CHRW ve 2. čtvrtletí zvýšila upravený provozní zisk o 19,5 % a marži na 34,7 % díky Lean AI a úsporám nákladů. Tržby vzrostly o 19,3 % na 4,93 miliardy USD.
Key Takeaways CHRW's adjusted operating margin expanded 360 basis points to 34.7% as operating income rose 19.5%.Lean AI and cost discipline helped CHRW lift productivity by more than 60% since the end of 2022.CHRW's operating cash flow fell to $35.9 million as higher freight rates pressured working capital. C.H. Robinson Worldwide, Inc. (CHRW - Free Report) delivered higher second-quarter 2026 earnings and wider adjusted operating margins despite a freight market that management still describes as being in the trough of the demand cycle. The result puts its productivity strategy under a useful stress test.
The central question is whether Lean AI, disciplined revenue management and market-share gains can keep supporting operating leverage while freight rates and working-capital needs remain volatile.
CHRW Q2 Results Show Operating LeverageRevenues rose 19.3% year over year to $4.93 billion, while adjusted gross profit increased 6.5% to $738 million. Adjusted income from operations climbed 19.5% to $263.2 million, and adjusted earnings increased 24.8% to $1.61 per share.
Adjusted operating margin expanded 360 basis points to 34.7%. The quarter showed that CHRW converted a more modest increase in adjusted gross profit into a much faster rise in operating profit, even as the freight environment remained difficult.
CHRW Lean AI Converts Efficiency Into MarginCHRW is embedding custom-built artificial intelligence into Navisphere to automate steps across the quote-to-cash process and improve costing, pricing and decision-making. Management said productivity in both North American Surface Transportation and Global Forwarding has improved more than 60% since the end of 2022.
Second-quarter operating expenses increased only 1% to $482.2 million, while average employee headcount fell 10.8%. That cost discipline, combined with automation and revenue management, helped CHRW produce stronger operating leverage without relying on a broad freight-demand recovery.
CHRW NAST Outgrows a Weak Freight MarketNorth American Surface Transportation revenues increased 23.1% to $3.59 billion. Combined truckload and less-than-truckload volume rose 1.5% year over year compared with a 3.3% decline in the Cass Freight Shipment Index, marking the 13th consecutive quarter of market outgrowth.
J.B. Hunt Transport Services, Inc. (JBHT - Free Report) is a relevant transportation-services peer when investors compare freight-cycle execution and cost discipline. XPO, Inc. (XPO - Free Report) , another industry peer, provides an additional reference point as investors assess whether CHRW can sustain market outgrowth while protecting profitability.
CHRW Cash Conversion Remains a WatchpointCash generated from operations fell to $35.9 million from $227.1 million a year earlier. The decline mainly reflected a $227.3 million adverse swing in cash generated by changes in net operating working capital, driven by higher freight rates.
CHRW still returned $301.3 million to shareholders during the quarter, including $226 million of share repurchases and $75.3 million of dividends. With long-term debt rising to $1.68 billion from $1.34 billion at the end of the prior quarter, cash conversion remains an important counterweight to the margin improvement.
CHRW Signals Temper the Margin StoryCHRW's second-quarter execution supports the case that Lean AI, revenue management and productivity can lift earnings through a weak freight cycle. The cash-flow decline and higher debt, however, show why stronger operating margins do not remove balance-sheet and working-capital risks.
The stock currently carries a Zacks Rank #3 (Hold), with a VGM Score of B, a Growth Score of B, a Momentum Score of B and a Value Score of C. The B scores point to relatively favorable blended, growth and momentum characteristics, while the C Value Score is more neutral. Because Zacks Style Scores complement the Zacks Rank, the combination supports a measured view rather than a clear short-term buy signal. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
C.H. Robinson ve 2. čtvrtletí zvýšila EPS o 24,8 % na 1,61 USD a tržby o 19,3 % na 4,93 mld. USD, obojí nad odhady analytiků. Provozní marže se rozšířila na 34,7 %.
