NASDAQ$CHRW

C.H.Robinson Worldwide Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

C.H. Robinson reported Q1 2026 total revenues of $4.01B and net income of $147.2M, with diluted EPS of $1.22.

Total revenues were $4.01 billion with net income of $147.2 million (+9% YoY). Diluted EPS was $1.22 versus $1.11. The freight broker benefited from volume and pricing trends across North American Surface Transportation and Global Forwarding.

  • Total revenues $4.01B; net income $147.2M.
  • Diluted EPS $1.22 (+10% YoY).
  • NAST and forwarding segments both contributed.
  • Share repurchases continued in the quarter.

Headline financials

Total Revenue

$4.01B

Previous: $4.05B-0.8%
EPS (adj)

$1.22

Previous: $1.17+4.3%
Capital Expenditures

-$2.64M

Previous: -$3.35M+21.3%
Net Income

$147M

Previous: $135M+8.8%
Operating Income

$176M

Previous: $177M-0.7%

Revenue & EPS history

C.H. Robinson · Revenue · Quarterly

$4.01B

Q1 2026-0.8%vs Q1 2025
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

C.H. Robinson · $3.81B total across 2 segments · Q3 2023

  • NAST
    $3.09B-22.9%
  • Global Forwarding
    $719M-52.4%

Forward guidance

MD&A discusses freight market normalization and productivity initiatives; qualitative outlook without GAAP EPS in tables.

Tailwinds

  • EPS growth on improved net income.
  • Diversified logistics platform scale.
  • Operating leverage on revenue base.

Headwinds

  • Freight pricing cyclicality.
  • Global forwarding margin pressure.
  • Macro trade and tariff uncertainty.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-1.2%

Avg return

Earnings day

-1.2%

Avg return

5 days after

+0.9%

Avg return

30 days after

32%

23 / 72 earnings

Positive

+19.6%

Q3 2025

Best reaction

-14.7%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.5%-10.4%-4.2%
Q4 2025-2.9%+8.4%+0.5%
Q3 2025+19.6%+18.2%+22.8%
Q1 2025+1.2%-1.0%+7.6%
Q4 2024-6.9%-8.4%-5.8%
Q3 2024-4.6%-5.0%-2.2%
Q2 2024+14.4%+10.5%+15.9%
Q1 2024+14.0%+10.9%+21.6%
Q4 2023-14.4%-13.8%-14.0%
Q3 2023-0.5%+0.2%+1.7%
Q2 2023-1.2%+0.6%-11.1%
Q1 2023+4.0%+9.0%+1.8%
Q4 2022+4.2%+2.8%+0.8%
Q3 2022-9.6%-5.9%-1.2%
Q2 2022+8.2%+9.9%+15.5%
Q1 2022+8.9%+6.8%+6.0%
Q4 2021-14.4%-14.6%+1.8%
Q3 2021-0.6%-1.2%+0.1%
Q2 2021-4.3%-3.6%-2.7%
Q1 2021-4.6%-1.1%-1.0%
Q4 2020-7.9%-13.9%-9.4%
Q3 2020-11.1%-11.2%-6.6%
Q2 2020+8.6%+6.9%+12.0%
Q1 2020-3.8%-4.3%+9.2%
Q4 2019-6.4%+3.5%-11.0%
Q3 2019-14.7%-17.3%-13.9%
Q2 2019-1.6%-4.0%-1.1%
Q1 2019-0.5%+3.4%-2.9%
Q4 2018-0.0%+1.1%+4.2%
Q3 2018+2.3%+1.9%+5.4%
Q2 2018+5.4%+5.9%+5.6%
Q1 2018-9.9%-10.3%-5.5%
Q4 2017-5.0%-4.7%-6.9%
Q3 2017+1.3%+1.4%+10.6%
Q2 2017-6.5%-5.6%-3.9%
Q1 2017-6.2%-6.3%-12.5%
Q4 2016-1.8%-1.3%+5.3%
Q3 2016-2.6%-2.2%+7.2%
Q2 2016-4.4%-2.6%-3.7%
Q1 2016-3.7%
Q4 2015-0.5%
Q3 2015-6.2%
Q2 2015+7.9%
Q1 2015-7.0%
Q4 2014-4.0%
Q3 2014+0.6%
Q2 2014+4.5%
Q1 2014+4.3%
Q4 2013-7.9%
Q3 2013-2.6%
Q2 2013-5.6%
Q1 2013-5.2%
Q4 2012-8.4%
Q3 2012-3.8%
Q2 2012+0.3%
Q1 2012+4.3%
Q4 2011-0.1%
Q3 2011-4.0%
Q2 2011-2.0%
Q1 2011+2.4%
Q4 2010-1.4%
Q3 2010-2.1%
Q2 2010-1.0%
Q1 2009+4.9%
Q1 2010-1.0%
Q4 2009-0.2%
Q4 2007-0.2%
Q3 2008+1.3%
Q3 2009+1.3%
Q4 2008-0.2%
Q2 2008-0.2%
Q2 2009-0.2%

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