US · Industrials · Integrated Freight & Logistics
EPS came in at 1.80 against a street estimate of 1.72 — a beat of 4.7%.
Analysts rate CH Robinson Worldwide Inc a buy (18 buy, 5 hold, 0 sell out of 23) with an average price target of $179.30.
CONFIDENT C.H. Robinson delivered strong Q3 growth and margins despite weak freight volumes, raised expense guidance, paused buybacks for RXO leverage, and remains confident in $300 million of synergies. Q3 FY26 North American volumes grew 3.5% while the index declined 0.3%; global forwarding benefited from higher pricing and operational improvements. Analysts focused on lumpy SG&A, 2027 insurance inflation, RXO revenue retention and synergy credibility. Management emphasized temporary expense variability, manageable insurance costs and disciplined integration. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.85% |
| Vanguard Capital Management, LLC | 6.50% |
| Arnhold & S. Bleichroeder Advisers, LLC | 6.31% |
| State Street Corp | 5.63% |
| Vanguard Portfolio Management, LLC | 5.13% |
| FMR Inc | 3.24% |
| WCM Investment Management | 3.19% |
| Wellington Management Company LLP | 3.06% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • C.H. Robinson amended its revolving credit agreement and note purchase agreement on November 2, 2026. • The revolving credit faci | 2026-11-04 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $5,358,060,000, up from $4,136,846,000 in the third quarter of 2025. • Third-quarter operating inc | 2026-10-30 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue increased 29.5% year over year to $5.4 billion; adjusted gross profit rose 14.5% to $808.4 million. • | 2026-10-28 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • C.H. Robinson Worldwide entered into an agreement on October 4, 2026, to acquire RXO through a two-step merger. • The transaction | 2026-10-05 |
| Quarterly report · Q2 2026 C.H. ROBINSON WORLDWIDE, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Net Income: $186.8 million (vs. $152.5 million in Q2 2025); H1 2026 | 2026-07-31 |
| Results announced · Q3 2026 C.H. ROBINSON Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenues increased 19.3% to $4.9 billion in Q2 2026 • Income from operations increas | 2026-07-29 |
| Reg FD disclosure · Q3 2026 C.H. ROBINSON WORLDWIDE, INC. - 8-K SUMMARY HEADLINE NUMBERS • Advisory jury verdict issued July 23, 2026 in Dallas County, Texas against C.H. Robin | 2026-07-24 |
| Board / officer change · Q2 2026 C.H. ROBINSON WORLDWIDE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Special equity award approved for Arun Rajan (Chief Strategy and Innovation Offi | 2026-06-02 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.63 / share ex-date Sep 4, 2026 · pay Oct 2, 2026 | 2026-09-04 |
| Dividend | $0.63 / share ex-date Jun 5, 2026 · pay Jul 2, 2026 | 2026-06-05 |
| Dividend | $0.63 / share ex-date Mar 6, 2026 · pay Apr 2, 2026 | 2026-03-06 |
| Dividend | $0.63 / share ex-date Dec 5, 2025 · pay Jan 5, 2026 | 2025-12-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for CH Robinson Worldwide Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.