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C.H. Robinson

Global freight transportation and logistics platform

Overview

C.H. Robinson moves goods worldwide by providing freight transportation and logistics services, with two main segments: North American Surface Transportation and Global Forwarding. It uses a platform that connects shippers with carriers, using technology and data to match freight, coordinate routes, rates, and administration. The company stands out with a broad network of offices across regions and an integrated domestic and global forwarding platform that supports end-to-end supply chain solutions. Its goal is to deliver efficient, cost-effective transportation and related outsource and sourcing services at scale by linking shippers and carriers through its platform.

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About C.H. Robinson

Simplify's Rating
Why C.H. Robinson is rated
B-
Rated B on Competitive Edge
Rated A on Growth Potential
Rated D+ on Differentiation

Industries

Data & AnalyticsIndustrial & ManufacturingEnterprise Software

Company Size

10,001+

Company Stage

IPO

Headquarters

Eden Prairie, MN

Founded

1905

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Simplify's take

What believers are saying

  • Third-quarter 2026 revenue rose 29.5% to $5.36 billion, beating estimates on October 28.
  • Global forwarding AI has processed 80,000 quotes for 3,600 customers since October 26.
  • NAST outgrew Cass for 14 straight quarters, signaling durable share gains into 2027.

What critics are saying

  • The RXO acquisition raises leverage and delays buybacks through 2028, pressuring shareholder returns.
  • A Texas RICO suit filed September 2026 accuses Robinson of forced labor and wire fraud.
  • Broker-liability litigation keeps targeting Robinson; a future adverse verdict threatens carrier trust and margins.

What makes C.H. Robinson unique

  • Lean AI reduced air and ocean quotes from days to minutes on October 26, 2026.
  • Its 37 million annual shipments train proprietary workflows across trucking, forwarding, and customs.
  • RXO integration gives C.H. Robinson unmatched multimodal scale if execution stays disciplined.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Health Savings Account/Flexible Spending Account
  • Unlimited Paid Time Off
  • Paid Vacation
  • Paid Sick Leave
  • Paid Holidays
  • Parental Leave
  • Family Planning Benefits

Stock Price

Company News

TechCrunch
Nov 10th, 2026
C.H. Robinson's hundreds of AI agents cut a four-hour task to 90 seconds and lift productivity 65%

C.H. Robinson, a 120-year-old logistics company, has embedded hundreds of AI agents across its operations, which handle roughly 37 million global shipments a year. Chief strategy and innovation officer Arun Rajan says AI itself is no differentiator; what matters is the data and discipline behind it. The company uses narrowly defined agents, each with strict limits. A task that took about four hours, processing an emailed order, now takes roughly 90 seconds. Its Lean AI Planner coordinates the agents, while its Lean AI Engineer analyses their work to find improvements. C.H. Robinson reports a 65% productivity gain in shipments per person per day and 92% autonomous shipment management for managed solution customers. It also says it has outgrown the market for 14 consecutive quarters.

Shape Tomorrow
Nov 3rd, 2026
Collaboration puts cleaner freight in motion.

