C.H. Robinson Worldwide, Inc. (CHRW) Earnings Call Transcripts

C.H. Robinson Worldwide, Inc.'s Latest Earnings Call - Q3 FY2026

In the third quarter of 2026, C.H. Robinson Worldwide, Inc. (CHRW) reported strong financial results, with total revenues increasing by 29.5% year-over-year and adjusted gross profit (AGP) rising by 14.5%. The company achieved a 40.3% operating margin in its North American Surface Transportation (NAST) segment, reflecting a 110 basis point improvement year-over-year. Management maintained its guidance for full-year operating income, expecting diluted EPS to be at least $6, despite ongoing market challenges. The announcement of the RXO acquisition was a focal point, with management expressing confidence in achieving $300 million in net synergies while continuing to drive organic growth.

Reported metrics

Guidance from management

Management maintained its guidance for full-year operating income, expecting diluted EPS to be at least $6. They also indicated that SG&A expenses are expected to decrease in Q4 compared to Q3 levels.

What management said

Jeff, I want to put a period on what David said, and I like the way you framed the question. Again, I couldn't be more proud of this team in a really, really tough kind of macro backdrop and they continue to be consistent and deliver. And that is our say-do ratio. That is the system and the model that we've built, and we continue to drive through at Robinson. So I like that framing, I love Damon's answer, but I appre...

Yes. Jeff, I'll just put a final bow on my answer as it relates to SG&A. And then we speak about this a lot. We typically refer to total insurance and total claims expenses being targeted at 50 bps of total gross revenue. And certainly, year-to-date, we are below that 50 bps of total gross revenue, even with the higher Q3 level, right? And so we typically look at these type of expenses, as I mentioned, on a longer tr...

What analysts pressed on

Analysts expressed concerns regarding the lumpiness of SG&A expenses, particularly due to higher claims and real estate impairment charges. There were questions about the sustainability of the recent performance and how the company would manage potential attrition during the RXO integration.

Main topics on the call

• Strong Revenue Growth — C.H. Robinson reported total revenues of $3.1 billion for Q3 2026, reflecting a 29.5% year-over-year increase. This growth was attributed to the continued outperformance of the NAST segment, which outpaced the cash freig...
• Operating Margin Expansion — The NAST segment achieved an operating margin of 40.3%, an increase of 110 basis points year-over-year. This was driven by disciplined revenue management practices and improved productivity through the integration of AI ...
• RXO Acquisition Confidence — Management expressed strong confidence in the upcoming RXO acquisition, stating, "We strongly believe that we can deliver the $300 million of net synergies from the acquisition of RXO while continuing to drive organic ou...
• Cost Management and Inflation Absorption — Despite facing $30 million in annual wage inflation, the company delivered double-digit earnings growth from 2024 through 2026. Management stated, "We believe the outcome of our insurance negotiations will be close to in...

Read the full C.H. Robinson Worldwide, Inc. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 56 C.H. Robinson Worldwide, Inc. earnings call transcripts on record, spanning January 29, 2020 to October 28, 2026. Based on this history, C.H. Robinson Worldwide, Inc. reports quarterly. The most recent call on file is dated October 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CHRW

Exchange

NasdaqGS

Country

US

Sector

Industrials

Industry

Air Freight and Logistics

Calls on record

56

First call

January 29, 2020

Most recent

October 28, 2026

Reporting cadence

quarterly