C.H. Robinson Worldwide, IncNasdaq: CHRW
Industrials · Air Freight & Logistics
$177.16
-2.56%
Vol: 1.1M
Research Digest
Friday, May 1, 2026
C.H. Robinson Q1 beats EPS estimates with 15% adjusted EPS growth and 12th consecutive market share gain
C.H. Robinson reported Q1 2026 results with adjusted EPS of $1.35, beating consensus estimates of $1.24 by $0.11. Achieved 15% adjusted EPS growth despite flat year-over-year revenue. Gained market share in North American Surface Transportation for 12th consecutive quarter. Global Forwarding expanded gross margins 60 basis points. Returned $360 million to shareholders. Reaffirmed 2026 EPS guidance.
Previous Market Intelligence
13 daysApr 30C.H. Robinson reported Q1 2026 EPS of $1.35 beating estimates of $1.24 (8.87% beat) with flat revenue of $4.01B, though management reaffirmed $6 EPS target and gained market share for 12th consecutive quarter.Positive▶
C.H. Robinson topped earnings expectations with non-GAAP EPS of $1.35 (9.6% above consensus) representing 15% YoY increase, though Q1 revenue was flat at $4.01B. The company gained market share in North American Surface Transportation for the 12th consecutive quarter and expanded Global Forwarding margins by 60 basis points YoY. Management reaffirmed confidence in $6 EPS target and has contingency plans for Montgomery case outcomes. Stock up 16.9% YTD versus S&P 500's 4.3%. Stifel raised price target to $207, average PT is $190.32.
Apr 29C.H. Robinson reports Q1 2026 earnings: net income +8.8% to $147.2M, adjusted EPS $1.35 (+15.4%), returns $359.8M to shareholdersPositive▶
C.H. Robinson reported Q1 2026 net income of $147.2M with adjusted EPS $1.35 (+15.4%), beating estimates 9.6% above consensus. Revenue slightly declined 0.8% to $4.0B due to lower freight volumes, but company returned $359.8M to shareholders through $280.7M buybacks and $79M dividends. North American Surface Transportation adjusted GP +3.0% to $431.1M. Company raised 2026 guidance and expects 18-20% tax rate.
Apr 16C.H. Robinson raised 2026 operating income target and launched new fuel card to improve margins amid competitive pressures.Neutral▶
C.H. Robinson Worldwide reported 2025 full-year revenues of $16.2 billion with 12,000 employees and 75,000 customers globally. Company raised 2026 operating income guidance and launched new fuel card offering free discounts and temporary fee-free cash advances for contract carriers in response to higher diesel costs. Ritholtz Wealth Management increased position by 378.8% in Q4. Stock trades at $166.47 with 52-week range of $86.58 to $203.34. Analysts project modest revenue growth and earnings increases through 2028 while noting margin risks. C.H. Robinson leveraging proprietary AI and data capabilities for logistics productivity and efficiency improvements.
Apr 15C.H. Robinson stock jumped 2.9% after U.S.-Iran ceasefire reduced crude oil costs; Q1 earnings scheduled for April 29.Positive▶
C.H. Robinson shares jumped 2.9% on April 8 after ship-tracking services reported vessels passing through the Strait of Hormuz following a U.S.-Iran ceasefire. WTI crude dropped below $94. Q1 2026 results will be released April 29. The company announced a program to assist carriers managing rising diesel costs. 15 of 26 analysts recommend Strong Buy with $190.84 mean price target.
Apr 14C.H. Robinson surges 2.9% on US-Iran ceasefire lifting crude costs; Q1 2026 earnings due April 29.Positive▶
Stock jumped 2.9% April 8 after U.S.-Iran ceasefire allowed vessels to resume Strait of Hormuz passage. With WTI crude dropping below $94/barrel, projected logistics costs dropped. Q1 2026 earnings April 29 with 16.1% EPS growth projected. Q4 2025 EPS $1.23 beat consensus by 9.8%. 15 of 26 analysts recommend Strong Buy with $190.84 target.
