October 29, 2025. – C.H. Robinson raises its 2026 operating income target to $965 million to $1.04 billion, an increase of roughly $50 million from the original target shared at its 2024 Investor Day, despite market headwinds.
The higher target is underpinned by strategic initiatives aimed at growing market share, expanding gross margins, and increasing operating leverage. The company expects double-digit productivity increases in NAST and Global Forwarding by 2026, benefiting from its Lean AI strategy.
C.H. Robinson’s Board of Directors has authorized a $2 billion share repurchase program, to be executed over approximately three years, to further enhance shareholder value.
Chief Financial Officer, Damon Lee, noted the company’s mid-cycle operating margin targets of 40% for NAST and 30% for Global Forwarding remain unchanged. President and Chief Executive Officer, Dave Bozeman, emphasized the company is still in the early stages of its transformation.
Contact: Damon Lee, Chief Financial Officer
Source: C.H. Robinson
