Form 8-K

8-K — C. H. ROBINSON WORLDWIDE, INC.

Accession: 0001043277-26-000027

Filed: 2026-07-29

Period: 2026-07-29

CIK: 0001043277

SIC: 4731 (ARRANGEMENT OF TRANSPORTATION OF FREIGHT & CARGO)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — chrw-20260729.htm (Primary)

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8-K

8-K (Primary)

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report: July 29, 2026

(Date of earliest event reported)

C.H. ROBINSON WORLDWIDE, INC.

(Exact name of registrant as specified in its charter)

Commission File Number: 000-23189

Delaware 41-1883630

(State or other jurisdiction of

incorporation or organization)

(I.R.S. Employer

Identification No.)

14701 Charlson Road

Eden Prairie, Minnesota 55347

(Address of principal executive offices, including zip code)

Registrant's telephone number, including area code: 952-937-8500

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common Stock, $0.10 par value CHRW Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition.

The following information is being "furnished" in accordance with the General Instruction B.2 of Form 8-K and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Furnished herewith as Exhibits 99.1 and 99.2, respectively, and incorporated by reference herein are the text of the Company's announcement regarding its financial results for the quarter ended June 30, 2026 and its earnings conference call slides.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Number Description

99.1

Press Release dated July 29, 2026 of C.H. Robinson Worldwide, Inc.

99.2

Earnings conference call slides dated July 29, 2026

104 The cover page from the Current Report on Form 8-K formatted in Inline XBRL

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

C.H. ROBINSON WORLDWIDE, INC.

By: /s/ Dorothy G. Capers

Dorothy G. Capers

Chief Legal Officer and Secretary

Date: July 29, 2026

EX-99.1

Filename: ex991earningsreleaseq20630.htm · Sequence: 2

Document

C.H. Robinson

14701 Charlson Rd.

Eden Prairie, MN 55347

www.chrobinson.com

FOR IMMEDIATE RELEASE

FOR INQUIRIES, CONTACT:

Chuck Ives, Senior Director of Investor Relations

Email: chuck.ives@chrobinson.com

C.H. Robinson Reports 2026 Second Quarter Results

Eden Prairie, MN, July 29, 2026 - C.H. Robinson Worldwide, Inc. (“C.H. Robinson”) (Nasdaq: CHRW) today reported financial results for the quarter ended June 30, 2026.

Second Quarter Highlights:

•Mid-cycle operating margin targets achieved while the freight market is still in the trough of the demand cycle

•Company continues to deliver secular earnings growth driven by market share gains, disciplined revenue management and evergreen productivity improvements fueled by its Lean AI strategy

•North American Surface Transportation ("NAST") volume increased approximately 1.5% year-over-year compared to a 3.3% decline in the Cass Freight Shipment Index, reflecting the 13th consecutive quarter of market outgrowth

•NAST truckload adjusted gross profit per shipment(1) held flat year-over-year despite a significant increase in truckload spot market costs

•Income from operations increased 18.4% to $255.7 million

•Adjusted income from operations(1) increased 19.5% to $263.2 million

•Diluted earnings per share ("EPS") increased 23.8% to $1.56

•Adjusted diluted EPS(1) increased 24.8% to $1.61

•Cash generated by operations decreased by $191.2 million to $35.9 million

•Cash returned to shareholders increased 87.5% to $301.3 million

(1) Adjusted gross profit, adjusted income from operations, and adjusted diluted EPS are non-GAAP financial measures. The same factors described in this release that impacted these non-GAAP measures also impacted the comparable GAAP measures. Refer to pages 11 through 14 for further discussion and GAAP to Non-GAAP Reconciliations.

"I want to begin by thanking our people for their relentless efforts to provide exceptional service to our customers and carriers, for embracing the Robinson operating model and continuing to execute with discipline. These efforts contributed to the high-quality earnings we reported today," said President and Chief Executive Officer, Dave Bozeman. "When I became CEO three years ago, we committed to delivering higher highs and higher lows across freight market cycles. Our second quarter results are yet

another example of delivering on that commitment. Despite being in the trough of the freight market demand cycle, with the Cass Freight Shipment Index declining on a year-over-year basis for the 15th consecutive quarter, we hit our mid-cycle operating margin targets in both NAST and Global Forwarding in the second quarter of 2026."

"We achieved this through the disciplined execution of our Lean AI strategy, which has enabled us to identify and remove waste and to automate manual processes in the quote-to-cash lifecycle of an order. The result has been evergreen productivity improvements of over 60% since the end of 2022 in both NAST and Global Forwarding. The execution of our strategy has also enabled us to build a scalable model with significant operating leverage, which contributed to the 20% year-over-year increase in our adjusted operating income."

"But our Lean AI strategy isn’t just about generating higher productivity," added Bozeman. "First and foremost, it needs to result in better service to our customers and carriers, and our scores related to customer satisfaction are exceptionally strong. As we continue to purposefully engineer our work to drive higher automation, an industry-leading cost to serve, and service to our customers and carriers that is better than ever, we’ve consistently gained market share in our NAST business. The second quarter of 2026 was the 13th consecutive quarter in which our year-over-year NAST volume growth outpaced the Cass Freight Shipment Index."

"In our Global Forwarding business, the team continues to help our customers navigate ongoing disruptions across global shipping networks, and they continue to implement the same revenue management disciplines that have been successfully deployed in NAST. Additionally, they are moving from manual, reactive work that is dependent on manual handoffs toward automated workflows that are faster, more connected, and easier to manage at scale. While this journey is still ongoing, we're already seeing encouraging progress in several areas, and as a result, the Global Forwarding team delivered year-over-year productivity improvements of more than 15% in the second quarter of 2026 and achieved an adjusted operating margin, excluding restructuring, of 33.4%."

"We’ll continue to focus on providing differentiated service and solutions to our customers and carriers, executing with discipline, and improving our business model and our cost to serve. We’re highly confident in our ability to continue executing on all of our strategic initiatives, and the strategies that our team is executing are built to be effective in any market environment," said Bozeman.

Summary of Second Quarter of 2026 Results Compared to the Second Quarter of 2025

•Total revenues increased 19.3% to $4.9 billion, primarily driven by higher pricing in our truckload, less than truckload ("LTL"), air and ocean services.

•Gross profits increased 6.8% to $725.9 million. Adjusted gross profits(1) increased 6.5% to $738.0 million, primarily driven by higher adjusted gross profit per transaction in our LTL and air services and higher volume in our LTL services.

•Operating expenses increased 1.0% to $482.2 million. Personnel expenses increased 0.9% to $338.5 million, primarily due to higher incentive compensation reflecting our strong operating performance. This was partially offset by cost optimization efforts and productivity improvements. Average employee headcount declined 10.8%. Other selling, general and administrative (“SG&A”) expenses increased 1.2% to $143.8 million, primarily due to increases across several expense categories.

•Income from operations totaled $255.7 million, up 18.4% due to the increase in adjusted gross profit, partially offset by the increase in operating expenses. Adjusted operating margin(1) of 34.7% increased 360 basis points.

•Interest and other income/expense, net totaled $17.9 million of expense, consisting primarily of $16.9 million of interest expense, which increased $0.1 million versus last year due to a higher average debt balance, partially offset by lower variable interest rates. The second quarter of 2026 results also include a $1.4 million net loss from foreign currency revaluation and realized foreign currency gains and losses.

•The effective tax rate in the quarter was 21.5% compared to 21.4% in the second quarter of 2025.

•Net income totaled $186.8 million, up 22.5% from a year ago. Diluted EPS of $1.56 increased 23.8%. Adjusted diluted EPS(1) of $1.61 increased 24.8%.

(1) Adjusted gross profits, adjusted operating margin and adjusted diluted EPS are non-GAAP financial measures. The same factors described in this release that impacted these non-GAAP measures also impacted the comparable GAAP measures. Refer to pages 11 through 14 for further discussion and GAAP to Non-GAAP Reconciliations.

Summary of 2026 Year-to-Date Results Compared to 2025

•Total revenues increased 9.3% to $8.9 billion, primarily driven by higher pricing in our truckload and LTL services.

•Gross profits increased 2.7% to $1.4 billion. Adjusted gross profits(1) increased 2.4% to $1.4 billion, primarily driven by higher adjusted gross profit per transaction in our LTL and air services. This was partially offset by lower adjusted gross profit per transaction in our ocean services.

