The third quarter at C.H. Robinson may be remembered for each the highs and the lows. It was the interval when Lipe vs. Lupus Superior got here down, and simply days after the quarter ended, the large 3PL introduced the virtually $6 billion acquisition of rival RXO (NYSE: RXO).
However neither of these issues hit the corporate’s monetary efficiency, which was robust each sequentially and year-to-year, the latter by a considerable quantity.
Working revenues at its North American Floor Transport unit, which homes its conventional brokerage actions, had been up 29.1% from a 12 months in the past, with the corporate citing increased pricing and quantity in its truckload and LTL operations. Quantity is a very necessary metric at C.H. Robinson (NASDAQ: CHRW), and benchmarked in opposition to the Cass Freight Cargo Index, C.H. Robinson mentioned its quantity was up 3.5% year-on-year within the fourth quarter. That contrasts with a small decline within the Cass Index.
Headcount at C.H. Robinson continues to say no. Nevertheless, the speed of the job cutbacks was slower than within the prior two quarters.
The headcount cutbacks have include enhancements in numerous measures of productiveness, which CEO Dave Bozeman referred to within the firm’s ready assertion launched with the earnings.
“In NAST and International Forwarding, the group continues to show handbook processes into agentic workflows which are more and more automated, extra related, and simpler to handle at scale,” Bozeman mentioned. “Because of this, each companies delivered a better stage of year-over-year productiveness enhancements than they achieved within the first half of 2026, and each companies achieved their mid-cycle working margin targets once more.”
Adjusted gross revenue per cargo in truckload was up 17% year-on-year, “regardless of a big enhance in truckload spot market prices,” with the productiveness enhancements coming “as a result of disciplined income administration,” in keeping with the corporate assertion.
The underside line was robust, with adjusted diluted earnings per share up 28.6% to $1.80 per share. Adjusted gross income within the North American Floor Transportation section, which homes its conventional brokerage actions, had been up 16.6% from a 12 months earlier. Revenue from operations at NAST rose 17.9%. The adjusted working margin at NAST was up 110 foundation factors to 40.3%.
With some softening in freight charges there have been some adverse numbers in sequential comparisons. Revenues at NAST had been down 6.16% from the second quarter. However adjusted gross income had been up 10.31%. Revenue from operations rose 7.43%.
Among the many statistics from its trucking actions, C.H. Robinson mentioned the common truckload linehaul charge per mile charged to prospects, which doesn’t embrace gasoline, was up 31.5% from a 12 months in the past. However prices per mile excluding gasoline had been up 33.5%, resulting in a discount in gross income in truckload.
Against this, LTL’s adjusted gross income had been up 8% from a 12 months in the past. C.H. Robinson cited a 4% enhance in adjusted gross revenue per order and a 3.5% quantity enhance.
Pre-market buying and selling in C.H. Robinson inventory was adverse, even if, in keeping with SeekingAlpha, the non-GAAP EPS of $180 was 5 cents higher than consensus forecasts, and income of $5.36 billion was higher by $450 million.
At roughly 7:50 a.m. EDT, C.H. Robinson was down 4.26% or $6.11 to $137.48. Its 52-week excessive was $210.33 on July 22, however the Lipe determination has put it below stress.
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