C.H. Robinson stock reports 19.3 percent Q2 revenue growth

Published on 09/25/2026 at 17:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

C.H. Robinson stock was trading at USD 145.79 on September 25, 2026, while adjusted Q2 EPS reached USD 1.61. Revenue rose 19.3 percent year over year, but legal risks remain.

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C.H. Robinson stock traded at USD 145.79 on Nasdaq at 11:15 a.m. ET on September 25, 2026, down USD 0.41 or 0.28 percent from the previous close of USD 146.20. The latest second-quarter figures show why the company remains profitable while the freight cycle stays difficult.

Q2 revenue rises 19.3 percent

According to Nasdaq on August 25, 2026, second-quarter 2026 revenue increased 19.3 percent year over year to USD 4.93 billion. Adjusted gross profit grew 6.5 percent to USD 738 million, while adjusted income from operations rose 19.5 percent to USD 263.2 million.

Adjusted earnings reached USD 1.61 per share, a 24.8 percent year-over-year increase. The result exceeded consensus of USD 1.53 by USD 0.08, giving the quarterly report a clear quantified comparison beyond the revenue increase.

Lean AI lifts operating leverage

Nasdaq reported that adjusted operating margin expanded 360 basis points to 34.7 percent in Q2 2026. Operating expenses increased 1 percent to USD 482.2 million, while average employee headcount fell 10.8 percent, showing how productivity gains supported earnings without a broad freight-demand recovery.

North American Surface Transportation revenue increased 23.1 percent to USD 3.59 billion, and truckload and less-than-truckload volume rose 1.5 percent year over year. That compared with a 3.3 percent decline in the Cass Freight Shipment Index, according to Nasdaq.

Legal risk stays material

As TT reported on September 21, 2026, C.H. Robinson has been meeting with lawmakers after a U.S. Supreme Court ruling held that freight brokers are not shielded by federal law from state negligent-hiring lawsuits. The company is seeking a clearer national safety-selection standard.

Cash generation provides a counterweight to the margin progress. Nasdaq reported operating cash flow of USD 35.9 million in Q2 2026, down from USD 227.1 million a year earlier, while long-term debt rose to USD 1.68 billion from USD 1.34 billion at the prior quarter-end.

Stock sits below yearly high

C.H. Robinson stock was trading 30.68 percent below its 52-week high of USD 210.33 and above its 52-week low of USD 123.64 on September 25, 2026. Market capitalization stood at USD 17.18 billion and trading volume at 224,453 shares at the quoted time.