C.H. Robinson Worldwide

Q2 FY2026 EarningsQ2 FY26 results beat consensus across the board, with revenue reaching $4.93B vs. $4.35B expected and normalized EPS of $1.56 exceeding the $1.52 mean estimate. The beat was primarily driven by North American Surface Transportation (NAST) performance, where pricing surged due to market tightening and high fuel costs. Adjusted operating margin improved 360 bps YoY to 34.7%, reflecting successful workforce productivity and technology-led restructuring initiatives, despite significant cash flow compression from rising working capital.