Equity Profile

CHRW

C.H. Robinson Worldwide, Inc.

IndustrialsAir Freight & Logistics$21.1B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

C.H. Robinson Worldwide, Inc....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors.

N/A

Revenue Growth

Revenue growth is critical for understanding the company's ability to expand its market share and manage costs effectively.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CHRW Q2-2026 Earnings Preview

Context

Company Snapshot

C.H. Robinson Worldwide, Inc. (CHRW) is a leading logistics company that provides freight transportation and supply chain solutions. Operating in the industrial sector, it plays a crucial role in global trade by connecting shippers with carriers across various modes of transport, including air and ocean freight.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+11.73%

Avg Stock Reaction

+0.09%

Last Quarter Recap

In Q1 2026, C.H. Robinson reported an EPS of $1.35, exceeding expectations by 8.43%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about C.H. Robinson's upcoming earnings, given its consistent EPS beat history. However, the lack of revenue guidance raises questions about future growth.

Bull Case

If the company continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand in the logistics sector, driving the stock higher.

Bear Case

On the other hand, if the company fails to meet expectations or provides weak guidance, it could lead to a decline in investor confidence and a drop in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's strong history of beating EPS estimates, this figure will be crucial in determining investor sentiment.

What insights can management provide on revenue growth?

Understanding revenue trends will be vital for assessing the company's performance and future outlook in a competitive logistics market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for C.H. Robinson to exceed EPS expectations given its strong track record.

Supporting Evidence

C.H. Robinson has consistently beaten EPS estimates in the past eight quarters, achieving a 100% beat rate.

The options market is pricing a relatively low move, suggesting that investors may not be fully anticipating a strong performance.

Key Risk

If the EPS comes in above $1.40, it could significantly alter the current market perception.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The upcoming earnings report is critical as it will reveal whether the company can maintain its strong performance amidst market challenges.

Bull Confirmed If

An EPS of $1.40 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.25 would confirm the bear case, raising concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±2.57%

Historical Avg

±1.3%

Pricing rich

The options market is pricing in a modest move of about 2.57% in either direction following the earnings report.

Options are pricing ±2.6% while CHRW has averaged ±1.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

41.8%

Calls (6K)P/C Ratio: 0.12Puts (18K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If C.H. Robinson beats expectations, history suggests the stock could rise by around 0.09% on the following day, confirming positive momentum.

In-Line / Cautious

A cautious inline report may lead to muted reactions, as investors await further clarity on future guidance.

Miss

If the company misses expectations, history suggests a potential decline of around 1.34%, which could shake investor confidence.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

4 buys·0 sells

Members

House only

Est. Notional

$18,004.00–$95,000.00

disclosed dollar ranges

Most Active Members

D-MDApril McClain DelaneyRep.
4

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth trends in key markets.
2Management's outlook on supply chain challenges and their impact on operations.
3Details on cost management strategies and their effectiveness.
4Insights into customer demand and market conditions.
5Any commentary on competitive pressures in the logistics sector.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Jul27

DYNBMO

Dyne Therapeutics, Inc.

Insider activity

PreviewView

Jul

Company Snapshot

C.H. Robinson Worldwide, Inc....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors.

N/A

Revenue Growth

Revenue growth is critical for understanding the company's ability to expand its market share and manage costs effectively.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CHRW Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+11.73%

Avg Stock Reaction

+0.09%

Last Quarter Recap

In Q1 2026, C.H. Robinson reported an EPS of $1.35, exceeding expectations by 8.43%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If the company continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand in the logistics sector, driving the stock higher.

Bear Case

On the other hand, if the company fails to meet expectations or provides weak guidance, it could lead to a decline in investor confidence and a drop in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's strong history of beating EPS estimates, this figure will be crucial in determining investor sentiment.

What insights can management provide on revenue growth?

Understanding revenue trends will be vital for assessing the company's performance and future outlook in a competitive logistics market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for C.H. Robinson to exceed EPS expectations given its strong track record.

Supporting Evidence

C.H. Robinson has consistently beaten EPS estimates in the past eight quarters, achieving a 100% beat rate.

The options market is pricing a relatively low move, suggesting that investors may not be fully anticipating a strong performance.

Key Risk

If the EPS comes in above $1.40, it could significantly alter the current market perception.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The upcoming earnings report is critical as it will reveal whether the company can maintain its strong performance amidst market challenges.

Bull Confirmed If

An EPS of $1.40 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.25 would confirm the bear case, raising concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±2.57%

Historical Avg

±1.3%

Pricing rich

The options market is pricing in a modest move of about 2.57% in either direction following the earnings report.

Options are pricing ±2.6% while CHRW has averaged ±1.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

41.8%

Calls (6K)P/C Ratio: 0.12Puts (18K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If C.H. Robinson beats expectations, history suggests the stock could rise by around 0.09% on the following day, confirming positive momentum.

In-Line / Cautious

A cautious inline report may lead to muted reactions, as investors await further clarity on future guidance.

Miss

If the company misses expectations, history suggests a potential decline of around 1.34%, which could shake investor confidence.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

4 buys·0 sells

Members

House only

Est. Notional

$18,004.00–$95,000.00

disclosed dollar ranges

Most Active Members

D-MDApril McClain DelaneyRep.
4

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth trends in key markets.
2Management's outlook on supply chain challenges and their impact on operations.
3Details on cost management strategies and their effectiveness.
4Insights into customer demand and market conditions.
5Any commentary on competitive pressures in the logistics sector.