Form 8-K · Current report
C.H. Robinson 8-K, filed Jul 29, 2026
- Filed
- CIK
- 0001043277
- Accession no.
- 0001043277-26-000027
Summary
C.H. Robinson reported second-quarter 2026 results with total revenues up 19.3% to $4.9 billion, income from operations up 18.4% to $255.7 million, and diluted EPS up 23.8% to $1.56. CEO Dave Bozeman said the company hit its mid-cycle operating margin targets in North American Surface Transportation and Global Forwarding while the freight market remained in the trough of the demand cycle, crediting its "Lean AI" strategy and revenue management discipline.
Key points
- Total revenues rose 19.3% to $4.9 billion on higher truckload, LTL, air and ocean pricing; adjusted gross profits rose 6.5% to $738.0 million.
- North American Surface Transportation volume grew about 1.5% year over year against a 3.3% decline in the Cass Freight Shipment Index, the 13th consecutive quarter of market outgrowth.
- Average employee headcount declined 10.8% and cash returned to shareholders rose 87.5% to $301.3 million, while cash generated by operations fell $191.2 million to $35.9 million.
- Net income was $186.8 million, up 22.5%, and adjusted diluted EPS of $1.61 rose 24.8%.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition. The following information is being "furnished" in accordance with the General Instruction B.2 of Form 8-K and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing. …
An excerpt of the text as filed with the SEC, cut for length.
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