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C. H. Robinson Worldwide (CHRW) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 30, 2026 · C. H. Robinson Worldwide (CHRW) Q3 2026 earnings results →

Q3 2026 Revenue up 30% year over year to $5.4B · 4¢ of every $1 of revenue kept as net profit · operating margin 5.1%

C. H. Robinson Worldwide made $5.4B in Q3 2026 (+30% Y/Y): Transportation and logistics services $5.0B, Sourcing $346M. Operating margin 5.1%, net earnings $198M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 30, 2026.

Revenue$5.4B
Year over year+30%
Operating margin5.1%
Net earnings$198M
Operating cash flow$124M

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C. H. Robinson Worldwide Q3 2026 revenue breakdown: Sankey diagram of revenue (Transportation and logistics services, Sourcing), costs, profit and cash flow
C. H. Robinson Worldwide Q3 2026 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $5.4B in Q3 2026, up 30% year over year and up 9% from the previous quarter. Transportation and logistics services was the largest line at 94% of revenue. Transportation and logistics services added $1.2B year over year (up 32%), 101% of the total change. Sourcing declined 2%.

Operating profit was $0.27B, a 5.1% margin (down 0.3 points year over year). Of the extra revenue versus Q3 2025, 4% reached operating profit, below the 5% margin then. Total costs grew 30% against revenue growth of 30%. Net earnings were $0.20B, up 22% year over year. The effective tax rate was 20.6%.

Operating cash flow was $0.12B (down 55% year over year), 63% of net earnings. Non-cash charges added back $0.02B of depreciation and amortization and $0.03B of share-based compensation. Working capital and other items used $0.13B. Capital expenditures of $3.6M left free cash flow of $0.12B.

Quarterly history

C. H. Robinson Worldwide revenue by quarterC. H. Robinson Worldwide revenue by quarter$4.0BQ1 2025$4.1BQ2 2025$4.1BQ3 2025$3.9BQ4 2025$4.0BQ1 2026$4.9BQ2 2026$5.4BQ3 2026
C. H. Robinson Worldwide net earnings by quarterC. H. Robinson Worldwide net earnings by quarter$135MQ1 2025$152MQ2 2025$163MQ3 2025$136MQ4 2025$147MQ1 2026$187MQ2 2026$198MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QOct 30, 2026$5.4B+30%5.1%$198M$124M
Q2 202610-QJul 31, 2026$4.9B+19%5.2%$187M$35.9M
Q1 202610-QMay 1, 2026$4.0B-0.8%4.4%$147M$68.6M
Q4 202510-KFeb 13, 2026$3.9B-6%4.6%$136M$305M
Q3 202510-QOct 31, 2025$4.1B-11%5.3%$163M$275M
Q2 202510-QAug 1, 2025$4.1B-8%5.2%$152M$227M
Q1 202510-QMay 2, 2025$4.0B-8%4.4%$135M$107M

Charts

C. H. Robinson Worldwide: revenue growth, year over year and quarter over quarterC. H. Robinson Worldwide: revenue growth, year over year and quarter over quarterY/YQ/Q-8%Q1 2025-8%+2%Q2 2025-11%+0%Q3 2025-6%-5%Q4 2025-1%+3%Q1 2026+19%+23%Q2 2026+30%+9%Q3 2026
Latest (Q3 2026): Y/Y +30%, Q/Q +9%.
C. H. Robinson Worldwide: where the cash came from (+) and went (−), TTM to Q3 2026C. H. Robinson Worldwide: where the cash came from (+) and went (−), TTM to Q3 2026Buybacks−$754MNet borrowing (+) / repaid (−)$685MOperating cash flow$534MDividends−$303MShares issued$112MTaxes on employees’ shares−$100MAcquisitions−$90.8MCash drawn (+) / kept (−)−$56.3MOther investing−$48.9MAsset & business sales$35.3MCapital spending−$14.2MExchange rates$1.9M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
C. H. Robinson Worldwide: profit against cash, quarter by quarterC. H. Robinson Worldwide: profit against cash, quarter by quarterNet incomeOperating cash flow$149M$268MQ4 2024$135M$107MQ1 2025$152M$227MQ2 2025$163M$275MQ3 2025$136M$305MQ4 2025$147M$68.6MQ1 2026$187M$35.9MQ2 2026$198M$124MQ3 2026
Latest (Q3 2026): Net income $198M, Operating cash flow $124M.
C. H. Robinson Worldwide: diluted shares by fiscal yearC. H. Robinson Worldwide: diluted shares by fiscal year136MFY2020134MFY2021127MFY2022120MFY2023121MFY2024122MFY2025
-10.8% since FY2020: buybacks shrank the count.
C. H. Robinson Worldwide in its industry: growth against margin (8 companies, SIC 4731)C. H. Robinson Worldwide in its industry: growth against margin (8 companies, SIC 4731)revenue growth, year over year →↑ operating marginmedian +18%median 4%EXPDBCOHUBGFWRDRLGTSGLYQNMECHRW (+30%, 5%)
Arrangement of Transportation of Freight & Cargo; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About C. H. Robinson Worldwide

