C.H. Robinson Q2 diluted EPS rises 23.8% to $1.56 on 19.3% revenue gain
C.H. Robinson reported second-quarter 2026 results for the quarter ended June 30, 2026. Total revenues rose 19.3% to $4.9 billion, diluted EPS rose 23.8% to $1.56, and income from operations rose 18.4% to $255.7 million. Cash generated by operations fell $191.2 million to $35.9 million, mainly because of a rise in net operating working capital, while cash returned to shareholders increased 87.5% to $301.3 million.
Key points
- Total revenues increased 19.3% to $4.9 billion, primarily driven by higher pricing in truckload, LTL, air and ocean services.
- Diluted EPS was $1.56, up 23.8%; adjusted diluted EPS was $1.61, up 24.8%.
- Cash generated by operations was $35.9 million, down $191.2 million from $227.1 million a year earlier.
- Cash returned to shareholders totaled $301.3 million, including $226.0 million in stock repurchases and $75.3 million in dividends.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:11 AM ET, from the text of the filing and its press-release exhibits 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 July 29, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.