Form 10-Q · Quarterly report
C.H. Robinson 10-Q, filed Oct 30, 2026
- Filed
- CIK
- 0001043277
- Accession no.
- 0001043277-26-000043
Summary
C.H. Robinson reported third-quarter 2026 total revenues of $5.4 billion, up 29.5% from a year earlier, and net income of $198.5 million, up 21.8%, as elevated truckload, ocean and air freight rates lifted pricing during a tight North American surface transportation market with muted underlying freight demand. The company said Middle East conflict, new vessel capacity and evolving trade and tariff policy are likely to keep ocean and air freight pricing volatile in the near term.
Key points
- Adjusted gross profits rose 14.5% to $808.4 million and adjusted operating margin rose 230 basis points to 33.6%; diluted earnings per share rose 24.6% to $1.67.
- Average truckload linehaul cost per mile, excluding fuel surcharges, rose about 33.5% year over year while the rate charged to customers rose about 31.5%, and truckload adjusted gross profit per transaction rose about 17.0%.
- Ocean freight shipments rose 2.0% and air freight tonnage fell 4.0% year over year, with global forwarding total revenues up 46.1% on higher ocean and air rates.
- Average employee headcount decreased 10.4%, and income from operations increased 23.1% to $271.8 million.
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.
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