C.H. Robinson Reports 2026 Third Quarter Results

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“I want to thank our people for continuing to provide exceptional service to our customers and carriers, embracing the Robinson operating model and executing with discipline, resulting in another quarter of double-digit year-over-year earnings growth.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“Our ability to consistently deliver secular earnings growth over the last three years is a result of the disciplined execution of our Lean AI strategy.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“Lean AI is our unique approach that combines the principles of our Robinson operating model – rooted in Lean methodology – with the power of custom-built AI, and the expertise of our people, to maximize value, minimize waste, and drive better outcomes for customers and carriers.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“The third quarter of 2026 was the 14th consecutive quarter in which the NAST team delivered year-over-year volume growth that outpaced the Cass Freight Shipment Index.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“They also continued to deploy our disciplined revenue management practices while the North American trucking market continued to reflect a period of significant supply-driven tightening.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“By successfully repricing a large portion of our contractual truckload portfolio and by capturing spot volumes at higher margins, the team achieved a 17% year-over-year increase in truckload AGP per load.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“In NAST and Global Forwarding, the team continues to turn manual processes into agentic workflows that are increasingly automated, more connected, and easier to manage at scale.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“As a result, both businesses delivered a higher level of year-over-year productivity improvements than they achieved in the first half of 2026, and both businesses achieved their mid-cycle operating margin targets again.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“The same Lean operating model and AI technology that have been vitally important in the transformations of our NAST and Global Forwarding businesses are what will enable us to successfully integrate and transform the RXO business.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“These disciplines don’t disappear as we integrate a strong team and book of business with additional capabilities.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“Rather, we believe these disciplines are what will enable us to deliver different results than this industry’s past acquisitions,”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“When I joined this company a little over three years ago, I told the C.H. Robinson employees that we needed to provide such exceptional service and value to our customers and carriers that they would view us as THE trusted partner that they choose to do business with.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“We’ve made significant strides in delivering on that mantra, and we believe the addition of RXO will only magnify our value proposition.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“The strength of our strategies, our technology, our people and our operating model disciplines are differentiating and sustainable.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“We will continue to lead with purpose and move with urgency to disrupt ourselves and the industry, and to deliver customer success through our unmatched expertise, our unrivaled scale and our tailored solutions.”

Dave Bozeman, President and Chief Executive Officer of C.H. Robinson

“And we expect to drive sustainable outperformance, profitable growth and long‑term value for all our stakeholders,”