Key Takeaways C.H. Robinson's Q2 EPS rose 24.8% to $1.61, beating the consensus estimate by 5.2%.CHRW's adjusted operating margin expanded 360 basis points to 34.7% on productivity gains.CHRW's premium valuation, $1.68B debt load and limited price-target upside temper the bull case. C.H. Robinson Worldwide (CHRW - Free Report) has a stronger fundamental case after a solid second-quarter earnings beat, improving profitability and continued shareholder returns. The stock’s sharp three-month pullback may draw investor attention, especially as earnings and margins move higher.
Still, the setup is not clearly compelling. CHRW trades at a premium to industry and sector benchmarks, carries rising debt and has only limited upside to the stated price target.
CHRW’s Earnings Beat Strengthens the CaseC.H. Robinson reported second-quarter 2026 earnings of $1.61 per share, up 24.8% year over year. The result topped the Zacks Consensus Estimate of $1.53 by 5.2%.
Revenues rose 19.3% year over year to $4.93 billion and exceeded the consensus mark of $4.42 billion by 11.7%. Higher pricing across truckload, LTL, air and ocean services supported the top-line gain.
C.H. Robinson Expands Operating MarginsProfitability improved faster than adjusted gross profit. Adjusted gross profits increased 6.5% year over year to $738.0 million, while adjusted income from operations advanced 19.5% to $263.2 million.
Adjusted operating margin expanded 360 basis points to 34.7%. That improvement came even as operating expenses rose 1% to $482.2 million, showing that cost optimization and productivity gains helped offset higher incentive compensation tied to strong operating performance.
The company’s earnings presentation also highlights the operating model behind the margin improvement. CHRW said it is using Lean principles and custom-built AI tools to streamline processes, reduce waste, decouple headcount growth from volume growth and drive operating leverage.
CHRW’s Valuation Offers Little Clear DiscountValuation limits the bull case. CHRW trades at 20.79X forward 12-month earnings, above 15.33X for the Zacks sub-industry and 14.62X for the broader transportation sector. It is also slightly above the S&P 500’s 20.34X multiple.
The stock is not far from its own historical norm either. Over the past five years, CHRW’s forward P/E has ranged from 11.49X to 33.46X, with a median of 20.98X. That makes the current multiple look fair to full rather than clearly discounted.
C.H. Robinson’s Price Target Caps the UpsideThe stated $151 price target compares with a reported share price of $143.83. That implies positive but limited appreciation potential.
The narrow spread matters because investors are being asked to pay near a historical median multiple while still relying on continued earnings execution. Shares have plunged 18% over the past three months, but they remain up 17.1% over the past year, so the pullback does not automatically make the stock cheap.
CHRW’s Leverage Tempers the Bull CaseThe balance sheet adds caution. CHRW ended the second quarter with $154.59 million in cash and cash equivalents, while long-term debt stood at $1.68 billion.
Cash-flow trends also weakened. Cash generated from operations fell to $35.9 million from $227.1 million in the year-ago quarter, mainly because higher freight rates drove a negative working-capital swing.
Shareholder returns remain a positive offset. In the second quarter, CHRW returned $301.3 million to shareholders, including $226 million of share repurchases and $75.3 million of dividends. However, higher leverage and working-capital demands reduce financial flexibility despite solid earnings. Apart from CHRW, other stocks like Schneider National, Inc. (SNDR - Free Report) and Expeditors (EXPD - Free Report) from the similar industry have also been consistently rewarding their shareholders.
C.H. Robinson’s Scores Favor SelectivityThe bottom line: C.H. Robinson’s earnings beat, margin expansion and capital returns support investor interest, especially after the stock’s recent pullback. But the valuation, debt load and limited price-target upside argue against an aggressive stance.
CHRW carries a Zacks Rank #3 (Hold), which supports patience. Its Growth, Momentum and VGM Score of B are constructive, but the C Value Score aligns with a stock trading near its historical median multiple and above industry valuation benchmarks. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
C.H. Robinson se odvolá proti verdiktu z Dallasu a tvrdí, že to nezmění jeho strategii, kapitálové priority ani výhled. Firma dál počítá s růstem a odkupem akcií.
