C.H. Robinson: Q1 revenue fell 0.8% to $4.0 billion; diluted EPS rose 9.9% to $1.22
C.H. Robinson reported first-quarter 2026 results for the quarter ended March 31, 2026. Total revenues fell 0.8% to $4.0 billion and income from operations fell 0.7% to $175.7 million, while diluted EPS rose 9.9% to $1.22 and adjusted diluted EPS rose 15.4% to $1.35, with restructuring charges tied to workforce reductions. Cash returned to shareholders rose 105.6% to $359.8 million, but cash generated by operations fell to $68.6 million.
Key points
- Total revenues decreased 0.8% to $4.0 billion; income from operations decreased 0.7% to $175.7 million
- Diluted EPS rose 9.9% to $1.22; adjusted diluted EPS rose 15.4% to $1.35, excluding $20.2 million of restructuring and related costs
- Cash generated by operations fell $37.9 million to $68.6 million; cash returned to shareholders was $359.8 million, including $280.7 million in stock repurchases
- Full-year 2026 guidance includes an effective tax rate of 18% to 20% and capital expenditures of $75 million to $85 million
The filing
Written by AI on Nov 8, 2026, 1:11 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 29, 2026.
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