Latest Earnings Results: Q2 '26
Estimated EPS
$1.53
Reported EPS
$1.61
Surprise
+5.47%
Estimated Rev
$4.35B
Reported Rev
$4.93B
Surprise
+13.5%
• Reported GAAP EPS of $1.58 up 24.41% YoY • Reported revenue of $4.93B up 19.28% YoY • For the 2026 fiscal year, C.H. Robinson expects its full-year effective tax rate to be 18% to 20%, and capital expenditures are expected to be $65 million to $75 million.
Bullish Takeaway
C.H. Robinson successfully achieved mid-cycle operating margins and consistent market share gains, driven by disciplined execution of the Lean AI strategy and significant evergreen productivity improvements across its core segments.
Bearish Takeaway
C.H. Robinson faced significant headwinds from a prolonged freight market demand trough, a substantial decline in quarterly cash flow from operations, and rising truckload spot market costs during the period.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $1.70 | -- | -- | N/A |
Q2 '26 | $1.53 | $1.61 | 5.47% | BEAT |
Q1 '26 | $1.23 | $1.35 | 9.60% | BEAT |
Q4 '25 | $1.12 | $1.23 | 9.83% | BEAT |
Q3 '25 | $1.30 | $1.40 | 7.58% | BEAT |