CHRW · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
C. H. ROBINSON WORLDWIDE, INC. · 2026-10-30 · Importance 63 · Surprise 48 · In source text
Third-quarter 2026 total revenue increased 29.5% year over year to $5.358 billion, while nine-month revenue rose 16.1% to $14.305 billion. Transportation revenue grew 32.5% in the quarter to $5.012 billion, driven by higher truckload, ocean, LTL, and air pricing and higher truckload volume; sourcing revenue declined 2.1% to $345.9 million. NAST revenue increased 29.1% to $3.829 billion, and Global Forwarding revenue rose 46.1% to $1.149 billion, with higher ocean and air freight rates contributing to the latter increase. All Other and Corporate revenue declined 1.3% to $379.8 million, as lower Robinson Fresh retail pricing partly offset higher foodservice volumes and Managed Solutions freight under management.
Key facts
- Higher ocean and air freight rates contributed to a 46.1% increase in C.H. Robinson's Global Forwarding total revenues and a 56.0% increase in purchased transportation and related services costs year over year in Q3 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Higher ocean and air freight rates contributed to a 46.1% increase in C.H. Robinson's Global Forwarding total revenues and a 56.0%… |
| operating_income | negative | realized | — | Higher ocean and air freight rates contributed to a 46.1% increase in C.H. Robinson's Global Forwarding total revenues and a 56.0%… |