Farmers & Merchants Investments ve třetím čtvrtletí zvýšila svůj podíl ve společnosti C.H. Robinson Worldwide o 7 332,2 % na 6 466 akcií v hodnotě 957 000 USD.
Farmers & Merchants Investments Inc. boosted its position in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) by 7,332.2% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 6,466 shares of the transportation company’s stock after purchasing an additional 6,379 shares during the period. Farmers & Merchants Investments Inc.’s holdings in C.H. Robinson Worldwide were worth $957,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CHRW. Cross Staff Investments Inc purchased a new position in C.H. Robinson Worldwide in the third quarter worth $713,000. NORTHSTAR ASSET MANAGEMENT Co purchased a new stake in shares of C.H. Robinson Worldwide during the 3rd quarter valued at $352,000. Rahlfs Capital LLC purchased a new stake in shares of C.H. Robinson Worldwide during the 3rd quarter valued at $1,158,000. Towercrest Capital Management purchased a new stake in shares of C.H. Robinson Worldwide during the 3rd quarter valued at $581,000. Finally, Capital Investment Advisors LLC bought a new position in C.H. Robinson Worldwide during the third quarter valued at about $10,970,000. Hedge funds and other institutional investors own 93.15% of the company’s stock.
Analysts Set New Price Targets
A number of analysts recently issued reports on the stock. JPMorgan Chase & Co. decreased their price objective on shares of C.H. Robinson Worldwide from $225.00 to $198.00 and set an “overweight” rating for the company in a report on Monday, October 5th. Freedom Capital raised shares of C.H. Robinson Worldwide from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 31st. Weiss Ratings cut shares of C.H. Robinson Worldwide from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, September 1st. Susquehanna increased their target price on shares of C.H. Robinson Worldwide from $215.00 to $226.00 and gave the company a “positive” rating in a research report on Tuesday, July 14th. Finally, Bank of America reissued a “buy” rating and set a $203.00 target price on shares of C.H. Robinson Worldwide in a research report on Tuesday, October 6th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, C.H. Robinson Worldwide currently has an average rating of “Moderate Buy” and a consensus target price of $190.00.
Read Our Latest Research Report on CHRW
C.H. Robinson Worldwide Stock Performance
NASDAQ CHRW opened at $141.17 on Friday. The company’s 50 day moving average is $146.52 and its 200-day moving average is $166.95. C.H. Robinson Worldwide, Inc. has a 12-month low of $125.41 and a 12-month high of $210.33. The company has a quick ratio of 1.58, a current ratio of 1.58 and a debt-to-equity ratio of 1.04. The firm has a market cap of $16.50 billion, a P/E ratio of 26.94, a price-to-earnings-growth ratio of 1.17 and a beta of 0.94.
C.H. Robinson Worldwide (NASDAQ:CHRW – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The transportation company reported $1.61 EPS for the quarter, beating analysts’ consensus estimates of $1.53 by $0.08. C.H. Robinson Worldwide had a net margin of 3.73% and a return on equity of 38.36%. The company had revenue of $4.93 billion for the quarter, compared to analysts’ expectations of $4.35 billion. During the same period in the prior year, the company posted $1.29 EPS. C.H. Robinson Worldwide’s revenue was up 19.3% compared to the same quarter last year. Sell-side analysts predict that C.H. Robinson Worldwide, Inc. will post 6.26 earnings per share for the current year.
C.H. Robinson Worldwide Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Friday, October 2nd. Stockholders of record on Friday, September 4th were issued a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Friday, September 4th. C.H. Robinson Worldwide’s dividend payout ratio (DPR) is presently 48.09%.
(Free Report)
C.H. Robinson Worldwide, Inc is a global third-party logistics provider that connects shippers with transportation carriers and other supply-chain resources. The company arranges the movement of freight by truckload, less-than-truckload, intermodal, ocean and air transportation, serving businesses across a range of industries.
Its services include freight brokerage, transportation management, logistics consulting, customs and trade support, shipment tracking, and technology-enabled supply-chain solutions.
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C.H. Robinson má ve 3. čtvrtletí 2026 podle konsenzu vykázat zisk 1,72 USD na akcii, což představuje meziroční nárůst o 22,86 %, při tržbách ve výši 4,96 mld. USD.
Key Takeaways C.H. Robinson's Q3 earnings are expected to rise 22.86%, while revenues are projected to grow 9.84%.Elevated truckload spot costs and contractual margin pressures may weigh on C.H. Robinson's Q3 results.Soft freight demand & rising insurance expenses pose challenges despite CHRW's market share gains. C.H. Robinson Worldwide, Inc. (CHRW - Free Report) is scheduled to release third-quarter 2026 results on Oct. 28, before the market opens.
The company exits the September-end quarter amid elevated truckload spot costs, pressure on contractual margins and a still-soft freight demand environment. Higher insurance-related expenses and continued volatility across global freight markets may also have weighed on profitability.
The Zacks Consensus Estimate for the third-quarter 2026 earnings has been revised upward by 4.24% over the past 60 days to $1.72 per share. The consensus mark indicates a 22.86% increase from the third-quarter 2025 actuals. The Zacks Consensus Estimate for third-quarter 2026 revenues is pegged at $4.96 billion, indicating a 9.84% increase from third-quarter 2025 actuals.
C.H. Robinson has an encouraging earnings surprise history. The company’s earnings have outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 8.11%.
Factors Likely to Have Influenced CHRW’s Q3 PerformanceElevated Truckload Spot Costs: Rising carrier costs are likely to have remained a key headwind. In the second quarter, truckload linehaul cost per mile increased 29% year over year, outpacing the 25.5% rise in customer pricing. Management also noted that spot rates were expected to have remained elevated during the third quarter.
Pressure on Contractual Margins: Higher spot-market costs are likely to have continued to squeeze margins on contractual truckload business. C.H. Robinson was actively repricing its contractual portfolio to reflect changing market conditions, but management acknowledged that margin pressure typically persists while pricing catches up with rising carrier costs.
Soft Freight Demand: The broader freight market remained in the trough of the demand cycle entering the quarter. Although CHRW continued to gain share, overall freight activity was still subdued, which is likely to have limited volume-driven upside. The company noted that the Cass Freight Shipment Index had declined year over year for 15 consecutive quarters.
