US Logistics Leader Faces $3 Billion Loss Ahead of Earnings Report

C.H. Robinson Worldwide Inc. (NASDAQ: CHRW) plunged 11.86% on the Nasdaq on the 28th, closing at $166.07. Its market capitalization fell to about $19.5 billion (roughly KRW 26 trillion), wiping out some $2.1 billion—approximately KRW 2.8 trillion—in a single day.

The company is set to report first-quarter 2026 results after the market close on the 28th (U.S. time). In late January, it disclosed an 8% year-over-year decline in EPS for the fourth quarter of 2025. More recently, C.H. Robinson announced a $2 billion share-repurchase program and plans to invest in AI-driven operational efficiencies, targeting $6 in EPS by 2026.

Headquartered in Eden Prairie, Minnesota, C.H. Robinson is one of the world’s largest third-party logistics providers, offering truckload brokerage, ocean and air freight services, and supply-chain management solutions. It is widely regarded as a bellwether in U.S. logistics and transportation—sectors highly sensitive to global economic slowdowns and freight-rate cycle fluctuations.