| CHRW |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.57 vs. cons $1.53 |
MEDIUM |
| CHRW |
Report |
Revenue (Q2 2026) |
IN-LINE |
pred ~$4.39B vs. cons $4.37B |
MEDIUM |
| CHRW |
Report |
NAST adjusted operating margin excluding restructuring (Q2 2026) |
BEAT |
pred ~40.6% vs. cons 40.0% |
LOW |
| CHRW |
Guide |
Adjusted EPS framework |
LOWER |
guide ~$6.00 vs. cons $6.12 (FY 2026) |
HIGH |
| CHRW |
Guide |
Personnel expense |
UNCHANGED |
guide ~$1.30B midpoint vs. cons $1.30B (FY 2026) |
MEDIUM |
| CHRW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| CHRW |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Initial relief from an EPS beat and resilient NAST margin fades because the ~$6.00 FY2026 framework remains below the $6.12 consensus, implying softer second-half earnings versus Street math, while unresolved $604M litigation and capital-return risk limit multiple expansion. |
MEDIUM |