Higher Insurance Costs: Insurance expenses may also have pressured results. Management indicated that insurance costs were expected to rise in the second half of 2026, representing another operating-cost headwind even as productivity initiatives continued to offset inflation elsewhere.
What Our Model Says About CHRWOur proven model does not conclusively predict an earnings beat for C.H. Robinson this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here.
CHRW has an Earnings ESP of -0.58% and a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.
CHRW Q2 HighlightsC.H. Robinson reported solid second-quarter 2026 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate.
Quarterly earnings were $1.61 per share, up 24.8% year over year. The figure beat the Zacks Consensus Estimate of $1.53 by 5.2%.
Revenues rose 19.3% year over year to $4.93 billion and surpassed the consensus mark of $4.42 billion by 11.7%.
Stocks to ConsiderHere are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
United Parcel Service (UPS - Free Report) has an Earnings ESP of +0.95% and a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
UPS is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has remained flat at $1.63 per share over the past 60 days. UPS’ earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with the average beat being 12.4%.
Kirby Corporation (KEX - Free Report) has an Earnings ESP of +1.87% and a Zacks Rank #3 at present. KEX is scheduled to report third-quarter 2026 earnings on Oct. 28.
The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.51% to $1.96 per share over the past 60 days. KEX’s earnings beat the Zacks Consensus Estimate in three of the preceding four quarters and missed the mark on the other occasion. The average beat is 2.86%.
Terra Nova Asset Management LLC bought a new position in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 6,322 shares of the transportation company’s stock, valued at approximately $935,000.
A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Burkett Financial Services LLC acquired a new stake in C.H. Robinson Worldwide during the third quarter valued at approximately $25,000. Millstone Evans Group LLC grew its position in C.H. Robinson Worldwide by 79.8% in the first quarter. Millstone Evans Group LLC now owns 160 shares of the transportation company’s stock worth $27,000 after buying an additional 71 shares during the last quarter. Continuum Advisory LLC acquired a new position in C.H. Robinson Worldwide in the second quarter worth approximately $27,000. NBH Bank acquired a new position in C.H. Robinson Worldwide in the second quarter worth approximately $29,000. Finally, Cornerstone Planning Group LLC increased its holdings in shares of C.H. Robinson Worldwide by 57.3% in the first quarter. Cornerstone Planning Group LLC now owns 184 shares of the transportation company’s stock valued at $31,000 after buying an additional 67 shares in the last quarter. 93.15% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently commented on CHRW shares. Sanford C. Bernstein reiterated a “market perform” rating on shares of C.H. Robinson Worldwide in a research report on Tuesday, October 6th. Stifel Nicolaus set a $209.00 target price on C.H. Robinson Worldwide in a report on Thursday. Citizens Jmp initiated coverage on C.H. Robinson Worldwide in a research report on Wednesday, July 15th. They set a “market perform” rating and a $235.00 target price on the stock. Bank of America reaffirmed a “buy” rating and set a $203.00 target price on shares of C.H. Robinson Worldwide in a research report on Tuesday, October 6th. Finally, BMO Capital Markets upped their target price on C.H. Robinson Worldwide from $180.00 to $190.00 and gave the company a “market perform” rating in a report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $192.08.
Get Our Latest Stock Report on CHRW
C.H. Robinson Worldwide Stock Performance
C.H. Robinson Worldwide stock opened at $139.75 on Tuesday. The firm’s 50 day simple moving average is $148.07 and its 200-day simple moving average is $168.60. The company has a market cap of $16.33 billion, a P/E ratio of 26.67, a price-to-earnings-growth ratio of 1.18 and a beta of 0.94. The company has a debt-to-equity ratio of 1.04, a current ratio of 1.58 and a quick ratio of 1.58. C.H. Robinson Worldwide, Inc. has a fifty-two week low of $123.64 and a fifty-two week high of $210.33.
C.H. Robinson Worldwide (NASDAQ:CHRW – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The transportation company reported $1.61 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.53 by $0.08. The business had revenue of $4.93 billion for the quarter, compared to analyst estimates of $4.35 billion. C.H. Robinson Worldwide had a net margin of 3.73% and a return on equity of 38.36%. The firm’s revenue was up 19.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.29 earnings per share. As a group, equities research analysts predict that C.H. Robinson Worldwide, Inc. will post 6.25 EPS for the current year.
C.H. Robinson Worldwide Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Friday, October 2nd. Shareholders of record on Friday, September 4th were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 1.8%. The ex-dividend date was Friday, September 4th. C.H. Robinson Worldwide’s payout ratio is presently 48.09%.
(Free Report)
C.H. Robinson Worldwide, Inc is a global third-party logistics provider that connects shippers with transportation carriers and other supply-chain service providers. The company helps businesses plan, manage and execute the movement of freight across domestic and international markets.
Its services include truckload and less-than-truckload freight brokerage, intermodal transportation, ocean and air freight forwarding, customs services, and transportation management. C.H. Robinson also provides technology and data-driven tools designed to improve shipment planning, visibility, routing and logistics performance.
Founded in 1905 and headquartered in Eden Prairie, Minnesota, C.H.
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C.H. Robinson koupí společnost RXO za 5,8 miliardy USD a očekává roční úspory ve výši 300 milionů USD; akvizice navýší dluh přibližně o 3 miliardy USD.
Investors in C.H. Robinson Worldwide NASDAQ: CHRW have had a few days to react to the company's announcement of a stock-and-cash agreement to acquire RXO NYSE: RXO with an implied value of $5.8 billion. CHRW closed down nearly 11% on announcement day and fell another 4% on Oct. 6, extending the slide.
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The Acquisition Makes C.H. Robinson a Different CompanyC.H. Robinson Worldwide Today
CHRW
C.H. Robinson Worldwide
$140.16 -2.15 (-1.51%)
As of 10:14 AM Eastern
This is a fair market value price provided by Massive. Learn more.
$123.64▼
$210.331.80%
26.71
$192.08
The sell-off isn't really about RXO. It's about what investors thought they owned. For two years, Wall Street rewarded C.H. Robinson for a self-help story it calls "Lean AI."
The company cut costs, shrank headcount, and protected margins through a brutal freight recession. In October 2025, shares spiked nearly 16% intraday after a third-quarter beat, as operating expenses fell 12.6% and average headcount dropped 10.8%.
