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CH Robinson (CHRW)
NASDAQ:CHRW
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.26Last Year’s EPS
1.17Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced clear near‑term macro challenges — notably falling ocean rates, Q4 revenue/AGP declines, December volatility, and spot cost spikes — with multiple operational and strategic wins: market share gains, margin improvement in NAST and Global Forwarding, sizable productivity and automation achievements, stronger balance sheet and shareholder returns, and explicit 2026 guidance tied to continued productivity. Management emphasized discipline, lean AI rollout, and optionality between margin and growth, projecting confidence in reaching mid‑cycle margin targets while retaining flexibility to reinvest.Company Guidance
Consistent Market Share Growth and Volume Outperformance
Delivered market share gains for the 11th consecutive quarter; NAST total volume +1% year‑over‑year, truckload volume +~3% and LTL +~0.5% versus CAS freight shipment index decline of 7.6% year‑over‑year.
Margin and Gross Profit Improvements in Key Businesses
NAST AGP margin improved ~20 basis points year‑over‑year; Global Forwarding expanded gross margins by ~120 basis points year‑over‑year, driven by improved revenue management discipline.
Productivity and Efficiency Gains
Double‑digit productivity increase in NAST for the full year and high single‑digit productivity increase in Global Forwarding; shipments per person per day increased >40% since 2022.
Lean AI Operational Wins (Tangible Automation Results)
Scaled AI agents and automation: missed LTL pickup return trips reduced by 42%; 95% of missed‑pickup checks automated; saved >350 hours of outsourced manual work per day; RFQ cycle time reduced from ~17–20 minutes to <32 seconds in automated workflows.
Operating Margin Expansion and Cost Discipline
Operating margin (excluding restructuring) expanded ~320 basis points year‑over‑year; NAST operating margin (excluding restructuring) expanded ~310 basis points; Q4 personnel expenses (ex‑restructuring) down $28.8M or ~8.2% year‑over‑year.
Strong Cash Generation and Balance Sheet
Generated $305.4M cash from operations in Q4; ended quarter with ~$1.49B liquidity (including $1.33B committed facilities and $161M cash); net debt/EBITDA improved to 1.03x from 1.17x sequentially.
Shareholder Returns and Capital Allocation
Returned approximately $207.7M to shareholders in Q4 through $133.3M share repurchases and $74.3M dividends while maintaining investment‑grade focus.
Clear 2026 Guidance and Productivity Targets
Provided 2026 guidance: personnel expense $1.25B–$1.35B, SG&A $540M–$590M (D&A $95M–$105M), capex $75M–$85M; reiterated double‑digit productivity targets for NAST and Global Forwarding in 2026 and confidence in previously disclosed $6 EPS target under a no‑market‑growth scenario.
CHRW Earnings History
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 |
|---|---|---|---|
Jan 28, 2026 | $184.28 | $193.72 | +5.12% |
Oct 29, 2025 | $128.86 | $154.26 | +19.71% |
Jul 30, 2025 | $96.79 | $114.30 | +18.10% |
Apr 30, 2025 | $87.86 | $88.90 | +1.19% |
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.
FAQ
When does CH Robinson (CHRW) report earnings?
CH Robinson (CHRW) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
What is CH Robinson (CHRW) earnings time?
CH Robinson (CHRW) earnings time is at Apr 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CHRW EPS forecast?
CHRW EPS forecast for the fiscal quarter 2026 (Q1) is 1.26.
