C.H. Robinson (CHRW) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - C.H. Robinson Worldwide (CHRW) reported a revenue of $3.91 billion for the quarter ended December 2025, reflecting a year-over-year decline of 6.5% [1] - The company's EPS for the same period was $1.23, slightly up from $1.21 a year ago, and exceeded the consensus EPS estimate of $1.12 by 9.73% [1] Revenue and Earnings Performance - The reported revenue of $3.91 billion was below the Zacks Consensus Estimate of $3.96 billion, resulting in a surprise of -1.18% [1] - Key metrics indicate that C.H. Robinson's stock has returned +11.4% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change [3] Detailed Revenue Breakdown - Average employee headcount was 12,085, lower than the average estimate of 12,245 based on three analysts [4] - Total Revenues- NAST were reported at $2.81 billion, compared to the average estimate of $2.86 billion, showing a year-over-year change of +0.3% [4] - Total Revenues- All Other and Corporate were $371.28 million, slightly above the average estimate of $366.74 million, but represented a year-over-year decline of -25.4% [4] - Total Revenues- Global Forwarding were $730.98 million, compared to the average estimate of $736.12 million, reflecting a year-over-year decline of -17.3% [4] Adjusted Gross Profit Analysis - Adjusted Gross Profit- NAST was reported at $411.62 million, slightly below the average estimate of $416.05 million [4] - Adjusted Gross Profit- All Other & Corporate was $67.44 million, exceeding the average estimate of $66.29 million [4] - Adjusted Gross Profit- Global Forwarding was $177.96 million, also below the average estimate of $179.64 million [4]