| CHRW |
Report |
NAST AGP (Q2 2026) |
BEAT |
pred ~$465M vs. cons $455.6M |
MEDIUM |
| CHRW |
Report |
Operating Income (Q2 2026) |
BEAT |
pred ~$248M vs. cons $241.6M |
MEDIUM |
| CHRW |
Report |
Global Forwarding AGP (Q2 2026) |
MISS |
pred ~$178M vs. cons $181.2M |
MEDIUM |
| CHRW |
Guide |
FY 2026 Operating Income (FY 2026) |
BETTER |
guide reaffirm $965M-$1.04B vs. cons $959.9M |
HIGH |
| CHRW |
Guide |
FY 2026 EPS Target (FY 2026) |
UNCHANGED |
guide reaffirm $6.00 floor vs. cons $6.147 |
HIGH |
| CHRW |
Guide |
NAST Q3 Trajectory (Q3 2026) |
BETTER |
constructive; cycle inflecting per LSTR/JBHT data |
MEDIUM |
| CHRW |
Guide |
GF Q3 Trajectory (Q3 2026) |
UNCHANGED |
cautiously optimistic; ocean soft, air strong |
MEDIUM |
| CHRW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| CHRW |
Return |
5-day cumulative residual |
+5.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — H2 estimate revisions upward as implied out-period math works in CHRW's favor; verdict overhang partially lifts if management tone is confident |
MEDIUM |