C. H. ROBINSON WORLDWIDE, INC. is expected to release its Q3 2026 10-Q filing on October 27, 2026, after market close. Last quarter: In Q2 FY2026, C.H. Robinson Worldwide achieved 19.3% year-over-year revenue growth to $4.93B and a 22.5% increase in net income to $186.79M, driven by higher freight rates across North American surface transportation and global forwarding despite tightening market capacity.
EPS Estimate
$1.72
Revenue Estimate
$4.86B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the CHRW page.
Drawn from management commentary in the Q2 2026 10-Q:
In North American Surface Transportation (NAST), total revenue grew 23.1% YoY to $3.59B. Average truckload linehaul costs per mile (ex-fuel) rose 29.0% YoY due to capacity contractions and elevated diesel fuel costs, outpacing customer rate increases of 25.5% YoY and putting pressure on contractual truckload margins while spot margins and LTL volumes increased.
Global Forwarding revenue increased 12.4% YoY to $896.6M. Air freight pricing surged due to Middle East airspace restrictions and elevated jet fuel costs despite a 7.5% drop in air tonnage, while ocean freight pricing rose from early peak-season demand and vessel reroutings around the Cape of Good Hope.
Average employee headcount decreased 10.8% YoY to 11,471, limiting personnel expense growth to 0.9% ($338.5M) despite higher performance-based incentive compensation. Consequently, non-GAAP adjusted operating margin expanded 360 basis points YoY to 34.7%.
Revenue
$4.93B
+19.28% YoY
EPS (Diluted)
$1.56
+23.81% YoY
Operating Income
$255.74M
+18.44% YoY
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