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C.H. Robinson Worldwide Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $1.23 |
| EPS actual | $1.35 |
| EPS Surprise | 9.76% |
| Revenue estimate | 4.047B |
| Revenue actual | 4.013B |
| Revenue Surprise | -0.83% |
| Release date | Jan 28, 2026 |
| EPS estimate | $1.12 |
| EPS actual | $1.23 |
| EPS Surprise | 9.82% |
| Revenue estimate | 3.989B |
| Revenue actual | 3.913B |
| Revenue Surprise | -1.91% |
| Release date | Oct 29, 2025 |
| EPS estimate | $1.30 |
| EPS actual | $1.40 |
| EPS Surprise | 7.69% |
| Revenue estimate | 4.228B |
| Revenue actual | 4.137B |
| Revenue Surprise | -2.16% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.16 |
| EPS actual | $1.29 |
| EPS Surprise | 11.21% |
| Revenue estimate | 4.168B |
| Revenue actual | 4.137B |
| Revenue Surprise | -0.761% |
Last 4 Quarters for C.H. Robinson Worldwide
Below you can see how CHRW performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $97.65 |
| EPS estimate | $1.16 |
| EPS actual | $1.29 |
| EPS surprise | 11.21% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $103.17 |
| Jul 25, 2025 | $102.71 |
| Jul 28, 2025 | $101.49 |
| Jul 29, 2025 | $99.79 |
| Jul 30, 2025 | $97.65 |
| Jul 31, 2025 | $115.32 |
| Aug 01, 2025 | $113.86 |
| Aug 04, 2025 | $115.03 |
| Aug 05, 2025 | $116.32 |
| 4 days before | -5.35% |
| 4 days after | 19.12% |
| On release day | 18.10% |
| Change in period | 12.75% |
| Release date | Oct 29, 2025 |
| Price on release | $129.38 |
| EPS estimate | $1.30 |
| EPS actual | $1.40 |
| EPS surprise | 7.69% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $125.41 |
| Oct 24, 2025 | $126.06 |
| Oct 27, 2025 | $129.06 |
| Oct 28, 2025 | $128.07 |
| Oct 29, 2025 | $129.38 |
| Oct 30, 2025 | $154.88 |
| Oct 31, 2025 | $153.99 |
| Nov 03, 2025 | $152.15 |
| Nov 04, 2025 | $152.91 |
| 4 days before | 3.17% |
| 4 days after | 18.19% |
| On release day | 19.71% |
| Change in period | 21.93% |
| Release date | Jan 28, 2026 |
| Price on release | $184.28 |
| EPS estimate | $1.12 |
| EPS actual | $1.23 |
| EPS surprise | 9.82% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $177.90 |
| Jan 23, 2026 | $176.66 |
| Jan 26, 2026 | $178.11 |
| Jan 27, 2026 | $180.43 |
| Jan 28, 2026 | $184.28 |
| Jan 29, 2026 | $193.72 |
| Jan 30, 2026 | $194.95 |
| Feb 02, 2026 | $198.50 |
| Feb 03, 2026 | $199.71 |
| 4 days before | 3.59% |
| 4 days after | 8.37% |
| On release day | 5.12% |
| Change in period | 12.26% |
| Release date | Apr 29, 2026 |
| Price on release | $186.43 |
| EPS estimate | $1.23 |
| EPS actual | $1.35 |
| EPS surprise | 9.76% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $183.74 |
| Apr 24, 2026 | $183.03 |
| Apr 27, 2026 | $188.42 |
| Apr 28, 2026 | $187.96 |
| Apr 29, 2026 | $186.43 |
| Apr 30, 2026 | $181.81 |
| May 01, 2026 | $177.30 |
| May 04, 2026 | $161.24 |
| May 05, 2026 | $167.13 |
| 4 days before | 1.46% |
| 4 days after | -10.35% |
| On release day | -2.48% |
| Change in period | -9.04% |
C.H. Robinson Worldwide Earnings Call Transcript Summary of Q1 2026
C.H. Robinson reported solid Q1 2026 results driven by disciplined revenue management, productivity gains from its "Lean AI" strategy, and margin-focused volume mix. Adjusted EPS rose 15% year-over-year despite a ~19% increase in truckload spot costs; NAST gross margin held at 14.6%. The company gained market share in NAST for the 12th consecutive quarter, delivered double-digit productivity improvements (shipments per person up >50% since end of 2022), and continues to centralize and streamline Global Forwarding. Management emphasized targeted repricing of contractual business, opportunistic capture of higher‑margin transactional volumes, and widening cost-of-hire advantages enabled by automation and AI. Personnel and SG&A expenses declined year-over-year (including restructuring), supporting a 210 bps expansion in operating margin (ex restructuring). Liquidity remained strong (~$1.24B), net debt/EBITDA was 1.32x after opportunistic buybacks, and the company returned ~$360M to shareholders in the quarter. Management reaffirmed its 2026 operating income / $6 EPS outlook (assuming no market growth) and reiterated confidence in continued productivity improvements, which are expected to be over-indexed to H2 2026. The team is prepared for different legal outcomes in the Montgomery case but stressed that the company supports a single national safety standard. Key risks noted include spot fuel volatility, global forwarding rate fluctuations, and ongoing macro/supply-driven capacity tightness.