That story was about doing more with less. The RXO deal asks investors to believe in doing more with more.
The Lean AI narrative now depends on integrating another company's people, systems, and freight book.
That means investors who bought a story of expanding margins now own a company with future earnings that depend on successful integration. Those two stories rarely trade at the same multiple.
What Management Is Asking Investors to AcceptC.H. Robinson disagrees with that assessment. The company plans to apply its Lean AI operating model to RXO's brokerage, expedited, and last-mile businesses. It is targeting roughly $300 million in annual net cost savings within two years of closing. The deal is expected to lift adjusted earnings per share (EPS) within nine months of closing, with mid-teens accretion in 2028.
That will require patience. The deal will add roughly $3 billion in new debt. Buybacks are paused until leverage returns to a 1.75x to 2.25x net debt-to-adjusted EBITDA range, targeted by the end of 2028.
That timeline puts the problem in focus. The deal isn't expected to close until the first half of 2027. Accretion arrives in 2028 at the earliest. The buyback returns after that. That's over two years of "trust us" from a stock that had been priced for reliability.
Where the Discount Comes FromThe fundamentals of the deal aren't absurd, and the sell side largely agrees with C.H. Robinson. Bank of America kept its Buy rating but trimmed its price objective to $203 from $226 to account for equity dilution. Analysts broadly view the synergy target as achievable.
But current investors aren't paying for patience. Pausing buybacks removes a near-term source of support for the shares. Meanwhile, roughly 43% of the price is paid in CHRW stock, and RXO holders will own about 11% of the combined company.
There's also the deal structure itself. RXO holders receive $17.25 in cash plus approximately 0.0856 CHRW shares for each share they own. At a $130 CHRW price, that package is worth about $28.40, not the $30.25 headline. In other words, the falling stock is repricing the deal in real time.
Trust was already thin heading in. CHRW has been in a bearish trend since a $604 million verdict against C.H. Robinson on July 21. A Texas jury applied a key Supreme Court ruling to find the company directly liable for negligent selection and vicariously liable under the "borrowed employee" doctrine following a fatal multi-vehicle crash.
Buy the Dip or End of the Re-Rating?For all those headwinds, the bull case is real. Lean AI has a track record. Management can point to two years of falling costs and rising productivity. Scale matters too. The company expects RXO's data to sharpen its AI-driven sales, freight matching, and procurement. If $300 million in synergies shows up on schedule, today's price could look like a gift.
The bear case is about what kind of stock CHRW becomes. The re-rating was built on organic margin expansion. Acquisitions turn a multiple story into an execution story.
Execution stories rarely earn premium multiples until results arrive. RXO is also still absorbing Coyote Logistics, which it bought from UPS NYSE: UPS in 2024. C.H. Robinson is effectively buying an integration that's still in progress.
The freight cycle adds another variable. Synergy math works better when volumes recover. A prolonged trucking downturn would test both the debt paydown timeline and the accretion target.
So which is it? This doesn't look like a clean buy-the-dip setup, because the key catalysts are years away. But it may not be the end of the re-rating, either. It looks more like a reset, where the stock must re-earn its multiple one quarter at a time.
The first hint may come from C.H. Robinson's Q3 earnings report, expected in early November. If legacy productivity metrics keep improving, investors may grant management the patience it's requesting. If they stall, the market will conclude that the AI story needed an acquisition to keep growing. That would be a much harder narrative to reverse.
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C.H. Robinson se dohodla na akvizici logistické společnosti RXO za přibližně 5,8 miliardy USD; očekává rozšíření logistické sítě a asi 300 milionů USD nákladových synergií.
Vann Equity Management LLC acquired a new position in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,329 shares of the transportation company’s stock, valued at approximately $641,000.
Several other hedge funds also recently made changes to their positions in the business. Alkeme Wealth LLC acquired a new position in shares of C.H. Robinson Worldwide in the 3rd quarter valued at $1,473,000. Chickasaw Capital Management LLC purchased a new position in C.H. Robinson Worldwide in the third quarter valued at about $2,113,000. Veery Capital LLC bought a new position in C.H. Robinson Worldwide during the third quarter valued at approximately $271,000. Winebrenner Capital Management LLC bought a new position in shares of C.H. Robinson Worldwide in the 3rd quarter valued at approximately $165,000. Finally, Applied Capital LLC FL bought a new stake in shares of C.H. Robinson Worldwide during the 3rd quarter worth $2,693,000. Institutional investors and hedge funds own 93.15% of the company’s stock.
C.H. Robinson Worldwide News Roundup Here are the key news stories impacting C.H. Robinson Worldwide this week:
Positive Sentiment: RXO acquisition could strengthen the business: C.H. Robinson agreed to acquire logistics company RXO for approximately $5.8 billion. The transaction is expected to expand CHRW’s logistics network, improve its technology and artificial-intelligence capabilities, and generate roughly $300 million in cost synergies. CH Robinson to Buy Logistics Firm RXO in $5.8 Billion Deal Positive Sentiment: Potential earnings beat: Zacks said CHRW has a strong history of exceeding analyst estimates and currently has the key factors that could support another quarterly earnings surprise. A beat could help restore investor confidence following the recent weakness in the shares. Will C.H. Robinson Beat Estimates Again? Positive Sentiment: Analyst valuation remains favorable: Brokerages reportedly have a consensus price target of $196.64, substantially above the recent trading level, suggesting analysts see meaningful longer-term upside. C.H. Robinson Consensus Price Target Neutral Sentiment: Industry consolidation is accelerating: CEO Dave Bozeman expects additional freight-broker consolidation as higher diesel costs pressure smaller operators. This could create acquisition opportunities for CHRW but also reflects challenging conditions across the transportation market. C.H. Robinson CEO Sees Freight Broker Consolidation Negative Sentiment: Investors remain concerned about the RXO transaction: Commentary questioning whether the acquisition is a shortcut to value highlights risks from the $5.8 billion price, execution challenges, financing and the time required to realize synergies. Those concerns have contributed to recent weakness in CHRW shares. C.H. Robinson: RXO Is No Shortcut To Value C.H. Robinson Worldwide Stock Performance CHRW stock opened at $135.18 on Thursday. C.H. Robinson Worldwide, Inc. has a 1-year low of $123.64 and a 1-year high of $210.33. The company has a current ratio of 1.58, a quick ratio of 1.58 and a debt-to-equity ratio of 1.04. The firm has a market cap of $15.80 billion, a PE ratio of 25.80, a P/E/G ratio of 1.13 and a beta of 0.94. The business’s 50-day moving average price is $148.44 and its two-hundred day moving average price is $169.17. C.H. Robinson Worldwide (NASDAQ:CHRW – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The transportation company reported $1.61 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.53 by $0.08. The business had revenue of $4.93 billion during the quarter, compared to analyst estimates of $4.35 billion. C.H. Robinson Worldwide had a return on equity of 38.36% and a net margin of 3.73%.C.H. Robinson Worldwide’s quarterly revenue was up 19.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.29 EPS. As a group, research analysts forecast that C.H. Robinson Worldwide, Inc. will post 6.2 earnings per share for the current year.
