Form 10-Q · Quarterly report
C.H. Robinson 10-Q, filed Jul 31, 2026
- Filed
- CIK
- 0001043277
- Accession no.
- 0001043277-26-000031
Summary
C.H. Robinson reported second-quarter 2026 total revenues of $4.9 billion, up 19.3% from a year earlier, net income of $186.8 million, up 22.5%, and diluted earnings per share of $1.56, as tighter carrier capacity and higher fuel costs lifted transportation rates. The company attributed the rate increases to supply-side constraints — regulatory limits on driver availability, Middle East conflict, and vessel rerouting around the Cape of Good Hope — rather than to a recovery in underlying freight demand.
Key points
- Adjusted gross profits rose 6.5% to $738.0 million and income from operations rose 18.4% to $255.7 million; adjusted operating margin was 34.7%, up 360 basis points.
- Average truckload linehaul cost per mile excluding fuel surcharges rose about 29.0% year over year while the rate charged to customers rose about 25.5%.
- The company said the Cass Freight Index fell 3.3% year over year while its combined North American truckload and less-than-truckload volume rose about 1.5%.
- Ocean freight shipments rose 1.0% and air freight tonnage fell 7.5%, and average employee headcount was down 10.8%.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 2. MANAGEMENT'S DISCUSSION OVERVIEW C.H. Robinson Worldwide, Inc. (“C.H. Robinson,” “the company,” “we,” “us,” or “our”) is one of the largest global logistics providers in the world. As a leader in Lean AI supply chains, we deliver logistics like no one else. For more than a century, companies everywhere have looked to us to reimagine how goods move. We deliver tailored solutions across the world via truckload, less-than-truckload, ocean, air, and more. With our unique combination of human insight and Lean AI working as one, supply chains move faster, smarter, and more sustainably. Our adjusted gross profits and adjusted gross profit margin are non-GAAP financial measures. …
An excerpt of the text as filed with the SEC, cut for length.
Readster writes AI-generated summaries of public filings for research purposes only. Summaries can be incomplete or wrong — check the original filing on SEC.gov before relying on it. Nothing here is investment, legal or medical advice.