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C.H. Robinson (CHRW) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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C.H. Robinson Worldwide (CHRW - Free Report) reported $5.36 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 29.5%. EPS of $1.80 for the same period compares to $1.40 a year ago.

The reported revenue represents a surprise of +8.08% over the Zacks Consensus Estimate of $4.96 billion. With the consensus EPS estimate being $1.72, the EPS surprise was +4.65%.

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: 11,253 versus 11,393 estimated by two analysts on average.
  • Total Revenues- NAST: $3.83 billion versus $3.56 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +29.1% change.
  • Total Revenues- All Other and Corporate: $379.79 million versus $411.19 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -1.3% change.
  • Total Revenues- Global Forwarding: $1.15 billion versus the three-analyst average estimate of $898.75 million. The reported number represents a year-over-year change of +46.1%.
  • Adjusted Gross Profit- Global Forwarding: $221.24 million versus the three-analyst average estimate of $195.58 million.
  • Adjusted Gross Profit- NAST: $517.86 million versus $501.27 million estimated by three analysts on average.
  • Adjusted Gross Profit- All Other & Corporate- Managed Solutions: $31.2 million versus $33.15 million estimated by two analysts on average.
  • Adjusted Gross Profit- All Other & Corporate: $69.34 million versus the two-analyst average estimate of $75.2 million.
  • Adjusted Gross Profit- All Other & Corporate- Robinson Fresh: $38.1 million versus $42.31 million estimated by two analysts on average.

View all Key Company Metrics for C.H. Robinson here>>>

Shares of C.H. Robinson have returned -4.1% over the past month versus the Zacks S&P 500 composite's -0.2% 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.

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