C.H. Robinson Worldwide Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Friday, October 2nd. Investors of record on Friday, September 4th were issued a dividend of $0.63 per share. The ex-dividend date was Friday, September 4th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.9%. C.H. Robinson Worldwide’s dividend payout ratio (DPR) is presently 48.09%.
Wall Street Analysts Forecast Growth A number of equities analysts recently issued reports on the stock. Evercore set a $217.00 target price on shares of C.H. Robinson Worldwide in a research report on Tuesday. Janney Montgomery Scott set a $155.00 target price on shares of C.H. Robinson Worldwide in a research note on Tuesday, July 28th. UBS Group restated a “buy” rating on shares of C.H. Robinson Worldwide in a research report on Tuesday. Robert W. Baird lowered their price objective on shares of C.H. Robinson Worldwide from $230.00 to $200.00 and set an “outperform” rating for the company in a research report on Tuesday, July 28th. Finally, Truist Financial lowered their target price on C.H. Robinson Worldwide from $215.00 to $200.00 and set a “buy” rating for the company in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $195.40.
Get Our Latest Research Report on C.H. Robinson Worldwide
(Free Report)
C.H. Robinson Worldwide, Inc is a global third-party logistics provider that connects shippers with transportation carriers and other supply-chain service providers. The company helps businesses plan, manage and execute the movement of freight across domestic and international markets.
Its services include truckload and less-than-truckload freight brokerage, intermodal transportation, ocean and air freight forwarding, customs services, and transportation management. C.H. Robinson also provides technology and data-driven tools designed to improve shipment planning, visibility, routing and logistics performance.
Founded in 1905 and headquartered in Eden Prairie, Minnesota, C.H.
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C.H. Robinson (CHRW) má před zveřejněním výsledků pozitivní ukazatel Earnings ESP ve výši +5,37 % a Zacks Rank č. 2; v posledních dvou čtvrtletích v průměru překonala odhady EPS o 7,05 %.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider C.H. Robinson Worldwide (CHRW - Free Report) . This company, which is in the Zacks Transportation - Services industry, shows potential for another earnings beat.
This trucking company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 7.05%.
For the last reported quarter, C.H. Robinson came out with earnings of $1.61 per share versus the Zacks Consensus Estimate of $1.53 per share, representing a surprise of 5.23%. For the previous quarter, the company was expected to post earnings of $1.24 per share and it actually produced earnings of $1.35 per share, delivering a surprise of 8.87%.
Price and EPS Surprise
With this earnings history in mind, recent estimates have been moving higher for C.H. Robinson. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. 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.
C.H. Robinson has an Earnings ESP of +5.37% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Baker Tilly Wealth Management LLC purchased a new position in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 5,053 shares of the transportation company’s stock, valued at approximately $748,000.
Other hedge funds and other institutional investors have also recently modified their holdings of the company. Eastover Investment Advisors LLC purchased a new position in C.H. Robinson Worldwide during the third quarter valued at $252,000. Adelphi Trust Co purchased a new position in shares of C.H. Robinson Worldwide during the 3rd quarter valued at about $530,000. Argent Capital Management LLC grew its stake in shares of C.H. Robinson Worldwide by 7.8% during the 3rd quarter. Argent Capital Management LLC now owns 17,472 shares of the transportation company’s stock valued at $2,636,000 after acquiring an additional 1,257 shares during the period. Eastern Bank raised its stake in C.H. Robinson Worldwide by 40.8% during the 3rd quarter. Eastern Bank now owns 690 shares of the transportation company’s stock worth $102,000 after acquiring an additional 200 shares during the period. Finally, Violich Capital Management Inc. purchased a new position in C.H. Robinson Worldwide during the third quarter valued at approximately $13,060,000. 93.15% of the stock is currently owned by hedge funds and other institutional investors.
C.H. Robinson Worldwide Trading Down 12.4% CHRW stock traded down $19.54 during midday trading on Monday, reaching $138.18. 5,138,320 shares of the company traded hands, compared to its average volume of 1,944,738. The firm has a market capitalization of $16.15 billion, a price-to-earnings ratio of 26.37, a P/E/G ratio of 1.32 and a beta of 0.94. C.H. Robinson Worldwide, Inc. has a 52-week low of $123.64 and a 52-week high of $210.33. The business has a 50 day moving average of $150.57 and a 200-day moving average of $169.92. The company has a debt-to-equity ratio of 1.04, a quick ratio of 1.58 and a current ratio of 1.58.
C.H. Robinson Worldwide (NASDAQ:CHRW – Get Free Report) last released its earnings results on Wednesday, July 29th. The transportation company reported $1.61 earnings per share for the quarter, beating the consensus estimate of $1.53 by $0.08. C.H. Robinson Worldwide had a return on equity of 38.36% and a net margin of 3.73%.The firm had revenue of $4.93 billion for the quarter, compared to the consensus estimate of $4.35 billion. During the same quarter in the previous year, the company posted $1.29 EPS. The company’s revenue for the quarter was up 19.3% compared to the same quarter last year. As a group, sell-side analysts expect that C.H. Robinson Worldwide, Inc. will post 6.19 earnings per share for the current fiscal year. C.H. Robinson Worldwide Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Friday, October 2nd. Shareholders of record on Friday, September 4th were given a dividend of $0.63 per share. The ex-dividend date was Friday, September 4th. This represents a $2.52 dividend on an annualized basis and a yield of 1.8%. C.H. Robinson Worldwide’s payout ratio is 48.09%.
