial can meet or exceed the updated earnings projections from Northland Securities when the company reports its Q2 2026 results.

The takeaway

The revisions from Northland Securities suggest CNH Industrial may be able to deliver slightly stronger financial performance than previously expected, which could be a positive signal for the company's stock price and outlook.