C.H. Robinson Worldwide, Inc. (CHRW)

The company now

C.H. Robinson reported third-quarter 2026 revenue of $5.4 billion on 28 October, up 29.5 percent, and net income of $198.5 million 2. Most of the rise came from higher pricing in truckload, ocean, less than truckload and air services, as a tightening of truck supply lifted rates 2.

North American volume grew about 3.5 percent while the Cass Freight Shipment Index fell 0.3 percent, the 14th straight quarter the company outgrew the market 2. Truckload adjusted gross profit per shipment, roughly what the company keeps after paying carriers, rose 17.0 percent 24.

On 5 October the company announced an agreement to acquire RXO, a truck brokerage, for an implied $5.8 billion in cash and stock 5. Closing is expected in the first half of 2027 5. The company expects about $300 million of net cost savings within two years of closing 5.

RXO holders may elect $17.25 in cash plus 0.0856 C.H. Robinson shares for each RXO share, or all cash or all stock, subject to proration 1. The deal still needs regulatory approval and a vote of RXO's stockholders 1.

The company has a bridge loan commitment of up to $4.5 billion, cut to $3.5 billion after an amendment to its credit facility 1. It intends to pause share repurchases until it reaches its leverage goal 5.

Cash from operations fell to $124.1 million in the quarter as higher transportation rates raised working capital 2. Bloomberg reported that the chief executive said consolidation in the industry is likely to accelerate 7.

As of Nov 3, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.