Analyst Ratings Changes A number of research firms recently weighed in on CHRW. TD Cowen lowered their target price on shares of C.H. Robinson Worldwide from $155.00 to $152.00 and set a “hold” rating on the stock in a research note on Tuesday, July 28th. Weiss Ratings downgraded C.H. Robinson Worldwide from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, September 1st. Susquehanna upped their price target on C.H. Robinson Worldwide from $215.00 to $226.00 and gave the stock a “positive” rating in a research note on Tuesday, July 14th. Raymond James Financial set a $192.00 target price on shares of C.H. Robinson Worldwide in a report on Thursday, July 30th. Finally, Truist Financial increased their price objective on shares of C.H. Robinson Worldwide from $210.00 to $215.00 and gave the company a “buy” rating in a report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $196.64.
View Our Latest Research Report on C.H. Robinson Worldwide
Key Stories Impacting C.H. Robinson Worldwide Here are the key news stories impacting C.H. Robinson Worldwide this week:
Positive Sentiment: The acquisition would strengthen CHRW’s position in North American truck brokerage and create a logistics company with an enterprise value exceeding $25 billion. The transaction also gives CHRW greater scale as the third-party logistics industry undergoes consolidation. CH Robinson to buy RXO for $5.8 billion in trucking brokerage expansion Positive Sentiment: Management is pursuing the deal as a strategic expansion of its transportation network, potentially improving competitive positioning and creating opportunities for operating efficiencies once the businesses are combined. C.H. Robinson to Buy RXO for About $5 Billion Neutral Sentiment: The transaction is structured with both stock and cash, and is subject to customary closing conditions. Its ultimate effect on CHRW will depend on approval, financing, integration execution and the ability to realize expected strategic benefits. CH Robinson Announces Merger Agreement to Acquire RXO Negative Sentiment: CHRW shares decreased as investors focused on the immediate financial costs of the acquisition, including potential shareholder dilution and higher leverage. The market’s reaction indicates skepticism that the long-term benefits will quickly offset the transaction’s near-term risks. RXO Stock Soars as CH Robinson Acquires Truck Broker (Free Report)
C.H. Robinson Worldwide, Inc is a global third-party logistics provider that connects shippers with transportation carriers and other supply-chain service providers. The company helps businesses plan, manage and execute the movement of freight across domestic and international markets.
Its services include truckload and less-than-truckload freight brokerage, intermodal transportation, ocean and air freight forwarding, customs services, and transportation management. C.H. Robinson also provides technology and data-driven tools designed to improve shipment planning, visibility, routing and logistics performance.
Founded in 1905 and headquartered in Eden Prairie, Minnesota, C.H.
Featured Articles Five stocks we like better than C.H. Robinson Worldwide What a $1 Billion Chip Deal Says About Amazon’s AI Ambitions 3 Stocks Benefiting From AI Demand Just Announced Major Buybacks Insiders Are Selling These 3 Stocks, Should You? Datadog’s Rally Has Insiders Selling—Can It Keep Climbing?
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Neville Rodie & Shaw ve třetím čtvrtletí otevřela pozici ve společnosti C.H. Robinson Worldwide (CHRW), když nakoupila 7 595 akcií za zhruba 1,124 mil. USD.
Neville Rodie & Shaw Inc. purchased a new position in shares of C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 7,595 shares of the transportation company’s stock, valued at approximately $1,124,000.
Several other institutional investors have also recently made changes to their positions in CHRW. Baker Tilly Wealth Management LLC purchased a new stake in C.H. Robinson Worldwide in the 3rd quarter worth approximately $748,000. Eastover Investment Advisors LLC acquired a new stake in shares of C.H. Robinson Worldwide in the third quarter worth approximately $252,000. Adelphi Trust Co acquired a new stake in shares of C.H. Robinson Worldwide in the third quarter valued at about $530,000. Argent Capital Management LLC lifted its stake in C.H. Robinson Worldwide by 7.8% in the 3rd quarter. Argent Capital Management LLC now owns 17,472 shares of the transportation company’s stock worth $2,636,000 after purchasing an additional 1,257 shares in the last quarter. Finally, Eastern Bank boosted its stake in C.H. Robinson Worldwide by 40.8% during the third quarter. Eastern Bank now owns 690 shares of the transportation company’s stock worth $102,000 after buying an additional 200 shares during the last quarter. Hedge funds and other institutional investors own 93.15% of the company’s stock.
Analysts Set New Price Targets A number of research analysts recently commented on CHRW shares. Evercore reiterated an “outperform” rating and issued a $237.00 price objective on shares of C.H. Robinson Worldwide in a report on Thursday, July 30th. Stifel Nicolaus boosted their price target on shares of C.H. Robinson Worldwide from $215.00 to $225.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Robert W. Baird reduced their target price on shares of C.H. Robinson Worldwide from $230.00 to $200.00 and set an “outperform” rating on the stock in a report on Tuesday, July 28th. Sanford C. Bernstein reduced their price objective on shares of C.H. Robinson Worldwide from $153.00 to $151.00 and set a “market perform” rating on the stock in a report on Tuesday, August 11th. Finally, BMO Capital Markets raised their target price on C.H. Robinson Worldwide from $180.00 to $190.00 and gave the stock a “market perform” rating in a research report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, C.H. Robinson Worldwide has an average rating of “Moderate Buy” and an average price target of $196.64.
