RXO · C.H

C.H. Robinson filed its Q3 2026 earnings presentation, which also serves as a Rule 425 communication regarding the pending $5.8 billion acquisition of RXO. The filing reports strong double-digit year-over-year growth in total revenues, adjusted gross profits, income from operations, and adjusted EPS, with management emphasizing that the same operating model driving these results will enable successful integration of RXO. No changes to deal terms, timeline, or synergy estimates were disclosed.

• C.H. Robinson reported Q3 2026 total revenues of $5.4 billion, up 29.5% year-over-year.
• Adjusted gross profits were $808 million, up 14.5% year-over-year.
• Income from operations was $272 million, up 23.1% year-over-year.
• Adjusted income from operations was $291 million, up 26.1% year-over-year.