C.H. Robinson Worldwide (CHRW) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and C.H. Robinson published the results on October 28, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. C.H. Robinson reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted diluted EPS (non-GAAP), which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• C.H. Robinson reports in thousands of dollars; figures here are rounded to the nearest $0.1 million.
• Most of C.H. Robinson's revenue passes through to carriers, so it treats adjusted gross profit ($808.4 million in Q3 2026) as its primary performance measure.
• On October 5, 2026 C.H. Robinson agreed to acquire RXO, Inc. in a stock-and-cash transaction; the deal had not closed by the end of the quarter.

Source: C.H. Robinson Q3 2026 results, October 28, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How C.H. Robinson splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• C.H. Robinson's North American Surface Transportation (NAST) revenue was $3.8 billion in Q3 2026, up 29% from $3.0 billion in Q3 2025, 71% of total revenue.
• C.H. Robinson's Global Forwarding revenue was $1.1 billion in Q3 2026, up 46% from $786 million in Q3 2025, 21% of total revenue.
• C.H. Robinson's All Other and Corporate revenue was $380 million in Q3 2026, down 1% from $385 million in Q3 2025, 7% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

C.H. Robinson's release gives no revenue or EPS outlook. It gives a full-year tax rate and capital expenditure range.

In its Q3 2026 release, C.H. Robinson said:

“For 2026, we expect our full-year effective tax rate to be 18% to 20%.”

“Capital expenditures for 2026 are expected to be $65 million to $75 million.”

Source: C.H. Robinson Q3 2026 release, Oct 28, 2026.

This is the company's own guidance as of Oct 28, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the CHRW forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Total revenues and GAAP diluted EPS, each as first reported in that quarter's release, converted from thousands to millions.

C.H. Robinson's next report is expected around January 27, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 28, 2026

C.H. Robinson is a freight broker and forwarder, and most of its revenue is paid on to carriers. In Q3 2026 total revenues rose 29.5% to $5.4 billion, while purchased transportation and related services rose 36.1%, so gross profit rose a slower 15.0% to $795.6 million and adjusted gross profit 14.5% to $808.4 million. (C.H. Robinson Q3 2026 release, Oct 28, 2026)

North American Surface Transportation is the largest segment, with revenue of $3.8 billion, up 29.1% on higher pricing and volume in truckload and LTL. Global Forwarding revenue rose 46.1% to $1.1 billion on higher ocean and air pricing. All Other and Corporate, which includes Robinson Fresh and Managed Solutions, had revenue of $379.8 million, down 1.3%. (C.H. Robinson Q3 2026 release, Oct 28, 2026)

Higher freight rates account for most of the revenue increase. C.H. Robinson's average truckload linehaul rate per mile charged to customers rose approximately 31.5% while its truckload linehaul cost per mile rose 33.5%, in what it calls a period of significant supply-driven tightening in North American trucking. NAST truckload and LTL volume rose 3.5%, against a 0.3% decline in the Cass Freight Shipment Index. (C.H. Robinson Q3 2026 release, Oct 28, 2026)

By service line, truckload produced $325.8 million of adjusted gross profit, LTL $171.4 million, ocean $136.1 million, air $43.6 million and customs $31.7 million. C.H. Robinson served 75,000 customers in 2025 and its largest accounted for approximately two percent of consolidated total revenues. (C.H. Robinson Q3 2026 release, Oct 28, 2026; C.H. Robinson Form 10-K, 2025, Feb 13, 2026)

C.H. Robinson's GAAP diluted EPS rose 24.6% to $1.67 in Q3 2026 and adjusted diluted EPS rose 28.6% to $1.80. The adjustments add back restructuring and related costs ($0.14 a share), which include a $12.2 million impairment on its Kansas City regional center lease, and acquisition related costs ($0.02), less a $0.03 tax effect. (C.H. Robinson Q3 2026 release, Oct 28, 2026)

C.H. Robinson's average employee headcount fell 10.4% and personnel expenses rose only 3.1%, so income from operations rose 23.1% to $271.8 million and adjusted operating margin rose 230 basis points to 33.6%. The effective tax rate was 20.6%, flat on a year earlier. (C.H. Robinson Q3 2026 release, Oct 28, 2026)

Diluted weighted average shares fell 2.2% to 118.7 million on share repurchases. C.H. Robinson returned $289.1 million to shareholders in the quarter, $214.3 million in repurchases and $74.8 million in dividends. (C.H. Robinson Q3 2026 release, Oct 28, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

C.H. Robinson does not give a revenue or EPS outlook in its release. For 2026 it expects a full-year effective tax rate of 18% to 20% and capital expenditures of $65 million to $75 million. (C.H. Robinson Q3 2026 release, Oct 28, 2026)

The pending RXO acquisition, announced October 5, 2026, lets RXO stockholders elect $17.25 in cash and 0.0856 C.H. Robinson shares, $30.25 in cash, or 0.1992 shares per RXO share, prorated so that approximately 57 percent of the consideration is cash and 43 percent stock. (C.H. Robinson Form 10-Q, Q3 2026, Oct 30, 2026)

A consensus figure is the average of the models published by the analysts who cover C.H. Robinson, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones C.H. Robinson's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning CHRW is on is CHRW a buy or a sell?, what analysts expect next is on the CHRW forecast, and what the company does is on the C.H. Robinson Worldwide (CHRW) stock page.

Every number on this page can be traced to a document C.H. Robinson published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.