C.H. Robinson Shares Fall 1.8% Despite Q3 Earnings Beat as Operating Costs Rise

C.H. Robinson (CHRW) shares fell over 10% Wednesday morning despite beating Q3 earnings expectations. Revenue rose 29.5% YoY to $5.36B, exceeding estimates, but operating cash flow declined from the prior year.

C.H. Robinson reported Q3 2026 revenue of $4.14B, up 29.5% YoY, and adjusted gross profit up 14.5%. Truckload profit-per-load rose 17%. The company reaffirmed full-year targets and discussed its RXO acquisition, highlighting $300M in expected synergies. Management noted cost pressures but remained cautiously optimistic about Q4.

CHRW reported Q3 revenue growth of 29.5% and adjusted gross profit of 14.5% YoY, with both core segments exceeding mid-cycle margin targets. The company attributed this to organic gains and $300M in planned RXO synergies, while expressing a cautious freight-market outlook.

C.H. Robinson (CHRW) reported Q3 2026 earnings with adjusted EPS of $1.80 on revenue of $5.36B, beating estimates. The company announced a $5.8B acquisition of RXO, Inc. Shares fell 9.59% premarket due to concerns over costs and integration risks. NAST and Global Forwarding segments showed strong growth and margin expansion, driven by AI and Lean operating models. The company raised its 2026 financial targets but increased SG&A expense guidance.

C.H. Robinson (CHRW) reported Q3 2026 adjusted EPS of $1.80, up 28.6% YoY, with total revenues rising 29.5% to $5.4B. NAST and Global Forwarding segments hit mid-cycle margin targets. Gross profits increased 15.0% to $795.6M. The company expects full-year 2026 effective tax rate of 18-20% and is pursuing RXO acquisition.

C.H. Robinson (NASDAQ: CHRW) reported strong Q3 financials, with operating revenues up 29.1% YoY in North American Surface Transport. Adjusted EPS rose 28.6% to $1.80. The company cited higher pricing, volume, and productivity improvements. It also announced a $6B acquisition of RXO (NYSE: RXO).