Every material Form 8-K C.H. Robinson has filed with the SEC since July 31, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
C.H. Robinson Worldwide disclosed amendments dated November 2, 2026, to its existing credit agreement with U.S. Bank National Association as administrative agent and to its note purchase agreement with noteholders. The filing does not state new borrowing amounts, interest rates or maturities, so the size and terms of the changes cannot be determined from this document.
Sixth Omnibus Amendment, dated November 2, 2026, amends a credit agreement originally dated October 29, 2012, with U.S. Bank National Association as administrative agent.
Fourth Amendment to Note Purchase Agreement, dated November 2, 2026, was entered into with noteholders and guarantors.
Certain schedules and exhibits were omitted under Item 601(a)(5) of Regulation S-K and will be provided to the SEC on request.
C.H. Robinson reported third-quarter 2026 results with total revenues up 29.5% to $5.4 billion, income from operations up 23.1% to $271.8 million, and diluted EPS up 24.6% to $1.67. Operating cash flow fell $151.3 million to $124.1 million, which the company attributed to higher working capital needs driven by higher transportation rates. The filing also discloses a Fifth Amendment to its credit agreement dated October 22, 2026, and refers to a proposed acquisition of RXO, Inc. whose terms the filing does not detail.
Diluted EPS of $1.67, up 24.6%; adjusted diluted EPS of $1.80, up 28.6%
Total revenues of $5.4 billion, up 29.5%; net income of $198.5 million, up 21.8%
Cash generated by operations fell $151.3 million to $124.1 million, driven by a $267.4 million sequential increase in net operating working capital
Fifth Amendment to the credit agreement dated October 22, 2026, with U.S. Bank National Association as administrative agent
C.H. Robinson agreed on October 4, 2026 to acquire RXO through a merger that the companies value at an implied $5.8 billion. RXO shareholders can elect $17.25 in cash plus 0.0856 C.H. Robinson shares, $30.25 in cash, or 0.1992 C.H. Robinson shares, with proration targeting about 57% cash and 43% stock. The deal is expected to close in the first half of 2027 and requires RXO stockholder approval and regulatory clearance, and C.H. Robinson expects about $300 million of net run-rate cost synergies within two years of closing.
Implied value of $5.8 billion; RXO shareholders would own about 11% of the combined company
Expected net run-rate cost synergies of about $300 million within two years after closing
C.H. Robinson will fund the cash portion with new debt and has a bridge facility from Morgan Stanley Senior Funding; it plans to pause share repurchases until reaching its target leverage
RXO would pay a $175 million termination fee in certain circumstances; the outside date is July 4, 2027, subject to two three-month extensions
C.H. Robinson reported second-quarter 2026 results for the quarter ended June 30, 2026. Total revenues rose 19.3% to $4.9 billion, diluted EPS rose 23.8% to $1.56, and income from operations rose 18.4% to $255.7 million. Cash generated by operations fell $191.2 million to $35.9 million, mainly because of a rise in net operating working capital, while cash returned to shareholders increased 87.5% to $301.3 million.
Total revenues increased 19.3% to $4.9 billion, primarily driven by higher pricing in truckload, LTL, air and ocean services.
Diluted EPS was $1.56, up 23.8%; adjusted diluted EPS was $1.61, up 24.8%.
Cash generated by operations was $35.9 million, down $191.2 million from $227.1 million a year earlier.
Cash returned to shareholders totaled $301.3 million, including $226.0 million in stock repurchases and $75.3 million in dividends.
On May 29, 2026, C.H. Robinson's Talent & Compensation Committee approved a special equity award for Arun Rajan, Chief Strategy and Innovation Officer. The award combines performance stock units valued at $6 million at target with restricted stock units valued at $1.5 million, and it is tied to strategic, talent development and financial milestones. The filing describes a pay grant to an existing officer and does not report an appointment or departure.
Performance stock units valued at $6 million at target vest over FY2026 to FY2030, including a $2.5 million outperformance portion based on 2030 adjusted earnings per share, with payouts from 50% to 200% of target.
Restricted stock units valued at $1.5 million vest over five years, with 20% vesting on each one-year anniversary of the grant date.
Number of units will be set by dividing each grant value by the average closing share price over the 30 days ending the day before the grant date.
The award is subject to the Amended and Restated 2022 Equity Incentive Plan; the award agreements are filed as Exhibits 10.1 and 10.2.
