10-K · February 13, 2026
C.H. Robinson positions itself as a scale-led logistics provider focused on 'Lean AI' and its Navisphere platform, reporting consolidated revenues of $16.2 billion in 2025 and managing ~37 million shipments and $23…
Earnings analysis · 10-Q
CHRW earnings analysis
Filed May 1, 2026 · Our reading of the company's report
The latest report
C.H. Robinson reported Q1 2026 results with total revenue of $4.01 billion, missing estimates by $460 million, while diluted EPS of $1.35 beat expectations by $0.12. Year-over-year, revenue shrank by 0.8%, primarily due…
Read full summary
C.H. Robinson reported Q1 2026 results with total revenue of $4.01 billion, missing estimates by $460 million, while diluted EPS of $1.35 beat expectations by $0.12. Year-over-year, revenue shrank by 0.8%, primarily due to declines in ocean freight and truckload services, but net income rose 8.8%. Looking ahead, management anticipates continued market volatility and rising transportation rates due to regulatory pressures and geopolitical uncertainties.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $1.35
- Segment
- Transportation
- Segment
- Sourcing
What stood out
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EPS Beat Consensus
Reported EPS for Q1 was $1.35, exceeding the estimate of $1.23 by 9.7%.
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Year-over-Year Revenue Decline
Total revenue of $4.01B represented a 0.8% decrease from $4.05B in Q1 2025.
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Increased Net Income
Net income rose to $147.2 million, a gain of 8.8% from $135.3 million in the prior year.
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Adjusted Operating Margin Improvement
Adjusted operating margin improved to 26.6%, up from 26.3% year-over-year.
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Significant Share Repurchase Activity
$212.7 million of common stock was repurchased in Q1 2026, part of an ongoing repurchase program.
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Cost Reduction in SG&A Expenses
SG&A expenses decreased by 10.6% year-over-year, from $147.7M to $132.1M.
What to watch
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Decline in Global Forwarding Revenue
Global Forwarding segment revenue fell by 14.2% year-over-year, from $774.9M to $664.7M.
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Increased Operating Costs
Average truckload linehaul costs per mile rose approximately 13% compared to the same quarter last year.
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Geopolitical and Regulatory Risks
Ongoing geopolitical tensions and regulatory changes could continue to strain margins and service delivery.
Management's outlook
Management highlighted continued market uncertainty and rising operational costs but provided no specific numeric guidance for future periods.
Earlier filings 4
10-Q · October 31, 2025
Q3 2025 results show revenue contraction but continued margin and EPS improvement. Total revenues were $4,136,846 (in thousands), down from $4,644,641 (in thousands) a year earlier, while diluted EPS rose to $1.34 and…
10-Q · August 1, 2025
C.H. Robinson reported Q2 revenue of $4,136,543,000, down from $4,483,348,000 a year earlier, while operating profitability and EPS improved. Income from operations rose to $215,919,000 (operating margin 5.22%) and…
10-K · February 14, 2025
C.H. Robinson reported consolidated revenues of $17.7 billion in 2024 and describes a strategy built on scale, proprietary data/technology (Navisphere) and expanded AI capabilities to win multimodal, value‑added…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.