C.H. Robinson Q3 Earnings Top Estimates on Pricing and Lean AI Gains

C.H. Robinson (CHRW) delivered impressive Q3 2026 results with earnings up 28.6% to $1.80 per share and revenues surging 29.5% to $5.36 billion, beating consensus estimates. The company maintained its 2026 profit guidance and expects $300 million in annual synergies from its proposed $5.8 billion RXO acquisition. Strong performance was driven by higher freight pricing, AI productivity gains, and market share growth, though operating cash flow declined due to unfavorable working capital changes.