C.H. Robinson Worldwide, Inc. (“C.H. Robinson,” “the company,” “we,” “us,” or “our”) is one of the largest global logistics providers in the world, with consolidated total revenues of $16.2 billion in 2025. As a leader in Lean artificial intelligence (“AI”) supply chains, we deliver logistics like no one else. For more than a century, companies everywhere have looked to us to reimagine how goods move. We deliver tailored solutions across the world via truckload, less-than-truckload, ocean, air, and more. With our unique combination of human insight and Lean AI working as one, supply chains move faster, smarter, and more sustainably.

In its own words, from its 10-K, filed Feb 13, 2026.

C. H. Robinson Worldwide against its Arrangement of Transportation of Freight & Cargo peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +30% against the peers' median +18%. Operating margin: 5.1% against the peers' median 4.2%.

CompanyQuarterRevenueY/YOp. margin
CHRW C. H. Robinson WorldwideQ3 2026$5.4B+30%5.1%
EXPD Expeditors International of WashingtonQ3 2026$4.1B+42%10.8%
BCO BrinksQ3 2026$1.4B+3%9.5%
HUBG Hub GroupQ3 2025$934M-5%4.2%
FWRD Forward AirQ2 2026$673M+9%-29.9%
RLGT Radiant LogisticsQ4 FY26$261M+18%3.3%
SGLY Singularity Future TechnologyQ4 FY26$834K+76%-59.7%
QNME Quanome TechnologiesQ4 FY26$742K-64%-915.5%

Source: C. H. Robinson Worldwide 10-Q on SEC EDGAR · CIK 1043277 · Arrangement of Transportation of Freight & Cargo

Guidance and outlook

C. H. Robinson Worldwide Tax rate: guidance against what was reportedC. H. Robinson Worldwide Tax rate: guidance against what was reportedguided rangereported (above / within / below)FY202419.6%FY202518.7%FY2026
Met or beat 2 of 2 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
C. H. Robinson Worldwide: what its forward-looking statements are about (10-Q filed 2026-10-30)C. H. Robinson Worldwide: what its forward-looking statements are about (10-Q filed 2026-10-30)Financing2Buybacks & dividends1Demand1Deals1Other1
6 statements; tone +0.33 (−1 all cautious, +1 all confident); 0 hedged.
C. H. Robinson Worldwide: outlook statements against the filing beforeC. H. Robinson Worldwide: outlook statements against the filing beforeConfident2

13F: who owns CHRW and who is buying

Largest holders of CHRW (13F)Largest holders of CHRW (13F)Vanguard Group$2.3BBlackRock$2.1BVanguard Capital Management LLC$1.4BFirst Eagle Investment Management…$1.4BState Street$1.2BVanguard Portfolio Management LLC$1.1BFMR LLC$704MWCM Investment Management, LLC$681MWellington Management Group LLP$666MGeode Capital Management, LLC$655M
Funds' net buying of CHRW by quarter (13F)Funds' net buying of CHRW by quarter (13F)$174M2024-09−$159M2024-12$133M2025-03$191M2025-06$254M2025-09$346M2025-12$446M2026-03−$124M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on CHRW

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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