CHRW C. H. Robinson Worldwide (CHRW) Q2 FY26 earnings call
C.H. Robinson delivered strong Q2 FY26 results, achieving mid-cycle operating margins in both NAST and Global Forwarding, driven by its Lean AI strategy and disciplined execution. The company continues to gain market share and optimize profitability despite a challenging freight market characterized by declining demand and rising spot rates. Management remains confident in its strategy and ability to drive sustainable earnings growth and long-term value, while navigating legal and market complexities.
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CHRW operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Employees In-house engineers and data scientists | 450+With more than 450 in-house engineers and data scientists who have domain expertise and deeply understand our business, we're able to deploy agents faster and with greater control than a buy and integrate model that relies on stitching together third-party solutions that are generic and lack the data set in context that represent the scale, complexity and nuance of our business and the industry.Source: earnings call transcript | 450+We have a builder culture supported by more than 450 in-house engineers and data scientists and our AI agents are powered by proprietary data, deep logistics expertise and an engineered context layer that simply cannot be purchased or built overnight.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.