C. H. ROBINSON WORLDWIDE, INC. is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: C.H. Robinson reported Q1 2026 results with revenue slightly down 0.8% YoY to $4.01B, but net income surged 8.8% to $147.2M and EPS rose 9.9% to $1.22 diluted, reflecting improved profitability despite softer top-line performance.
Drawn from management commentary in the Q1 2026 10-Q:
Total revenue fell 0.8% YoY to $4.01B in Q1 2026 from $4.05B in Q1 2025, yet operating margin held essentially flat at 4.38% vs. 4.37%, suggesting the company maintained cost discipline even as freight market conditions pressured the top line.
Net income grew 8.8% YoY to $147.2M despite the revenue dip, indicating meaningful improvement in below-the-line items such as interest expense, tax rate, or non-operating income, which drove the net margin to 3.67%.
Share repurchases surged 345.8% YoY to $212.7M in Q1 2026 compared to $47.7M in Q1 2025, signaling strong management confidence in the stock's value and a more aggressive capital return strategy.
Revenue
$4.01B
-0.84% YoY
EPS (Basic)
$1.23
++9.82% YoY
Operating Income
$175.69M
-0.66% YoY
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