C.H. Robinson earnings date
MyStockButler's October 2026 analysis: C.H. Robinson's next results are expected on January 27, 2027. Watch whether productivity can absorb higher costs while preserving margin.
What has C.H. Robinson guided for 2026?
For 2026, management guides to adjusted diluted EPS of at least $6.00. It targets $400 million–$500 million of incremental adjusted operating income versus 2023. Capital expenditures are guided to $65 million–$75 million, with an effective tax rate of 18%–20%. Mid-cycle operating-margin targets are 40% for NAST and 30% for Global Forwarding.
| Period guided | Low | High | Date given | |
|---|---|---|---|---|
| full-year effective tax rate | Year to Dec 2026 | 18.0% | 20.0% | Oct 28, 2026 |
| Capital expenditures (US$ millions) | Year to Dec 2026 | 65 | 75 | Oct 28, 2026 |
| Incremental Adjusted Operating Income vs. 2023 (US$ millions) | Year to Dec 2026 | 400 | 500 | Oct 28, 2026 |
| adjusted diluted EPS | Year to Dec 2026 | 6.00 | Oct 28, 2026 | |
| NAST Operating Margin | Mid-cycle | 40.0% | 40.0% | Oct 28, 2026 |
What this means. The operating margin targets are adjusted figures, so they do not show the company’s standard operating profit as a share of sales.
Has C.H. Robinson kept its promises?
The guidance record earns 3/5. Capital spending and tax rates have landed variously above, within or below forecasts, so the history supports neither a blanket cautious nor a blanket bold label.
What is C.H. Robinson's revenue and profit trend across the last eight quarters?
That explains the cycle: revenue surged in 2021, then fell sharply in 2023 and again in 2025. The 2025 decline also reflected lower ocean prices and volumes, lower truckload fuel surcharges and the sale of Europe Surface Transportation. Adjusted gross profit, the amount retained after direct transportation and resale costs, held up better; less-than-truckload, customs and produce sourcing increased within it.
| Sep 2026 | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | 5,358,060 | 4,934,098 | 4,012,934 | 3,912,634 | 4,136,846 | 4,136,543 | 4,046,740 | 4,184,656 |
| Gross margin | 14.8% | 14.7% | 16.1% | 16.4% | 16.7% | 16.4% | 16.2% | 16.1% |
| Operating income | 271,807 | 255,743 | 175,686 | 181,353 | 220,836 | 215,919 | 176,853 | 183,799 |
| Net income | 198,469 | 186,786 | 147,233 | 136,321 | 162,987 | 152,471 | 135,302 | 149,306 |
| EPS, diluted | 1.67 | 1.56 | 1.22 | 1.12 | 1.34 | 1.26 | 1.11 | 1.22 |
| = Free cash flow | 106,580 | 17,662 | 53,583 | 289,732 | 256,826 | 206,969 | 90,449 | 252,741 |
What this means. The capital spending numbers are shown as positive amounts, but they are taken away from cash from operations to calculate free cash flow.
What should I watch in C.H. Robinson's next results?
The pressure is that costs have moved higher without a change to the earnings goal. In the third quarter of 2026, management raised its selling, general and administrative forecast, which includes overhead and claims, so productivity must now absorb more expense.
If RXO closes in the first half of 2027, investors should watch customer retention, integration spending and measured savings. With those risks pending, the operating test is whether growth can preserve margin.