Apr 13C.H. Robinson scheduled Q1 2026 earnings April 29; benefiting from Iran-US ceasefire reducing fuel costs and strengthening logistics margins.Positive▶
C.H. Robinson will release Q1 2026 earnings after market close on April 29. Ship-tracking services reported first vessels through Strait of Hormuz following U.S.-Iran ceasefire. WTI crude dropped below $94, boosting profit margin expectations. Q4 2025 EPS of $1.23 outpaced consensus by 9.8%. Consensus Strong Buy/Moderate Buy with PT $190.84.
Apr 10C.H. Robinson Jumps 2.9% on Middle East Ceasefire; Q1 Earnings April 29Positive▶
Stock up 2.9% as ceasefire reduced crude below $94, boosting logistics margins. Q1 earnings April 29. Free discount fuel card for carriers.
Apr 9CH Robinson up 2.9% as Hormuz ceasefire, lower oil prices boost freight marginsPositive▶
C.H. Robinson shares jumped after U.S.-Iran ceasefire agreement allowed vessels through Strait of Hormuz, with WTI crude dropping below $94/barrel. The logistics company introduced free discount fuel cards and fee-free advances to carriers managing higher diesel costs. Q1 earnings report due April 29; stock up 4.5% YTD but still 14.7% below 52-week high.
Apr 8C.H. Robinson schedules Q1 2026 earnings for April 29; rolls out fuel relief for carriers.Neutral▶
CHRW Q1 earnings April 29. Rolled out free discount fuel cards and fee-free cash advances for contract carriers amid diesel costs. Buy consensus $174.14.
Apr 7C.H. Robinson Advances Lean AI Operating System and Provides Diesel Cost ReliefPositive▶
C.H. Robinson introduced Lean AI operating system built on 100+ trillion proprietary logistics data points to improve shipment speed and reliability. Company rolled out free discount fuel cards and fee-free cash advances for carriers amid higher diesel costs. Raised 2026 operating income target. Year-to-date return 66.99%, but faces high valuation challenges.
Apr 6C.H. Robinson launches Lean AI, responds to fuel cost crisis with carrier support programsMixed▶
C.H. Robinson Worldwide reported 2025 revenue of $16.2 billion and introduced Lean AI in March 2026, deploying hundreds of agents across pricing, routing, and execution using data from 37 million annual shipments. The company responded to elevated diesel costs with free discount fuel cards and temporary fee-free cash advances for contract carriers. Recent analyst activity shows price target adjustments: BofA lowered to $219 from $225 and Evercore ISI lowered to $205 from $219 on March 27, 2026. The fair value estimate was raised to $193.52 from $153.36. CEO and CFO both bought shares in mid-February.
Apr 3C.H. Robinson deploys AI agents to automate missed pickup checks and waives fuel card fees amid rising diesel costs.Positive▶
C.H. Robinson announced AI-driven automation reducing missed LTL pickups by automating 95% of checks, saving over 350 manual hours daily. In response to rising diesel costs, C.H. Robinson waived fuel card fees for contract carriers. Q4 2025 revenue declined 6.5% to $3.9B. Consensus Buy with $191.64 target.
Apr 2C.H. Robinson trims high-level managers as part of AI-driven automation; stock +1.85% in 24 hours.Mixed▶
C.H. Robinson Worldwide is implementing AI-driven employment reductions and office closures as part of automation efforts. The company trades at $168.50 USD (+1.85% in 24 hours) with 65.46% YoY gains. BofA lowered its price target to $219 from $225 on March 27, 2026. The company raised 2026 operating income guidance on the back of strong Q4 2025 results driven by market share gains and Lean AI productivity improvements. Analyst price targets range from $90 to $225.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| FDXFEDEX | $394.19 | -2.26% | +12.4% | 18.0x | 1.29 | $96.2B |
| UPSUNITED | $107.46 | -1.23% | +12.0% | 13.7x | 1.10 | $92.4B |
| CHRWC.H. | $177.16 | -2.56% | +7.6% | 25.1x | 0.94 | $21.6B |
| EXPDEXPEDITORS | $147.06 | -0.56% | +1.7% | 22.9x | 1.08 | $19.7B |
| CATCATERPILLAR | $890.93 | +0.09% | +23.4% | 31.8x | 1.52 | $414.2B |
| GEGENERAL | $287.56 | -0.82% | +0.4% | 33.4x | 1.43 | $302.9B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.