For the quarter ended September 2026, CNH Industrial (CNH Quick QuoteCNH - Free Report) reported revenue of $4.35 billion, down 1% over the same period last year. EPS came in at $0.16, compared to $0.08 in the year-ago quarter.

The reported revenue represents a surprise of -1.96% over the Zacks Consensus Estimate of $4.44 billion. With the consensus EPS estimate being $0.10, the EPS surprise was +60%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how CNH performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Agriculture Sales- North America: $1.03 billion versus the four-analyst average estimate of $1.03 billion. The reported number represents a year-over-year change of +2.5%.
• Agriculture Sales- Europe, Middle East and Africa: $991 million versus the four-analyst average estimate of $1.07 billion. The reported number represents a year-over-year change of -5.6%.
• Agriculture Sales- South America: $400 million compared to the $476.26 million average estimate based on four analysts. The reported number represents a change of -22% year over year.
• Construction Sales- Asia Pacific: $45 million versus the four-analyst average estimate of $46.96 million. The reported number represents a year-over-year change of +7.1%.
• Construction Sales- North America: $447 million versus the four-analyst average estimate of $446.48 million. The reported number represents a year-over-year change of +11.8%.
• Revenues- Net Sales: $3.68 billion versus the six-analyst average estimate of $3.77 billion. The reported number represents a year-over-year change of -0.5%.
• Revenues- Finance, interest and other income: $670 million compared to the $676.87 million average estimate based on five analysts. The reported number represents a change of -3.9% year over year.
• Revenues- Agriculture: $2.91 billion versus $2.96 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -1.9% change.
• Revenues- Construction: $777 million versus the four-analyst average estimate of $815.53 million. The reported number represents a year-over-year change of +5.1%.
• Revenues- Financial Services: $665 million versus the four-analyst average estimate of $671.93 million. The reported number represents a year-over-year change of -2.8%.
• Revenues- Total Industrial Activities: $3.71 billion compared to the $3.79 billion average estimate based on four analysts. The reported number represents a change of -0.7% year over year.
• Revenues- Eliminations and other: $5 million versus $5.47 million estimated by three analysts on average.

View all Key Company Metrics for CNH here>>>

Shares of CNH have returned +1.5% over the past month versus the Zacks S&P 500 composite's -5.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.