07:20 PM EST, 01/28/2026 (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 Q4 2025 adjusted EPS of $1.23, up 1.7% Y/Y and 9% above consensus, despite revenues declining 6.5% Y/Y to $3.9B from divestitures and lower ocean pricing. Adjusted operating margin expanded 80 bps to 27.6%, while adjusted income from operations rose 7.1% to $197.4M, due to disciplined cost management with operating expenses down 5.0% and headcount reduced 12.9%. The company's Lean AI strategy generates operational leverage, reinforcing confidence in management's execution capabilities. Management emphasized being "still in the early stages" of transformation, suggesting improvement runway. We view the challenging freight market environment as an opportunity for outperformance, as the Cass Freight Shipment Index declined for the 13th consecutive quarter, while CHRW achieved 3% truckload volume growth. Strong cash generation enabled $207.7M in shareholder returns, up 150.7%. We believe the transformation positions CHRW to gain share in the difficult environment.