GLP-1 Demand Is Creating a New Dividend Angle in These 4 Logistics StocksC.H. Robinson Worldwide NASDAQ: CHRW executives said the company plans to appeal a large jury verdict tied to a fatal accident in Dallas, while maintaining that the outcome will not alter its operating strategy, capital allocation priorities or outlook for its brokerage business.
Speaking at the Chicago Industrials Summit, Chief Executive Officer Dave Bozeman said the company believes the verdict was driven by “emotion than fact” and that the evidence supports its position. He said the final judgment had not yet been entered and could come within 30 to 90 days, after which the company expects to begin its appeal process immediately.
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AI Broke the Trucks: 3 Transports to Buy After the AI PanicBozeman said the appeal could take 18 months to two years and potentially reach the Texas Supreme Court. He added that the presiding judge has discretion to alter elements of the decision before a final judgment is issued, though the company is not expecting that outcome.
Company Cites Carrier Safety Rating, Lack of Driver Contact In discussing the case, Bozeman said the carrier involved had a satisfactory Federal Motor Carrier Safety Administration rating both before and after the accident. He said only 6% of carriers hold that rating and noted that the carrier represented less than 5% of C.H. Robinson’s business while also serving other brokers and shippers.
Is the Grinch Stealing This Year's Holiday Season Jobs? Bozeman and Chief Financial Officer Damon Lee said C.H. Robinson had no communication with the driver and did not control the driver’s actions. Bozeman said the company rescheduled the relevant load for four days later and did not act as a motor carrier in the matter.
Lee said management believes the stock-price reaction assumes both that large “nuclear verdicts” will become routine and that the company will not prevail on appeal. “We don’t believe that’s likely,” Lee said, adding that the company has continued to repurchase its shares and views the price decline as an attractive investment entry point.
The executives argued that a sustained increase in such verdicts would represent a broader risk to logistics and U.S. commerce rather than a company-specific issue. Bozeman said brokers move about 30% of commerce and help connect shippers with small owner-operator carriers. The company is advocating for a federal reasonable-care standard through the Department of Transportation and the FMCSA, along with congressional action on liability rules.
Technology Strategy and Freight-Market Outlook Bozeman described freight demand as mixed, citing areas of activity in technology-related industrial projects and data centers but relatively flat conditions in housing, retail and consumer spending. He said the company remains cautiously optimistic on demand, while characterizing the recent freight-rate shift as primarily supply-driven.
Management said C.H. Robinson’s North American Surface Transportation business has outgrown the Cass Freight Index for 13 consecutive quarters. Lee attributed that performance to a combination of competitive pricing, service levels and the company’s “Lean AI” approach.
Lee said the company has automated responses to transactional freight-quote requests that were previously handled only 60% to 65% of the time. Under the current system, he said, customers receive responses 24 hours a day, seven days a week, while humans remain available to intervene when needed.
Bozeman said C.H. Robinson has automated repeatable back-office tasks such as tracking and quoting, rather than eliminating customer-facing support. He said the shift has enabled employees to focus on supply-chain solutions and customer relationships, contributing to a 60% productivity improvement since 2022.
Margins, Consolidation and Capital Allocation Lee said the company has established mid-cycle adjusted gross profit margin targets of 40% for North American Surface Transportation and 30% for Global Forwarding. He said reaching those levels provides more flexibility to pursue growth opportunities selectively while maintaining return standards.
The CFO said the company expects truckload spot rates to remain elevated as capacity leaves the market and regulatory conditions limit its return. Management also said legal and insurance pressures could accelerate consolidation among smaller brokers and carriers. Bozeman said more than 20% of brokers have exited in recent years amid broader market conditions, and Lee said shippers appear to be reducing the number of brokers they use in favor of larger providers.
