C.H. Robinson Worldwide, Inc. (CHRW) earnings on July 29, 2026
More C.H. Robinson Worldwide, Inc. earnings
Prior outlook: Pessimistic Outcome: Accurate
The stock dropped sharply, closing 15% lower after opening slightly higher. Analysts had cut their forecasts and the company reported falling sales.
CHRW price around the earnings
146.92
Change: -15.4%
2026-07-30, 20:00 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Accurate
- Thesis published
- Results released
Trajectory sharply deteriorated into earnings, driven by negative revenue growth and recent analyst price target cuts.
Context analyzed before publication
- Trend
- Trajectory has sharply deteriorated into earnings, reflecting a significant selloff.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 2
- Analysts covering the stock
- 25
- Average price target
- 200.12
- Lowest price target
- 91
- Highest price target
- 235
- Upside to price target
- 15.4%
- Quarterly earnings growth
- 8.8%
- Revenue growth
- -0.8%
- Forward EPS
- 7.45
- Trailing EPS
- 4.94
- Analyst moves in the last 60 days
- 10
- Strong buy: 3
- Buy: 13
- Hold: 7
- Sell: 2
- Strong sell: 0
- Strong buy
- 3
- Buy
- 13
- Hold
- 7
- Sell
- 2
- Strong sell
- 0
- July 28, 2026 · TD Cowen: Maintains rating (Hold → Hold)
- July 28, 2026 · Baird: Maintains rating (Outperform → Outperform)
- July 15, 2026 · Citizens: Initiates coverage (Market Outperform)
- July 15, 2026 · Truist Securities: Maintains rating (Buy → Buy)
- July 15, 2026 · Stifel: Maintains rating (Buy → Buy)
- July 14, 2026 · Susquehanna: Maintains rating (Positive → Positive)
- July 14, 2026 · BMO Capital: Maintains rating (Market Perform → Market Perform)
- July 9, 2026 · Citigroup: Maintains rating (Neutral → Neutral)
- July 6, 2026 · Morgan Stanley: Maintains rating (Underweight → Underweight)
- July 2, 2026 · Raymond James: Maintains rating (Outperform → Outperform)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (8)
- TD Cowen Maintains Hold on C.H. Robinson Worldwide, Lowers Price Target to $155 (opens in a new tab) — Benzinga
- Baird Maintains Outperform on C.H. Robinson Worldwide, Lowers Price Target to $200 (opens in a new tab) — Benzinga
- Citizens Initiates Coverage On C.H. Robinson Worldwide with Market Outperform Rating, Announces Price Target of $235 (opens in a new tab) — Benzinga
- Truist Securities Maintains Buy on C.H. Robinson Worldwide, Raises Price Target to $215 (opens in a new tab) — Benzinga
- Stifel Maintains Buy on C.H. Robinson Worldwide, Raises Price Target to $215 (opens in a new tab) — Benzinga
- Susquehanna Maintains Positive on C.H. Robinson Worldwide, Raises Price Target to $226 (opens in a new tab) — Benzinga
- BMO Capital Maintains Market Perform on C.H. Robinson Worldwide, Raises Price Target to $190 (opens in a new tab) — Benzinga
- Citigroup Maintains Neutral on C.H. Robinson Worldwide, Raises Price Target to $204 (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 169.3
- Average true range (ATR)
- 4.3%
- Distance to 52-week high
- -17.2%
- 14-day change (14d)
- -15.2%
- 30-day change (32d)
- -5.6%
- 30-day relative strength
- -7.2%
- SPY change (32d)
- +1.6%
- Nearest support
- 167.36
- Distance to nearest support
- 1.1%
- Nearest resistance
- 169.58
- Distance to nearest resistance
- 0.2%
- Volume accumulation ratio (14d / 46d)
