C.H. Robinson Worldwide (NASDAQ:CHRW) Releases Earnings Results, Beats Expectations By $0.11 EPS

01 May 2026, 11:46 by Doug Wharley · The Cerbat Gem

C.H. Robinson Worldwide (NASDAQ:CHRW – Get Free Report) announced its quarterly earnings data on Wednesday. The transportation company reported $1.35 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.24 by $0.11, FiscalAI reports. The firm had revenue of $4.01 billion during the quarter, compared to analysts’ expectations of $4.05 billion. C.H. Robinson Worldwide had a net margin of 3.70% and a return on equity of 34.89%. The company’s revenue for the quarter was down .9% compared to the same quarter last year. During the same period in the prior year, the company posted $1.17 earnings per share.

Here are the key takeaways from C.H. Robinson Worldwide’s conference call:

Q1 adjusted EPS rose 15% year‑over‑year despite a significant increase in truckload spot costs, with NAST gross margin held at 14.6% and adjusted gross profit outperforming the market.
The company gained NAST market share for the 12th consecutive quarter, drove LTL volume growth (~2% YoY) and increased contractual truckload mix from ~65% to ~70% via targeted bids and disciplined revenue management.
Management emphasized its Lean AI strategy and automation, reporting >50% higher shipments per person since end‑2022 and expecting double‑digit productivity in 2026 as custom AI agents scale to lower cost‑to‑serve.
Global Forwarding AGP declined ~12% YoY (weaker ocean rates/volume), company revenue and AGP were down ~1%–2% YoY, and Q1 included $18.8M of restructuring charges that weighed on near‑term results.
The pending Montgomery Supreme Court case poses legal and industry uncertainty if decided adversely, though management expects to prevail and says it has contingency plans for either outcome.

C.H. Robinson Worldwide Trading Down 0.9%

Shares of C.H. Robinson Worldwide stock traded down $1.66 during trading on Friday, hitting $180.15. The stock had a trading volume of 367,342 shares, compared to its average volume of 2,179,775. The firm’s fifty day simple moving average is $175.82 and its 200-day simple moving average is $166.78. The stock has a market cap of $21.23 billion, a PE ratio of 36.36, a PEG ratio of 1.94 and a beta of 0.93. The company has a debt-to-equity ratio of 0.59, a current ratio of 1.53 and a quick ratio of 1.53. C.H. Robinson Worldwide has a 12 month low of $86.58 and a 12 month high of $203.34.

C.H. Robinson Worldwide Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, April 2nd. Stockholders of record on Friday, March 6th were issued a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, March 6th. C.H. Robinson Worldwide’s dividend payout ratio (DPR) is 52.17%.

Wall Street Analyst Weigh In

CHRW has been the subject of a number of analyst reports. Robert W. Baird set a $203.00 price objective on shares of C.H. Robinson Worldwide in a research note on Thursday, January 29th. Benchmark raised their target price on shares of C.H. Robinson Worldwide from $160.00 to $205.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $200.00 target price on shares of C.H. Robinson Worldwide in a research note on Thursday, January 29th. Bank of America cut their target price on shares of C.H. Robinson Worldwide from $225.00 to $219.00 and set a “buy” rating for the company in a research note on Friday, March 27th. Finally, Truist Financial raised their target price on shares of C.H. Robinson Worldwide from $190.00 to $210.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Fifteen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $190.82.

View Our Latest Stock Report on CHRW

Key C.H. Robinson Worldwide News

Here are the key news stories impacting C.H. Robinson Worldwide this week:

Positive Sentiment: Q1 EPS beat — CHRW reported $1.35 EPS vs. consensus ~$1.24, showing year-over-year earnings improvement and supporting profitability metrics. BusinessWire Q1 Release
Positive Sentiment: Wells Fargo raised its price target to $215 and maintained an overweight stance — a notable bullish signal from a major broker. Wells Fargo Price Target Raise
Positive Sentiment: JPMorgan raised its price target to $196 and kept an overweight rating, adding institutional support for further upside. Benzinga JPMorgan Note
Neutral Sentiment: TD Cowen nudged its target to $196 but kept a “hold” rating — a mixed signal (higher valuation but cautious stance). TD Cowen Note
Neutral Sentiment: Earnings materials and call transcript are available for detail on guidance, mix and margin commentary — useful for assessing whether headwinds are temporary. Earnings Call Transcript
Negative Sentiment: Revenue missed estimates — $4.01B vs. ~$4.05B expected; top-line shortfall and a 0.9% y/y revenue decline are weighing on sentiment. MSN Revenue Miss
Negative Sentiment: Freight mix and volumes weak in ocean and truckload segments (lower ocean pricing and volumes), which pushed revenue pressure despite higher pricing in some truckload/LTL lanes. Zacks on Revenue Mix

Insider Transactions at C.H. Robinson Worldwide

In other news, insider Michael D. Castagnetto bought 594 shares of the stock in a transaction dated Thursday, February 12th. The stock was purchased at an average price of $168.24 per share, for a total transaction of $99,934.56. Following the acquisition, the insider owned 35,488 shares of the company’s stock, valued at $5,970,501.12. The trade was a 1.70% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO David P. Bozeman bought 1,223 shares of the stock in a transaction dated Thursday, February 12th. The stock was purchased at an average price of $163.34 per share, with a total value of $199,764.82. Following the acquisition, the chief executive officer directly owned 190,600 shares in the company, valued at approximately $31,132,604. The trade was a 0.65% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have purchased 2,422 shares of company stock worth $400,801 and have sold 17,796 shares worth $3,555,415. Insiders own 0.37% of the company’s stock.

Institutional Investors Weigh In On C.H. Robinson Worldwide

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Bank of Jackson Hole Trust bought a new stake in C.H. Robinson Worldwide during the 4th quarter valued at about $25,000. DV Equities LLC bought a new stake in C.H. Robinson Worldwide during the 4th quarter valued at about $27,000. CYBER HORNET ETFs LLC bought a new stake in C.H. Robinson Worldwide during the 2nd quarter valued at about $30,000. MUFG Securities EMEA plc bought a new stake in C.H. Robinson Worldwide during the 2nd quarter valued at about $34,000. Finally, Measured Wealth Private Client Group LLC bought a new stake in C.H. Robinson Worldwide during the 3rd quarter valued at about $34,000. Institutional investors own 93.15% of the company’s stock.

About C.H. Robinson Worldwide

(Get Free Report)

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.