C.H. Robinson Worldwide, Inc. (CHRW)

C.H. Robinson Worldwide beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported July 29, as revenue of $4.934 billion topped the $4.347 billion estimate, +13.5%, and adjusted EPS of $1.61 exceeded the $1.53 consensus, +5.2%. Revenue rose 19.3% to about $4.9 billion from $4.137 billion a year ago, adjusted EPS rose 24.8% to $1.61 from $1.29 a year ago, and net income increased 22.5% to about $186.8 million from $152.5 million a year ago, with operating income about $255.7 million and margins near 15% gross and about 5% operating. Operating cash flow was about $35.9 million, and the company returned cash through $219.5 million of repurchases and $75.3 million of dividends. Consensus for the next period calls for EPS of $1.65 on revenue of $4.852 billion.