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CHRW

C.H. Robinson Worldwide·NASDAQ
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CHRW fundamentals

C.H. Robinson Worldwide (CHRW) released its earnings on Jan 28, 2026: revenue was 3.91B (YoY -6.50%), missed estimates; EPS was 1.23 (YoY +1.65%), beat estimates.
Revenue / YoY
3.91B
-6.50%
EPS / YoY
1.23
+1.65%
Report date
Jan 28, 2026
CHRW Earnings Call Summary for Q4,2025
  • Market Share Growth: NAST volume up 1% vs. 7.6% Cass decline, with 3% truckload growth and 8th consecutive quarter of LTL volume growth.
  • Margin Expansion: NAST AGP margin +20bps YoY, operating margin +310bps YoY (ex restructuring).
  • AI-Driven Efficiency: 350+ hours/day of manual work automated, 40%+ productivity improvement since 2022.
  • Financial Strength: $1.49B liquidity, 1.03x net debt/EBITDA, $207.7M returned to shareholders in Q4.
  • 2026 Outlook: Target $6 EPS with no market growth, 40% NAST margin at mid-cycle, and double-digit productivity gains.
EPS
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Q3,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.571.0611.081.281.441.851.742.052.51781.781.030.980.90.840.50.861.151.281.211.171.291.41.23
Forecast
0.68970.60030.9730.97040.98481.3311.42471.85651.54811.98472.15931.35610.99060.91460.80850.8080.62830.95511.14981.11121.05251.15581.30131.1199
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-17.36%
+76.58%
+2.77%
+11.29%
+29.98%
+8.19%
+29.85%
-6.28%
+32.42%
+26.86%
-17.57%
-24.05%
-1.07%
-1.60%
+3.90%
-38.12%
+36.88%
+20.41%
+11.32%
+8.89%
+11.16%
+11.61%
+7.58%
+9.83%
Revenue
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Q3,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
------------------------------3.81B3.63B4.22B4.55B4.80B5.53B6.26B6.50B6.82B6.80B6.02B5.07B4.61B4.42B4.34B4.22B4.41B4.48B4.64B4.18B4.05B4.14B4.14B3.91B
Forecast
------------------------------3.57B3.45B3.87B4.19B4.37B4.90B5.42B6.22B5.96B6.77B6.34B5.68B4.82B4.62B4.37B4.33B4.27B4.53B4.53B4.44B4.25B4.17B4.23B3.99B
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+6.52%
+5.16%
+9.18%
+8.63%
+9.94%
+12.81%
+15.65%
+4.57%
+14.34%
+0.42%
-5.13%
-10.85%
-4.40%
-4.27%
-0.62%
-2.60%
+3.34%
-1.05%
+2.55%
-5.66%
-4.87%
-0.76%
-2.16%
-1.91%

Earnings Call