•Operating expenses decreased 0.7% to $967.0 million. Personnel expenses increased 1.1% to $691.2 million, primarily due to higher restructuring charges related to workforce reductions. This was partially offset by cost optimization efforts and productivity improvements. Average employee headcount declined 11.9%. Other SG&A expenses decreased 4.8% to $275.8 million primarily due to reductions across several expense categories and due to a prior year impairment charge on our Kansas City regional center lease resulting from the execution of a sublease agreement on a portion of the building.

•Income from operations totaled $431.4 million, up 9.8% from last year due to the increase in adjusted gross profit and the decrease in operating expenses. Adjusted operating margin(1) of 30.9% increased 220 basis points.

•Interest and other income/expense, net totaled $26.9 million of expense, primarily consisting of $30.9 million of interest expense, which decreased $2.7 million versus last year due to lower variable interest rates and a lower average debt balance. The year-to-date results also include $2.2 million of interest income and a $0.3 million net gain from foreign currency revaluation and realized foreign currency gains and losses.

•The effective tax rate for the six months ended June 30, 2026 was 17.4% compared to 17.9% in the year-ago period.

•Net income totaled $334.0 million, up 16.1% from a year ago. Diluted EPS of $2.78 increased 17.3%. Adjusted diluted EPS(1) of $2.95 increased 19.9%.

North American Surface Transportation (“NAST”) Results

Summarized financial results of our NAST segment are as follows (dollars in thousands):

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 % change 2026 2025 % change

Total revenues $ 3,593,269 $ 2,918,227 23.1 % $ 6,540,592 $ 5,786,647 13.0 %

Adjusted gross profits(1)

469,389 432,248 8.6 % 900,466 850,572 5.9 %

Income from operations 189,845 163,991 15.8 % 334,975 307,662 8.9 %

____________________________________________

(1) Adjusted gross profits and adjusted operating margin - excluding restructuring are non-GAAP financial measures explained later in this release. The difference between adjusted gross profits and gross profits is not material.

Second quarter total revenues for the NAST segment totaled $3.6 billion, an increase of 23.1% over the prior year, primarily driven by higher pricing in our truckload and LTL services. NAST adjusted gross profits increased 8.6% in the quarter to $469.4 million. Adjusted gross profits in truckload increased 0.2% due to a 0.5% increase in volume. Our average truckload linehaul rate per mile charged to our customers, which excludes fuel surcharges, increased approximately 25.5% in the quarter compared to the prior year, while truckload linehaul cost per mile, excluding fuel surcharges, increased 29.0%, resulting in a 2.0% increase in truckload adjusted gross profit per mile. LTL adjusted gross profits increased 21.7% versus the year-ago period, driven by a 19.5% increase in adjusted gross profit per order and a 2.0% increase in LTL volume. Total NAST truckload and LTL volume increased 1.5% versus the year-ago period and outpaced the market indices. Operating expenses increased 4.2%, primarily due to higher claims expenses and higher incentive compensation reflecting our strong operating performance, partially offset by cost optimization efforts and productivity improvements. Second quarter average employee headcount was down 11.6% year-over-year. Income from operations increased 15.8% to $189.8 million, and adjusted operating margin expanded 250 basis points to 40.4%. Adjusted operating margin - excluding restructuring(1) increased 280 basis points to 40.9%.

Global Forwarding Results

Summarized financial results of our Global Forwarding segment are as follows (dollars in thousands):

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 % change 2026 2025 % change

Total revenues $ 896,604 $ 797,800 12.4 % $ 1,561,334 $ 1,572,688 (0.7) %

Adjusted gross profits(1)

188,830 187,581 0.7 % 351,121 372,209 (5.7) %

Income from operations 60,970 51,330 18.8 % 92,654 94,273 (1.7) %

____________________________________________

Second quarter total revenues for the Global Forwarding segment increased 12.4% to $896.6 million, primarily driven by higher pricing in our air and ocean services. Adjusted gross profits increased 0.7% in the quarter to $188.8 million. Ocean adjusted gross profits decreased 2.8%, driven by a 4.0% decrease in adjusted gross profit per shipment, partially offset by a 1.0% increase in shipments. Air adjusted gross profits increased 23.4%, driven by a 33.5% increase in adjusted gross profit per metric ton shipped, partially offset by a 7.5% decline in metric tons shipped. Customs adjusted gross profits decreased 9.4%, driven by a 7.5% decrease in adjusted gross profit per transaction and a 2.0% reduction in transaction volume. Operating expenses decreased 6.2%, primarily due to cost optimization efforts and lower incentive compensation. Second quarter average employee headcount decreased 16.6% year-over-year. Income from operations increased 18.8% to $61.0 million, and adjusted operating margin expanded 490 basis points to 32.3% in the quarter. Adjusted operating margin - excluding restructuring(1) expanded 470 basis points to 33.4%.

All Other and Corporate Results

Total revenues and adjusted gross profits for Robinson Fresh, Managed Solutions and Other Surface Transportation are summarized as follows (dollars in thousands):

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 % change 2026 2025 % change

Total revenues $ 444,225 $ 420,516 5.6 % $ 845,106 $ 823,948 2.6 %

Adjusted gross profits(1):

Robinson Fresh $ 47,276 $ 44,395 6.5 % $ 84,793 $ 82,048 3.3 %

Managed Solutions 32,471 29,007 11.9 % 62,079 56,853 9.2 %

Other Surface Transportation(2)

— — — % — 4,637 (100.0) %

____________________________________________

(1) Adjusted gross profits is a non-GAAP financial measure explained later in this release. The difference between adjusted gross profits and gross profits is not material.

(2) Includes our Europe Surface Transportation business, which was divested as of February 1, 2025.

Second quarter Robinson Fresh adjusted gross profits increased 6.5% to $47.3 million driven by a volume increase with foodservice customers. Managed Solutions adjusted gross profits increased 11.9% due to an increase in freight under management.

Other Income Statement Items

Interest and other income/expense, net totaled $17.9 million of expense, consisting primarily of $16.9 million of interest expense, which increased $0.1 million versus the second quarter of 2025 due to a higher average debt balance, partially offset by lower variable interest rates. The second quarter of 2026 results also include a $1.4 million net loss from foreign currency revaluation and realized foreign currency gains and losses.

The second quarter effective tax rate was 21.5% compared to 21.4% in the second quarter of 2025. For 2026, we expect our full-year effective tax rate to be 18% to 20%.

Diluted weighted average shares outstanding in the quarter were down 1.1% year-over-year due to share repurchases that have occurred over the past twelve months.

Cash Flow Generation and Capital Distribution

Cash generated from operations totaled $35.9 million in the second quarter, compared to $227.1 million in the second quarter of 2025. The $191.2 million decrease in cash flow from operations was primarily related to a $227.3 million decrease in cash generated by changes in net operating working capital, due to a $196.4 million sequential increase in net operating working capital in the second quarter of 2026 compared to a $30.9 million sequential decrease in the second quarter of 2025.

In the second quarter of 2026, cash returned to shareholders totaled $301.3 million, with $226.0 million in repurchases of common stock and $75.3 million in cash dividends.

Capital expenditures totaled $18.2 million in the quarter. Capital expenditures for 2026 are expected to be $65 million to $75 million.

About C.H. Robinson

C.H. Robinson is the global leader in Lean AI supply chains. For more than a century, companies everywhere have looked to us to reimagine how goods move. Now, as we redefine what’s next for the industry, that same drive fuels our commitment to Building Tomorrow’s Supply Chains, Today™. Trusted by 75,000 customers and 450,000 contract carriers, we manage 37 million shipments annually, representing $23 billion in freight. We deliver tailored solutions across the world via truckload, less-than-truckload, ocean, air, and more. With our unique combination of human insight and Lean AI working as one, supply chains move faster, smarter, and more sustainably. As a responsible global citizen, we proudly contribute millions to the causes that matter most to our employees. For more information, visit us at chrobinson.com (Nasdaq: CHRW).