- 1.26
- Major: 167.36 (1.1% away, 0.27 ATR, 23 touches)
- Mid: 165.91 (2% away, 0.47 ATR, 13 touches)
- Mid: 162.51 (4% away, 0.94 ATR, 11 touches)
- Mid: 169.58 (0.2% away, 0.04 ATR, 16 touches)
- Mid: 171.77 (1.5% away, 0.34 ATR, 14 touches)
- Major: 174.19 (2.9% away, 0.68 ATR, 22 touches)
Trends
Evidence
- Average earnings surprise
- +9.5%
- April 29, 2026: actual EPS 1.35 vs estimate 1.23 (surprise +9.6%)
- January 28, 2026: actual EPS 1.23 vs estimate 1.13 (surprise +9.2%)
- October 29, 2025: actual EPS 1.4 vs estimate 1.3 (surprise +7.4%)
- July 30, 2025: actual EPS 1.29 vs estimate 1.16 (surprise +11.6%)
Expected move
- Implied move
- +2.6%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 6.8%
- 75th percentile move
- 11.7%
- 90th percentile move
- 15.1%
- Up / down moves
- 11 / 8
- Average up move
- +8.7%
- Average down move
- -6.7%
Monitoring and close
What C.H. Robinson Worldwide, Inc. reported
- Status
- Finished
| Actual EPS | 1.61 |
|---|---|
| EPS estimate | 1.52 |
| EPS surprise | +5.9% |
| Revenue | $4,934 million |
| Revenue estimate | $4,338 million |
| Revenue surprise | +13.7% |
The S&P 500 saw typical daily movements. No specific new information about C.H. Robinson emerged in the latest market updates.
Sources (15)
- C.H. Robinson Q2 Earnings Beat on Pricing and Lean AI Gains (opens in a new tab) — Zacks
- TD Cowen Maintains Hold on C.H. Robinson Worldwide, Lowers Price Target to $152 (opens in a new tab) — Benzinga
- Stephens & Co. Maintains Overweight on C.H. Robinson Worldwide, Lowers Price Target to $215 (opens in a new tab) — Benzinga
- Evercore ISI Group Maintains Outperform on C.H. Robinson Worldwide, Raises Price Target to $237 (opens in a new tab) — Benzinga
- C.H. Robinson Worldwide Q2 Earnings Call Highlights (opens in a new tab) — MarketBeat
- C.H. Robinson (CHRW) Reports Q2 Earnings: What Key Metrics Have to Say (opens in a new tab) — Zacks
- C.H. Robinson Worldwide, Inc. (CHRW) Q2 2026 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
- C.H. Robinson Worldwide (CHRW) Q2 Earnings and Revenues Top Estimates (opens in a new tab) — Zacks
- First look: C.H. Robinson hits target, still cutting jobs (opens in a new tab) — FreightWaves
- C.H. Robinson Profit Rises as Higher Prices Boost Revenue (opens in a new tab) — The Wall Street Journal
- C.H. Robinson Worldwide (NASDAQ:CHRW) Delivers Impressive Q2 CY2026 (opens in a new tab) — StockStory
- C.H. Robinson (NASDAQ:CHRW) Beats Q2 Estimates but Cash Flow Drop Tempers Market Reaction (opens in a new tab) — ChartMill
- C.H. Robinson beat expectations with adjusted EPS of $1.61 versus $1.52 estimate, and revenue of $4.934B above $4.338B. — Benzinga
- C.H. Robinson Worldwide Q2 Adj. EPS $1.61 Beats $1.52 Estimate, Sales $4.934B Beat $4.338B Estimate (opens in a new tab) — Benzinga
- C.H. Robinson Reports 2026 Second Quarter Results (opens in a new tab) — Yahoo
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, results beat expectations on both earnings and revenue and the price is indicating +0.7% pre-market, a move below the stock's usual reaction (about 7%). The figures don't confirm the prior scenario: that move is too small to draw conclusions from.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- -15.4%
- Max favorable move (MFE)
- 17.6%
- Max adverse move (MAE)
- 0.3%