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CH Robinson (CHRW) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 05, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.52

Last Year’s EPS

1.29

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 19 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 29, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized resilient earnings and margin expansion driven by disciplined revenue management, rapid Lean AI adoption, strong productivity gains, and consistent market-share growth despite a challenging freight backdrop. Key positives include a 15% rise in adjusted EPS, NAST margin resilience (14.6%), operating margin expansion (210 bps), and robust shareholder returns, while negatives include a ~12% YoY decline in revenue and AGP, higher spot and fuel costs (spot costs +~19% YoY), and Global Forwarding volume/AGP pressure. Overall, management reaffirmed full-year targets and expressed confidence in execution and the ability to perform in varied market conditions.

Company Guidance

Management reaffirmed its 2026 targets, including a $6.00 adjusted EPS outlook (assuming no market growth) and the operating income target raised in October, while guiding 2026 personnel expenses of $1.25B–$1.35B, SG&A of $540M–$590M (including D&A $95M–$105M), capital expenditures of $75M–$85M, and a full‑year effective tax rate of 18%–20%; they expect double‑digit productivity gains in NAST and Global Forwarding in 2026 (over‑indexed to H2). In Q1 the company generated $68.6M cash from operations, ended with ~$1.24B liquidity and net debt/EBITDA of 1.32x, returned ~ $360M to shareholders (repurchases $280.7M, dividends $79M), and spent $15M of capex; Q1 personnel expense was $352.7M (incl. $18.8M restructuring; ex‑restructuring $334M) with average headcount down 12.3% YoY, Q1 SG&A $132.1M (incl. $1.5M restructuring), and operating margin (ex‑restructuring) expanded +210 bps YoY (+310 bps YoY in NAST). Operationally, total revenue and AGP were down ~12% YoY, Global Forwarding AGP down ~12%, NAST gross margin was 14.6% in Q1, AGP per business day was -4% Jan / -2% Feb / flat Mar, truckload spot costs rose ~19% YoY (DAT) and management now expects full‑year dry‑van spot rates ~+17% YoY (vs. +8% three months ago), while volumes showed LTL +2% YoY, truckload -3.5% YoY and total NAST volume flat (vs. CAS index -6.2% YoY).

Adjusted EPS Growth

Adjusted earnings per share increased 15% year over year in Q1 2026, driven by gross profit optimization, disciplined revenue management, and productivity gains.

NAST Margin Resilience

North American Surface Transportation (NAST) gross margin held at 14.6% in Q1 despite elevated spot-market costs, reflecting targeted repricing, capture of higher-margin transactional volume, and a widened cost-of-hire advantage.

Market Share Gains

Gained market share in NAST for the twelfth consecutive quarter; total NAST volume was flat YoY while outgrowing the CAS Freight Shipment Index (which declined 6.2% YoY). LTL volume rose ~2% YoY and the company reported market share gains in both LTL and truckload despite truckload volume decline.

Productivity and Operating-Leverage Improvement

Delivered double-digit productivity increases in NAST in Q1 and achieved a >50% increase in shipments per person per day since 2022. Company expanded operating margin (excluding restructuring) by 210 basis points YoY, and NAST operating margin (excluding restructuring) expanded by 310 basis points YoY.

Lean AI and Technology Scaling

Lean AI strategy scaled with over 450 in-house engineers/data scientists and rapid deployment of custom AI agents across quote-to-cash workflows; management cites measurable P&L impacts and ongoing runway for automation-driven cost-to-serve reduction.

Repricing and Revenue Management Effectiveness

Management highlighted faster, more targeted repricing and better tools enabling capture of higher-margin transactional business as tender rejection rates rose; AGP per business day improved sequentially (Jan -4%, Feb -2%, Mar flat YoY).

Strong Capital Returns and Liquidity

Returned approximately $360 million to shareholders in Q1 (share repurchases $280.7M and dividends $79M), more than twofold YoY increase. Ended Q1 with ~$1.24 billion liquidity and generated $68.6 million cash from operations.

Global Forwarding Margin Expansion

Global Forwarding expanded gross margins by 60 basis points YoY in Q1 despite a challenging international freight environment and excess vessel capacity depressing ocean rates.

CH Robinson (CHRW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CHRW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2026	2026 (Q2)	1.52 / -	1.29	―	―	―
Apr 29, 2026	2026 (Q1)	1.23 / 1.35	1.17	15.38% (+0.18)
Jan 28, 2026	2025 (Q4)	1.12 / 1.23	1.21	1.65% (+0.02)
Oct 29, 2025	2025 (Q3)	1.30 / 1.40	1.28	9.37% (+0.12)
Jul 30, 2025	2025 (Q2)	1.16 / 1.29	1.15	12.17% (+0.14)
Apr 30, 2025	2025 (Q1)	1.05 / 1.17	0.86	36.05% (+0.31)
Jan 29, 2025	2024 (Q4)	1.11 / 1.21	0.5	142.00% (+0.71)
Oct 30, 2024	2024 (Q3)	1.15 / 1.28	0.84	52.38% (+0.44)
Jul 31, 2024	2024 (Q2)	0.95 / 1.15	0.9	27.78% (+0.25)
May 01, 2024	2024 (Q1)	0.63 / 0.86	0.98	-12.24% (-0.12)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CHRW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 29, 2026	$185.79	$181.19	-2.48%
Jan 28, 2026	$183.03	$192.40	+5.12%
Oct 29, 2025	$127.99	$153.21	+19.71%
Jul 30, 2025	$96.13	$113.52	+18.10%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.