Except for the historical information contained herein, the matters set forth in this release are forward-looking statements that represent our expectations, beliefs, intentions or strategies concerning future events. These forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from our historical experience or our present expectations, including, but not limited to, factors such as changes in economic conditions, including uncertain consumer demand; changes in market demand and pressures on the pricing for our services; fuel price increases or decreases, or fuel shortages; competition and growth rates within the global logistics industry that could adversely impact our profitability and achieving our long-term growth targets; freight levels and increasing costs and availability of truck capacity or alternative means of transporting freight; risks associated with seasonal changes or significant disruptions in the transportation industry; risks associated with identifying and completing suitable acquisitions; our dependence on and changes in relationships with existing contracted truck, rail, ocean, and air carriers; risks associated with the loss of significant customers; risks associated with reliance on technology to operate our business, including reliance on third-party platforms and cybersecurity related risks; our ability to staff and retain employees; risks associated with operations outside of the U.S.; our ability to successfully integrate the operations of acquired companies with our historic operations or efficiently managing divestitures; climate change related risks; risks associated with our indebtedness; risks associated with interest rates; risks associated with litigation, including contingent auto liability and insurance coverage; risks associated with the potential impact of changes in government regulations, including environmental-related regulations; risks associated with the changes to income tax regulations; risks associated with the produce industry, including food safety and contamination issues; the impact of changes in political and governmental conditions; changes to our capital structure; changes due to catastrophic events; risks associated with the usage of artificial intelligence technologies; and other risks and uncertainties detailed in our Annual and Quarterly Reports.

Any forward-looking statement speaks only as of the date on which such statement is made, and we undertake no obligation to update such statement to reflect events or circumstances arising after such date. All remarks made during our financial results conference call will be current at the time of the call, and we undertake no obligation to update the replay.

Conference Call Information:

C.H. Robinson Worldwide Second Quarter 2026 Earnings Conference Call

Wednesday, July 29, 2026; 5:30 p.m. Eastern Time

Presentation slides and a simultaneous live audio webcast of the conference call may be accessed through C.H. Robinson's Investor Relations website at investor.chrobinson.com.

To participate in the conference call by telephone, please call ten minutes early by dialing: 877-269-7756

Adjusted Gross Profit by Service Line

(in thousands)

This table of summary results presents our service line adjusted gross profits on an enterprise basis. The service line adjusted gross profits in the table differ from the service line adjusted gross profits discussed within the segments as our segments may have revenues from multiple service lines.

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 % change 2026 2025 % change

Adjusted gross profits(1):

Transportation

Truckload $ 264,164 $ 267,913 (1.4) % $ 515,763 $ 530,201 (2.7) %

LTL 185,309 152,186 21.8 % 348,757 300,597 16.0 %

Ocean 104,988 107,902 (2.7) % 194,907 223,237 (12.7) %

Air 42,339 34,461 22.9 % 75,063 67,271 11.6 %

Customs 31,787 35,098 (9.4) % 64,107 62,018 3.4 %

Other logistics services 67,774 56,459 20.0 % 126,165 111,240 13.4 %

Total transportation 696,361 654,019 6.5 % 1,324,762 1,294,564 2.3 %

Sourcing 41,605 39,212 6.1 % 73,697 71,755 2.7 %

Total adjusted gross profits $ 737,966 $ 693,231 6.5 % $ 1,398,459 $ 1,366,319 2.4 %

____________________________________________

(1) Adjusted gross profits is a non-GAAP financial measure explained later in this release. The difference between adjusted gross profits and gross profits is not material.

GAAP to Non-GAAP Reconciliation

(unaudited, in thousands)

Our adjusted gross profit is a non-GAAP financial measure. Adjusted gross profit is calculated as gross profit excluding amortization of internally developed software utilized to directly serve our customers and contracted carriers. We believe adjusted gross profit is a useful measure of our ability to source, add value, and sell services and products that are provided by third parties, and we consider adjusted gross profit to be a primary performance measurement. Accordingly, the discussion of our results of operations often focuses on the changes in our adjusted gross profit. The reconciliation of gross profit to adjusted gross profit is presented below (in thousands):

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 % change 2026 2025 % change

Revenues:

Transportation $ 4,524,773 $ 3,746,660 20.8 % $ 8,168,484 $ 7,468,575 9.4 %

Sourcing 409,325 389,883 5.0 % 778,548 714,708 8.9 %

Total revenues 4,934,098 4,136,543 19.3 % 8,947,032 8,183,283 9.3 %

Costs and expenses:

Purchased transportation and related services 3,828,412 3,092,641 23.8 % 6,843,722 6,174,011 10.8 %

Purchased products sourced for resale 367,720 350,671 4.9 % 704,851 642,953 9.6 %

Direct internally developed software amortization 12,038 13,681 (12.0) % 25,900 29,347 (11.7) %

Total direct expenses 4,208,170 3,456,993 21.7 % 7,574,473 6,846,311 10.6 %

Gross profit $ 725,928 $ 679,550 6.8 % $ 1,372,559 $ 1,336,972 2.7 %

Plus: Direct internally developed software amortization 12,038 13,681 (12.0) % 25,900 29,347 (11.7) %

Adjusted gross profit $ 737,966 $ 693,231 6.5 % $ 1,398,459 $ 1,366,319 2.4 %

Our adjusted operating margin is a non-GAAP financial measure calculated as operating income divided by adjusted gross profit. Our adjusted operating margin - excluding restructuring and/or loss on divestiture is a similar non-GAAP financial measure as adjusted operating margin, but also excludes the impact of restructuring and/or loss from divestiture. We believe adjusted operating margin and adjusted operating margin - excluding restructuring and/or loss on divestiture are useful measures of our profitability in comparison to our adjusted gross profit, which we consider a primary performance metric as discussed above. The comparisons of operating margin to adjusted operating margin and adjusted operating margin - excluding restructuring and/or loss on divestiture are presented below:

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 % change 2026 2025 % change

Total revenues $ 4,934,098 $ 4,136,543 19.3 % $ 8,947,032 $ 8,183,283 9.3 %

Income from operations 255,743 215,919 18.4 % 431,429 392,772 9.8 %

Operating margin 5.2 % 5.2 % — bps 4.8 % 4.8 % — bps

Adjusted gross profit $ 737,966 $ 693,231 6.5 % $ 1,398,459 $ 1,366,319 2.4 %

Income from operations 255,743 215,919 18.4 % 431,429 392,772 9.8 %

Adjusted operating margin 34.7 % 31.1 % 360 bps 30.9 % 28.7 % 220 bps

Adjusted gross profit $ 737,966 $ 693,231 6.5 % $ 1,398,459 $ 1,366,319 2.4 %

Adjusted income from operations 263,233 220,229 19.5 % 459,154 405,695 13.2 %

Adjusted operating margin - excluding restructuring and/or loss on divestiture

35.7 % 31.8 % 390 bps 32.8 % 29.7 % 310 bps

GAAP to Non-GAAP Reconciliation

(unaudited, in thousands)

Our adjusted income from operations, adjusted operating margin - excluding restructuring and/or loss on divestiture, adjusted net income and adjusted net income per share (diluted) are non-GAAP financial measures. These non-GAAP measures are calculated excluding the impact of restructuring and/or loss from divestiture. We believe that these measures provide useful information to investors and include them within our internal reporting to our chief operating decision maker. Accordingly, the discussion of our results of operations includes discussion on the changes in our adjusted income from operations, adjusted operating margin - excluding restructuring and/or loss on divestiture, adjusted net income and adjusted net income per share (diluted). The reconciliation of these non-GAAP measures are presented below (in thousands except per share data):

Non-GAAP Reconciliation: NAST Global Forwarding All

Other and Corporate Consolidated

Three Months Ended June 30, 2026

Income from operations $ 189,845 $ 60,970 $ 4,928 $ 255,743

Severance and other personnel expenses 2,019 2,998 2,999 8,016

Other selling, general, and administrative expenses 138 (828) 164 (526)

Total adjustments to income from operations(1)

2,157 2,170 3,163 7,490

Adjusted income from operations $ 192,002 $ 63,140 $ 8,091 $ 263,233

Adjusted gross profit $ 469,389 $ 188,830 $ 79,747 $ 737,966

Adjusted income from operations 192,002 63,140 8,091 263,233

Adjusted operating margin - excluding restructuring 40.9 % 33.4 % 10.1 % 35.7 %

NAST Global Forwarding All

Other and Corporate Consolidated

Six Months Ended June 30, 2026

Income from operations $ 334,975 $ 92,654 $ 3,800 $ 431,429

Severance and other personnel expenses 18,053 4,081 4,652 26,786

Other selling, general, and administrative expenses 180 599 160 939

Total adjustments to income from operations(2)

18,233 4,680 4,812 27,725

Adjusted income from operations $ 353,208 $ 97,334 $ 8,612 $ 459,154

Adjusted gross profit $ 900,466 $ 351,121 $ 146,872 $ 1,398,459

Adjusted income from operations 353,208 97,334 8,612 459,154

Adjusted operating margin - excluding restructuring 39.2 % 27.7 % 5.9 % 32.8 %

Three Months Ended June 30, 2026 Six Months Ended June 30, 2026

$ in 000's per share $ in 000's per share

Net income and per share (diluted) $ 186,786 $ 1.56 $ 334,019 $ 2.78

Restructuring and related costs, pre-tax 7,490 0.06 27,725 0.23

Tax effect of adjustments (2,008) (0.01) (6,627) (0.06)

Adjusted net income and per share (diluted) $ 192,268 $ 1.61 $ 355,117 $ 2.95

____________________________________________

(1) The three months ended June 30, 2026 includes severance and other personnel expenses of $8.0 million related to workforce reductions and a $0.5 million net gain driven by the favorable termination of an operating lease.