On insurance, Lee said C.H. Robinson expects inflationary pressure but does not see the extreme increases suggested by some bearish scenarios in preliminary discussions with insurers. He said the company has managed elevated insurance costs for years and expects any broad increase in freight-related costs ultimately to be reflected in freight pricing.
Management also highlighted its less-than-truckload business, which Lee said generates more than $3 billion in revenue and has continued to gain share. The company said its ability to optimize shipments between truckload and LTL services provides flexibility that pure-play providers may not have.
Looking ahead, Bozeman said C.H. Robinson intends to continue applying its operating model to Global Forwarding, pursue innovation and evaluate acquisitions with financial discipline. Lee said the company’s capital allocation strategy remains unchanged following the verdict, including opportunistic share repurchases and consideration of both tuck-in and larger-scale acquisition opportunities.
About C.H. Robinson Worldwide (NASDAQ:CHRW)C.H. Robinson Worldwide, Inc is a third-party logistics provider founded in 1905 and headquartered in Eden Prairie, Minnesota. Originally established as a produce brokerage firm, the company has since expanded its offerings to become one of the world's largest freight and logistics intermediaries. C.H. Robinson leverages a global network of transportation providers, technology platforms, and in-house expertise to connect shippers and carriers across multiple modes of transportation.
The company's primary services include truckload, less-than-truckload (LTL), intermodal, air and ocean freight, and managed transportation solutions.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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C.H. Robinson vyhlásila pravidelnou čtvrtletní hotovostní dividendu 0,63 USD na akcii. Vyplacena bude 2. října 2026 akcionářům zapsaným k 4. září 2026.
EDEN PRAIRIE, Minn.--(BUSINESS WIRE)--C.H. Robinson Worldwide, Inc. (“C.H. Robinson”) (Nasdaq: CHRW) announced that its Board of Directors today declared a regular quarterly cash dividend of 63 cents ($0.63) per share, payable on October 2, 2026, to shareholders of record on September 4, 2026.
C.H. Robinson has distributed uninterrupted dividends that have increased annually on a per share basis for more than twenty-five years. As of August 5, 2026, there were approximately 116,764,309 shares outstanding.
About C.H. Robinson
C.H. Robinson is the global leader in Lean AI supply chains. For more than a century, companies everywhere have looked to us to reimagine how goods move. Now, as we redefine what’s next for the industry, that same drive fuels our commitment to Building Tomorrow’s Supply Chains, Today™. Trusted by 75,000 customers and 450,000 contract carriers, we manage 37 million shipments annually, representing $23 billion in freight. We deliver tailored solutions across the world via truckload, less-than-truckload, ocean, air, and more. With our unique combination of human insight and Lean AI working as one, supply chains move faster, smarter, and more sustainably. As a responsible global citizen, we proudly contribute millions to the causes that matter most to our employees. For more information, visit us at chrobinson.com (Nasdaq: CHRW).
C.H. Robinson Worldwide, Inc. (CHRW) Q2 2026 Earnings Call July 29, 2026 5:30 PM EDT
Company Participants
Charles Ives - Senior Director of Investor Relations
David Bozeman - President, CEO & Director
Michael Castagnetto - President of North American Surface Transportation
Arun Rajan - Chief Strategy & Innovation Officer
Damon Lee - Chief Financial Officer
Conference Call Participants
Thomas Wadewitz - UBS Investment Bank, Research Division
Jeffrey Kauffman - Citizens JMP Securities, LLC, Research Division
Ken Hoexter - BofA Securities, Research Division
Bascome Majors - Stephens Inc., Research Division
Scott Group - Wolfe Research, LLC
Jonathan Chappell - Evercore ISI Institutional Equities, Research Division
Stephanie Benjamin Moore - Jefferies LLC, Research Division
Richa Talwar - Deutsche Bank AG, Research Division
Presentation
Operator
Good afternoon, ladies and gentlemen, and welcome to the C.H. Robinson Second Quarter 2026 Conference Call. [Operator Instructions] As a reminder, this conference is being recorded Wednesday, July 29, 2026.
