Highest-materiality recent filing
PSUs valued at $6M (target) vest on strategic milestones: high-quality truckload growth and AI-enabled product rollouts in Robinson Managed Services.
All ten director nominees elected with between 96.6M and 100.3M votes for; broker non-votes 9.6M.
C.H. Robinson Q1 2026 EPS $1.22 (+9.9% YoY); adjusted EPS $1.35 (+15.4%)
Income from operations $175.7M (-0.7%); adjusted income from operations $195.9M (+5.6%).
C.H. Robinson Q4 2025: NAST truckload volumes +3% vs -7.6% market; adjusted EPS $1.23
Adjusted diluted EPS of $1.23, up 1.7% YoY; GAAP diluted EPS of $1.12, down 8.2% YoY.
C.H. Robinson appoints director Feitzinger to Audit Committee
Edward G. Feitzinger, elected as director on August 7, 2025, appointed to Audit Committee on November 6, 2025.
C.H. Robinson Q3 ops income +22.6% to $220.8M; raises 2026 target; authorizes $2B buyback
Q3 2025: income from operations $220.8M (+22.6% YoY); adj. operating margin 31.3% (+680 bps).
C.H. Robinson director Jay Winship resigns from board effective immediately
Henry W. 'Jay' Winship resigned from the Board effective August 25, 2025.
C.H. Robinson extends receivables facility termination date to August 2027
Fifth Amendment to Receivables Purchase Agreement executed on August 12, 2025.
C.H. Robinson appoints Edward Feitzinger to board of directors
Feitzinger elected to board effective August 7, 2025, filling a new seat.
C.H. Robinson Q2 EPS $1.26 (+20%), op income +21%, margin expands 520 bps
Gross profits rose 0.4% to $679.6M; income from operations increased 21.2% to $215.9M.
C.H. Robinson Q2 2025: EPS $1.26 (+20% YoY), operating income up 21%
Gross profits $679.6M (+0.4% YoY); income from operations $215.9M (+21.2%).
C.H. Robinson shareholders elect all ten directors, approve equity plan at 2025 annual meeting
All ten director nominees elected; support ranged from 89.8M to 95.8M votes for (84-90% of shares voted).
C.H. Robinson Q1 adj. diluted EPS $1.17, +36% YoY; operating income +39%
Gross profit $657.4M (+1.5%); income from operations $176.9M (+39.1%).
C.H. Robinson closes sale of European Surface Transportation business to sennder
Sale of European Surface Transportation (EST) to sennder Technologies GmbH completed effective February 1, 2025.
C.H. Robinson Q4 operating income +71.1%, adj. EPS $1.21 (+142% YoY)
Gross profits $672.9M (+10.4% YoY); income from operations $183.8M (+71.1%).
C.H. Robinson Q3 2024 adjusted EPS rises 45.5% to $1.28; operating income up 58.7%
Gross profits grew 15.5% YoY to $723.8M; income from operations up 58.7% to $180.1M.
C.H. Robinson assigns directors McGarry and Robbins to board committees
Michael H. McGarry appointed to Talent & Compensation and Governance Committees, effective Aug. 8, 2024.
C.H. Robinson Q2 gross profit +3% to $676.5M; EPS up 29.6% to $1.05
Gross profits $676.5M, up 3.0% YoY and 4.5% sequentially.
C.H. Robinson agrees to sell European Surface Transportation to sennder
Sale of European Surface Transportation (EST) business to digital freight forwarder sennder Technologies GmbH.
C.H. Robinson appoints Arun Rajan as Chief Strategy & Innovation Officer; COO role not backfilled
Arun Rajan transitions from COO to newly created CSIO role effective June 20, 2024.
C.H. Robinson appoints Damon Lee as new CFO effective after Q2 2024 10-Q filing
Damon Lee, formerly VP & CFO of GE Commercial Engines & Services ($24B division), appointed CFO.
C.H. Robinson extends CFO Zechmeister's retirement to mid-August; shareholders elect all directors
CFO Michael Zechmeister, previously set to retire by May 31, will now remain through mid-August 2024.
C.H. Robinson Q1: gross profit $647.5M (-4.5% YoY), adj. EPS $0.86 (-14%)
Gross profit $647.5M, down 4.5% YoY; income from operations $127.1M, down 21.1% YoY.
C.H. Robinson Q4 EPS down 68% YoY; appoints new NAST president
Q4 diluted EPS $0.26 (down 67.5% YoY); adjusted EPS $0.50 (down 52.8%).
C.H. Robinson settles with Ancora: will renominate Winship and Maier, averts proxy fight
Board commits to renominate incumbent directors Henry W. Winship and Henry J. Maier at 2024 annual meeting.
CFO Mike Zechmeister to retire; search for successor underway; will remain until May 31, 2024
Mike Zechmeister to depart as CFO; will stay until successor named or no later than May 31, 2024, then retire.
Rate index changed from Bloomberg Short-Term Yield to Term SOFR for yield calculation.
C.H. Robinson Q3 2023 diluted EPS $0.68 (-61.8%); gross profit $626.6M (-28.9%)
Gross profit decreased 28.9% to $626.6M; income from operations down 60.5% to $113.5M.
C.H. Robinson Q2 adjusted EPS falls 64% to $0.90; gross profit down 36%
Diluted EPS $0.81 (GAAP); adjusted EPS $0.90, down 64.3% YoY.
C.H. Robinson appoints Dave Bozeman as CEO effective June 26, 2023
David P. Bozeman named President and CEO, succeeding interim CEO Scott Anderson who remains on the board.