(2) The six months ended June 30, 2026 includes severance and other personnel expenses of $26.8 million related to workforce reductions and $0.9 million of other charges.

Non-GAAP Reconciliation: NAST Global Forwarding All

Other and Corporate Consolidated

Three Months Ended June 30, 2025

Income from operations $ 163,991 $ 51,330 $ 598 $ 215,919

Severance and other personnel expenses 677 2,576 635 3,888

Other selling, general, and administrative expenses — — 422 422

Total adjustments to income from operations(1)

677 2,576 1,057 4,310

Adjusted income from operations $ 164,668 $ 53,906 $ 1,655 $ 220,229

Adjusted gross profit $ 432,248 $ 187,581 $ 73,402 $ 693,231

Adjusted income from operations 164,668 53,906 1,655 220,229

Adjusted operating margin - excluding restructuring and loss on divestiture 38.1 % 28.7 % N/M 31.8 %

NAST Global Forwarding All

Other and Corporate Consolidated

Six Months Ended June 30, 2025

Income (loss) from operations $ 307,662 $ 94,273 $ (9,163) $ 392,772

Severance and other personnel expenses 677 2,576 1,822 5,075

Other selling, general, and administrative expenses — — 7,848 7,848

Total adjustments to income from operations(2)

677 2,576 9,670 12,923

Adjusted income from operations $ 308,339 $ 96,849 $ 507 $ 405,695

Adjusted gross profit $ 850,572 $ 372,209 $ 143,538 $ 1,366,319

Adjusted income from operations 308,339 96,849 507 405,695

Adjusted operating margin - excluding restructuring and loss on divestiture 36.3 % 26.0 % N/M 29.7 %

Three Months Ended June 30, 2025 Six Months Ended June 30, 2025

$ in 000's per share $ in 000's per share

Net income and per share (diluted) $ 152,471 $ 1.26 $ 287,773 $ 2.37

Restructuring and related costs, pre-tax 3,881 0.04 10,140 0.08

Loss on divestiture, pre-tax 429 — 2,783 0.02

Tax effect of adjustments (1,005) (0.01) (2,031) (0.01)

Adjusted net income and per share (diluted) $ 155,776 $ 1.29 $ 298,665 $ 2.46

____________________________________________

(1) The three months ended June 30, 2025 includes severance and other personnel expenses of $3.9 million related to workforce reductions and $0.4 million of other charges.

(2) The six months ended June 30, 2025 includes severance and other personnel expenses of $5.1 million primarily related to workforce reductions and $7.8 million of other charges, which include a $6.3 million impairment charge on our Kansas City regional center lease resulting from the execution of a sublease agreement on a portion of the building.

Condensed Consolidated Statements of Income

(unaudited, in thousands, except per share data)

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 % change 2026 2025 % change

Revenues:

Transportation $ 4,524,773 $ 3,746,660 20.8 % $ 8,168,484 $ 7,468,575 9.4 %

Sourcing 409,325 389,883 5.0 % 778,548 714,708 8.9 %

Total revenues 4,934,098 4,136,543 19.3 % 8,947,032 8,183,283 9.3 %

Costs and expenses:

Purchased transportation and related services 3,828,412 3,092,641 23.8 % 6,843,722 6,174,011 10.8 %

Purchased products sourced for resale 367,720 350,671 4.9 % 704,851 642,953 9.6 %

Personnel expenses 338,472 335,322 0.9 % 691,195 683,875 1.1 %

Other selling, general, and administrative expenses 143,751 141,990 1.2 % 275,835 289,672 (4.8) %

Total costs and expenses 4,678,355 3,920,624 19.3 % 8,515,603 7,790,511 9.3 %

Income from operations 255,743 215,919 18.4 % 431,429 392,772 9.8 %

Interest and other income/expense, net (17,878) (22,026) (18.8) % (26,891) (42,077) (36.1) %

Income before provision for income taxes 237,865 193,893 22.7 % 404,538 350,695 15.4 %

Provision for income taxes 51,079 41,422 23.3 % 70,519 62,922 12.1 %

Net income $ 186,786 $ 152,471 22.5 % $ 334,019 $ 287,773 16.1 %

Net income per share (basic) $ 1.58 $ 1.27 24.4 % $ 2.80 $ 2.39 17.2 %

Net income per share (diluted) $ 1.56 $ 1.26 23.8 % $ 2.78 $ 2.37 17.3 %

Weighted average shares outstanding (basic) 118,565 120,244 (1.4) % 119,181 120,605 (1.2) %

Weighted average shares outstanding (diluted) 119,751 121,025 (1.1) % 120,350 121,442 (0.9) %

Business Segment Information

(unaudited, in thousands, except average employee headcount)

NAST Global Forwarding

All Other and Corporate

Consolidated

Three Months Ended June 30, 2026

Total revenues $ 3,593,269 $ 896,604 $ 444,225 $ 4,934,098

Adjusted gross profits(1)

469,389 188,830 79,747 737,966

Income from operations 189,845 60,970 4,928 255,743

Depreciation and amortization 4,763 1,486 16,320 22,569

Total assets(2)

3,453,880 1,275,412 1,114,214 5,843,506

Average employee headcount 4,671 3,699 3,101 11,471

NAST Global Forwarding

All Other and Corporate

Consolidated

Three Months Ended June 30, 2025

Total revenues $ 2,918,227 $ 797,800 $ 420,516 $ 4,136,543

Adjusted gross profits(1)

432,248 187,581 73,402 693,231

Income from operations 163,991 51,330 598 215,919

Depreciation and amortization 4,815 2,188 17,863 24,866

Total assets(2)

2,971,926 1,332,889 1,017,096 5,321,911

Average employee headcount 5,283 4,436 3,139 12,858

_______________________________________

(1) Adjusted gross profits is a non-GAAP financial measure explained above. The difference between adjusted gross profits and gross profits is not material.

(2) All cash and cash equivalents are included in All Other and Corporate.

Business Segment Information

(unaudited, in thousands, except average employee headcount)

NAST Global Forwarding

All Other and Corporate

Consolidated

Six Months Ended June 30, 2026

Total revenues $ 6,540,592 $ 1,561,334 $ 845,106 $ 8,947,032

Adjusted gross profits(1)

900,466 351,121 146,872 1,398,459

Income from operations 334,975 92,654 3,800 431,429

Depreciation and amortization 9,526 3,421 34,474 47,421

Total assets(2)

3,453,880 1,275,412 1,114,214 5,843,506

Average employee headcount 4,732 3,767 3,100 11,599

NAST Global Forwarding

All Other and Corporate

Consolidated

Six Months Ended June 30, 2025

Total revenues $ 5,786,647 $ 1,572,688 $ 823,948 $ 8,183,283

Adjusted gross profits(1)

850,572 372,209 143,538 1,366,319

Income (loss) from operations 307,662 94,273 (9,163) 392,772

Depreciation and amortization 9,624 4,327 36,557 50,508

Total assets(2)

2,971,926 1,332,889 1,017,096 5,321,911

Average employee headcount 5,283 4,469 3,414 13,166

____________________________________________

(1) Adjusted gross profits is a non-GAAP financial measure explained above. The difference between adjusted gross profits and gross profits is not material.

(2) All cash and cash equivalents are included in All Other and Corporate.

