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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
C. H. Robinson
C. H. Robinson (CHRW) investor relations material
C. H. Robinson Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Q3 revenue rose 29.5% to $5.36B; net income increased 21.8% to $198.5M, and diluted EPS rose 24.6% to $1.67.
Adjusted operating income increased 26.1% to $290.8M and adjusted diluted EPS rose 28.6% to $1.80; NAST and Global Forwarding achieved mid-cycle operating margin targets.
NAST volume grew 3.5% YoY for a 14th consecutive quarter of outperformance versus the Cass Freight Shipment Index, down 0.3%.
Financial highlights
Adjusted gross profit rose 14.5% to $808.4M; operating income increased 23.1% to $271.8M, and adjusted operating margin was 33.6%, up 230 bps YoY.
9M revenue rose 16.1% to $14.31B; operating income increased 14.6% to $703.2M, net income rose 18.1% to $532.5M, and diluted EPS grew 19.9% to $4.45.
Personnel expenses were $360.3M, including $3.6M of restructuring charges; SG&A was $176.3M, including $15.4M of other charges, primarily a $12.5M real-estate impairment.
Outlook and guidance
FY2026 operating income target is $964M–$1.04B, excluding restructuring and other charges; the low end equates to at least $6 of adjusted diluted EPS.
FY personnel expense guidance is $1.36B–$1.37B; SG&A guidance is $585M–$590M, with Q4 SG&A expected below Q3 levels.
FY tax-rate guidance is 18%–20%; capex guidance is $65M–$75M, with D&A expected toward the lower end of $95M–$105M.
2026 market assumptions: volume growth of -3% to +1%; NAST AGP per shipment flat to up 4%; GF AGP per shipment reset to 2H 2023 levels, down 10%.
Mid-cycle operating margin targets remain 40% for NAST and 30% for GF, with a mid-30s enterprise target.
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Latest events from C. H. Robinson
- Weak freight demand and excess capacity drove steep profit declines; productivity gains beat target.CHRW
Q4 2023 - RXO deal targets ~$300M in synergies and mid-teens EPS accretion by 2028.CHRWM&A announcement
- Lean AI, industry consolidation, and robust legal processes drive scalable growth and margin gains.CHRWJefferies Global Industrials Conference 2026
- AI-driven transformation delivers record productivity, margin expansion, and resilient earnings growth.CHRWCiti’s 2026 Global TMT Conference
- Confident in legal appeal, leaders focus on tech-driven growth, margin strength, and strategic M&A.CHRWDeutsche Bank’s Chicago Industrials Summit
- AI-powered logistics and disciplined execution drive margin growth and shareholder returns.CHRWInvestor presentation
- Q2 2026 saw robust profit growth, margin expansion, and market share gains amid industry headwinds.CHRWQ2 2026
- Operating income and net income rose over 20% as margin gains offset lower revenues.CHRWQ2 2025
- Lean model, AI innovation, and talent focus drive 72% operating income growth by 2026.CHRWInvestor Day 2024
Next C. H. Robinson earnings date
Baird 2026 Global Industrial Conference10 Nov, 2026
C. H. Robinson
Next C. H. Robinson earnings date
Baird 2026 Global Industrial Conference10 Nov, 2026
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Frequently asked questions
Third-Party Logistics
C.H. Robinson is an American company headquartered. It is a transportation company focused on third-party logistics. C.H. Robinson offers freight transportation, warehousing, and related management & services. Its offers for customers include transportation by road, air, ocean, rail, and intermodal solutions. The company is active throughout the Americas, Europe, and Asia, and has its headquarters in Eden Praire, Minnesota.
Founded as a Wholesaler
Founded in 1905, C.H. Robinson began its journey in Grand Forks, North Dakota, originally operating as a wholesale produce company. Over the subsequent decades, the company strategically expanded its service portfolio, gradually transitioning its core focus towards logistics. This evolution was marked by key developments, such as the inclusion of transportation and freight brokerage services. By the late 20th century, C.H. Robinson had firmly established itself as a prominent third-party logistics provider, broadening its operations across continents. Its consistent growth and development are reflected in its vast global network and comprehensive service offerings today, ranging from freight forwarding to intricate supply chain solutions, making it a significant player in the international logistics landscape.
Third-Party Logistics
Third-party logistics (3PL) refers to a business model where companies outsource elements of their distribution and fulfillment services to a specialized provider. In the context of C.H. Robinson, the company offers a comprehensive suite of logistics and supply chain management services. Clients approach C.H. Robinson to manage and optimize these aspects of their supply chain, allowing them to focus on their core business operations. In essence, C.H. Robinson acts as an intermediary between shippers (clients with goods to move) and carriers (entities that transport goods), ensuring smooth and timely logistics operations.
Worldwide Shipping
C.H. Robinson operates extensively on a global scale. Its wide geographical reach allows for the movement of goods across borders with ease, something that the company also uses as a selling point for its customers. Crossing borders with goods can be complex and time-consuming, and by utilizing a company like C.H. Robinson, its customers ensure that everything runs smoothly and according to protocol. Companies with a similar operational model as C.H. Robinson include names such as J.B Hunt and XPO Logistics.