Check Out Our Latest Research Report on C.H. Robinson Worldwide C.H. Robinson Worldwide News Roundup Here are the key news stories impacting C.H. Robinson Worldwide this week:
Positive Sentiment: The acquisition would strengthen CHRW’s position in North American truck brokerage and create a logistics company with an enterprise value exceeding $25 billion. The transaction also gives CHRW greater scale as the third-party logistics industry undergoes consolidation. CH Robinson to buy RXO for $5.8 billion in trucking brokerage expansion Positive Sentiment: Management is pursuing the deal as a strategic expansion of its transportation network, potentially improving competitive positioning and creating opportunities for operating efficiencies once the businesses are combined. C.H. Robinson to Buy RXO for About $5 Billion Neutral Sentiment: The transaction is structured with both stock and cash, and is subject to customary closing conditions. Its ultimate effect on CHRW will depend on approval, financing, integration execution and the ability to realize expected strategic benefits. CH Robinson Announces Merger Agreement to Acquire RXO Negative Sentiment: CHRW shares decreased as investors focused on the immediate financial costs of the acquisition, including potential shareholder dilution and higher leverage. The market’s reaction indicates skepticism that the long-term benefits will quickly offset the transaction’s near-term risks. RXO Stock Soars as CH Robinson Acquires Truck Broker C.H. Robinson Worldwide Price Performance CHRW stock traded down $20.00 during midday trading on Monday, hitting $137.72. 5,324,508 shares of the stock were exchanged, compared to its average volume of 1,946,016. The stock has a market cap of $16.09 billion, a price-to-earnings ratio of 26.28, a PEG ratio of 1.32 and a beta of 0.94. C.H. Robinson Worldwide, Inc. has a fifty-two week low of $123.64 and a fifty-two week high of $210.33. The stock’s 50-day moving average price is $150.57 and its 200-day moving average price is $169.92. The company has a debt-to-equity ratio of 1.04, a quick ratio of 1.58 and a current ratio of 1.58.
C.H. Robinson Worldwide (NASDAQ:CHRW – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The transportation company reported $1.61 earnings per share for the quarter, topping the consensus estimate of $1.53 by $0.08. The company had revenue of $4.93 billion during the quarter, compared to the consensus estimate of $4.35 billion. C.H. Robinson Worldwide had a return on equity of 38.36% and a net margin of 3.73%.C.H. Robinson Worldwide’s revenue was up 19.3% compared to the same quarter last year. During the same quarter last year, the business posted $1.29 earnings per share. Research analysts predict that C.H. Robinson Worldwide, Inc. will post 6.19 earnings per share for the current year.
C.H. Robinson Worldwide Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Friday, October 2nd. Shareholders of record on Friday, September 4th were given a $0.63 dividend. The ex-dividend date of this dividend was Friday, September 4th. This represents a $2.52 annualized dividend and a yield of 1.8%. C.H. Robinson Worldwide’s dividend payout ratio (DPR) is 48.09%.
C.H. Robinson Worldwide Company Profile (Free Report)
C.H. Robinson Worldwide, Inc is a global third-party logistics provider that connects shippers with transportation carriers and other supply-chain service providers. The company helps businesses plan, manage and execute the movement of freight across domestic and international markets.
Its services include truckload and less-than-truckload freight brokerage, intermodal transportation, ocean and air freight forwarding, customs services, and transportation management. C.H. Robinson also provides technology and data-driven tools designed to improve shipment planning, visibility, routing and logistics performance.
Founded in 1905 and headquartered in Eden Prairie, Minnesota, C.H.
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C.H. Robinson koupí RXO v hotovostně-akciové transakci za implikovanou hodnotu 5,8 mld. USD. Spojená společnost čeká do dvou let od uzavření synergie kolem 300 mil. USD.
EDEN PRAIRIE, Minn. & CHARLOTTE, N.C.--(BUSINESS WIRE)--C.H. Robinson Worldwide, Inc. (“C.H. Robinson”) (Nasdaq: CHRW) and RXO Inc. (NYSE: RXO) (“RXO”), a Fortune 1000 provider of asset-light tech-enabled transportation solutions, today announced that they have entered into a definitive agreement (the “Merger Agreement”) under which C.H. Robinson will acquire RXO in a stock-and-cash transaction for an implied value of $5.8 billion and will create a combined company with an enterprise value of over $25 billion.
This transaction is a natural next step in our transformation, allowing us to create a more scaled, resilient North American third-party logistics provider positioned to offer exceptional customer service and redefine the future of our industry.
Share The acquisition of RXO brings together two complementary networks and diversifies and strengthens C.H. Robinson’s multi-modal platform to accelerate its growth and increase its penetration across all modes and segments. Combining both companies’ robust trucking brokerage and managed transportation businesses, along with C.H. Robinson’s global forwarding and RXO’s strengths in expedited and last mile, will create a more comprehensive offering for customers across a larger and denser network. Through the implementation of its proven Lean AI operating model across RXO’s business, C.H. Robinson expects to realize approximately $300 million of net run-rate cost synergies within two years post-close. The companies expect these productivity improvements to create a more resilient platform to drive profitable growth with enhanced operating leverage and improved margins regardless of the freight market environment.
“This transaction is a natural next step in our transformation, allowing us to create a more scaled, resilient North American third-party logistics provider positioned to offer exceptional customer service and redefine the future of our industry,” said Dave Bozeman, C.H. Robinson President and Chief Executive Officer. “Like C.H. Robinson, RXO is a customer-focused company with expertise and talent that will allow us to expand our capabilities to better support customers of all sizes on their most complex challenges. By applying our proven Lean AI model to RXO’s business, we expect to significantly enhance productivity to unlock compelling cost synergies. We are confident our experienced team and disciplined execution plan will allow us to seamlessly integrate our organizations and position the combined company to capture the expected synergies, drive innovation and deepen customer relationships to enhance profitable growth and shareholder value.”
Drew Wilkerson, RXO Chairman and Chief Executive Officer, said, “Joining C.H. Robinson represents an exciting next chapter for our company, our employees and our customers. We have built a strong business by staying relentlessly focused on our customers, operating with agility and delivering solutions that help them navigate an increasingly complex supply chain. By bringing together our complementary capabilities, talented teams and shared commitment to service, we will be able to offer customers greater scale, broader capabilities and even more value. I’m incredibly proud of what our team has built and excited about the opportunities ahead as part of C.H. Robinson.”
Adam R. Karr, President and Portfolio Manager at Orbis Investments, said, “Orbis is RXO’s largest shareholder and has owned the Company since it became independent. We know the business and the team well, and we fully support this transaction. It gives RXO shareholders substantial cash today and continued ownership in a combined platform with significant upside.”
