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Reporting soon: earnings call Wednesday, Oct 28
A pre-earnings brief is ready for CHRW: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Tom Wadewitz | UBS | 8 questions · 13% challenging |
| Ken Hoexter | Bank of America | 7 questions · 14% challenging |
| Jon Chappell | Evercore ISI | 6 questions · 33% challenging |
| Chris Wetherbee | Wells Fargo | 5 questions · 0% challenging |
| Bascome Majors | Stephens | 5 questions · 0% challenging |
| Scott Group | Wolfe Research | 4 questions · 25% challenging |
| Richa Harnain | Deutsche Bank | 4 questions · 0% challenging |
| Jeff Kauffman | Citizens JMP Securities | 3 questions · 0% challenging |
| Bruce Chan | Stifel | 2 questions · 0% challenging |
| Ben Mohr | Citigroup | 2 questions · 50% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 analyst | 8 questions · 13% challenging |
| Evercore ISI | 2 analysts | 7 questions · 29% challenging |
| Bank of America | 1 analyst | 7 questions · 14% challenging |
| Stephens | 2 analysts | 6 questions · 0% challenging |
| Wells Fargo | 1 analyst | 5 questions · 0% challenging |
| Wolfe Research | 1 analyst | 4 questions · 25% challenging |
| Deutsche Bank | 1 analyst | 4 questions · 0% challenging |
| Stifel | 2 analysts | 3 questions · 0% challenging |
No 8-K events recorded for this window.
Calendar quarter Q1 2026Earnings call Apr 29, 2026
FY2026 Q1 in brief
C.H. Robinson achieved its twelfth consecutive quarter of market share growth in Q1, with adjusted EPS increasing 15% year-over-year.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for C.H. Robinson (CHRW), FY2026 Q1: 4/10. Scores: C.H. Robinson’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: CHRW daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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.
GAAP revenue YoY -0.84% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Competitive Dynamics | Margin | Demand | Cost Pressure | Innovation & R&D | Pricing | Guidance Reliability | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 2 | 3 | 1 | 4 | 1 | 1 | |
| 2025Q1 | 2 | 2 | 3 | 2 | 1 | 1 | 3 | |
| 2025Q2 | 4 | 3 | 1 | 1 | 3 | 1 | 1 | |
| 2025Q3 | 2 | 2 | 1 | 2 | 2 | 1 | 2 | 1 |
| 2025Q4 | 5 | 3 | 2 | 1 | 1 | |||
| 2026Q1 | 2 | 3 | 3 | 1 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 2 | 2 | 4 | 2 | 5 | 2 |
| Margin | 2 | 2 | 3 | 2 | 3 | 3 |
| Demand | 3 | 3 | 1 | 1 | 3 | |
| Cost Pressure | 1 | 2 | 1 | 2 | 2 | 1 |
| Innovation & R&D | 1 | 3 | 2 | 1 | 2 | |
| Pricing | 4 | 1 | 1 | 2 | ||
| Guidance Reliability | 1 | 1 | 2 | 1 | 2 | |
| Supply Chain | 1 | 3 | 1 | 1 |
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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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| CHRWC.H. Robinson | 4 | -0.8% | Secular Earnings Growth Through Spot Rate Inflection | |
| EXPDExpeditors International | 7 | +4.4% | Expeditors returned to growth in Q1 2026 with revenue up 4% to $2.8 billion and EPS surging 16% to $1.71, driven by strong margin improvement as the company's diversification strategy delivered double-digit growth across customs, Transcon, distribution, and order management | |
| FDXFedEx | 9 | +8.3% | Record peak season profitability powered 8% revenue growth with EPS up 16% to $5.01 as FedEx delivered its strongest quarter in the recovery | |
| JBHTJ.B. Hunt | 7 | +4.6% | Strong revenue, OI, and EPS growth signaling recovery | |
| UPSUnited Parcel Service | 3 | -1.6% | Amazon Volume Glidedown Nearing Completion |
Secular Earnings Growth Through Spot Rate Inflection
Expeditors returned to growth in Q1 2026 with revenue up 4% to $2.8 billion and EPS surging 16% to $1.71, driven by strong margin improvement as the company's diversification strategy delivered double-digit growth across customs, Transcon, distribution, and order management
Record peak season profitability powered 8% revenue growth with EPS up 16% to $5.01 as FedEx delivered its strongest quarter in the recovery
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| CHRW | 5 | 4 | 4 | 6 | 3 | 4 |
| EXPD | 9 | 8 | 7 | 4 | 3 | 7 |
| FDX | 2 | 4 | 5 | 7 | 8 | 9 |
| JBHT | 5 | 3 | 5 | 5 | 5 | 7 |
| UPS | 7 | 4 | 2 | 3 | 4 | 3 |
Strong revenue, OI, and EPS growth signaling recovery