Condensed Consolidated Balance Sheets

(unaudited, in thousands)

June 30, 2026 December 31, 2025

Assets

Current assets:

Cash and cash equivalents $ 154,590 $ 160,871

Receivables, net of allowance for credit loss 3,055,149 2,360,829

Contract assets, net of allowance for credit loss 230,598 156,441

Prepaid expenses and other 120,563 120,402

Total current assets 3,560,900 2,798,543

Property and equipment, net of accumulated depreciation and amortization 108,492 116,362

Right-of-use lease assets 261,199 278,323

Intangible and other assets, net of accumulated amortization 1,912,915 1,865,153

Total assets $ 5,843,506 $ 5,058,381

Liabilities and stockholders’ investment

Current liabilities:

Accounts payable and outstanding checks $ 1,686,822 $ 1,241,276

Accrued expenses:

Compensation 120,754 188,838

Transportation expense 188,259 120,708

Income taxes 6,415 33,745

Other accrued liabilities 178,658 174,955

Current lease liabilities 70,654 72,180

Total current liabilities 2,251,562 1,831,702

Long-term debt 1,685,017 1,089,438

Noncurrent lease liabilities 216,900 233,768

Noncurrent income taxes payable 38,499 34,875

Deferred tax liabilities 21,383 21,526

Other long-term liabilities 2,455 1,425

Total liabilities 4,215,816 3,212,734

Total stockholders’ investment 1,627,690 1,845,647

Total liabilities and stockholders’ investment $ 5,843,506 $ 5,058,381

Condensed Consolidated Statements of Cash Flow

(unaudited, in thousands, except employee count)

Six Months Ended June 30,

Operating activities: 2026 2025

Net income $ 334,019 $ 287,773

Adjustments to reconcile net income to net cash provided by (used for) operating activities:

Depreciation and amortization 47,421 50,508

Provision for credit losses 3,760 6,605

Stock-based compensation 53,005 44,028

Deferred income taxes 24,903 15,419

Excess tax benefit on stock-based compensation (27,386) (8,155)

Change in loss on disposal group — (569)

Other operating activities 2,176 7,254

Changes in operating elements:

Receivables (704,333) (108,002)

Contract assets (74,457) 11,595

Prepaid expenses and other 144 (27,934)

Right of use asset 15,894 24,704

Accounts payable and outstanding checks 441,310 121,249

Accrued compensation (68,860) (64,607)

Accrued transportation expense 67,551 (5,056)

Accrued income taxes 3,400 30,866

Other accrued liabilities 6,414 (20,779)

Lease liability (18,117) (31,844)

Other assets and liabilities (2,347) 604

Net cash provided by operating activities 104,497 333,659

Investing activities:

Purchases of property and equipment (7,610) (10,640)

Purchases and development of software (25,642) (25,601)

Cash used for acquisitions, net of cash acquired (78,948) —

Proceeds from divestiture 11,828 27,737

Net cash used for investing activities (100,372) (8,504)

Financing activities:

Proceeds from stock issued for employee benefit plans 55,434 27,026

Stock tendered for payment of withholding taxes (74,566) (54,589)

Repurchase of common stock (432,183) (128,767)

Cash dividends (154,300) (152,355)

Proceeds from long-term borrowings 1,952,000 —

Payments on long-term borrowings (1,357,000) —

Proceeds from short-term borrowings — 1,240,800

Payments on short-term borrowings — (1,264,800)

Net cash used for financing activities (10,615) (332,685)

Effect of exchange rates on cash and cash equivalents 209 6,985

Net change in cash and cash equivalents, including cash and cash equivalents classified within assets held for sale (6,281) (545)

Plus: net decrease in cash and cash equivalents within assets held for sale — 10,776

Cash and cash equivalents, beginning of period 160,871 145,762

Cash and cash equivalents, end of period $ 154,590 $ 155,993

Employees as of June 30 11,388 12,803

Source: C.H. Robinson

CHRW-IR

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q22026earningsdeck

2024 INVESTOR DAY July 29, 2026 Q2 2026 Earnings Presentation

Safe Harbor Statement Except for the historical information contained herein, the matters set forth in this release are forward-looking statements that represent our expectations, beliefs, intentions or strategies concerning future events. These forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from our historical experience or our present expectations, including, but not limited to, factors such as changes in economic conditions, including uncertain consumer demand; changes in market demand and pressures on the pricing for our services; fuel price increases or decreases, or fuel shortages; competition and growth rates within the global logistics industry that could adversely impact our profitability and achieving our long-term growth targets; freight levels and increasing costs and availability of truck capacity or alternative means of transporting freight; risks associated with seasonal changes or significant disruptions in the transportation industry; risks associated with identifying and completing suitable acquisitions; our dependence on and changes in relationships with existing contracted truck, rail, ocean, and air carriers; risks associated with the loss of significant customers; risks associated with reliance on technology to operate our business, including reliance on third-party platforms and cybersecurity related risks; our ability to staff and retain employees; risks associated with operations outside of the U.S.; our ability to successfully integrate the operations of acquired companies with our historic operations or efficiently managing divestitures; climate change related risks; risks associated with our indebtedness; risks associated with interest rates; risks associated with litigation, including contingent auto liability and insurance coverage; risks associated with the potential impact of changes in government regulations, including environmental-related regulations; risks associated with the changes to income tax regulations; risks associated with the produce industry, including food safety and contamination issues; the impact of changes in political and governmental conditions; changes to our capital structure; changes due to catastrophic events; risks associated with the usage of artificial intelligence technologies; and other risks and uncertainties detailed in our Annual and Quarterly Reports. Any forward-looking statement speaks only as of the date on which such statement is made, and we undertake no obligation to update such statement to reflect events or circumstances arising after such date. 2©2026 C.H. Robinson Worldwide, Inc. All Rights Reserved.

Thoughts from President & CEO, Dave Bozeman 3 ■ Q2 results demonstrate our commitment to delivering “higher highs and higher lows” across freight cycles, with both North American Surface Transportation ("NAST") and Global Forwarding ("GF") achieving mid-cycle operating margin targets despite being in the trough of the freight demand cycle. ■ Customer satisfaction scores are exceptionally strong, reflecting our continued focus on delivering differentiated service to customers and carriers. ■ NAST volume growth outpaced the Cass Freight Shipment Index for the 13th consecutive quarter. ■ Lean AI continues to drive durable productivity gains, with both NAST and GF delivering year-over-year improvements of 15% or more in Q2 and more than 60% since the end of 2022. ■ Our scalable model and operating leverage contributed to a 20% year-over-year increase in adjusted operating income(1). 1. Adjusted operating income is a non-GAAP financial measures. Refer to pages 24 through 27 for further discussion and a GAAP to Non-GAAP reconciliation.

Q2 Highlights 4 ■ NAST gained market share in truckload and LTL. Disciplined revenue management and contractual repricing initiatives helped maintain adjusted gross profit per shipment (1) Y/Y despite a significant increase in truckload spot market costs. ■ Achieved mid-cycle operating margin targets in both NAST and Global Forwarding, with adjusted operating margin - excluding restructuring(1) reaching 40.9% in NAST and 33.4% in Global Forwarding. ■ Focused on providing best-in-class service to our customers and carriers, gaining profitable share in targeted market segments, streamlining our processes, applying Lean principles and leveraging custom-built AI technology to drive out waste and optimize our costs, with a disciplined operating model that arms our people with innovative tools, decouples headcount growth from volume growth and drives operating leverage. $4.9B Total Revenues +19.3% Y/Y $738M Adj. Gross Profits(1) +6.5% Y/Y $256M Income from Operations +18.4% Y/Y $1.56 Net Income/Share +23.8% Y/Y Q2 2026 1. Adjusted gross profits, adjusted income from operations, adjusted operating margin - excluding restructuring and adjusted net income per share are non-GAAP financial measures. Refer to pages 24 through 27 for further discussion and a GAAP to Non-GAAP reconciliation. $263M of Adj. Income from Operations(1) +19.5% Y/Y $1.61 of Adj. Net Income per Share(1) +24.8% Y/Y