I would now like to turn the conference over to Chuck Ives, Senior Director of Investor Relations.
Charles Ives
Senior Director of Investor Relations
Thank you, operator, and good afternoon, everyone. On the call with me today is Dave Bozeman, our President and Chief Executive Officer; Michael Castagnetto, our President of North American Surface Transportation; Arun Rajan, our Chief Strategy and Innovation Officer; and Damon Lee, our Chief Financial Officer.
I'd like to remind you that our remarks today contain forward-looking statements. Slide 2 in today's presentation list factors that could cause our actual results to differ from management's expectations.
Our earnings presentation slides are supplemental to our earnings release and can be found in the Investors section of our website at investor.chrobinson.com.
Today's remarks also contain certain non-GAAP measures, and reconciliations of those measures to GAAP measures are included in the presentation.
C.H. Robinson Worldwide (CHRW - Free Report) came out with quarterly earnings of $1.61 per share, beating the Zacks Consensus Estimate of $1.53 per share. This compares to earnings of $1.29 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.23%. A quarter ago, it was expected that this trucking company would post earnings of $1.24 per share when it actually produced earnings of $1.35, delivering a surprise of +8.87%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
C.H. Robinson, which belongs to the Zacks Transportation - Services industry, posted revenues of $4.93 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 11.74%. This compares to year-ago revenues of $4.14 billion. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
C.H. Robinson shares have added about 5.3% since the beginning of the year versus the S&P 500's gain of 8.5%.
What's Next for C.H. Robinson?While C.H. Robinson has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for C.H. Robinson was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.66 on $4.46 billion in revenues for the coming quarter and $6.12 on $17.11 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Services is currently in the top 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Matson (MATX - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 3.
This ocean transportation and logistics services company is expected to post quarterly earnings of $3.74 per share in its upcoming report, which represents a year-over-year change of +28.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Matson's revenues are expected to be $906.81 million, up 9.2% from the year-ago quarter.
C.H. Robinson ve druhém čtvrtletí zvýšil tržby o 19,3 % a upravený provozní zisk o 20 % díky vyšší efektivitě a strategiím založeným na AI, i když trh s nákladní přepravou zůstal slabý.
AI Broke the Trucks: 3 Transports to Buy After the AI PanicC.H. Robinson Worldwide NASDAQ: CHRW said its second-quarter performance reflected continued market-share gains, productivity improvements and stronger operating leverage despite a freight-demand environment that remained weak and a sharp rise in truckload spot costs.
President and Chief Executive Officer Dave Bozeman said the company reached its mid-cycle operating-margin targets in both its North American Surface Transportation, or NAST, and Global Forwarding segments during the quarter. The Cass Freight Shipment Index declined 3.3% year over year in the second quarter, marking the 15th consecutive quarter of year-over-year declines, according to management.
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Is the Grinch Stealing This Year's Holiday Season Jobs? “Despite being in the trough of the freight market demand cycle,” Bozeman said, the company delivered results supported by its Lean AI strategy, which combines lean operating practices with internally developed artificial-intelligence tools and logistics expertise.
Revenue, profit and productivity trends Total revenue rose 19.3% year over year in the second quarter, while adjusted gross profit, or AGP, increased 6.5%, Chief Financial Officer Damon Lee said. Adjusted operating income increased 20% from a year earlier, according to Bozeman.
Lee said AGP per business day increased 9% year over year in April, 7% in May and 3% in June. Absolute AGP per business day increased sequentially in each month of the quarter, primarily because of an improving trend in Global Forwarding.
The company reported a 96% incremental operating margin in the quarter, meaning 96% of the year-over-year increase in AGP flowed through to adjusted operating income. NAST’s operating margin, excluding restructuring charges, expanded 280 basis points from a year earlier to 40.9%. Global Forwarding’s comparable margin rose 470 basis points to 33.4%.