Strategic & Financial Benefits
Unlocks compelling cost synergy opportunities through C.H. Robinson’s Lean AI operating model – C.H. Robinson expects to unlock significant productivity improvements and drive operating margin expansion as it applies its proven Lean AI operating model to RXO’s business. The transaction is expected to deliver approximately $300 million of net run-rate cost synergies within two years following the transaction close, through cost-to-serve opportunities, operating efficiencies, shared-services savings and third-party spend optimization. The anticipated synergies will allow the combined company to increase operating leverage and drive significant shareholder value creation. The acquisition will also significantly expand C.H. Robinson’s proprietary datasets, enhancing the speed and precision of its AI-driven sales, matching and procurement capabilities. Increases scale in a large and fragmented market – The addition of RXO will improve C.H. Robinson’s network density and expand its capabilities, enhancing penetration across verticals and increasing volumes. The combined company’s complementary platform and diversified customer exposure will increase market visibility and enhance its ability to drive growth through market cycles. Diversifies and strengthens offerings to support customers’ end-to-end needs – The transaction will bring together C.H. Robinson’s global, multi-modal solutions with RXO’s capabilities in North American brokerage, expedited and last mile to deliver more tailored solutions, creating opportunities to deepen relationships, increase wallet share and win new enterprise customers. The companies’ complementary commercial capabilities and diverse customer base will also create compelling cross-selling opportunities. Strengthens financial profile to support deleveraging – C.H. Robinson expects the transaction to be accretive to adjusted EPS1 within nine months of the transaction close and mid-teens accretive to adjusted EPS in 2028. Additionally, the anticipated productivity improvements are expected to increase cash flow generation to support rapid de-leveraging to C.H. Robinson’s target leverage range of 1.75x to 2.25x net debt to LTM adjusted EBITDA by the end of 2028, with flexibility to continue growth investments. C.H. Robinson expects to maintain its solid investment grade credit ratings and intends to pause share repurchases until it reaches its target leverage ratio after the transaction closes. Transaction Details
Under the terms of the merger agreement, RXO stockholders will receive $17.25 per share in cash and 0.0856 shares of C.H. Robinson common stock for each RXO share they own, representing an implied total consideration of $30.25 per share.2 The transaction represents a premium of 27% to RXO’s 90-day volume-weighted average price and 29% to RXO’s closing price on Friday, October 2, 2026. Under the terms of the merger agreement, RXO stockholders may elect to receive either (i) the standard mixed consideration consisting of $17.25 in cash and 0.0856 shares of C.H. Robinson common stock, (ii) all-cash consideration of $30.25 per share or (iii) all-stock consideration of 0.1992 shares of C.H. Robinson common stock, in each case subject to proration and adjustment procedures designed to ensure that, in the aggregate, approximately 57% of the merger consideration is paid in cash and 43% is paid in shares of C.H. Robinson common stock. RXO stockholders are expected to own 11% of the combined company upon transaction close.
The merger agreement, which was unanimously approved by the Boards of both companies, is expected to close in the first half of 2027 and is subject to customary closing conditions, including regulatory approval and approval by RXO’s stockholders. In connection with the execution of the Merger Agreement, MFN Partners LP has agreed, among other things, to vote all of its shares of RXO (which represents approximately 17%) in favor of the transaction and adoption of the Merger Agreement, and, subject to certain exceptions, not to transfer its shares.
C.H. Robinson will finance the cash consideration with new debt financing and has entered into a fully underwritten commitment for a bridge facility with Morgan Stanley Senior Funding, Inc. Upon completion of the transaction, C.H. Robinson will integrate RXO primarily into its NAST division.
For additional information regarding the transaction, including resources for customers, carriers, employees and investors, please visit www.CHRobinsonAcquiresRXO.com.
Advisors
Morgan Stanley & Co. LLC is acting as financial advisor to C.H. Robinson, Gibson, Dunn & Crutcher LLP is serving as its legal counsel and Joele Frank, Wilkinson Brimmer Katcher is serving as its strategic communications advisor. Goldman Sachs & Co. LLC is serving as financial advisor to RXO and Paul, Weiss, Rifkind, Wharton & Garrison LLP is serving as its legal counsel.
Conference Call and Webcast Information:
C.H. Robinson will host a conference call at 8:00 a.m. Eastern Time today to discuss the announcement. A slide presentation and a simultaneous live audio webcast of the conference call may be accessed through C.H. Robinson’s website at investor.chrobinson.com.
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 RXO
RXO (NYSE: RXO) is a leading provider of asset-light transportation solutions. RXO offers tech-enabled truck brokerage services together with complementary solutions including managed transportation and last mile delivery. The company combines massive capacity and cutting-edge technology to move freight efficiently through supply chains across North America. The company is headquartered in Charlotte, N.C. Visit RXO.com for more information and connect with RXO on LinkedIn, Facebook, Instagram, X and YouTube.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Exchange Act. Statements that are not historical facts, including statements about beliefs, expectations, targets or goals, the expected timing of the closing of the proposed transaction, the anticipated benefits of the proposed transaction, including synergies, and expected future financial position, total addressable market and results of operations, are forward-looking statements. These statements are based on plans, estimates, expectations and/or goals at the time the statements are made, and readers should not place undue reliance on them. Some of these forward-looking statements can be identified by the use of forward-looking words such as “believes,” “expects,” “may,” “will,” “should,” “seeks,” “approximately,” “intends,” “plans,” “estimates,” “projects,” “strategy,” or “anticipates,” or the negative of those words or other comparable terminology. C.H. Robinson’s and RXO’s results may differ materially from the experience and results anticipated in such statements. The accuracy of such statements is subject to a number of risks, uncertainties and assumptions including, but not limited to, the following factors: the occurrence of any event, change or other circumstances that could give rise to the termination of the Merger Agreement; the risk that the conditions to the closing of the proposed transaction are not satisfied, including the risk that required approvals of the transaction from the stockholders of RXO or from regulators are not obtained; litigation or regulatory action relating to the transaction; the risk that the proposed transaction may not be completed on the anticipated terms, in a timely manner or at all; uncertainties as to the timing of the consummation of the proposed transaction and the ability of each party to consummate the proposed transaction; risks that the proposed transaction disrupts the current plans or operations of C.H. Robinson or RXO; the effect of the announcement of the proposed transaction on the ability of C.H. Robinson or RXO to retain and hire key personnel; competitive responses to the proposed transaction; unexpected costs, charges or expenses resulting from the transaction; the risk that C.H. Robinson is unable to obtain the anticipated debt financing in connection with the proposed transaction on the anticipated timing or terms, or at all; potential adverse effects on the market price of RXO’s and/or C.H. Robinson’s common stock, credit ratings, or operating results; fluctuations in the market value of the merger consideration, which may vary from its value as of the date of the Merger Agreement or the date of this communication, as a result of changes in the market price of C.H. Robinson common stock; potential adverse reactions or changes to relationships with employees, customers, suppliers, distributors and other business partners resulting from the announcement, pendency or completion of the proposed transaction; restrictions during the pendency of the proposed transaction on RXO’s ability to pursue certain business opportunities or strategic transactions; the potential acquisition being more expensive to complete than anticipated, including as a result of unexpected factors or events, significant transaction costs or unknown liabilities; the combined company’s ability to achieve the synergies expected from the proposed transaction, as well as delays, challenges and expenses associated with integrating the combined company’s existing businesses or realizing the anticipated benefits of the proposed transaction; competitive factors, including but not limited to pricing pressures, industry consolidation, entry of new competitors into the industries in which C.H. Robinson and RXO operate, as well as new product and marketing initiatives by C.H. Robinson’s and RXO’s competitors; risks associated with cyber-attacks, information security and data privacy; diversion of management’s time and attention from C.H. Robinson’s and RXO’s ongoing business operations due to the proposed transaction; disruptions resulting from key management changes; unknown liabilities and uncertainties regarding general economic, market sector, competitive, legal, regulatory, tax and geopolitical conditions; and legislative, regulatory, economic, competitive or technological developments. Other factors that might cause such a difference include those discussed in C.H. Robinson’s and RXO’s filings with the SEC, which include their Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K, and in the registration statement on Form S-4 (including the proxy statement/prospectus) to be filed in connection with the proposed transaction. For more information, see the section entitled “Risk Factors” and the forward-looking statements disclosure contained in C.H. Robinson’s and RXO’s Annual Reports on Form 10-K and in other filings. Forward-looking statements should not be relied on as predictions of future events, and these statements are not guarantees of performance or results. The forward-looking statements included in this communication are made only as of the date hereof and, except as required by applicable law, C.H. Robinson and RXO undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.