All Other & Corporate ■ Robinson Fresh Q2 AGP up 6.5% Y/Y ■ Managed Solutions Q2 AGP up 11.9% Y/Y Global Forwarding (GF) ■ Supply-side constraints and global disruptions drove higher air freight rates ■ Air AGP per metric ton increased 33.5% Y/Y, ocean volume increased 1.0% Y/Y & air tonnage declined 7.5% Y/Y ■ Continuing to deploy Lean AI disciplines and technology across the business North American Surface Transportation (NAST) ■ NAST volume performance outpaced the market indices for the 13th consecutive quarter ■ NAST truckload adjusted gross profit per shipment(2) was flat year-over-year despite significant increase in truckload spot market costs ■ Focused on initiatives that improve the customer and carrier experience and lower our cost to serve ■ Productivity improvements are being driven by removing waste and increasing automation through custom-built AI agents Complementary Global Suite of Services 5 Q2 2026 Adjusted Gross Profits(2) +8.6% Y/Y +8.6% Y/Y +0.7% Y/Y 1. Measured over trailing twelve months. 2. Adjusted gross profits is a non-GAAP financial measure explained later in this presentation. The difference between adjusted gross profits and gross profits is not material. Over half of total revenues are garnered from customers to whom we provide both surface transportation and global forwarding services, and this percentage has grown year-over-year due to our One Robinson go-to-market approach.(1)

NAST Q2’26 Results by Service 6 ■ Total NAST truckload and LTL volume was up 1.5% Y/Y, reflecting the 13th consecutive quarter of market share growth compared to a 3.3% decline in the Cass Freight Shipment Index ■ Truckload volume increased 0.5% Y/Y and AGP per shipment was flat Y/Y(2) ■ LTL AGP per order increased 19.5% Y/Y and volume increased 2.0% Y/Y(2) ■ Truckload AGP/load was flat Y/Y despite a 29% increase in linehaul costs, while NAST AGP margin declined 170 basis points 2Q26 2Q25 %▲ Truckload (“TL”) $261.9 $261.5 0.2% Less than Truckload (“LTL”) $183.2 $150.5 21.7% Other $24.3 $20.3 20.2% Total Adjusted Gross Profits $469.4 $432.2 8.6% Adjusted Gross Profit Margin % 13.1% 14.8% (170 bps) Adjusted Gross Profits(1) ($ in millions) 1. Adjusted gross profits and adjusted gross profit margin % are non-GAAP financial measures explained later in this presentation. The difference between adjusted gross profits and gross profits is not material. 2. Growth rates are rounded to the nearest 0.5 percent. Second Quarter Highlights

Truckload Price and Cost Change (1)(2)(3) 7 Truckload Q2 Volume(2)(4) +0.5 % Price/Mile(1)(2)(3) +25.5 % Cost/Mile(1)(2)(3) +29.0 % Adjusted Gross Profit(4) +0.2 % 1. Price and cost change represents YoY change for North America truckload shipments across all segments. 2. Growth rates are rounded to the nearest 0.5 percent. 3. Pricing and cost measures exclude fuel surcharges and costs. 4. Truckload volume and adjusted gross profit growth represents YoY change for NAST truckload. ■ 70% / 30% truckload contractual / transactional volume mix in Q2 vs 65% / 35% in Q2 last year ■ Average routing guide depth of 1.4 in Managed Solutions business vs. 1.3 in Q2 last year, reflecting a tighter capacity environment Yo Y % C ha ng e in P ric e an d C os t p er M ile YoY Price Change YoY Cost Change 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 -30% -20% -10% 0% 10% 20% 30% 40% 50%

Truckload AGP $ per Shipment Trend (1) 8 ■ Disciplined pricing and capacity procurement efforts, capturing higher-margin transactional volume, and the strength of our dynamic pricing and costing capabilities enabled us to maintain our AGP $ per mile and AGP $ per shipment on a year-over- year basis. ■ In line with the new market realities and a spike in spot costs, repricing of our contractual truckload portfolio is ongoing. N A ST A dj us te d G ro ss P ro fit $ p er T ru ck lo ad Sh ip m en t N A ST A djusted G ross Profit M argin % NAST Adjusted Gross Profit $ per Truckload Shipment (left axis) NAST Adjusted Gross Profit Margin % (right axis) Average NAST AGP $ per Truckload Shipment (left axis) 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 11% 12% 13% 14% 15% 16% 17% 18% 1. Adjusted gross profits is a non-GAAP financial measure explained later in this presentation. The difference between adjusted gross profits and gross profits is not material.

Global Forwarding Q2’26 Results by Service 9 2Q26 2Q25 %▲ Ocean $104.9 $107.9 (2.8)% Air $41.9 $34.0 23.4% Customs $31.8 $35.1 (9.4)% Other $10.2 $10.6 (3.8)% Total Adjusted Gross Profits $188.8 $187.6 0.7% Adjusted Gross Profit Margin % 21.1% 23.5% (240 bps) Adjusted Gross Profits (1) ($ in millions) ■ Ocean AGP decreased due to a 4.0% decrease in AGP per shipment, partially offset by a 1.0% increase in shipments(2) ■ Supply-side constraints and global disruptions drove higher air rates ■ Air AGP increased 23.4% due to a 33.5% increase in AGP per metric ton shipped, partially offset by a 7.5% decline in metric tons shipped(2) ■ Customs AGP decreased due to a 7.5% decrease in adjusted gross profit per transaction and a 2.0% reduction in volume(2) 1. Adjusted gross profits and adjusted gross profit margin % are non-GAAP financial measures explained later in this presentation. The difference between adjusted gross profits and gross profits is not material. 2. Growth rates are rounded to the nearest 0.5 percent. Second Quarter Highlights

All Other & Corporate Q2’26 Results 10 Robinson Fresh ■ AGP increased 6.5% Y/Y driven by a volume increase with foodservice customers Managed Solutions ■ Total freight under management of $2.1B in Q2 2Q26 2Q25 %▲ Robinson Fresh $47.3 $44.4 6.5% Managed Solutions $32.5 $29.0 11.9% Total $79.7 $73.4 8.6% Adjusted Gross Profits (1) ($ in millions) 1. Adjusted gross profits is a non-GAAP financial measure explained later in this presentation. The difference between adjusted gross profits and gross profits is not material. Second Quarter Highlights

IMPROVEPLAN ACTIVATE • Enterprise Strategy Map • Policy Deployment Matrix • Policy Deployment Initiatives • Binary view of success (green) or opportunity (red) • Regular operating review cadence (daily, weekly, monthly, quarterly) • Divisional Strategy Maps • Shared Services Strategy Maps • Accountable action plans on all scorecards with red • Embrace and attack the red! • e.g., Gemba walks ("go to the desk") Scorecard: Measurable & Actionable Inputs Defined & Cascaded Strategy Maps Clear Long-Term Strategy & Targets Continuous, Rigorous Measurement & Action Plans Continuously Improving. Never Stops. 1 2 3 4 5 Robinson Operating Model 11

Streamlining & Automating Processes to Drive Profitable Growth 12 12

What: Large language models (ChatGPT) How: Understanding of written language and generating content CHR Examples: Email classification, email quoting, email order entry, appointments *Works well with Traditional AI What: Machine learning, predictive analytics, optimization How: Advanced math and statistics CHR Examples: Costing, pricing, transportation optimization From machine learning to multi-agent models with advanced reasoning What: Large language models plus planning, tool use, memory, natural interaction, and optimization How: Advanced reasoning adds the ability to act autonomously to perform complex tasks without explicit instructions CHR Examples: NMFC Agent, Ocean Quoting *Works well with GenAI and Traditional AI The Multifaceted World of AI 13

I provide customers with transactional quotes, fast. Quote Agents I build and update orders on-system in seconds. Order Agents I contact carriers for timely tracking updates. Tracking Agents I book and reschedule optimal appointments. Appointment Agents I post available truckload capacity on-system early. Truck Post Agents I proactively recommend loads to best-fit carriers. Load Booking Agents I acquire necessary documents from carriers. Documents Agents I ensure carriers are paid on time. Carrier Payment Agents Meet the Fleet of C.H. Robinson AI Agents 14 Just a sample of the agents performing tasks that defied automation for decades

Capital Allocation Priorities: Balanced and Opportunistic 15 Cash Flow from Operations & Capital Distribution ($M) ■ $301 million of cash returned to shareholders in Q2 2026 ■ Q2 2026 capital distribution increased 88% Y/Y ■ 1.35 million shares repurchased at an average price of $166.89 ■ More than 25 years of annually increasing dividends, on a per share basis ■ The Y/Y decrease in cash from operations was driven primarily by an unfavorable change in net operating working capital in Q2 2026 due to higher freight rates. ■ Strong conviction in the company's intrinsic value led to increased share repurchases in Q2 2026. ■ Allocated $79 million of capital for M&A in Q2 2026, primarily for the acquisition of DeSpir Logistics