C.H. Robinson reported first-quarter 2026 results for the quarter ended March 31, 2026. Total revenues fell 0.8% to $4.0 billion and income from operations fell 0.7% to $175.7 million, while diluted EPS rose 9.9% to $1.22 and adjusted diluted EPS rose 15.4% to $1.35, with restructuring charges tied to workforce reductions. Cash returned to shareholders rose 105.6% to $359.8 million, but cash generated by operations fell to $68.6 million.
Total revenues decreased 0.8% to $4.0 billion; income from operations decreased 0.7% to $175.7 million
Diluted EPS rose 9.9% to $1.22; adjusted diluted EPS rose 15.4% to $1.35, excluding $20.2 million of restructuring and related costs
Cash generated by operations fell $37.9 million to $68.6 million; cash returned to shareholders was $359.8 million, including $280.7 million in stock repurchases
Full-year 2026 guidance includes an effective tax rate of 18% to 20% and capital expenditures of $75 million to $85 million
C.H. Robinson reported fourth-quarter 2025 results, with total revenues down 6.5% to $3.9 billion and net income down 8.7% to $136.3 million from a year earlier. Adjusted diluted EPS rose 1.7% to $1.23, while GAAP diluted EPS fell 8.2% to $1.12, so shareholders see a mixed picture on the headline measures.
Total revenues fell 6.5% to $3.9 billion, mainly due to the divestiture of the Europe Surface Transportation business and lower ocean pricing and volume.
Net income was $136.3 million, down 8.7% from a year ago.
Diluted EPS was $1.12, down 8.2%; adjusted diluted EPS was $1.23, up 1.7%.
Cash returned to shareholders rose 150.7% to $207.7 million, including $133.3 million in stock repurchases and $74.3 million in dividends.
C.H. Robinson reported third-quarter 2025 results, with income from operations up 22.6% to $220.8 million and diluted EPS up 67.5% to $1.34, while total revenues fell 10.9% to $4.1 billion, driven by lower ocean pricing and volume and the divestiture of its Europe Surface Transportation business. The company also furnished an update raising its 2026 operating income target and authorizing an additional $2 billion share buyback, which matters to shareholders because it signals a higher profit goal and more capital returned.
Total revenues decreased 10.9% to $4.1 billion; income from operations rose 22.6% to $220.8 million
Diluted EPS of $1.34 rose 67.5%; adjusted diluted EPS of $1.40 rose 9.4%
Global Forwarding revenues fell 31.1% to $786.3 million and segment income from operations fell 44.4% to $49.0 million
Additional $2 billion share buyback authorization and raised 2026 operating income target, announced October 29, 2025
C.H. Robinson Worldwide disclosed that director Henry W. “Jay” Winship resigned from its Board of Directors on August 25, 2025, effective immediately. The company said the resignation was not due to any disagreement over its operations, policies or practices. The filing does not name a replacement or any financial impact.
Henry W. “Jay” Winship resigned from the Board on August 25, 2025, effective immediately
The company stated the resignation was not due to a disagreement on operations, policies or practices
The filing names no replacement director and includes no financial results
C.H. Robinson amended its receivables securitization facility on August 12, 2025, mainly extending the termination date to August 12, 2027. The committed funding available to its subsidiary remains $500 million, so the amendment changes the facility's term rather than its size. The filing also discloses that Edward G. Feitzinger joined the board, which was previously reported on August 7, 2025.
Termination date of the receivables facility extended to August 12, 2027 under the Fifth Amendment dated August 12, 2025.
Committed funding available to C.H. Robinson Receivables, LLC remains $500 million.
Bank of America, N.A. is administrative agent; Bank of America and Wells Fargo Bank, National Association are committed purchasers.
Edward G. Feitzinger elected to the board effective August 7, 2025; no committee appointments determined yet.
C.H. Robinson elected Edward Feitzinger to its board of directors on August 7, 2025, filling a newly created seat, effective immediately. The filing describes his prior roles as CEO of UTi Worldwide and vice president of global logistics at Amazon, and the board now has eleven directors, ten of whom are independent.
Elected to the board on August 7, 2025, effective immediately, filling a new board position
Served as CEO of UTi Worldwide from 2014 to 2016, which led more than 21,000 employees across 59 countries
Served as VP of Global Logistics at Amazon from 2016 to 2020
Board now has eleven directors, ten of them independent
C.H. Robinson reported second-quarter 2025 results for the period ended June 30, 2025. Diluted EPS rose 20.0% to $1.26 and income from operations rose 21.2% to $215.9 million, while total revenues fell 7.7% to $4.1 billion, mainly due to the divestiture of its Europe Surface Transportation business. Shareholders received $160.7 million in cash returns during the quarter.
