C.H. Robinson to Acquire RXO, Redefining the Future of Third-Party Logistics While Unlocking Significant Shareholder Value
Key Highlights
- ➤C.H. Robinson to acquire RXO for implied $5.8 billion in stock-and-cash transaction
- ➤Transaction expected to generate $300 million net run-rate cost synergies within two years
- ➤RXO stockholders receive $17.25 cash plus 0.0856 C.H. Robinson shares per share
- ➤Combined company expects adjusted EPS accretion within nine months and mid-teens accretion in 2028
- ➤Deal expected to close first half of 2027, pending regulatory and RXO stockholder approvals
Expert Statements
Dave Bozeman, President and Chief Executive Officer of C.H. Robinson
“This transaction is a natural next step in our transformation, allowing us to create a more scaled, resilient North American third-party logistics provider positioned to offer exceptional customer service and redefine the future of our industry.”
Dave Bozeman, President and Chief Executive Officer of C.H. Robinson
“Like C.H. Robinson, RXO is a customer-focused company with expertise and talent that will allow us to expand our capabilities to better support customers of all sizes on their most complex challenges.”
Dave Bozeman, President and Chief Executive Officer of C.H. Robinson
“By applying our proven Lean AI model to RXO’s business, we expect to significantly enhance productivity to unlock compelling cost synergies.”
Dave Bozeman, President and Chief Executive Officer of C.H. Robinson
“We are confident our experienced team and disciplined execution plan will allow us to seamlessly integrate our organizations and position the combined company to capture the expected synergies, drive innovation and deepen customer relationships to enhance profitable growth and shareholder value.”
Drew Wilkerson, Chairman and Chief Executive Officer of RXO
“Joining C.H. Robinson represents an exciting next chapter for our company, our employees and our customers.”
Drew Wilkerson, Chairman and Chief Executive Officer of RXO
“We have built a strong business by staying relentlessly focused on our customers, operating with agility and delivering solutions that help them navigate an increasingly complex supply chain.”
Drew Wilkerson, Chairman and Chief Executive Officer of RXO
“By bringing together our complementary capabilities, talented teams and shared commitment to service, we will be able to offer customers greater scale, broader capabilities and even more value.”
Drew Wilkerson, Chairman and Chief Executive Officer of RXO
“I’m incredibly proud of what our team has built and excited about the opportunities ahead as part of C.H. Robinson.”
Adam R. Karr, President and Portfolio Manager at Orbis Investments
“Orbis is RXO’s largest shareholder and has owned the Company since it became independent.”
Adam R. Karr, President and Portfolio Manager at Orbis Investments
“We know the business and the team well, and we fully support this transaction.”
Adam R. Karr, President and Portfolio Manager at Orbis Investments
“It gives RXO shareholders substantial cash today and continued ownership in a combined platform with significant upside.”
C.H. Robinson to Acquire RXO, Redefining the Future of Third-Party Logistics While Unlocking Significant Shareholder Value
* Expected to generate $300 million of net run-rate cost synergies within two years post-close by utilizing C.H. Robinson’s proven Lean AI operating model to enhance productivity – driving profitability and creating shareholder value
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