Earnings Releases·Oct 28, 2026, 8:03 AM ET

C.H. Robinson — Q3 2026 Earnings Summary

Total revenues rose 29.5% year-over-year to $5.4 billion, driven by a 46.1% revenue increase in Global Forwarding and a 29.1% gain in North American Surface Transportation, while diluted EPS grew 24.6% to $1.67.
Cash returned to shareholders surged 52.5% to $289.1 million, comprising $214.3 million in stock repurchases and $74.8 million in dividends, alongside a 10.4% reduction in employee headcount to 11,253.
The company is proceeding with the proposed acquisition of RXO, Inc., leveraging its "Lean AI" operating model to drive integration and sustainable outperformance, while divesting its Europe Surface Transportation business earlier in the year.
Full-year 2026 guidance projects an effective tax rate between 18% and 20% and capital expenditures ranging from $65 million to $75 million.