C.H. Robinson reports shareholder voting results from 2023 Annual Meeting
All 11 director nominees elected at May 4, 2023 Annual Meeting; each received majority of votes cast.
C.H. Robinson Q1 gross profit down 24.7%; EPS falls 53.2% to $0.96
Gross profits -24.7% to $678.3M; income from operations -53.4% to $161.0M.
C.H. Robinson Q4 EPS down 54% to $0.80; gross profit falls 10.5% to $761.5M
Q4 diluted EPS $0.80 (down 54.0%); adjusted EPS $1.03 (down 40.8%).
New Cooperation Agreement with Investor Group (Ancora Catalyst, Pacific Point) extends standstill through 2024 annual meeting period.
C.H. Robinson CEO Bob Biesterfeld steps down; Scott Anderson named interim CEO
Bob Biesterfeld stepped down as President & CEO and director effective Dec 31, 2022; termination was without cause, triggering severance benefits.
C.H. Robinson appoints former UPS COO Jim Barber to board of directors
James Barber elected to C.H. Robinson board effective December 15, 2022.
C.H. Robinson amends $1B credit facility: maturity extended to 2027, margins reduced, ESG KPIs added
Maturity extended from Oct 2023 to Nov 2027; LIBOR replaced with Term SOFR for USD borrowings.
C.H. Robinson Q3 2022 EPS falls 3.8% to $1.78; operating margin down 440 bps
Diluted EPS decreased 3.8% to $1.78.
C.H. Robinson appoints Arun Rajan as COO effective October 31, 2022
Arun Rajan, 53, named Chief Operating Officer, effective immediately.
C.H. Robinson appoints director Goodburn to Audit and Governance Committees
Mark A. Goodburn appointed to Audit Committee and Governance Committee, effective August 4, 2022.
C.H. Robinson Q2 EPS up 85.4% to $2.67; adjusted operating margin 45.5%
Gross profits increased 37.7% to $1.0B; income from operations up 80.2% to $469.7M.
C.H. Robinson expands eligible receivables pool by ~$600M; funding capacity unchanged at $500M
Amendments to receivables purchase and sale agreements add new eligible receivable categories, increasing pool by ~$600M.
C.H. Robinson enters $500M senior unsecured revolver due May 2023
Facility with U.S. Bank provides $500M revolving credit, maturing May 5, 2023.
C.H. Robinson shareholders approve 2022 Equity Incentive Plan with 4.26M new shares
Shareholders approved the 2022 Plan authorizing 4,261,884 shares initially, plus shares from expired/cancelled prior-plan awards.
C.H. Robinson Q1 EPS $2.05, up 60.2% YoY; gross profit +29.1% to $900.5M
Diluted EPS of $2.05, up 60.2% year-over-year.
C.H. Robinson appoints Winship and Maier to board, forms capital committee with Ancora
Appointed Henry Winship and Henry Maier to Board; Board to expand to 11 directors after 2022 Annual Meeting.
Q4 total revenues $6.5B (+42.9% YoY); diluted EPS $1.74 (+61.1%).
Directors Wayne M. Fortun and Brian P. Short will not stand for re-election at the 2022 annual meeting, retiring after long service.
C.H. Robinson establishes $300M (expandable to $500M) receivables securitization facility
Receivables Purchase Agreement provides up to $300M in funding, expandable to $500M, maturing November 17, 2023.
C.H. Robinson Q3 2021 revenue up 48.3% to $6.3B; EPS up 85% to $1.85
Total revenues $6.3B (+48.3% YoY); gross profit $839.0M (+43.5%).
On June 18, 2024, the Board of Directors of C.H. Robinson Worldwide, Inc. (the “Company”) appointed Arun Rajan, the Company’s Chief Operating Officer, to the new position of Chief Strategy and Innovation Officer, effective June 20, 2024.
On June 6, 2024, C.H. Robinson Worldwide, Inc. (the “Company”) announced that its Board of Directors (the “Board”) appointed Damon Lee as Chief Financial Officer (“CFO”), effective the day after the Company files its Quarterly Report on Form 10-Q for the quarter ending June 30, 2024.
Mr. Lee will succeed Michael Zechmeister, whose departure was previously announced.
Michael P. Zechmeister will be departing from his position as Chief Financial Officer of the Company after a successor is appointed or no later than May 31, 2024, at which time Mr. Zechmeister plans to retire.
Mr. Castagnetto will succeed Mac Pinkerton who will remain a non-executive employee through February 29, 2024 to transition his responsibilities, at which time he will depart the Company.
the Company appointed Michael Castagnetto, the Company’s Vice President of Customer Success, to serve as President of NAST, effective February 1, 2024.
On December 21, 2023, C.H. Robinson Worldwide, Inc. (the “Company”) announced that Michael P. Zechmeister will be departing from his position as Chief Financial Officer of the Company.
Mr. Anderson’s term as Interim CEO will end at the end of the day on June 25, 2023 and he will remain on the Board.
On June 6, 2023, C.H. Robinson Worldwide, Inc. (the “Company”) announced that its Board of Directors (the “Board”) appointed David P. Bozeman as President and Chief Executive Officer (“CEO”) and a director of the Company, effective June 26, 2023.
The independent directors of the Board appointed Jodee Kozlak as independent Chair of the Board, effective January 1, 2023.
the independent directors of the Board of Directors (the “Board”) appointed Scott Anderson, who previously served as independent Chair of the Board, as Interim Chief Executive Officer (“CEO”), effective January 1, 2023.
Bob Biesterfeld stepped down as President and Chief Executive Officer and a director of the Company, effective at the end of December 31, 2022, and his employment terminated January 1, 2023.
Max materiality 0.85 · Median 0.60 · Most common event earnings