CHRW
C.H. RobinsonPrevious close
124.61
Change
−2.82 / −2.21%
P/E (TTM) ?
22.5
Market Cap
$14.4B
1M
−15.78%
S&P 500 −0.91% over same period
Volume / Avg Volume
4.3M / 1.9M
2.32× average
Latest earnings analysisFY2026 Q2Reported 2026-07-29
C.H. Robinson Q2 2026: EPS up 23.8% as margins hit mid-cycle targets
C.H. Robinson beat the $1.555 consensus EPS estimate with diluted EPS of $1.56, up 23.8%, as revenue rose 19.3% to $4.93 billion and adjusted operating margin expanded 360 basis points to 34.7%. The blemish is cash: operating cash flow fell $191.2 million to $35.9 million. Read the quarter as a genuine margin-led beat, but check working capital and the buyback.
Read the full analysis →Revenue$4.93BYoY +19.30%
EPS (non-GAAP)$1.61Beatest. $1.55
Next-day move−15.44%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-29 | $4.9B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-29 | $4.0B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-01-28 | $16.2B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-29 | $4.1B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-30 | $4.1B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-30 | $4.0B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 10 of its 5-year rangeCheap
5-year range 19.5 – 39.2 · Median 30.0
Last 4 quarters: $754M in buybacks + $303M in dividends, 7.37% of market cap combined
P/E (TTM)
22.5
P/B
8.8
P/S
0.8
Dividend Yield
2.96%
Earnings Reaction
Over the last 6 reports, the stock moved ±10.3% on average on the first trading day after, rising 4 times
Most recent −15.44%
Volatility & Correlation
1-year beta 0.56 · Correlation with S&P 500 0.15Low beta
Annualized volatility 48% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
No open-market buys or sells by officers or directors in the last 90 days.
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q3 | 5.36 | +29.5% | — | 0.20 | 1.67 |
| FY2026 Q2 | 4.93 | +19.3% | — | 0.19 | 1.56 |
| FY2026 Q1 | 4.01 | −0.8% | — | 0.15 | 1.22 |
| FY2025 Q4 | 3.91 | −6.5% | — | 0.14 | 1.12 |
| FY2025 Q3 | 4.14 | −10.9% | — | 0.16 | 1.34 |
| FY2025 Q2 | 4.14 | −7.7% | — | 0.15 | 1.26 |
| FY2025 Q1 | 4.05 | −8.3% | — | 0.14 | 1.11 |
| FY2024 Q4 | 4.18 | −0.9% | — | 0.15 | 1.23 |
| FY2024 Q3 | 4.64 | +7.0% | — | 0.10 | 0.80 |
| FY2024 Q2 | 4.48 | +1.4% | — | 0.13 | 1.05 |
| FY2024 Q1 | 4.41 | −4.3% | — | 0.09 | 0.78 |
| FY2023 Q4 | 4.22 | −16.7% | — | 0.03 | 0.27 |