Company Dossier · Industrials
C.H. Robinson
- S&P 500
- Russell 1000
What C.H. Robinson is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $17.0 billion, down 0.1% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.67 billion, down 2.9% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.02 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.35 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.95 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 1 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 13, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2026: $3.3 million on the open market.SEC Form 4
- 896 institutional managers reported a position at June 30, 2026 (+7 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 1 (7 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What C.H. Robinson is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending56th pct
- Debt raised80th pct
- Buybacks vs capex3rd pct
- Hiring filings51st pct
- Deals and private raises48th pct
- Patent publications14th pct
Confident ↔ Hedging
Mixed
- Call sentiment62nd pct
- Call confidence55th pct
- Guidance changes3rd pct
- Risk factors added72nd pct
- Insider open-market trades—
- − Guidance changes
- + Risk factors added
- + Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver55th pct
- Stress filings50th pct
Credit
How these are built →C.H. Robinson's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$1.7B
- Due within a year $0.0B
- Longer term $1.7B
- Default point $0.8B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name C.H. Robinson, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralC.H. Robinson Worldwide, Inc. (CHRW) RXO, Inc. - M&A Call - Slideshow (NASDAQ:CHRW) 2026-10-06
seekingalpha.com · via Marketaux · Oct 6, 2026
- NeutralC.H. Robinson (CHRW) Stock Drops 11% After $5.8B RXO Acquisition Announcement
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralC.H. Robinson Worldwide slides 11% on $5.8 billion RXO deal (CHRW:NASDAQ)
seekingalpha.com · via Marketaux · Oct 5, 2026
- NeutralC.H. Robinson (CHRW) Announces $5.8B Acquisition of RXO Inc, Combining Logistics Networks
gurufocus.com · via Marketaux · Oct 5, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (INVARIANT LLC)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (CAPITOL COUNSEL LLC)third_quarter 2026
- Oct 16, 2026LobbyingLobbying report (DUTKO GOVERNMENT RELATIONS)third_quarter 2026 · $0.0 million
- Oct 5, 20268-KMaterial agreement signedItem 1.01
- Sep 8, 2026Patent
- Jul 31, 2026LobbyingLobbying report (C.H. ROBINSON WORLDWIDE, INC.)second_quarter 2026 · $0.1 million
- Jul 30, 2026Trademark
- Jul 22, 2026Trademark
- Jul 20, 2026LobbyingLobbying report (INVARIANT LLC)second_quarter 2026 · $0.1 million
- Jul 13, 2026LobbyingLobbying report (DUTKO GOVERNMENT RELATIONS)second_quarter 2026 · $0.0 million
- Jul 8, 2026LobbyingLobbying report (CAPITOL COUNSEL LLC)second_quarter 2026
- Jun 2, 20268-KDirector or officer changeItem 5.02
- May 12, 2026LobbyingLobbying report (C.H. ROBINSON WORLDWIDE, INC.)first_quarter 2026 · $0.2 million
- May 11, 20268-KShareholder vote resultsItem 5.07
- Mar 25, 2026Trademark
- Feb 13, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 3, 2026Trademark
- Dec 5, 2025Trademark
- Nov 7, 20258-KDirector or officer changeItem 5.02
- Aug 27, 20258-KDirector or officer changeItem 5.02
- Aug 12, 20258-KMaterial agreement signedItem 1.01
- Aug 12, 20258-KDirector or officer changeItem 5.02
- Aug 7, 20258-KDirector or officer changeItem 5.02
- May 12, 20258-KShareholder vote resultsItem 5.07
- Feb 14, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Oct 29, 2024Patent
- Feb 16, 202410-KAnnual report (10-K)1 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| GXO Logistics GXO | $13.6B | $0.2B | Jun 30, 2026 |
| Expeditors International EXPD | $12.0B | $0.9B | Jun 30, 2026 |
| United Parcel Service UPS | $89.9B | $5.5B | Jun 30, 2026 |
| FedEx FDX | $94.7B | $5.1B | May 31, 2026 |
| Republic Services RSG | $16.9B | $2.6B | Jun 30, 2026 |
| Illinois Tool Works ITW | $16.5B | $2.9B | Jun 30, 2026 |
| Leidos LDOS | $17.6B | $2.2B | Jul 3, 2026 |
| MasTec MTZ | $16.1B | $0.2B | Jun 30, 2026 |