Management attributed the improvement to productivity gains, cost optimization and revenue-management practices. NAST shipments per person per day rose 15% year over year in the second quarter and have increased more than 60% since the end of 2022, the company said. Global Forwarding productivity improved by more than 15% during the quarter.
Personnel expenses totaled $338.5 million, including $8 million of restructuring charges tied to workforce reductions. Excluding those charges, personnel expenses fell 0.3% year over year to $330.5 million. Average headcount declined 10.8% from the prior-year quarter and 2% sequentially.
NAST outgrows market amid higher spot costs NAST volume increased 1.5% year over year, outperforming the 3.3% decline in the Cass Freight Shipment Index. The quarter represented the 13th consecutive period in which NAST volume growth exceeded the index, Bozeman said.
Truckload volume grew about 0.5%, while less-than-truckload, or LTL, volume rose approximately 2%. Michael Castagnetto, president of North American Surface Transportation, said contractual truckload volume grew as the company won a higher percentage of contractual bids. Contract freight represented about 70% of truckload volume, compared with 65% a year earlier.
The market’s supply-driven tightening pressured the company’s contractual margins. Excluding fuel, DAT spot rates increased approximately 34% year over year in the second quarter, accelerating from an approximately 19% increase in the first quarter. C.H. Robinson’s truckload line-haul cost per mile increased 29% from a year earlier.
Even so, the company held truckload AGP per shipment approximately flat year over year. Castagnetto said the result reflected contractual repricing efforts, improved price and cost discovery, and higher-margin transactional business.
NAST gross margin percentage declined during the quarter, partly because higher fuel costs are passed through to customers in the truckload brokerage model. Higher revenue per load also reduced the gross-margin percentage even as AGP per shipment remained flat.
For the full year, management now expects DAT drive-in spot rates to increase 34% year over year, up from its forecast of a 17% increase three months earlier. Contractual repricing is expected to continue in the third quarter, while spot rates are expected to remain elevated and rise again during the fourth-quarter holiday period.
AI strategy and Global Forwarding Chief Strategy and Innovation Officer Arun Rajan said the company has more than 450 in-house engineers and data scientists and is deploying hundreds of AI agents for specific functions across the shipment life cycle. The company said human employees remain involved in areas requiring judgment, exception management and customer-specific considerations.
Rajan highlighted the company’s Lean AI Engineer and Lean AI Planner tools in its 4PL Managed Solutions operation. He said Lean AI Engineer can assess a supply chain in 25 to 30 minutes, compared with assessments that can take up to four weeks.
In Global Forwarding, management said it is simplifying and standardizing workflows while rolling out AI-powered automations intended to reduce manual work, improve data quality and identify issues sooner. Lee said the company views Global Forwarding’s 30% mid-cycle margin target as sustainable.
Guidance, capital allocation and legal matter Management maintained its 2026 operating-income target range of $964 million to $1.04 billion. Lee said the company now expects to achieve the lower end of that range with market conditions reflecting a 3% contraction, rather than the flat market assumption used when the target was established. The Cass Freight Shipment Index was down 4.7% in the first half of 2026.
2026 personnel expenses are expected toward the higher end of the company’s $1.25 billion to $1.35 billion range, reflecting higher incentive compensation. Expected 2026 SG&A expense was narrowed to $540 million to $580 million from $540 million to $590 million. Capital-expenditure expectations were lowered to $65 million to $75 million from $75 million to $85 million. The company ended the quarter with about $900 million of liquidity and a net debt-to-EBITDA ratio of 1.64 times. C.H. Robinson generated $35.9 million in operating cash flow during the quarter, which Lee said was affected by higher freight rates and a resulting increase in receivables and working capital. The company returned $301.3 million to shareholders, including $226 million in share repurchases and $75.3 million in dividends. It also allocated $79 million for acquisitions, including its June acquisition of DeSpir Logistics.