30% GF Operating Margin Mid-30s Enterprise Operating Margin 40% NAST Operating Margin ~$400M - $500M $350M-$450M Incremental Adjusted Operating Income vs. 2023 Mid-Cycle Key Assumptions • Outsized volume growth in NAST and GF • Ongoing gross margin expansion driven by technology enhancements and disciplined revenue management • Consistent focus on driving evergreen productivity improvement and operating leverage • 40% and 30% remain our targets for quality of earnings; beyond those, we retain the optionality to deliver demonstrable outgrowth to deliver higher earnings for our investors Our 2026 Financial Target1 161. Updated on October 29, 2025

1. Excluding restructuring and other charges Market Assumptions • Market volume growth of -3% to +1% in 2026 • Market normalization • NAST AGP/shipment flat to up 4% • GF AGP/shipment reset to 2H 2023 (down 10%) Key Drivers • Outperform the market • Optimize AGP yields • Organizational transformation • Evergreen productivity gains Confident in our ability to deliver operating income within our target range, despite market volume growth that has been negative Y/Y in 1H of 2026 2026 Operating Income Target Bridge1 17

2024 INVESTOR DAY Appendix

Q2 2026 Transportation Results(1) 20 Three Months Ended June 30 Six Months Ended June 30 $ in thousands 2026 2025 % Change 2026 2025 % Change Total Revenues $ 4,524,773 $ 3,746,660 20.8 % $ 8,168,484 $ 7,468,575 9.4 % Total Adjusted Gross Profits(2) $ 696,361 $ 654,019 6.5 % $ 1,324,762 $ 1,294,564 2.3 % Adjusted Gross Profit Margin %(2) 15.4% 17.5% (210 bps) 16.2% 17.3% (110 bps) Transportation Adjusted Gross Profit Margin % 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Q1 17.3% 16.4% 18.6% 15.3% 14.9% 13.5% 15.2% 15.4% 17.2% 17.2% Q2 16.2% 16.2% 18.3% 17.5% 13.8% 15.4% 15.5% 15.8% 17.5% 15.4% Q3 16.4% 16.6% 16.9% 14.4% 13.7% 15.1% 15.1% 16.4% 17.7% Q4 16.6% 17.7% 15.6% 14.3% 13.3% 15.5% 15.0% 16.9% 17.4% Total 16.6% 16.7% 17.3% 15.3% 13.8% 14.8% 15.2% 16.1% 17.5% 1. Includes results across all segments. 2. Adjusted gross profits and adjusted gross profit margin % are non-GAAP financial measures explained later in this presentation. The difference between adjusted gross profits and gross profits is not material.

Q2 2026 NAST Results 21 1. Adjusted gross profits, adjusted gross profit margin %, and adjusted operating margin % are non-GAAP financial measures explained later in this presentation. The difference between adjusted gross profits and gross profits is not material. 2. Includes $2.2 million of restructuring charges in the three months ended June 30, 2026 primarily related to workforce reductions. Includes $18.2 million of restructuring charges in the six months ended June 30, 2026 primarily related to workforce reductions. Includes $0.7 million of restructuring charges in the three months and six months ended June 30, 2025 related to workforce reductions. Three Months Ended June 30 Six Months Ended June 30 $ in thousands 2026 2025 % Change 2026 2025 % Change Total Revenues $ 3,593,269 $ 2,918,227 23.1 % $ 6,540,592 $ 5,786,647 13.0 % Total Adjusted Gross Profits(1) $ 469,389 $ 432,248 8.6 % $ 900,466 $ 850,572 5.9 % Adjusted Gross Profit Margin %(1) 13.1% 14.8% (170 bps) 13.8% 14.7% (90 bps) Income from Operations(2) $ 189,845 $ 163,991 15.8 % $ 334,975 $ 307,662 8.9 % Adjusted Operating Margin %(1) 40.4% 37.9% 250 bps 37.2% 36.2% 100 bps Depreciation and Amortization $ 4,763 $ 4,815 (1.1) % $ 9,526 $ 9,624 (1.0) % Total Assets $ 3,453,880 $ 2,971,926 16.2 % $ 3,453,880 $ 2,971,926 16.2 % Average Headcount 4,671 5,283 (11.6) % 4,732 5,283 (10.4) %

Q2 2026 Global Forwarding Results 22 1. Adjusted gross profits, adjusted gross profit margin %, and adjusted operating margin % are non-GAAP financial measures explained later in this presentation. The difference between adjusted gross profits and gross profits is not material. 2. Includes $2.2 million of restructuring charges in the three months ended June 30, 2026 related to workforce reductions and a gain driven by the favorable termination of an operating lease. Includes $4.7 million of restructuring charges in the six months ended June 30, 2026 primarily related to workforce reductions. Includes $2.6 million of restructuring charges in the three months and six months ended June 30, 2025 related to workforce reductions. Three Months Ended June 30 Six Months Ended June 30 $ in thousands 2026 2025 % Change 2026 2025 % Change Total Revenues $ 896,604 $ 797,800 12.4 % $ 1,561,334 $ 1,572,688 (0.7) % Total Adjusted Gross Profits(1) $ 188,830 $ 187,581 0.7 % $ 351,121 $ 372,209 (5.7) % Adjusted Gross Profit Margin %(1) 21.1% 23.5% (240 bps) 22.5% 23.7% (120 bps) Income from Operations(2) $ 60,970 $ 51,330 18.8 % $ 92,654 $ 94,273 (1.7) % Adjusted Operating Margin %(1) 32.3% 27.4% 490 bps 26.4% 25.3% 110 bps Depreciation and Amortization $ 1,486 $ 2,188 (32.1) % $ 3,421 $ 4,327 (20.9) % Total Assets $ 1,275,412 $ 1,332,889 (4.3) % $ 1,275,412 $ 1,332,889 (4.3) % Average Headcount 3,699 4,436 (16.6) % 3,767 4,469 (15.7) %

Q2 2026 All Other and Corporate Results 23 1. Adjusted gross profits is a non-GAAP financial measure explained later in this presentation. The difference between adjusted gross profits and gross profits is not material. 2. Includes $3.2 million of restructuring charges in the three months ended June 30, 2026 primarily related to workforce reductions. Includes $4.8 million of restructuring charges in the six months ended June 30, 2026 primarily related to workforce reductions. Includes $1.1 million of charges in the three months ended June 30, 2025 primarily related to workforce reductions. Includes $9.7 million of charges in the six months ended June 30, 2025 primarily related to a $6.3 million impairment charge on our Kansas City regional center lease resulting from the execution of a sublease agreement on a portion of the building. Three Months Ended June 30 Six Months Ended June 30 $ in thousands 2026 2025 % Change 2026 2025 % Change Total Revenues $ 444,225 $ 420,516 5.6% $ 845,106 $ 823,948 2.6% Total Adjusted Gross Profits(1) $ 79,747 $ 73,402 8.6% $ 146,872 $ 143,538 2.3% Income (loss) from Operations(2) $ 4,928 $ 598 N/M $ 3,800 $ (9,163) N/M Depreciation and Amortization $ 16,320 $ 17,863 (8.6%) $ 34,474 $ 36,557 (5.7%) Total Assets $ 1,114,214 $ 1,017,096 9.5% $ 1,114,214 $ 1,017,096 9.5% Average Headcount 3,101 3,139 (1.2%) 3,100 3,414 (9.2%)

24 Our adjusted gross profit and adjusted gross profit margin are non-GAAP financial measures. Adjusted gross profit is calculated as gross profit excluding amortization of internally developed software utilized to directly serve our customers and contracted carriers. Adjusted gross profit margin is calculated as adjusted gross profit divided by total revenues. We believe adjusted gross profit and adjusted gross profit margin are useful measures of our ability to source, add value, and sell services and products that are provided by third parties, and we consider adjusted gross profit to be a primary performance measurement. The reconciliation of gross profit to adjusted gross profit and gross profit margin to adjusted gross profit margin are presented below: Three Months Ended June 30 Six Months Ended June 30 $ in thousands 2026 2025 2026 2025 Revenues: Transportation $ 4,524,773 $ 3,746,660 $ 8,168,484 $ 7,468,575 Sourcing 409,325 389,883 778,548 714,708 Total Revenues $ 4,934,098 $ 4,136,543 $ 8,947,032 $ 8,183,283 Costs and expenses: Purchased transportation and related services 3,828,412 3,092,641 6,843,722 6,174,011 Purchased produced sourced for resale 367,720 350,671 704,851 642,953 Direct internally developed software amortization 12,038 13,681 25,900 29,347 Total direct costs $ 4,208,170 $ 3,456,993 $ 7,574,473 $ 6,846,311 Gross profit & Gross profit margin $ 725,928 14.7% $ 679,550 16.4% $ 1,372,559 15.3% $ 1,336,972 16.3% Plus: Direct internally developed software amortization 12,038 13,681 25,900 29,347 Adjusted gross profit/Adjusted gross profit margin $ 737,966 15.0% $ 693,231 16.8% $ 1,398,459 15.6% $ 1,366,319 16.7% Non-GAAP Reconciliations

