CHRW
C.H. Robinson Worldwide, Inc.
October 5, 2026 · pre-market
- Rarity
- 3.87
- Peak move
- −15.65%
- Float cap
- $18.6B
C.H. Robinson Worldwide, Inc. is a global logistics provider that arranges freight transportation and supply chain services for customers. It offers truckload, less-than-truckload, ocean, air, customs brokerage, and managed logistics services, connecting shippers with contracted motor, rail, ocean, and air carriers. Through Robinson Fresh, it also buys, sells, and markets fresh fruits, vegetables, and other perishable items.
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What we found
15 events · 1 from SEC or newswire · 0 timed with the move- Key event
acquisition_acquirerC.H. Robinson agreed to acquire RXO Inc. for about $5.8 billion, with RXO holders able to elect $17.25 cash plus 0.0856 CHRW shares, $30.25 cash, or 0.1992 CHRW shares per RXO share (implied $30.25/share, a 29% premium to RXO's Oct. 2 close), expected to close in H1 2027.
Webbusinesswirenews.comWebbarchart.comWebttnews.comWebmarketscreener.comWebmarketscreener.comSEC8-K 0001193125-26-413203SEC425 0001193125-26-413211 analyst_ratingJPMorgan lowered its price target on C.H. Robinson Worldwide to $198 from $225 while maintaining an Overweight rating.
debt_financingC.H. Robinson said it will fund the cash portion of its RXO acquisition with new debt, entering a fully underwritten bridge facility commitment with Morgan Stanley Senior Funding.
- Key event
buybackC.H. Robinson said it will pause share repurchases until net debt to adjusted EBITDA returns to its 1.75x-2.25x target range, expected by end-2028, following the debt-funded RXO acquisition.
analyst_ratingTD Cowen downgraded RXO Inc. to Sell from Hold and cut its price target to $19 from $24, citing the Montgomery Supreme Court ruling and a recent C.H. Robinson judgment as creating a tougher liability environment for large truckload brokers.
analyst_ratingBank of America Securities analyst Ken Hoexter reiterated a Buy rating on C.H. Robinson with a $226 price target, citing improving brokerage and forwarding fundamentals and freight share gains.
commodity_eventC.H. Robinson's October Edge Report said roughly 12% of global container ship capacity is tied up by port congestion, the highest in four years, squeezing usable ocean capacity across East Asia, Northern Europe and the Indian Subcontinent.
- Key event
commodity_eventACT Research's September 2026 Freight Forecast reported aggregate DAT contract truckload rates unchanged month over month at $2.52 per mile in August but 18% higher year over year, with its Driver Availability Index tightening to 35.9 and spot equipment capacity at decade lows.
pricing_changeFedEx announced its 2027 general rate increase at 5.9%, the fourth consecutive year at that level, while Old Dominion announced a 4.9% GRI effective October 5, a month earlier than last year.
commodity_eventDomestic intermodal container volumes reached all-time highs with 8% year-over-year growth, while truckload tender rejection rates held near 14% into early October and rising diesel costs lifted dry van, flatbed and refrigerated spot rates.
analyst_ratingWells Fargo added C.H. Robinson Worldwide to its Tactical Ideas List, with analyst Christopher Wetherbee citing improving brokerage margins, share gains and overdone liability concerns ahead of potential Q3 earnings beats.
commodity_eventC.H. Robinson's October 2026 Edge report said national refrigerated spot-market rates including fuel hit a record $3.60 per mile in September, surpassing the prior all-time high set in February 2022, with much of the gain driven by fuel surcharges.
commodity_eventThe U.S. Bank Freight Payment Index - Rates Edition, produced with DAT Freight & Analytics, showed dry van contract rates rising to $2.39 per mile in August from $2.30 in June while spot rates fell to $2.17, and average fuel surcharges climbing to $0.70 per mile from $0.62.
operating_metricsC.H. Robinson's October Edge report showed U.S. route-guide failure rates rising above 6% in recent weeks from nearly 5%, with North America average route-guide depth of 1.35 and shippers entering the spot market more often as truckload capacity tightened.
short_reportC.H. Robinson confirmed its carrier network no longer includes carriers under the Super Ego holding company, the network cited in a Sept. 23 RICO lawsuit filed in the Eastern District of Texas by six trucking companies; the company rejected the allegations point by point.