Jun 2026 (Q2 FY26) — Jul 29, 2026
C.H. Robinson Q2 FY26 — Lean AI Strategy Drives Earnings Growth Amidst Challenging Market
Read the full callC. H. Robinson Worldwide (CHRW) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
C. H. Robinson Worldwide earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 4,934 | +19.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 5.2 | −0.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 187 | +22.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
6 of 12 judged targets kept · 8 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Capital expenditures | $75 million to $85 million | Dec 2025 | we are lowering our 2026 capital expenditures expectations to be in the range of $65 million to $75 million, down from the previous range of $75 million to $85 million. | Revised Up |
| Depreciation and amortization expense | $95 million to $105 million | Dec 2025 | we now expect depreciation and amortization to be towards the lower end of previously stated range of $95 million to $105 million for the year. | On Track |
| Effective tax rate | below 15% | Dec 2025 | Our effective tax rate for the quarter was 11.7%. | Achieved |
6 of C. H. ROBINSON WORLDWIDE, INC.'s 20 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 17 more targets are in the full ledger.
Claimed
- Adjusted operating income increased 20% year-over-year.
- NAST operating margin expanded 280 basis points year-over-year to 40.9% (ex-restructuring).
- Global Forwarding operating margin expanded 470 basis points year-over-year to 33.4% (ex-restructuring).
- NAST total volume grew 1.5% year-over-year, outperforming Cass Freight Shipment Index decline of 3.3% for the 13th consecutive quarter.
- Cash returned to shareholders totaled $301.3 million in Q2, an 88% increase year-over-year.
Qualified
- Cass Freight Shipment Index declined 3.3% year-over-year in Q2, marking the 15th consecutive quarter of decline.
- Truckload linehaul cost per mile increased 29% year-over-year, putting pressure on contractual margins.
- DAT spot rates (excluding fuel) increased approximately 34% year-over-year in Q2.
- Gross margin stepped down sequentially to 13.1% from 14.6% in Q1, partly due to higher fuel costs.
- A Texas jury issued an advisory verdict against the company in a trucking accident case, which the company strongly disagrees with and plans to appeal.
Price
$138.85 −0.46% · −$0.64
Performance +9.0% 1Y
1Y: $127.39 on 17 Oct 2025 → $138.85. High $209.42 (21 Jul 2026), low $125.41 (23 Oct 2025).
- Previous close
- $139.49
- 52-week range
- $125.41 – $209.42
- One year
- +8.94%
Overview
- Symbol
- CHRW
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
6 of 12 judged targets kept · 8 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Capital expenditures | $75 million to $85 million | Dec 2025 | we are lowering our 2026 capital expenditures expectations to be in the range of $65 million to $75 million, down from the previous range of $75 million to $85 million. | Revised Up |
| Depreciation and amortization expense | $95 million to $105 million | Dec 2025 | we now expect depreciation and amortization to be towards the lower end of previously stated range of $95 million to $105 million for the year. | On Track |
| Effective tax rate | below 15% | Dec 2025 | Our effective tax rate for the quarter was 11.7%. | Achieved |
Claimed
- Adjusted operating income increased 20% year-over-year.
- NAST operating margin expanded 280 basis points year-over-year to 40.9% (ex-restructuring).
- Global Forwarding operating margin expanded 470 basis points year-over-year to 33.4% (ex-restructuring).
- NAST total volume grew 1.5% year-over-year, outperforming Cass Freight Shipment Index decline of 3.3% for the 13th consecutive quarter.
- Cash returned to shareholders totaled $301.3 million in Q2, an 88% increase year-over-year.
Qualified
- Cass Freight Shipment Index declined 3.3% year-over-year in Q2, marking the 15th consecutive quarter of decline.
- Truckload linehaul cost per mile increased 29% year-over-year, putting pressure on contractual margins.
- DAT spot rates (excluding fuel) increased approximately 34% year-over-year in Q2.
- Gross margin stepped down sequentially to 13.1% from 14.6% in Q1, partly due to higher fuel costs.
- A Texas jury issued an advisory verdict against the company in a trucking accident case, which the company strongly disagrees with and plans to appeal.
