| CHRW |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.54 vs. cons $1.504 |
MEDIUM |
| CHRW |
Report |
Gross revenue |
IN-LINE |
pred ~$4.39B vs. cons $4.379B |
MEDIUM |
| CHRW |
Report |
NAST operating income |
BEAT |
pred ~$190.0M vs. cons $187.4M |
MEDIUM |
| CHRW |
Guide |
FY26 operating income |
BETTER |
guide ~$965M-$1.04B vs. FY cons $959.9M |
MEDIUM |
| CHRW |
Guide |
FY26 EPS target |
LOWER |
guide ~$6.00 vs. FY cons $6.147 |
MEDIUM |
| CHRW |
Guide |
2H productivity / Global Forwarding AI |
UNCHANGED |
guide ~double-digit / 2H weighted vs. cons UNVERIFIED |
LOW |
| CHRW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
LOW |
| CHRW |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY reiteration leaves legal/multiple risk unresolved |
LOW |