What C. H. ROBINSON WORLDWIDE, INC.'s SEC filings said

10-Q for 2026Q3, filed 30 Oct 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

Capital Return Program89 · importance in its document · 10-Q · 2026Q3
C.H. Robinson repurchased $639.9 million of common stock in the nine months ended September 30, 2026, compared with $240.3 million in the prior-year period. Cash dividends were $229.1 million, versus $227.1 million in the prior-year…
Guidance and Outlook79 · importance in its document · 8-K exhibit · 5 Oct 2026
C.H. Robinson expects to realize approximately $300 million of net run-rate cost synergies within two years after closing through cost-to-serve opportunities, operating efficiencies, shared-services savings, and third-party spend…
Acquisition / Partnership / Divestiture71 · importance in its document · 10-Q · 2026Q3
The company agreed to acquire RXO and paused share repurchases to pay down outstanding debt following the agreement. It expects to finance the cash consideration with new debt and secured a fully underwritten 364-day senior unsecured…
Balance Sheet and Liquidity69 · importance in its document · 8-K exhibit · 28 Oct 2026
Cash and cash equivalents were $193.1 million at September 30, 2026, compared with $160.9 million at December 31, 2025. Current and long-term debt totaled $1.869 billion, consisting of $425.8 million current debt and $1.443 billion…
Debt and Liquidity Position66 · importance in its document · 10-Q · 2026Q3
Net borrowings on debt were $779.0 million in the nine months ended September 30, 2026, compared with net debt payments of $195.0 million in the prior-year period; borrowings helped fund share repurchases, working-capital needs, and…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 30 Oct 2026

Full report · Filing on EDGAR

Capital Return ProgramImportance 89
C.H. Robinson repurchased $639.9 million of common stock in the nine months ended September 30, 2026, compared with $240.3 million in the prior-year period. Cash dividends were $229.1 million, versus $227.1 million in…
Acquisition / Partnership / DivestitureImportance 71
The company agreed to acquire RXO and paused share repurchases to pay down outstanding debt following the agreement. It expects to finance the cash consideration with new debt and secured a fully underwritten 364-day…
Debt and Liquidity PositionImportance 66
Net borrowings on debt were $779.0 million in the nine months ended September 30, 2026, compared with net debt payments of $195.0 million in the prior-year period; borrowings helped fund share repurchases,…
Revenue Performance and MixImportance 63
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…
Gross Margin DriversImportance 63
Third-quarter gross profit increased 15.0% to $795.6 million and adjusted gross profit increased 14.5% to $808.4 million, while adjusted gross profit margin fell 200 basis points to 15.1%. Transportation adjusted gross…
Restructuring and HeadcountImportance 59
The 2025 Restructuring Program generated $30.4 million of severance and related personnel expense in the first nine months of 2026, compared with $14.8 million in the prior-year period, which also included costs…
Operating Cash Flow TrendsImportance 56
Cash provided by operating activities was $228.6 million for the nine months ended September 30, 2026, down from $609.1 million in the prior-year period, a decrease of approximately 62.5%. The decline was primarily…
Freight Capacity and PricingImportance 53
North American truckload capacity remained tight as elevated insurance costs, stricter driver requirements, and enforcement actions removed carriers, keeping rates elevated despite muted freight demand; Managed…
Operating Expense TrendsImportance 51 · +1 more on this subject
Third-quarter personnel expense increased 3.1% year over year to $360.3 million, primarily because stronger operating performance raised incentive compensation; cost optimization, productivity gains, and lower…
Market Demand TrendsImportance 41
Underlying freight demand remained muted, with industry freight volumes down 0.3% year over year in the third quarter, although volumes showed early signs of stabilization late in the quarter. C.H. Robinson’s combined…
Global Freight Pricing and CapacityImportance 33
In global forwarding, ocean pricing and costs increased compared with the prior year as peak-season demand arrived earlier than usual and ocean carriers managed capacity, including through blank sailings. Air freight…
Macroeconomic Factors ImpactImportance 33
During the nine months ended September 30, 2026, tighter truckload and LTL capacity in NAST—associated with elevated insurance costs, stricter driver requirements, and federal enforcement actions—combined with elevated…

8-K filings last 12 months

New debt4 Nov 2026 · 8-K Item 2.03 · Routine · rule score 25
New debt · Results, no stated guidance change28 Oct 2026 · 8-K Items 1.01, 2.02 · Routine · rule score 25
“Robinson Worldwide, Inc. (the "Company") entered into a Fifth Amendment (the "Amendment") to its Credit Agreement, dated as of October 29, 2012 (as previously amended, the "Credit Agreement").”
Read from the attached exhibit: Balance Sheet and Liquidity · Revenue Performance and Mix · Cash Flow and Capital Allocation
Press release attached to an 8-K5 Oct 2026 · 8-K
Read from the attached exhibit: Guidance and Outlook · Acquisition / Partnership / Divestiture · Operating Cost Synergies
Results (release not read)29 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
Management change (filing not read)2 Jun 2026 · 8-K Item 5.02 · Routine · rule score 20
Results (release not read)29 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
Results (release not read)28 Jan 2026 · 8-K Item 2.02 · Routine · rule score 20

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.