earnings
confidence high
sentiment positive
materiality 0.75
C.H. Robinson Q1 2026 EPS $1.22 (+9.9% YoY); adjusted EPS $1.35 (+15.4%)
C. H. ROBINSON WORLDWIDE, INC.
2026-Q1 EPS
reported $1.22
vs consensus $1.26
▼ miss
(-3.5%)
- Income from operations $175.7M (-0.7%); adjusted income from operations $195.9M (+5.6%).
- NAST volume flat YoY vs. Cass Freight Shipment Index decline of 6.2%.
- Cash returned to shareholders $359.8M, up 105.6% from prior year.
- Cash from operations $68.6M, down $37.9M on higher truckload prices impacting working capital.
- Adjusted gross profit margin in NAST held flat at 14.6% despite higher spot market costs.