05:30 PM EDT, 04/29/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

CHRW delivered mixed Q1 results, with adjusted EPS rising 15.4% Y/Y to $1.35, beating consensus by 10%, while revenue remained flat at $4.0B, missing estimates by $40M. Adjusted operating margin expanded 30bps to 26.6% despite revenue headwinds, with employee headcount declining 12.3% as operational transformation continues generating efficiency gains. The company achieved its 12th consecutive quarter of market share gains in NAST, with volumes flat versus a 6.2% decline in the Cass Freight Shipment Index, demonstrating competitive positioning advantages. Management's disciplined cost management approach reduced operating expenses 2.3% to $484.8M, while returning $359.8M to shareholders through buybacks and dividends. We view the challenging freight market environment as an opportunity for CHRW to outperform, as persistent weakness in freight volumes and volatile spot costs create difficulties for peers while CHRW's transformation positions it to gain share in this difficult environment.