The full ledger
Open C. H. ROBINSON WORLDWIDE, INC.’s full ledger
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Call summaries
Mar 2026 (Q1 FY26) — Apr 29, 2026
C.H. Robinson Q1 FY26 — Strong Earnings Growth Amidst Tightening Truckload Market
Read the full callEvery analysed call
C. H. Robinson Worldwide earnings calls (CHRW)
Financials
What the filings say
Net profit, year on year: +23% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 4,645 | 4,185 | 4,047 | 4,137 | 4,137 | 3,913 | 4,013 | 4,934 |
| Expenses | 4,465 | 4,001 | 3,870 | 3,921 | 3,916 | 3,731 | 3,837 | 4,678 |
| Operating profit | 180 | 184 | 177 | 216 | 221 | 181 | 176 | 256 |
| Operating margin | 3.9% | 4.4% | 4.4% | 5.2% | 5.3% | 4.6% | 4.4% | 5.2% |
| Profit before tax | 144 | 168 | 157 | 194 | 205 | 167 | 167 | 238 |
| Tax rate | 32.4% | 11.4% | 13.7% | 21.4% | 20.6% | 18.1% | 11.7% | 21.5% |
| Net profit | 97 | 149 | 135 | 152 | 163 | 136 | 147 | 187 |
| EPS ($ per share) | 0.81 | — | 1.12 | 1.27 | 1.36 | — | 1.23 | 1.58 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 3,846 | 4,145 | 4,373 | 4,937 | 5,590 | 5,621 | 5,786 | 6,071 |
| Total liabilities | 2,832 | 2,970 | 3,264 | 5,006 | 4,601 | 3,807 | 3,576 | 3,213 |
| Fixed assets | 228 | 208 | 179 | 140 | 159 | 145 | 127 | 116 |
| Total assets | 4,427 | 4,641 | 5,144 | 7,028 | 5,955 | 5,225 | 5,298 | 5,058 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 793 | 835 | 499 | 95 | 1,650 | 732 | 509 | 915 |
| Cash from investing | -73 | -113 | -272 | -86 | -65 | -83 | -74 | -55 |
| Cash from financing | -655 | -651 | -441 | 8 | -1,620 | -718 | -416 | -863 |
| Net cash flow | 45 | 69 | -204 | 14 | -40 | -72 | 11 | 4 |
| Capital expenditure | -45 | -36 | -23 | -34 | -62 | -30 | -23 | -20 |
| Free cash flow | 748 | 799 | 476 | 61 | 1,588 | 702 | 486 | 895 |
CHRW revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| North American Service Transportation NAST | 63% | 67% | 71% | 71% | 72% | 72% | 73% | 73% | +23.1% |
| Global Forwarding | 25% | 21% | 19% | 19% | 19% | 19% | 17% | 18% | +12.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
CHRW operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | 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.
Insider filings
53 filings between Nov 3, 2025 and Jul 8, 2026.
Open market
decisions to buy or sellPurchases
$501.6K
4 purchases by 4 insiders
Sales
$18.87M
10 sales by 4 insiders
50% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 13
- Award — granted as compensation
- 7
- Option exercise — converted options into shares
- 18
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Freeman Angela K. | — | $9.19M | Feb 9, 2026 |
| Castagnetto Michael D. | $100.0K | $7.42M | Feb 12, 2026 |
| Short Michael John | — | $1.88M | Feb 9, 2026 |
| RAJAN ARUN | $101.1K | $381.9K | Feb 12, 2026 |
| Bozeman David P | $199.8K | — | Feb 12, 2026 |
| Lee Damon J. | $100.8K | — | Feb 12, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 8, 2026 | Lee Damon J. Chief Financial Officer | Tax withheld | 4,698 | $897.1K |
| Jun 26, 2026 | Bozeman David P President & CEO | Tax withheld | 11,693 | $2.11M |
| May 29, 2026 | RAJAN ARUN Chief Strat & Innov Officer | Award | 8,714 | $0 |
| May 5, 2026 | Capers Dorothy Trefon Chief Legal Officer | Tax withheld | 1,204 | $194.1K |
| Feb 17, 2026 | RAJAN ARUN Chief Strat & Innov Officer | Tax withheld | 9,030 | $1.59M |
| Feb 17, 2026 | Short Michael John President, Global Forwarding | Tax withheld | 7,803 | $1.37M |
| Feb 17, 2026 | Freeman Angela K. CHRO and ESG Officer | Tax withheld | 6,787 | $1.19M |
| Feb 17, 2026 | Castagnetto Michael D. Pres, NAST | Tax withheld | 3,009 | $529.6K |
