| CHRW |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.58 vs. cons $1.51 |
MEDIUM |
| CHRW |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$4.40B vs. cons $4.36B |
MEDIUM |
| CHRW |
Report |
NAST Adjusted Gross Margin % |
MISS |
pred ~14.0% vs. cons/expectation ~14.6% |
MEDIUM |
| CHRW |
Guide |
FY2026 Adjusted EPS guidance |
LOWER |
guide ~$6.00 vs. cons $6.08 (FY2026) |
MEDIUM |
| CHRW |
Guide |
FY2026 Dry Van Spot Rate Assumption (cost headwind) |
LOWER |
guide ~19% y/y vs. prior guide 17% y/y (FY2026) |
MEDIUM |
| CHRW |
Guide |
Litigation loss-contingency disclosure/reserve |
UNKNOWN |
guide ~$0M booked (non-estimable) vs. street ballpark ~$150M potential exposure (FY2026) |
LOW |
| CHRW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| CHRW |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
Even with a likely Q2 EPS/revenue beat, management reiterating the ~$6 FY26 EPS target (vs. $6.08-6.09 consensus) is an implicit downward revision that analysts will formalize over the following days; combined with NAST gross-margin compression from accelerating spot-rate cost inflation (17%→~19% guided) and unresolved litigation/insurance-reserve overhang from the Dallas verdict, sell-side estimate cuts and target-price trims (already begun with Baird) should extend the initial negative reaction rather than let it fade, producing continued idiosyncratic underperformance through the week. |
MEDIUM |