C.H. Robinson Worldwide (CHRW) reported $4.01 billion in revenue for the quarter ended March 2026, representing a year-over-year decline of 0.8%. EPS of $1.35 for the same period compares to $1.17 a year ago.
The reported revenue represents a surprise of -1.58% over the Zacks Consensus Estimate of $4.08 billion. With the consensus EPS estimate being $1.25, the EPS surprise was +8.47%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how C.H. Robinson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Average employee headcount: 11,705 compared to the 11,824 average estimate based on two analysts. Total Revenues- NAST: $2.95 billion versus the three-analyst average estimate of $2.9 billion. The reported number represents a year-over-year change of +2.8%. Total Revenues- All Other and Corporate: $400.88 million versus the three-analyst average estimate of $385.13 million. The reported number represents a year-over-year change of -0.6%. Total Revenues- Global Forwarding: $664.73 million versus the three-analyst average estimate of $704.85 million. The reported number represents a year-over-year change of -14.2%. Adjusted Gross Profit- NAST: $431.08 million versus $417.14 million estimated by three analysts on average. Adjusted Gross Profit- Global Forwarding: $162.29 million versus $172.75 million estimated by three analysts on average. Adjusted Gross Profit- All Other & Corporate: $67.13 million versus the three-analyst average estimate of $68.61 million. Adjusted Gross Profit- All Other & Corporate- Managed Solutions: $29.6 million versus $30.87 million estimated by two analysts on average. Adjusted Gross Profit- All Other & Corporate- Robinson Fresh: $37.5 million versus the two-analyst average estimate of $38.46 million.View all Key Company Metrics for C.H. Robinson here>>>
Shares of C.H. Robinson have returned +13.2% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.7 Best Stocks for the Next 30 Days
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C.H. Robinson Worldwide, Inc. (CHRW): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).