Bozeman also addressed a recent Texas jury advisory verdict related to a trucking accident. He said the company strongly disagrees with the verdict and would appeal if it is entered as final. Bozeman said the carrier involved was an independent motor carrier, that its driver was not employed by C.H. Robinson, and that the carrier held the highest Federal Motor Carrier Safety Administration rating when C.H. Robinson selected it and after a federal review of the accident.
Management said the final outcome remains subject to post-trial motions, appeals and other legal proceedings. Lee said the company is insured through the end of 2026 and expects insurance costs to rise over time, but said the verdict does not alter its capital-allocation approach or M&A strategy.
About C.H. Robinson Worldwide (NASDAQ:CHRW)C.H. Robinson Worldwide, Inc is a third-party logistics provider founded in 1905 and headquartered in Eden Prairie, Minnesota. Originally established as a produce brokerage firm, the company has since expanded its offerings to become one of the world's largest freight and logistics intermediaries. C.H. Robinson leverages a global network of transportation providers, technology platforms, and in-house expertise to connect shippers and carriers across multiple modes of transportation.
The company's primary services include truckload, less-than-truckload (LTL), intermodal, air and ocean freight, and managed transportation solutions.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in C.H. Robinson Worldwide Right Now?Before you consider C.H. Robinson Worldwide, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and C.H. Robinson Worldwide wasn't on the list.
While C.H. Robinson Worldwide currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Tesla, Nvidia, and Google helped shape the last era of market growth, but the next wave could come from a new group of companies. Inside this report, you’ll find 7 stocks that could play a major role in the next tech-driven market boom.
The market expects C.H. Robinson Worldwide (CHRW - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis trucking company is expected to post quarterly earnings of $1.51 per share in its upcoming report, which represents a year-over-year change of +17.1%.
Revenues are expected to be $4.37 billion, up 5.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.5% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for C.H. Robinson?For C.H. Robinson, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.23%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that C.H. Robinson will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that C.H. Robinson would post earnings of $1.24 per share when it actually produced earnings of $1.35, delivering a surprise of +8.87%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
C.H. Robinson doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Transportation - Services industry, TFI International Inc. (TFII - Free Report) , is soon expected to post earnings of $1.59 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +18.7%. Revenues for the quarter are expected to be $2.17 billion, up 6.7% from the year-ago quarter.
The consensus EPS estimate for TFI International has been revised 3.7% higher over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +0.76%.
When combined with a Zacks Rank of #2 (Buy), this Earnings ESP indicates that TFI International will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
C.H. Robinson koupila DeSpir Logistics za zhruba 75 milionů USD v hotovosti. Akvizice posiluje přepravu vysoce hodnotného a citlivého nákladu a má být v roce 2026 mírně akreční.
EDEN PRAIRIE, Minn.--(BUSINESS WIRE)--C.H. Robinson (NASDAQ: CHRW), the global leader in Lean AI supply chains, today announced it has acquired DeSpir Logistics, a specialized provider of secure transportation solutions and cargo escort services for mission-critical, high-value freight across North America.
This acquisition strengthens C.H. Robinson’s capabilities in premium, defensible services where security, compliance, and execution excellence are key decision drivers. This builds on the company’s ability to deliver tailored solutions for highly sensitive, regulated shipments across industries such as healthcare, life sciences, data centers, aerospace, and high-value retail — where precision, pre-planning, and real-time visibility are critical. Demand for these services is accelerating as supply chains become more complex and cargo theft grows more sophisticated.
“With DeSpir, we’re strengthening how we help customers move freight that requires an extra layer of protection. This is the kind of cargo where the stakes are incredibly high, like life-saving pharmaceuticals that must stay within strict temperature ranges, or critical data center equipment that is frequently targeted for theft,” said Adam McDonough, vice president of committed assets. “Think of it like this: C.H. Robinson is the large, highly efficient logistics engine with industry leading safety and fraud prevention, while DeSpir is a specialized operations team within it — designed to handle complex, high-risk, high-value freight with the greatest level of control and precision. This is a specialized service that many of our customers need.”
