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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for C.H. Robinson (CHRW) is 4/10.
C.H. Robinson achieved its twelfth consecutive quarter of market share growth in Q1, with adjusted EPS increasing 15% year-over-year. NAST productivity exceeded 50% improvement since 2022, and operating margin expanded 310 basis points. However, revenue and AGP both declined approximately 1-2% as Global Forwarding AGP fell 12% on geopolitical disruption. All 2026 guidance was reiterated, including the $6 EPS target with no market growth assumed.
Scored from C.H. Robinson’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.18B | -0.9% | $1.22 | +369.2% | 4.4% | 3.6% | $265M |
| FY2025 Q1 | $4.05B | -8.3% | $1.11 | +42.3% | 4.4% | 3.3% | $103M |
| FY2025 Q2 | $4.14B | -7.7% | $1.26 | +20.0% | 5.2% | 3.7% | $220M |
| FY2025 Q3 | $4.14B | -10.9% | $1.34 | +67.5% | 5.3% | 3.9% | $269M |
| FY2025 Q4 | $3.91B | -6.5% | $1.12 | -8.2% | 4.6% | 3.5% | $302M |
| FY2026 Q1 | $4.01B | -0.8% | $1.22 | +9.9% | 4.4% | 3.7% | $66M |
| FY2026 Q2 | $4.93B | +19.3% | $1.56 | +23.8% | 5.2% | 3.8% | $31M |