CHRW Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

C.H. Robinson delivered a mixed but ultimately encouraging fourth quarter, with adjusted earnings per share of $1.23 beating the $1.13 consensus estimate by 9.22%, even as total revenue of $3.91 billion fell short of the $3.98 billion Wall Street exp… Read more C.H. Robinson delivered a mixed but ultimately encouraging fourth quarter, with adjusted earnings per share of $1.23 beating the $1.13 consensus estimate by 9.22%, even as total revenue of $3.91 billion fell short of the $3.98 billion Wall Street expected and declined 6.5% year over year. The top-line shortfall reflected a confluence of headwinds, most notably the divestiture of the Europe Surface Transportation business, softer ocean pricing, and reduced truckload rates, yet the company's cost discipline and AI-driven productivity gains, which helped shrink average headcount by nearly 13% in the quarter, allowed margins to expand where it mattered most. The NAST segment stood out, with adjusted operating margin widening 150 basis points to 34.3% even as the broader freight market posted its weakest fourth-quarter reading since 2009. Analysts tracking peer logistics names have noted the sector's ongoing struggle with volume recovery, giving Robinson's roughly 1% NAST volume growth additional significance. Looking ahead, management is targeting approximately $6.00 in adjusted EPS for 2026, underpinned by $964 million in adjusted operating income and assumptions of flat to 5% market volume growth.