Quarterly ResultJul 29, 2026, 04:43 PM
C.H. Robinson Q2 EPS $1.56, Revenue $4.9B; Income from Ops +18.4%
AI Summary
C.H. Robinson Worldwide, Inc. reported strong financial results for the second quarter ended June 30, 2026, with diluted EPS rising 23.8% to $1.56 and total revenues increasing 19.3% to $4.9 billion. The company achieved mid-cycle operating margin targets in both North American Surface Transportation (NAST) and Global Forwarding, despite a challenging freight market. This performance was attributed to market share gains, disciplined revenue management, and significant productivity improvements driven by its Lean AI strategy.
Key Highlights
- Diluted EPS increased 23.8% to $1.56.
- Total revenues increased 19.3% to $4.9 billion.
- Income from operations increased 18.4% to $255.7 million.
- Adjusted gross profits increased 6.5% to $738.0 million.
- Cash returned to shareholders increased 87.5% to $301.3 million.
- NAST volume increased 1.5% year-over-year, outperforming the Cass Freight Shipment Index for the 13th consecutive quarter.
- NAST income from operations increased 15.8% to $189.8 million.
- Global Forwarding income from operations increased 18.8% to $61.0 million.
Price Impact
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