Citable filing context
CHRW's research view summarizes recent SEC filing context, starting with earnings from Jul 29, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 29, 2026 | earnings | C.H. Robinson reported Q2 2026 diluted EPS of $1.56, an increase of 23.8% year-over-year. |
| Jul 24, 2026 | legal_settlement | A jury issued an advisory verdict awarding $604 million in damages against C.H. Robinson in a trucking lawsuit. |
| Jun 2, 2026 | other | C.H. Robinson granted Chief Strategy and Innovation Officer Arun Rajan $7.5 million in special equity awards. |
| Jul 29, 2026 | Guidance: capital_expenditures | 65.00 to 75.00 |
| Jul 29, 2026 | Guidance: effective_tax_rate | 18.00 to 20.00 |
| Apr 27, 2021 | Guidance: capital_expenditures | 55.00 to 65.00 |
| Jul 31, 2026 | mda_quarterly | C.H. Robinson’s second-quarter 2026 performance was defined by a supply-driven tightening of the North American surface transportation market and global forwarding disruptions. Total revenues rose 19.3% to $4.9 billion, primarily due to higher pricing across truckload, less-than-truckload (LTL), air, and ocean services. While underlying freight demand remained subdued—evidenced by a 3.3% decline in the Cass Freight Index—carrier capacity constraints and elevated diesel fuel costs drove all-in transportation rates higher. Adjusted gross profits increased 6.5% to $738.0 million, supported by strong LTL demand as shippers sought efficiency, and higher air freight margins. However, truckload adjusted gross profit per transaction faced pressure as carrier costs accelerated faster than contractual rates. Global forwarding results were heavily impacted by Middle East geopolitical tensions, which forced vessel rerouting and airspace restrictions, driving up ocean and air rates despite lower air freight tonnage. Operationally, the company improved its adjusted operating margin by 360 basis points to 34.7%, aided by a 10.8% reduction in headcount and ongoing productivity initiatives. Liquidity remains robust, though operating cash flow declined due to increased working capital requirements. The company continues to prioritize share repurchases and strategic acquisitions, such as the recent purchase of DeSpir Logistics. |
| May 1, 2026 | mda_quarterly | C.H. Robinson’s first-quarter 2026 performance was defined by a volatile North American surface transportation market characterized by tightening carrier capacity, rising operating costs, and limited freight demand recovery. Average truckload linehaul costs per mile rose 13.0%, while customer rates increased 11.0%. Despite these pressures, the company leveraged its dynamic pricing and costing capabilities to improve adjusted gross profit per transaction in truckload and less-than-truckload (LTL) services. Combined North American Surface Transportation (NAST) volumes remained flat, outperforming the broader market. Global Forwarding faced significant headwinds as ocean volumes and pricing declined from 2025 levels, which had been bolstered by pre-tariff shipping activity. Excess vessel capacity further pressured ocean rates, leading to a 12.1% decline in segment adjusted gross profits. Consolidated adjusted gross profits fell 1.9% to $660.5 million, while income from operations decreased 0.7% to $175.7 million. The company continues to execute a restructuring program, resulting in a 12.3% reduction in average headcount. Liquidity remains stable, supported by $1.34 billion in total debt and $159.7 million in cash. Management remains focused on digitizing supply chain tools via Lean AI and returning capital to shareholders, evidenced by a significant increase in share repurchases during the quarter. |
Source: SEC EDGAR filing text and events; period Jul 29, 2026; filed Jul 29, 2026.
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