Every 10-Q that C.H. Robinson Worldwide, Inc. (CHRW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow CHRW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CHRW filings page.
C.H. Robinson Worldwide delivered stronger results for the quarter ended June 30, 2026. Total revenues rose 19.3% year over year to $4.93 billion, driven by higher pricing in truckload, LTL, air and ocean services. Net income increased 22.5% to $186.8 million, and diluted EPS grew 23.8% to $1.56. Adjusted gross profits reached $738.0 million, with adjusted operating margin improving to 34.7% from 31.1%, while average headcount declined 10.8% as efficiency initiatives and restructuring took hold. Operating cash flow for the first half fell to $104.5 million, mainly because of higher net working capital.
At June 30, 2026, total assets were $5.84 billion and long-term debt was $1.69 billion. The company closed the $77.8 million cash acquisition of DeSpir Logistics, recording $49.0 million of goodwill and new customer-relationship and trademark intangibles. The 2025 Restructuring Program generated $7.5 million in Q2 charges and $27.7 million year-to-date, with expected total restructuring costs of $50–75 million through early 2028 and $26.5 million of cash paid in the first half.
A Dallas County, Texas jury returned a verdict on July 23, 2026 in the Lipe matter awarding $604 million of damages, of which 23% was attributed to C.H. Robinson, though the company may be held jointly and severally liable for the full amount. C.H. Robinson carries $155 million of liability and excess insurance per occurrence (with a $5 million deductible), recorded only an immaterial accrual, and plans to appeal; the ultimate financial impact and timing remain uncertain.
C.H. Robinson Worldwide reported steady first-quarter 2026 results in a volatile freight market. Total revenues were $4.0 billion, down 0.8%, while net income rose 8.8% to $147.2 million, driven by a lower tax rate and cost controls.
Operating income was $175.7 million with a 4.4% operating margin, and adjusted operating margin improved to 26.6%. North American Surface Transportation grew revenue 2.8% as truckload and LTL pricing increased amid tightening capacity, though truckload volume declined. Global Forwarding revenue fell 14.2% on weaker ocean and air demand and lower ocean pricing.
The company generated $68.6 million of operating cash flow, repurchased $212.7 million of stock, and paid $79.0 million in dividends. Long-term debt increased to $1.34 billion, mainly due to higher utilization of the receivables securitization facility. C.H. Robinson recorded $20.2 million of restructuring charges tied to a multi‑year cost‑reduction program using automation and AI.
C.H. Robinson Worldwide (CHRW) reported stronger profitability in Q3 2025. Net income rose to $162.987 million with diluted EPS of $1.34, up from $0.80 a year ago, as operating income improved to $220.836 million. Revenue declined to $4.137 billion from $4.645 billion, reflecting lower Global Forwarding activity, while NAST remained relatively steady. The effective tax rate fell to 20.6% from 32.4%, and interest and other expense improved year over year.
For the first nine months, revenue was $12.320 billion (down from $13.540 billion), yet net income increased to $450.760 million and diluted EPS reached $3.71. Cash provided by operating activities strengthened to $609.105 million. The company completed the sale of its Europe Surface Transportation business effective February 1, 2025. CHRW initiated a 2025 restructuring program focused on automation and facility consolidation, recording $9.9 million in Q3 charges and $13.8 million year‑to‑date, with total expected charges of $50–$75 million over three years. As of October 29, 2025, shares outstanding were 118,137,178.
Q2-25 snapshot (ended 30 Jun 25): C.H. Robinson’s revenue declined 7.7 % YoY to $4.14 bn as freight rates remained soft, yet management’s cost actions pushed total expenses down 8.9 %. Operating income rose 21 % to $215.9 m, net income increased 20.8 % to $152.5 m, and diluted EPS improved to $1.26 (vs $1.05). Operating margin expanded to 5.2 % from 4.0 % a year ago.
Segment trends: North American Surface Transportation revenue dipped 2 % but operating income climbed 16 % on better truckload mix and lower head-count. Global Forwarding revenue fell 13 % while operating income rose 25 % as ocean & air buy-rates normalised. All Other revenue contracted after the 1 Feb 25 sale of the Europe Surface Transportation unit, which delivered $27.7 m cash and future instalments.
Cash & capital: H1 operating cash flow surged to $333.7 m (H1-24: $133.1 m), aided by working-capital release. Cash closed at $156 m; total debt held steady at $1.35 bn, leaving the $1 bn revolver undrawn. Shareholder returns included $152 m in dividends and $129 m of buy-backs. Equity rose to $1.78 bn.
Strategic & outlook: The new 2025 restructuring programme booked $3.9 m in Q2 and targets $50–75 m of charges over three years to drive AI-enabled productivity and facility consolidation. Management recorded no goodwill impairments and continues to assess impacts of the recently enacted One Big Beautiful Bill Act.