| Feb 12, 2026 | RAJAN ARUN Chief Strat & Innov Officer | Purchase | 605 | $101.1K |
| Feb 12, 2026 | Lee Damon J. Chief Financial Officer | Purchase | 620 | $100.8K |
| Feb 12, 2026 | Bozeman David P President & CEO | Purchase | 1,223 | $199.8K |
| Feb 12, 2026 | Castagnetto Michael D. Pres, NAST | Purchase | 594 | $100.0K |
| Feb 9, 2026 | Short Michael John President, Global Forwarding | Tax withheld 10b5-1 plan | 3,787 | $759.6K |
| Feb 9, 2026 | Short Michael John President, Global Forwarding | Sale 10b5-1 plan | 6,368 | $1.28M |
| Feb 9, 2026 | Freeman Angela K. CHRO and ESG Officer | Tax withheld | 5,926 | $1.19M |
| Feb 9, 2026 | Freeman Angela K. CHRO and ESG Officer | Sale | 8,579 | $1.72M |
| Feb 4, 2026 | RAJAN ARUN Chief Strat & Innov Officer | Award | 7,225 | $0 |
| Feb 4, 2026 | Bozeman David P President & CEO | Award | 20,740 | $0 |
| Feb 4, 2026 | Bozeman David P President & CEO | Award | 31,201 | $0 |
| Feb 4, 2026 | Bozeman David P President & CEO | Tax withheld | 13,564 | $2.71M |
| Feb 4, 2026 | Capers Dorothy Trefon Chief Legal Officer | Award | 3,480 | $0 |
| Feb 4, 2026 | Lee Damon J. Chief Financial Officer | Award | 5,610 | $0 |
| Feb 4, 2026 | Castagnetto Michael D. Pres, NAST | Award | 4,940 | $0 |
| Feb 4, 2026 | Castagnetto Michael D. Pres, NAST | Award | 1,805 | $0 |
| Feb 4, 2026 | Freeman Angela K. CHRO and ESG Officer | Award | 3,930 | $0 |
| Feb 4, 2026 | Freeman Angela K. CHRO and ESG Officer | Award | 2,621 | $0 |
| Feb 4, 2026 | Short Michael John President, Global Forwarding | Award | 4,710 | $0 |
| Feb 4, 2026 | Short Michael John President, Global Forwarding | Award | 3,618 | $0 |
| Feb 4, 2026 | RAJAN ARUN Chief Strat & Innov Officer | Award | 11,780 | $0 |
| Feb 2, 2026 | Castagnetto Michael D. Pres, NAST | Sale 10b5-1 plan | 2,849 | $553.3K |
| Jan 15, 2026 | Short Michael John President, Global Forwarding | Sale 10b5-1 plan | 1,230 | $215.3K |
| Jan 2, 2026 | RAJAN ARUN Chief Strat & Innov Officer | Tax withheld | 7,848 | $1.26M |
| Dec 31, 2025 | Freeman Angela K. CHRO and ESG Officer | Tax withheld | 2,163 | $350.3K |
| Dec 31, 2025 | Castagnetto Michael D. Pres, NAST | Tax withheld | 2,390 | $387.1K |
| Dec 31, 2025 | Capers Dorothy Trefon Chief Legal Officer | Tax withheld | 711 | $115.2K |
| Dec 31, 2025 | Short Michael John President, Global Forwarding | Tax withheld 10b5-1 plan | 2,853 | $462.1K |
| Dec 31, 2025 | Short Michael John President, Global Forwarding | Sale 10b5-1 plan | 2,390 | $387.0K |
| Dec 31, 2025 | RAJAN ARUN Chief Strat & Innov Officer | Tax withheld | 6,197 | $1.00M |
| Dec 31, 2025 | Lee Damon J. Chief Financial Officer | Tax withheld | 2,603 | $421.6K |
| Dec 31, 2025 | Bozeman David P President & CEO | Tax withheld | 11,209 | $1.82M |
| Nov 17, 2025 | RAJAN ARUN Chief Strat & Innov Officer | Sale 10b5-1 plan | 2,500 | $381.9K |
| Nov 6, 2025 | Freeman Angela K. CHRO and ESG Officer | Option exercise | 10,572 | $921.3K |
| Nov 6, 2025 | Freeman Angela K. CHRO and ESG Officer | Option exercise | 20,220 | $1.80M |
| Nov 6, 2025 | Freeman Angela K. CHRO and ESG Officer | Option exercise | 19,092 | $1.39M |
| Nov 6, 2025 | Freeman Angela K. CHRO and ESG Officer | Sale | 38,738 | $5.79M |
| Nov 6, 2025 | Freeman Angela K. CHRO and ESG Officer | Sale | 11,146 | $1.68M |
| Nov 4, 2025 | Castagnetto Michael D. Pres, NAST | Gift | 658 | $0 |
| Nov 3, 2025 | Castagnetto Michael D. Pres, NAST | Option exercise | 7,760 | $595.3K |
| Nov 3, 2025 | Castagnetto Michael D. Pres, NAST | Option exercise | 10,012 | $872.5K |
| Nov 3, 2025 | Castagnetto Michael D. Pres, NAST | Option exercise | 6,904 | $613.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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