The acquisition also expands C.H. Robinson’s network of highly vetted, security-focused carriers, further strengthening its ability to move a wider range of high-value freight. To meet the specialized demands of these shipments, drivers undergo individual vetting, maintain required certifications, and are subject to ongoing audits. Unlike traditional carrier networks built primarily for scale, reliability, safety, and flexibility, this closed-loop network is also built for maximum control and security.
In addition, DeSpir enhances the company’s technology portfolio with advanced, high-security capabilities across the life of a shipment, including strengthening real-time monitoring of temperature fluctuations and detecting potential cargo tampering to address risks before they escalate. By applying C.H. Robinson’s Lean AI approach to DeSpir’s high-security platform, the company can further scale these capabilities, unlocking greater visibility, deeper insights, and improved performance across high-stakes supply chains.
“We’re taking very specific, nuanced expertise and coupling it with our scale,” said Michael Castagnetto, president of North American Surface Transportation. “By bringing together highly vetted carriers, advanced technology, and logisticians who know high-value freight inside and out — powered by our Lean AI — we’re able to deliver the level of precision, security, and white-glove service these shipments demand.”
“We’re proud of the team and the specialized capabilities we’ve built at DeSpir,” said John Carr, Managing Partner at DeSpir Logistics. “Joining C.H. Robinson allows us to extend that expertise to more customers, while continuing to deliver the level of control and precision our customers have always expected from us. It’s a strong fit for our people and for what we’ve built.”
The acquisition of DeSpir builds on C.H. Robinson’s disciplined approach to growth, adding targeted capabilities that strengthen its ability to serve complex, high-value segments and key strategic verticals while increasing customer value.
“We’ve been deliberate and disciplined in how we approach M&A,” said Damon Lee, Chief Financial Officer. “Over the past year, we’ve strengthened our operating model, sharpened our focus, and built a more efficient cost structure — putting us in a position to invest with purpose to enhance our value creation. DeSpir brings differentiated expertise, which when combined with C.H. Robinson’s scale, we expect to deliver superior results for our customers, carriers and shareholders.
DeSpir had $62 million in total revenues for the fiscal year ended December 31, 2025. C.H. Robinson purchased DeSpir for approximately $75 million in cash. The acquisition is expected to be slightly accretive in 2026 and will be financed through cash on hand. The deal officially closed today.
About C.H. Robinson
C.H. Robinson is the global leader in Lean AI supply chains. For more than a century, companies everywhere have looked to us to reimagine how goods move. Now, as we redefine what’s next for the industry, that same drive fuels our commitment to Building Tomorrow’s Supply Chains, Today™. Trusted by 75,000 customers and 450,000 contract carriers, we manage 37 million shipments annually, representing $23 billion in freight. We deliver tailored solutions across the world via truckload, less-than-truckload, ocean, air, and more. With our unique combination of human insight and Lean AI working as one, supply chains move faster, smarter, and more sustainably. As a responsible global citizen, we proudly contribute millions to the causes that matter most to our employees. For more information, visit us at chrobinson.com (Nasdaq: CHRW).
About DeSpir Logistics
DeSpir Logistics LLC is the leading specialized transportation provider for high-value, high-risk, and temperature-controlled cargo. Transporting critical assets calls for extraordinary measures and DeSpir leverages proprietary technologies and processes to plan for everything, assume nothing, and execute flawlessly. DeSpir’s service uses Quality Management standards that are based on GDP and TAPA guidelines and informed by our extensive experience with transporting expedited and high value cargo.
Forward-Looking Statements
Except for the historical information contained herein, the matters set forth in this release are forward-looking statements that represent our expectations, beliefs, intentions or strategies concerning future events. These forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from our historical experience or our present expectations, including, but not limited to whether and when the Company will be able to realize the expected financial results of the transaction, and how customers, competitors and employees will react to the transaction, as well as other risks and uncertainties detailed in our Annual and Quarterly Reports. Any forward-looking statement speaks only as of the date on which such statement is made, and we undertake no obligation to update such statements to reflect events or circumstances arising after such date.
