CH Robinson Q1 adjusted EPS beats estimates

CH Robinson Worldwide

29/04/2026 21:14

Overview

US logistics provider's Q1 revenue slightly missed analyst expectations, declining 0.8% yr/yr

Adjusted EPS for Q1 rose 15% and beat analyst expectations

Company cites market share gains and productivity improvements as drivers of earnings growth

Outlook

Company expects 2026 full-year effective tax rate to be 18% to 20%

Company expects 2026 capital expenditures of $75 mln to $85 mln

Company says North American trucking market has entered a period of supply-driven tightening

Result Drivers

DISCIPLINED REVENUE MANAGEMENT - Co said it maintained NAST gross margin despite higher truckload spot market costs through targeted repricing, disciplined revenue management, and capturing transactional volumes at higher margins

LEAN AI PRODUCTIVITY - Productivity improvements and cost optimization from Lean AI strategy contributed to earnings growth

MARKET SHARE GAINS - Co said it gained market share in NAST for the 12th consecutive qtr, helping offset flat volumes

Company press release: ID:nBw4XPTha

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Slight Miss*
$4 bln
$4.03 bln (20 Analysts)
Q1 Adjusted EPS
Beat
$1.35
$1.24 (23 Analysts)
Q1 EPS
$1.22
Q1 Net Income
$147.20 mln
Q1 Adjusted Operating Margin
26.60%
Q1 Operating Expenses
$484.80 mln
Q1 Operating Income
$175.70 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 9 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy"

Wall Street's median 12-month price target for CH Robinson Worldwide Inc is $202.00, about 7.5% above its April 28 closing price of $187.96

The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 27 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)