CHRW
C.H. Robinson Worldwide·NASDAQ
--
--(--)
--
--(--)
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
Actual | 0.57 | 1.06 | 1 | 1.08 | 1.28 | 1.44 | 1.85 | 1.74 | 2.05 | 2.5178 | 1.78 | 1.03 | 0.98 | 0.9 | 0.84 | 0.5 | 0.86 | 1.15 | 1.28 | 1.21 | 1.17 | 1.29 | 1.4 | 1.23 | |||||||||||||||
Forecast | 0.6897 | 0.6003 | 0.973 | 0.9704 | 0.9848 | 1.331 | 1.4247 | 1.8565 | 1.5481 | 1.9847 | 2.1593 | 1.3561 | 0.9906 | 0.9146 | 0.8085 | 0.808 | 0.6283 | 0.9551 | 1.1498 | 1.1112 | 1.0525 | 1.1558 | 1.3013 | 1.1199 | |||||||||||||||
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
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 3.81B | 3.63B | 4.22B | 4.55B | 4.80B | 5.53B | 6.26B | 6.50B | 6.82B | 6.80B | 6.02B | 5.07B | 4.61B | 4.42B | 4.34B | 4.22B | 4.41B | 4.48B | 4.64B | 4.18B | 4.05B | 4.14B | 4.14B | 3.91B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 3.57B | 3.45B | 3.87B | 4.19B | 4.37B | 4.90B | 5.42B | 6.22B | 5.96B | 6.77B | 6.34B | 5.68B | 4.82B | 4.62B | 4.37B | 4.33B | 4.27B | 4.53B | 4.53B | 4.44B | 4.25B | 4.17B | 4.23B | 3.99B |
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
You can ask Aime
What is C.H. Robinson Worldwide's gross profit margin?What is the revenue and EPS growth rate for C.H. Robinson Worldwide year over year?What is C.H. Robinson Worldwide's latest dividend and current dividend yield?What is the market's earnings forecast for C.H. Robinson Worldwide next quarter?What factors drove the changes in C.H. Robinson Worldwide's revenue and profit?What does C.H. Robinson Worldwide do and what are its main business segments?What were the key takeaways from C.H. Robinson Worldwide’s earnings call?What guidance did C.H. Robinson Worldwide's management provide for the next earnings period?
