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C.H. Robinson
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Updated Jul 31, 2026
C.H. Robinson Q2 2026: Supply-driven rate surge lifts revenue 19.3% but compresses adjusted gross margins 180bps as carrier costs outpace customer pricing
C.H. Robinson's Q2 2026 results are a tale of two dynamics: total revenues surged to $4.93 billion on sharp supply-side rate inflation across truckload, LTL, ocean, and air, while adjusted gross profit margin compressed 180 basis points to 15.0% as carrier cost increases outran contractual repricing. The company outperformed the Cass Freight Index — which declined 3.3% — by growing combined NAST volume 1.5% year-over-year, and expanded adjusted operating margin 360 basis points to 34.7% through aggressive headcount reduction of 10.8%. The June 22 acquisition of DeSpir Logistics for $77.8 million signals a strategic move into the high-value, mission-critical freight niche, and a new Supreme Court ruling on broker negligent-hire liability introduces a material legal risk that is explicitly flagged for the first time this quarter.
Tone: mixedRevenue
$16.2B
CHRW 10-K · FY 2025
Employees
11,855
Revenue FY2024
$17.7B
Founded
1905
Profile
CHRW 10-K Item 1 · Feb 13, 2026C.H. Robinson Worldwide is one of the largest global third-party logistics providers, operating a non-asset-based freight brokerage and forwarding platform across truckload, LTL, ocean, air, and customs services. The company connects 75,000 customers with 450,000 contract carriers through its proprietary Navisphere technology platform, augmented by a fleet of AI agents it calls 'Lean AI.' A smaller sourcing segment markets fresh produce under the Robinson Fresh brand.
Read filing description ↓ Collapse description ↑
C.H. Robinson Worldwide, Inc. is one of the largest global logistics providers in the world, with consolidated total revenues of $16.2 billion in 2025. As a leader in Lean artificial intelligence ('AI') supply chains, we deliver logistics like no one else. For more than a century, companies everywhere have looked to us to reimagine how goods move. We deliver tailored solutions across the world via truckload, less-than-truckload, ocean, air, and more. With our unique combination of human insight and Lean AI working as one, supply chains move faster, smarter, and more sustainably. Operating throughout North America, Europe, Asia, Oceania, South America, and the Middle East, we help ensure the seamless delivery of goods across industries and continents. Our global suite of multimodal logistics services brings together the expertise of our people with custom technology differentiated by one of the largest datasets on shipments, routings, and carriers in the world. The Robinson Operating Model is the foundation of our strategy, execution, and accountability throughout the organization. Rooted in Lean principles, it's a disciplined approach to continuous improvement, driving operational effectiveness that allows us to deliver greater value to our customers. Lean AI is our unique and disciplined method of applying artificial intelligence, at scale, to achieve tangible business results. Our innovations with AI, machine learning, and data science benefit our customers, contract carriers, and employees and help power our growth strategy. We have expanded the use of generative and agentic AI in our industry, creating proprietary technology to perform work that defied automation for decades.
Primary products
- Truckload transportation brokerage
- Less-than-truckload (LTL) transportation brokerage
- Ocean freight services
- Air freight services
- Customs brokerage
- Managed Solutions (3PL/4PL)
Business segments
End markets
Geographies
Named customers
During 2025, our largest customer accounted for approximately two percent of our consolidated total revenues.
“Lean AI is our unique and disciplined method of applying artificial intelligence, at scale, to achieve tangible business results. Our innovations with AI, machine learning, and data science benefit our customers, contract carriers, and employees and help power our growth strategy.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Total revenues decreased 8.4 percent to $16.2 billion in 2025, primarily driven by the divestiture of the Europe Surface Transportation business, lower pricing and volume in ocean services, and lower fuel surcharges in truckload services.
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