• Reported GAAP EPS of $1.14 down -8.06% YoY • Reported revenue of $3.91B down -6.50% YoY • C.H. Robinson expects its full-year effective tax rate for 2026 to be 18% to 20% and anticipates capital expenditures for 2026 to be $75 million to $85 million.
Bullish
C.H. Robinson achieved market share gains and NAST volume growth, driven by productivity improvements and cost management, resulting in increased cash generated from operations and higher shareholder returns.
Bearish
C.H. Robinson experienced a challenging macro environment with weak global freight demand, leading to a 6.5% revenue decrease and an 8.2% diluted EPS decline, particularly in Global Forwarding.