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

C.H. Robinson Worldwide (NASDAQ:CHRW) issued its earnings results on Wednesday. The transportation company reported $1.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.11, FiscalAI reports. The company had revenue of $4.01 billion for the quarter, compared to the consensus estimate of $4.01 billion. C.H. Robinson Worldwide had a return on equity of 34.24% and a net margin of 3.62%.The firm’s quarterly revenue was down .9% on a year-over-year basis. During the same quarter last year, the company earned $1.17 EPS.

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 Price Performance

Shares of CHRW traded up $0.07 on Thursday, reaching $186.50. The stock had a trading volume of 263,126 shares, compared to its average volume of 2,162,183. The firm has a market capitalization of $21.98 billion, a PE ratio of 38.54, a PEG ratio of 1.96 and a beta of 0.93. The company has a quick ratio of 1.53, a current ratio of 1.53 and a debt-to-equity ratio of 0.59. The firm has a 50-day moving average of $175.89 and a 200 day moving average of $166.67. C.H. Robinson Worldwide has a twelve month low of $86.58 and a twelve month high of $203.34.

C.H. Robinson Worldwide Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, April 2nd. Shareholders of record on Friday, March 6th were given a dividend of $0.63 per share. The ex-dividend date was Friday, March 6th. This represents a $2.52 annualized dividend and a yield of 1.4%. C.H. Robinson Worldwide’s payout ratio is presently 52.17%.

Insiders Place Their Bets

In related news, insider Michael John Short sold 6,368 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $201.30, for a total value of $1,281,878.40. Following the sale, the insider owned 52,101 shares in the company, valued at $10,487,931.30. This represents a 10.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO David P. Bozeman bought 1,223 shares of C.H. Robinson Worldwide stock in a transaction that occurred on Thursday, February 12th. The stock was bought at an average cost of $163.34 per share, for a total transaction of $199,764.82. Following the purchase, the chief executive officer owned 190,600 shares in the company, valued at $31,132,604. This represents a 0.65% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders have acquired 2,422 shares of company stock worth $400,801 and have sold 17,796 shares worth $3,555,415. 0.37% of the stock is currently owned by insiders.

Institutional Trading of C.H. Robinson Worldwide

Several large investors have recently added to or reduced their stakes in CHRW. Goldman Sachs Group Inc. lifted its holdings in C.H. Robinson Worldwide by 3.2% in the first quarter. Goldman Sachs Group Inc. now owns 804,215 shares of the transportation company’s stock worth $82,352,000 after acquiring an additional 24,788 shares during the last quarter. United Services Automobile Association bought a new position in C.H. Robinson Worldwide in the first quarter worth about $259,000. Empowered Funds LLC lifted its holdings in C.H. Robinson Worldwide by 2.3% in the first quarter. Empowered Funds LLC now owns 15,516 shares of the transportation company’s stock worth $1,589,000 after acquiring an additional 350 shares during the last quarter. Woodline Partners LP raised its holdings in shares of C.H. Robinson Worldwide by 41.3% during the first quarter. Woodline Partners LP now owns 10,029 shares of the transportation company’s stock valued at $1,027,000 after buying an additional 2,930 shares during the last quarter. Finally, Focus Partners Wealth raised its holdings in shares of C.H. Robinson Worldwide by 9.9% during the first quarter. Focus Partners Wealth now owns 3,974 shares of the transportation company’s stock valued at $407,000 after buying an additional 359 shares during the last quarter. 93.15% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

CHRW has been the topic of a number of research reports. Raymond James Financial reaffirmed an “outperform” rating on shares of C.H. Robinson Worldwide in a research note on Monday, April 20th. Barclays reaffirmed an “overweight” rating and issued a $210.00 price objective on shares of C.H. Robinson Worldwide in a research note on Thursday. Weiss Ratings lowered C.H. Robinson Worldwide from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 17th. Stifel Nicolaus lifted their price target on C.H. Robinson Worldwide from $184.00 to $202.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Finally, Wells Fargo & Company lifted their price target on C.H. Robinson Worldwide from $185.00 to $210.00 and gave the stock an “overweight” rating in a report on Thursday, January 29th. Fifteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $186.74.

Key Headlines Impacting C.H. Robinson Worldwide

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

• Positive Sentiment: Q1 EPS beat consensus — C.H. Robinson reported $1.35 EPS vs. roughly $1.24–$1.25 expected, up from $1.17 a year ago; the beat supports near-term sentiment and underpins profit improvement. C.H. Robinson Worldwide (CHRW) Tops Q1 Earnings Estimates
• Positive Sentiment: Strong profitability metrics — management reported a 34.24% return on equity and a 3.62% net margin, signaling efficient capital returns despite a softer revenue base. C.H. Robinson Reports 2026 First Quarter Results
• Neutral Sentiment: Analyst note: TD Cowen nudged its price target to $196 but kept a “hold” rating — a small positive to the target but not an upgrade in sentiment.
• Neutral Sentiment: Revenue in line with expectations — Q1 revenue was $4.01B, essentially matching analyst estimates, which tempers the upside from the EPS beat. Press Release / Slide Deck
• Neutral Sentiment: Full investor materials available — earnings call transcript and slide deck have been published for deeper detail (useful for investor due diligence). Q1 2026 Earnings Call Transcript
• Negative Sentiment: Top-line slight weakness — revenue was down about 0.9% year?over?year, which could limit multiple expansion if growth doesn’t pick up. C.H. Robinson (CHRW) Reports Q1 Earnings: What Key Metrics Have to Say

C.H. Robinson Worldwide Company Profile

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.