C.H. Robinson Worldwide, Inc. · CHRW · Next earnings

C.H. Robinson Worldwide, Inc. reports Wednesday, Jan 27, 2027

CHRW reports session not yet known with consensus EPS at $1.59 and revenue at $4.84B. Last quarter: C.H. Robinson expands margins as Lean AI and RXO integration advance

Reports Session not yet known83 days awayDate unknown Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.59 Calendar consensus
Consensus revenue $4.84B Calendar consensus
Report date Jan 27, 2027 Wednesday, date unknown
Session Session not yet known 83 days away

Where CHRW left off: FY2026 Q3

Full report

C.H. Robinson expands margins as Lean AI and RXO integration advance

EPS surprise +2.9% Reported $1.80 vs $1.75
Revenue surprise +9.0% Reported $5.36B vs $4.92B
Stock move -11.1% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment was maintained. Full-year capex is projected at $65-$75 million, and management continues to target mid-cycle operating margins in both segments.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Elevated spot truckload rates and driver shortages could increase capacity constraints.
  • Claims and insurance expenses may remain volatile, including possible auto-liability premium inflation.
  • RXO integration and real-estate footprint optimization could create customer, employee or impairment risks.

Questions analysts left open

  • Quarterly lumpiness in SG&A and claims expenses.
  • Potential insurance-cost inflation in 2027.
  • RXO integration, including customer and employee attrition risk.
  • The effect of elevated spot rates on profitability and margin sustainability.

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Recent CHRW quarters

All CHRW earnings
-11.1%FY2026 Q3-15.4%FY2026 Q2-2.5%FY2026 Q1+18.1%FY2025 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.