| CHRW |
Report |
2Q26 adjusted EPS |
BEAT |
pred ~$1.51 vs. cons $1.47 |
MEDIUM |
| CHRW |
Report |
NAST adjusted gross profit |
BEAT |
pred ~$452M vs. cons $446M |
MEDIUM |
| CHRW |
Report |
Global Forwarding adjusted gross profit |
MISS |
pred ~$158M vs. cons $169M |
MEDIUM |
| CHRW |
Guide |
FY26 adjusted EPS framework |
LOWER |
guide ~$6.00 vs. cons $6.15 (FY26) |
MEDIUM |
| CHRW |
Guide |
FY26 personnel expense |
UNCHANGED |
guide ~$1.30B vs. cons $1.30B (FY26) |
HIGH |
| CHRW |
Guide |
FY26 NAST productivity growth |
UNCHANGED |
guide ~10% vs. cons 10% (FY26) |
MEDIUM |
| CHRW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
LOW |
| CHRW |
Return |
5-day cumulative residual |
-5.5% (FOLLOW-THROUGH) |
EPS and NAST gross-profit-dollar upside are likely outweighed by a ~$6.00 FY26 framework versus ~$6.15 consensus, implying out-period estimate cuts, while the $604M advisory-verdict overhang keeps the risk discount elevated. |
LOW |