Industrials·Air Freight & Logistics·$21.6B
C.H. Robinson Worldwide (CHRW) is a leading logistics company that provides freight transportation and supply chain solutions....
Earnings Per Share (EPS)
EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue
Revenue reflects the overall sales performance and demand for logistics services, which is vital for assessing growth.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+16.10%
Avg Stock Reaction
+0.38%
In the last quarter (Q4-2025), C.H. Robinson reported an EPS of $1.23, exceeding expectations and indicating strong performance. The stock reacted positively, gaining 2.14% the following day.
Management Promises & Guidance
Analysts expect C.H. Robinson to report solid earnings, with a consensus EPS of $1.23 and revenue of $4.0B. The market is looking for signs of sustained demand in logistics services.
Bull Case
If C.H. Robinson beats earnings expectations, it could signal strong demand in the logistics sector and lead to increased investor confidence.
Bear Case
Conversely, if the company misses estimates or provides weak guidance, it could raise concerns about demand and profitability in a challenging economic environment.
Earnings Per Share (EPS)
$1.23EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue
$4.0BRevenue reflects the overall sales performance and demand for logistics services, which is vital for assessing growth.
The print will turn on these two things.
Q1
Will the EPS exceed $1.23, and if so, by how much?
A significant EPS beat could indicate strong operational performance and boost investor confidence.
Q2
What guidance does management provide for future revenue growth?
Future revenue guidance will be crucial for assessing the company's outlook amid potential economic headwinds.
Why consensus could be wrong
The consensus may underestimate the impact of recent supply chain improvements and operational efficiencies that could drive better-than-expected results.
Supporting Evidence
C.H. Robinson has consistently beaten EPS estimates in the past, indicating strong operational capabilities.
The logistics sector has shown resilience despite economic challenges, suggesting potential for continued growth.
Options pricing indicates higher volatility, which could reflect investor expectations of a significant surprise.
Key Risk
If management provides strong guidance indicating robust demand, it could challenge the current consensus outlook.
Pre-commit to what would confirm each case.
The market is debating whether C.H. Robinson can maintain its growth trajectory in a potentially slowing economy.
Bull Confirmed If
An EPS of $1.30 or higher would confirm strong demand and operational efficiency.
Bear Confirmed If
An EPS below $1.14 would raise concerns about profitability and demand in the logistics sector.
Implied Move
±9.67%
Historical Avg
±1.4%
The options market is pricing in a significant move, indicating that investors expect volatility around the earnings announcement.
Options are pricing ±9.7% while CHRW has averaged ±1.4% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If C.H. Robinson beats expectations, history suggests the stock could rise by around 0.38% on average the next day, confirming a positive outlook.
In-Line / Cautious
If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.
Miss
If the company misses earnings expectations, history suggests a potential decline of around 1.43% on average, reflecting investor disappointment.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026