Non-GAAP Reconciliations 25 Our adjusted operating margin is a non-GAAP financial measure calculated as operating income divided by adjusted gross profit. Our adjusted operating margin - excluding restructuring and/or loss on divestiture is a similar non-GAAP financial measure to adjusted operating margin, but also excludes the impact of restructuring and/ or loss from divestiture. We believe adjusted operating margin and adjusted operating margin - excluding restructuring and/or loss on divestiture are useful measures of our profitability in comparison to our adjusted gross profit, which we consider a primary performance metric as discussed above. The comparisons of operating margin to adjusted operating margin and adjusted operating margin - excluding restructuring and/or loss on divestiture are presented below: Three Months Ended June 30 Six Months Ended June 30 $ in thousands 2026 2025 2026 2025 Total Revenues $ 4,934,098 $ 4,136,543 $ 8,947,032 $ 8,183,283 Income from operations 255,743 215,919 431,429 392,772 Operating margin 5.2% 5.2% 4.8% 4.8% Adjusted gross profit $ 737,966 $ 693,231 $ 1,398,459 $ 1,366,319 Income from operations 255,743 215,919 431,429 392,772 Adjusted operating margin 34.7% 31.1% 30.9% 28.7% Adjusted gross profit $ 737,966 $ 693,231 $ 1,398,459 $ 1,366,319 Adjusted income from operations(1) 263,233 220,229 459,154 405,695 Adjusted operating margin - excluding restructuring and/or loss on divestiture 35.7% 31.8% 32.8% 29.7% 1. In the three months ended June 30, 2026, we incurred restructuring expenses of $8.0 million primarily related to workforce reductions and a $0.5 million net gain driven by the favorable termination of an operating lease. In the six months ended June 30, 2026, we incurred restructuring expenses of $26.8 million related to workforce reductions and $0.9 million of other charges. In the three months ended June 30, 2025, we incurred expenses of $3.9 million primarily related to workforce reductions and $0.4 million of other charges. In the six months ended June 30, 2025, we incurred expenses of $5.1 million primarily related to workforce reductions and $7.8 million of other charges, which includes a $6.3 million impairment charge on our Kansas City regional center lease resulting from the execution of a sublease agreement on a portion of the building.

Non-GAAP Reconciliations 26 Our adjusted income from operations, adjusted operating margin - excluding restructuring and/or loss on divestiture, adjusted net income and adjusted net income per share (diluted) are non- GAAP financial measures. These non-GAAP measures are calculated excluding the impact of restructuring and/or loss from divestiture. We believe that these measures provide useful information to investors and include them within our internal reporting to our chief operating decision maker. Accordingly, the discussion of our results of operations includes discussion on the changes in our adjusted income from operations, adjusted operating margin - excluding restructuring and/or loss on divestiture, adjusted net income and adjusted net income per share (diluted). The reconciliation of these non-GAAP measures are presented below (in thousands except per share data): Three Months Ended June 30, 2026 Six Months Ended June 30, 2026 NAST Global Forwarding All Other and Corporate Consolidated NAST Global Forwarding All Other and Corporate Consolidated Income from operations $ 189,845 $ 60,970 $ 4,928 $ 255,743 $ 334,975 $ 92,654 $ 3,800 $ 431,429 Severance and other personnel expenses 2,019 2,998 2,999 8,016 18,053 4,081 4,652 26,786 Other selling, general, and administrative expenses 138 (828) 164 (526) 180 599 160 939 Total adjustments to income from operations(1) 2,157 2,170 3,163 7,490 18,233 4,680 4,812 27,725 Adjusted income from operations $ 192,002 $ 63,140 $ 8,091 $ 263,233 $ 353,208 $ 97,334 $ 8,612 $ 459,154 Adjusted gross profit $ 469,389 $ 188,830 $ 79,747 $ 737,966 $ 900,466 $ 351,121 $ 146,872 $ 1,398,459 Adjusted income from operations 192,002 63,140 8,091 263,233 353,208 97,334 8,612 459,154 Adjusted operating margin - excluding restructuring 40.9% 33.4% 10.1% 35.7% 39.2% 27.7% 5.9% 32.8% $ in 000's per share $ in 000's per share Net income and per share (diluted) $ 186,786 $ 1.56 $ 334,019 $ 2.78 Restructuring and related costs, pre-tax 7,490 0.06 27,725 0.23 Tax effect of adjustments (2,008) (0.01) (6,627) (0.06) Adjusted net income and per share (diluted) $ 192,268 $ 1.61 $ 355,117 $ 2.95 1. The three months ended June 30, 2026 includes severance and other personnel expenses of $8.0 million related to workforce reductions and a $0.5 million net gain driven by the favorable termination of an operating lease. The six months ended June 30, 2026 includes severance and other personnel expenses of $26.8 million related to workforce reductions and $0.9 million of other charges.

Non-GAAP Reconciliations 27 Our adjusted income from operations, adjusted operating margin - excluding restructuring and/or loss on divestiture, adjusted net income and adjusted net income per share (diluted) are non- GAAP financial measures. These non-GAAP measures are calculated excluding the impact of restructuring and/or loss from divestiture. We believe that these measures provide useful information to investors and include them within our internal reporting to our chief operating decision maker. Accordingly, the discussion of our results of operations includes discussion on the changes in our adjusted income from operations, adjusted operating margin - excluding restructuring and/or loss on divestiture, adjusted net income and adjusted net income per share (diluted). The reconciliation of these non-GAAP measures are presented below (in thousands except per share data): Three Months Ended June 30, 2025 Six Months Ended June 30, 2025 NAST Global Forwarding All Other and Corporate Consolidated NAST Global Forwarding All Other and Corporate Consolidated Income (loss) from operations $ 163,991 $ 51,330 $ 598 $ 215,919 $ 307,662 $ 94,273 $ (9,163) $ 392,772 Severance and other personnel expenses 677 2,576 635 3,888 677 2,576 1,822 5,075 Other selling, general, and administrative expenses — — 422 422 — — 7,848 7,848 Total adjustments to income from operations(1) 677 2,576 1,057 4,310 677 2,576 9,670 12,923 Adjusted income from operations $ 164,668 $ 53,906 $ 1,655 $ 220,229 $ 308,339 $ 96,849 $ 507 $ 405,695 Adjusted gross profit $ 432,248 $ 187,581 $ 73,402 $ 693,231 $ 850,572 $ 372,209 $ 143,538 $ 1,366,319 Adjusted income from operations 164,668 53,906 1,655 220,229 308,339 96,849 507 405,695 Adjusted operating margin - excluding restructuring and loss on divestiture 38.1% 28.7% N/M 31.8% 36.3% 26.0% N/M 29.7% $ in 000's per share $ in 000's per share Net income and per share (diluted) $ 152,471 $ 1.26 $ 287,773 $ 2.37 Restructuring and related costs, pre-tax 3,881 0.04 10,140 0.08 Loss on divestiture, pre-tax 429 — 2,783 0.02 Tax effect of adjustments (1,005) (0.01) (2,031) (0.01) Adjusted net income and per share (diluted) $ 155,776 $ 1.29 $ 298,665 $ 2.46 1. The three months ended June 30, 2025 includes severance and other personnel expenses of $3.9 million related to workforce reductions and $0.4 million of other charges. The six months ended June 30, 2025 includes severance and other personnel expenses of $5.1 million primarily related to workforce reductions and $7.8 million of other charges, which includes a $6.3 million impairment charge on our Kansas City regional center lease resulting from the execution of a sublease agreement on a portion of the building.

2024 INVESTOR DAY Thank you INVESTOR RELATIONS: Chuck Ives 952-683-2508 chuck.ives@chrobinson.com

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- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

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- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

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