CHRWC.H. Robinson
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $1.80Beat
- vs $1.72 expected on Oct 28
- Stock move on it
- −11.14%
- one session
- Typical move
- ±13.3%
- average over 2 reports
- Price
- $134.37
- +0.46% today · $20.5B cap
Past and upcoming reports
2
| Oct 28, 2026 | Sep 30, 2026 | Time not given | $1.72 | Beat$1.80 | −11.14% |
| Jul 29, 2026 | Jun 30, 2026 | Time not given | $1.52 | Beat$1.61 | −15.44% |
After the report
Jul 29, 2026 report
This covers the Jul 29, 2026 report. The Oct 28, 2026 numbers are in the table above.
C.H. Robinson beats EPS but cash flow weakness clouds outlook
C.H. Robinson reported Q2 2026 EPS of $1.61, a 5.6% beat vs. the $1.52 consensus. However, the stock remains under pressure, down 22.8% over the past month, with an RSI of 26.8 indicating oversold conditions. The beat was overshadowed by concerns over declining cash flow, as highlighted in the company's commentary. No explicit forward guidance was provided, leaving investors to focus on cash flow trends and freight market conditions.
Reported against expected
BeatEPS of $1.61 beat the $1.52 estimate by 5.6% (surprise of $0.09).
Guidance
No explicit forward guidance provided. management emphasized cash flow weakness.
How the stock reacted
Stock traded modestly higher (+0.57%) two days after the print, but remains deeply oversold (RSI 26.8) and down 22.8% in the past month.
What changed
EPS beat by 5.6% but cash flow concerns emerged.
What the price now assumes
Oversold RSI and 23% monthly drop signal skepticism on earnings quality.
What it means for the business
Upgrade bias only if cash flow improves. watch next quarter's operating cash flow.
The next one to three months, as we saw it then
Better case25%
Cash flow stabilizes and freight demand improves, driving a recovery toward the analyst target of $203.
Base case50%
Stock consolidates near current levels as the EPS beat is balanced by cash flow concerns and a weak freight cycle.
Worse case25%
Cash flow weakness persists and next quarter's guidance disappoints, pushing the stock below $130.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.