Collaboration puts cleaner freight in motion. A collaboration between freight transportation provider Estes, energy company Shell and logistics specialist C.H. Robinson has demonstrated how renewable diesel can be introduced into existing road freight operations, offering a practical approach to reducing the carbon intensity of transportation without requiring investment in new vehicles. The three companies worked together to deploy more than 390,000 gallons of renewable diesel across Estes' Texas operations over an initial three-month period, connecting customer demand for lower-carbon freight with fuel availability and existing fleet operations. The project highlights how collaboration across the supply chain can help overcome some of the practical barriers to adopting alternative fuels at scale. For Estes, the challenge was not simply identifying a lower-carbon fuel, but establishing how its use could be connected to customer shipments in a transparent and measurable way. While renewable diesel offered an opportunity to reduce the lifecycle emissions associated with its fleet, coordinating fuel supply, freight movements and customer requirements required a joined-up approach. Working alongside Shell and C.H. Robinson, the companies developed a market-based mechanism using the Smart Freight Centre's framework for logistics emissions accounting. This enabled verified information about renewable diesel consumption and its associated environmental attributes to be connected with participating customer freight shipments, even where the fuel was not physically used to transport an individual shipment. The approach provides a way for customers to support lower-carbon transportation through verified fuel use while improving visibility of the environmental attributes associated with their freight. The operational trial focused on Houston, with additional fuelling locations across the Dallas-Fort Worth area introduced where needed. A key consideration was whether renewable diesel could be supplied reliably enough to support everyday fleet requirements, without creating disruption to existing operations. Estes used the fuel in its current tractors, with no additional vehicle investment or modifications required, and reported no noticeable changes to vehicle performance during the trial. The results also demonstrated the potential emissions benefits of the fuel itself. According to the companies, the renewable diesel used during the programme had approximately 70% lower lifecycle greenhouse gas emissions intensity than the baseline ultra-low sulphur diesel (ULSD) against which it was compared. This figure relates to the lifecycle emissions intensity of the fuel, rather than representing a 70% reduction in the participating customers' overall freight emissions. Renewable diesel, also commonly known as hydrotreated vegetable oil (HVO), is produced using renewable feedstocks such as fats, oils and greases. Unlike conventional biodiesel, it is processed to produce a fuel that is chemically similar to fossil diesel and can be used in compatible existing diesel engines. Shell identifies its renewable diesel as a drop-in alternative, meaning fleets can potentially introduce it without replacing vehicles or making changes to their existing infrastructure, although vehicle manufacturer approval and fuel availability remain important considerations. For Estes, the project adds to a broader approach to fleet decarbonisation that includes alternative fuels, electric vehicles and operational efficiency improvements. The company already operates electric Class-8 tractors, compressed natural gas vehicles and other lower-emission equipment, demonstrating how different technologies and approaches can contribute to reducing the environmental impact of freight transportation. The collaboration between Estes, Shell and C.H. Robinson offers an important example of how the transition towards more sustainable logistics depends on more than individual companies investing in new technologies. Connecting fuel producers, freight operators and customers creates opportunities to put existing solutions into practice, while developing the transparency and confidence needed to encourage wider adoption. There is no single solution to decarbonising global supply chains and different approaches will be needed depending on the operation, infrastructure and commercial requirements involved. However, this project demonstrates that progress does not always have to begin with replacing an entire fleet. By bringing the right organisations together, existing resources and technologies can be used more effectively to deliver meaningful progress. Collaboration is central to accelerating the transition towards sustainable logistics. At Sustainable Logistics LIVE 2026, taking place on 10 November at the Royal Geographical Society in London, Shape Tomorrow Limited will bring together sustainability leaders, logistics professionals and supply chain decision-makers to explore the challenges facing the industry and the practical solutions already making a difference. From alternative fuels and fleet electrification to procurement, regulation and supply chain collaboration, SLL2026 is an opportunity to share knowledge, challenge existing thinking and turn ambition into action. Join Shape Tomorrow Limited as Shape Tomorrow Limited explore how working together can help build a smarter, greener and more commercially sustainable logistics sector.

Yahoo Finance
Oct 28th, 2026
C.H. Robinson extends AI agents to ocean, air and customs, cutting quotes to minutes

C.H. Robinson has launched AI agents for ocean freight, air freight and customs, expanding technology it already uses in trucking. The Minnesota-based third-party logistics provider said the agents can price ocean and air cargo, manage ocean bookings and handle much of the paperwork needed to clear US customs. Price quoting is the most mature tool, with agents delivering more than 80,000 quotes for more than 3,600 customers. Quotes that took one day for air and two to three days for ocean now take two to three minutes. Customs document handling time has fallen 23%, the company said. The launch follows C.H. Robinson's $5.8 billion agreement to acquire freight brokerage RXO. Third-quarter revenue rose 29.5% to $5.4 billion, and net income rose 21.8% to $198.5 million.

Yahoo Finance
Oct 28th, 2026
C.H. Robinson Q3 revenue jumps 29.5% to $5.36B, but shares slip 1.8% on higher costs

C.H. Robinson Worldwide (NASDAQ:CHRW) beat third-quarter 2026 expectations, but its shares fell 1.8% in pre-market trading as investors weighed higher costs and weaker cash generation. Adjusted earnings per share were $1.80, against a consensus of $1.75. Revenue rose 29.5% year over year to $5.36 billion, ahead of the $4.92 billion forecast, helped by higher freight pricing and truckload volumes. Adjusted gross profit rose 14.5% to $808.4 million. Operating income climbed 23.1% to $271.8 million, though operating expenses rose 10.6% to $536.6 million, including a $12.2 million lease impairment charge. Operating cash flow fell to $124.1 million from $275.4 million. The company returned $289.1 million to shareholders.

Yahoo Finance
Oct 28th, 2026
C.H. Robinson Q3 revenue jumps 29.5% to $5.36B, beating estimates by 7.9%

C.H. Robinson Worldwide reported third-quarter 2026 revenue of $5.36 billion, up 29.5% from a year earlier. That beat analysts' consensus estimate of $4.97 billion by 7.9%. Adjusted earnings per share were $1.80, up from $1.40 a year ago and 3% above the $1.75 consensus. Operating margin was 5.1%, in line with the same quarter last year. Free cash flow margin fell to 2.6% from 6.2%. Chief executive officer Dave Bozeman credited the company's "Lean AI" strategy, which combines its Robinson operating model with custom-built AI, for another quarter of double-digit earnings growth. Shares were flat at $142.41 after the results, giving the company a market value of $16.58 billion.

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