Every material Form 8-K C.H. Robinson filed with the SEC in 2026, 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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every C.H. Robinson filing is on SEC EDGAR ↗. 8-K briefs of other companies →