C.H. Robinson (CHRW) Reports Q2 Earnings: What Key Metrics Have to Say

For the quarter ended June 2026, C.H. Robinson Worldwide (CHRW) reported revenue of $4.93 billion, up 19.3% over the same period last year. EPS came in at $1.61, compared to $1.29 in the year-ago quarter.

The reported revenue represents a surprise of +11.74% over the Zacks Consensus Estimate of $4.42 billion. With the consensus EPS estimate being $1.53, the EPS surprise was +5.23%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how C.H. Robinson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Average employee headcount: 11,471 versus 11,600 estimated by two analysts on average.
• Total Revenues- NAST: $3.59 billion versus $3.07 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +23.1% change.
• Total Revenues- All Other and Corporate: $444.23 million versus $412.58 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5.6% change.
• Total Revenues- Global Forwarding: $896.6 million versus the three-analyst average estimate of $786.04 million. The reported number represents a year-over-year change of +12.4%.
• Adjusted Gross Profit- Global Forwarding: $188.83 million versus $188.26 million estimated by three analysts on average.
• Adjusted Gross Profit- NAST: $469.39 million versus the three-analyst average estimate of $456.71 million.
• Adjusted Gross Profit- All Other & Corporate- Managed Solutions: $32.47 million versus the two-analyst average estimate of $29.8 million.
• Adjusted Gross Profit- All Other & Corporate: $79.75 million versus $74.16 million estimated by two analysts on average.
• Adjusted Gross Profit- All Other & Corporate- Robinson Fresh: $47.28 million versus $45.07 million estimated by two analysts on average.

View all Key Company Metrics for C.H. Robinson here>>>

Shares of C.H. Robinson have returned -10.1% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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