C.H. Robinson — Q3 2026 Earnings Summary

C.H. Robinson reported third-quarter 2026 results with total revenues increasing 29.5% to $5.4 billion and diluted earnings per share rising 24.6% to $1.67. The company achieved a 14th consecutive quarter of North American Surface Transportation volume growth that outpaced the market index, while adjusted gross profit grew 14.5% to $808.4 million. Operating expenses increased 10.6% to $536.6 million, driven by higher incentive compensation and claims expenses, yet income from operations still rose 23.1% to $271.8 million. Cash generated from operations decreased to $124.1 million due to unfavorable working capital changes, while cash returned to shareholders increased 52.5% to $289.1 million.