Diluted EPS of $1.26, up 20.0%; adjusted diluted EPS of $1.29, up 12.2%
Total revenues fell 7.7% to $4.1 billion, primarily driven by the Europe Surface Transportation divestiture
Income from operations rose 21.2% to $215.9 million; cash generated by operations was $227.1 million
Cash returned to shareholders totaled $160.7 million, including $74.9 million in dividends and $85.8 million in buybacks
C.H. Robinson reported first-quarter 2025 results for the quarter ended March 31, 2025. Revenue fell 8.3% to $4.0 billion, mainly due to the divestiture of its Europe Surface Transportation business and lower truckload volume, while income from operations rose 39.1% to $176.9 million and diluted EPS rose 42.3% to $1.11. For shareholders, profit and per-share measures improved even as the top line declined.
Diluted EPS of $1.11, up 42.3%; adjusted diluted EPS of $1.17, up 36.0%
Total revenues decreased 8.3% to $4.0 billion; income from operations increased 39.1% to $176.9 million
Cash returned to shareholders totaled $175.0 million in the quarter, including $97.5 million in share repurchases
For 2025, the company expects a full-year effective tax rate of 18% to 20% and capital expenditures of $65 million to $75 million
C.H. Robinson reported fourth-quarter 2024 results. Total revenues fell 0.9% to $4.2 billion, while income from operations rose 71.1% to $183.8 million and diluted EPS rose 369.2% to $1.22, driven by higher gross profit and lower operating expenses.
Q4 2024 total revenues decreased 0.9% to $4.2 billion; gross profit increased 10.4% to $672.9 million.
Q4 2024 income from operations rose 71.1% to $183.8 million; diluted EPS was $1.22, up 369.2%.
Full-year 2024 diluted EPS was $3.86, up 41.9%; adjusted EPS was $4.51, up 36.7%.
For 2025, the company expects a full-year effective tax rate of 18% to 20% and capital expenditures of $75 million to $85 million.
C.H. Robinson reported third-quarter 2024 results for the quarter ended September 30, 2024, with total revenues up 7.0% to $4.6 billion and income from operations up 58.7% to $180.1 million. Diluted EPS rose 17.6% to $0.80 and adjusted EPS rose 45.5% to $1.28, though results include a $57.0 million loss on the planned divestiture of its Europe Surface Transportation business. Cash generated by operations fell $97.2 million to $108.1 million, which the company attributed to higher net operating working capital tied to higher ocean rates.
Total revenues rose 7.0% to $4.6 billion; gross profit rose 15.5% to $723.8 million
Income from operations rose 58.7% to $180.1 million; net income was $97.2 million, up 18.6%
Diluted EPS was $0.80 (up 17.6%); adjusted EPS was $1.28 (up 45.5%)
Cash from operations fell $97.2 million to $108.1 million; the company expects full-year 2024 effective tax rate of 18% to 20%
C.H. Robinson Worldwide disclosed that the board appointed directors Michael H. McGarry and Paige K. Robbins to committee seats on August 8, 2024. Both were elected to the board at the May 9, 2024 annual meeting, and the filing says the board had not yet assigned committees at that time.
Michael H. McGarry appointed to the Talent & Compensation Committee and the Governance Committee on August 8, 2024
Paige K. Robbins appointed to the Audit Committee on August 8, 2024
Both directors were elected at the May 9, 2024 annual meeting; committee assignments took effect immediately
C.H. Robinson reported second-quarter 2024 results for the quarter ended June 30, 2024. Diluted EPS rose 29.6% to $1.05, income from operations rose 34.3% to $178.1 million, and total revenues rose 1.4% to $4.5 billion, while cash generated from operations fell $58.4 million to $166.4 million.
Diluted EPS of $1.05, up 29.6%; adjusted EPS of $1.15, up 25.0%
Income from operations of $178.1 million, up 34.3%; total revenues of $4.5 billion, up 1.4%
Cash generated from operations of $166.4 million, down $58.4 million year over year
Restructuring-related adjustments of $15.2 million in the quarter, including $9.4 million for workforce reductions
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