C.H. Robinson sees 2026 adjusted diluted EPS of at least $6 at low end of target range
CHRW•C.H. Robinson reaffirmed its 2026 operating income outlook, including adjusted diluted EPS of at least $6 at the low end of its target range. Its planned $5.8 billion acquisition of RXO is expected to close in the first half of 2027 and generate about $300 million in annual cost synergies.
1. Outlook and acquisition
C.H. Robinson reaffirmed its 2026 operating income outlook, with adjusted diluted EPS of at least $6 at the bottom of its target range. The outlook assumes market volume growth of -3% to 1%, despite declining market volumes year to date. The $5.8 billion RXO acquisition is expected to close in the first half of 2027, with about $300 million in annual cost synergies; adjusted EPS accretion is expected within nine months of closing and to reach the mid-teens in 2028. The company is targeting net leverage of 1.75–2.25 times by year-end 2028 and has paused share repurchases following the acquisition agreement.
