C.H. Robinson Worldwide announced on Monday that it plans to acquire brokerage and transportation services provider RXO in a stock-and-cash transaction valued at $5.8 billion. The companies expect the deal to close in the first half of 2027, subject to regulatory clearance and approval by RXO shareholders.
The combination would create a third-party logistics company with more than $25 billion in revenue. C.H. Robinson estimates 2026 gross revenue of $18.4 billion and adjusted gross profit of $2.9 billion. RXO estimates $6.8 billion in gross revenue and $1 billion in adjusted gross profit. C.H. Robinson reports about 75,000 shippers and 450,000 carriers, while RXO reports about 18,000 shippers and 150,000 carriers. Together the network would include roughly 93,000 shippers and 600,000 carriers, according to C.H. Robinson President and CEO Dave Bozeman.
As of the second quarter of 2026, C.H. Robinson drew 73% of its business from North American surface transportation, 18% from global forwarding and 9% from other services. RXO drew 73% from truck brokerage, 19% from last mile and 8% from managed transportation. RXO has limited shipper overlap with C.H. Robinson, and its revenue comes mainly from retail and e-commerce, industrial and manufacturing, and food and beverage customers.
C.H. Robinson plans to apply its Lean AI operating model and deploy artificial intelligence agents across RXO workflows. The company projects $300 million of net run-rate savings within two years of closing. Other savings would come from consolidating real estate and moving RXO external services to existing C.H. Robinson vendors. CFO Damon Lee said the Navisphere platform would serve as the core system of record for the overlapping truckload and less-than-truckload services, while RXO technology tied to expedited and last-mile services could complement existing tools.
Source: Trucking Dive - https://www.truckingdive.com/news/ch-robinson-to-buy-rxo-for-58b-combining-3pl-heavyweights/832137/