Additional Information about the Proposed Transaction and Where to Find It
In connection with the proposed transaction, C.H. Robinson intends to file with the SEC a registration statement on Form S-4 that will include a preliminary proxy statement of RXO that also constitutes a preliminary prospectus of C.H. Robinson. C.H. Robinson and RXO also each plan to file other relevant documents with the SEC regarding the proposed transaction. After the registration statement is declared effective, the definitive proxy statement/prospectus will be mailed to stockholders of RXO. This communication is not a substitute for the registration statement, the proxy statement/prospectus or any other document that C.H. Robinson or RXO may file with the SEC in connection with the proposed transaction. INVESTORS AND STOCKHOLDERS ARE URGED TO READ THE REGISTRATION STATEMENT ON FORM S-4, PROXY STATEMENT/PROSPECTUS AND OTHER DOCUMENTS THAT ARE FILED OR WILL BE FILED WITH THE SEC, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THESE DOCUMENTS, CAREFULLY AND IN THEIR ENTIRETY IF AND WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED TRANSACTION.
Investors and stockholders will be able to obtain free copies of these documents (if and when available), and other documents containing important information about C.H. Robinson and RXO, once such documents are filed with the SEC through the website maintained by the SEC at http://www.sec.gov. Copies of the documents filed with the SEC by C.H. Robinson will be available free of charge on C.H. Robinson’s website at investor.chrobinson.com/financials/sec-filings. Copies of the documents filed with the SEC by RXO will be available free of charge on RXO’s website at investors.rxo.com.
Participants in the Solicitation
C.H. Robinson, RXO and certain of their respective directors and executive officers may be deemed to be participants in the solicitation of proxies from RXO’s stockholders in respect of the proposed transaction. Information about the directors and executive officers of C.H. Robinson, including a description of their direct or indirect interests, by security holdings or otherwise, is set forth in (i) the C.H. Robinson’s proxy statement for its 2026 Annual Meeting of Shareholders, which was filed with the SEC on March 24, 2026, including under the sections captioned “Proposal 1: Election of Directors,” “Compensation of Directors,” “Compensation Discussion and Analysis,” “Executive Compensation Tables,” “Security Ownership of Certain Beneficial Owners and Management,” and “Related Party Transactions,” (ii)the C.H. Robinson Annual Report on Form 10-K for the fiscal year ended December 31, 2025, which was filed with the SEC on February 13, 2026, including under the section captioned “Information about our Executive Officers” in Part I, Item 1, and (iii) Item 5.02 of the C.H. Robinson’s Current Report on Form 8-K filed with the SEC on June 2, 2026. Information about the directors and executive officers of RXO , including a description of their direct or indirect interests, by security holdings or otherwise, is set forth in (i) RXO’s proxy statement for its 2026 Annual Meeting of Stockholders, which was filed with the SEC on March 30, 2026, including under the sections captioned “Proposal 1: Election of Directors,” “Director Compensation,” “Certain Relationships and Related Party Transactions,” “Security Ownership of Certain Beneficial Owners and Management,” and “Compensation Discussion and Analysis,” and (ii) RXO’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, which was filed with the SEC on February 9, 2026, including under the section captioned “Information about our Executive Officers” in Part I, Item 1. To the extent holdings of RXO’s securities by its directors or executive officers have changed since the applicable “as of” date described in its 2026 proxy statement, such changes have been or will be reflected on Initial Statements of Beneficial Ownership of Securities on Form 3, Statements of Changes in Beneficial Ownership on Form 4 or Annual Statements of Changes in Beneficial Ownership on Form 5 filed with the SEC, including (i) the Form 4s filed by Mr. Wilkerson on May 4, 2026 and May 19, 2026; (ii) the Form 4 filed by Mr. Morris on May 18, 2026; and (iii) the Form 4 filed by Mr. Firestone on August 25, 2026.
Other information regarding the participants in the proxy solicitations and a description of their direct and indirect interests, by security holdings or otherwise, will be contained in the proxy statement/prospectus and other relevant materials to be filed with the SEC regarding the proposed transaction when such materials become available. Investors and stockholders should read the proxy statement/prospectus carefully when it becomes available before making any voting or investment decisions. You may obtain free copies of these documents from C.H. Robinson and RXO using the sources indicated above.
No Offer or Solicitation
This communication is not intended to and shall not constitute an offer to buy or sell or the solicitation of an offer to buy or sell any securities, or a solicitation of any vote or approval, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. No offering of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the U.S. Securities Act of 1933, as amended.
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.
