US · Industrials · Integrated Freight & Logistics
EPS came in at 1.61 against a street estimate of 1.53 — a beat of 5.2%.
Analysts rate CH Robinson Worldwide Inc a buy (17 buy, 5 hold, 2 sell out of 24) with an average price target of $199.40.
CONFIDENT C.H. Robinson delivered strong Q2 earnings despite 15 consecutive quarters of industry volume decline. Lean AI strategy drove 60% productivity gains, market-share wins, and mid-cycle margin targets in both segments. Nuclear verdict risk acknowledged but management confident in appeal. Q2 2026 Geographic breakdown not provided in call. Analysts pressed on spot volume upside, legal timeline clarity, and Global Forwarding sustainability. Management defended contractual focus as long-term strategy, outlined uncertain appeal timeline, and framed margins as sticky from Lean AI and operational discipline rather than macro container/air tailwinds. Emphasized nuclear verdicts as industry-wide issue, not C.H.-specific. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.55% |
| Vanguard Capital Management, LLC | 6.59% |
| Arnhold & S. Bleichroeder Advisers, LLC | 6.23% |
| State Street Corp | 5.52% |
| Vanguard Portfolio Management, LLC | 5.12% |
| FMR Inc | 3.75% |
| Geode Capital Management, LLC | 3.09% |
| WCM Investment Management | 3.06% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 C.H. ROBINSON WORLDWIDE, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Net Income: $186.8 million (vs. $152.5 million in Q2 2025); H1 2026 | 2026-07-31 |
| Results announced · Q3 2026 C.H. ROBINSON Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenues increased 19.3% to $4.9 billion in Q2 2026 • Income from operations increas | 2026-07-29 |
| Reg FD disclosure · Q3 2026 C.H. ROBINSON WORLDWIDE, INC. - 8-K SUMMARY HEADLINE NUMBERS • Advisory jury verdict issued July 23, 2026 in Dallas County, Texas against C.H. Robin | 2026-07-24 |
| Board / officer change · Q2 2026 C.H. ROBINSON WORLDWIDE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Special equity award approved for Arun Rajan (Chief Strategy and Innovation Offi | 2026-06-02 |
| Shareholder vote results · Q2 2026 C.H. ROBINSON WORLDWIDE, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • Outstanding shares on record date: 117,850,413 shares • Shares represented at 20 | 2026-05-11 |
| Quarterly report · Q1 2026 C.H. ROBINSON WORLDWIDE, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues: $4,012,934 thousand (Q1 2026) vs. $4,046,740 thousand (Q1 20 | 2026-05-01 |
| Proxy statement · Q4 2025 C.H. ROBINSON WORLDWIDE, INC. – 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • Dave Bozeman (President and CEO) 2025 Target Total Compensation: $16 | 2026-03-24 |
| Annual report FY2025 C.H. ROBINSON WORLDWIDE, INC. - 10-K SUMMARY HEADLINE NUMBERS • Total Revenues 2025: $16.2 billion • Adjusted Gross Profits 2025: $2,588.641 million | 2026-02-13 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.63 / share ex-date Sep 4, 2026 · pay Oct 2, 2026 | 2026-09-04 |
| Dividend | $0.63 / share ex-date Jun 5, 2026 · pay Jul 2, 2026 | 2026-06-05 |
| Dividend | $0.63 / share ex-date Mar 6, 2026 · pay Apr 2, 2026 | 2026-03-06 |
| Dividend | $0.63 / share ex-date Dec 5, 2025 · pay Jan 5, 2026 | 2025-12-05 |
| Dividend | $0.62 / share ex-date Sep 5, 2025 · pay Oct 2, 2025 | 2025-09-05 |
| Announcement | Date |
|---|---|
| Raised 2026 operating income target and authorized $2B share buyback C.H. Robinson Worldwide released its Q3 2025 financial results on October 29, 2025. The company raised its 2026 operating income target, signaling confidence in future performance. Additiona | 2025-10-29 |
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Google PlayApp StoreData updated 2026-09-18.