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

C.H. Robinson Worldwide, Inc. reports Wednesday, Nov 4, 2026

CHRW reports after market close with consensus EPS at $1.65 and revenue at $4.85B. Last quarter: CHRW Beats EPS by 10%, Reaffirms $6 Target as AI-Driven Margins Expand

Reports After market close45 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.65 Calendar consensus
Consensus revenue $4.85B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session After market close 45 days away

Where CHRW left off: FY2026 Q1

Full report

CHRW Beats EPS by 10%, Reaffirms $6 Target as AI-Driven Margins Expand

EPS surprise +9.8% Reported $1.35 vs $1.23
Revenue surprise -0.8% Reported $4.01B vs $4.05B
Stock move -2.5% Event window
Subsequent drift -1.7% Up to 20 sessions

Management reaffirmed its $6 EPS target for full-year 2026, explicitly stating it carries no growth assumptions. The company expects double-digit productivity improvements to be over-indexed in H2 2026. Capex outlook remains stable. Guidance sentiment was characterized as maintained.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Elevated truckload spot rates and fuel surcharge pressure on margins
  • Potential adverse ruling in the Montgomery Supreme Court case on broker safety regulation
  • Macroeconomic slowdown and continued capacity constraints
  • Regulatory changes affecting capacity and customs compliance

Questions analysts left open

  • Impact of the Montgomery Supreme Court case outcome on the business
  • Sustainability of Q1 performance in a potentially lower-rate environment
  • Effectiveness of headcount reductions on long-term growth
  • Future direction of contract vs. spot business mix
  • Global forwarding volume exposure to geopolitical disruptions

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Recent CHRW quarters

All CHRW earnings
-2.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.