C.H. Robinson Q3 diluted EPS rises 24.6% to $1.67 on 29.5% revenue growth to $5.4 billion
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.
Key points
- 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
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.