C.H. Robinson Worldwide plans to acquire brokerage and transportation services provider RXO in a stock-and-cash transaction valued at $5.8 billion, the companies announced in a news release Monday.
The deal, which is expected to close in the first half of 2027, is subject to customary closing conditions, including regulatory clearance and approval by RXO shareholders. The combination would create an over $25-billion third-party logistics company featuring C.H. Robinson's global, multimodal services and RXO's brokerage, expedited and last-mile services in North America, per the release.
"This combination materially increases our network density, bringing together approximately 93,000 shippers and 600,000 carriers," Dave Bozeman, C.H. Robinson president and CEO, said during an investor presentation. "We will also have an expanded business mix, with the combined company offering more solutions across the supply chain. This network density and diversity will allow us to enhance freight matching, improve service levels, and better compete across transportation markets."
How C.H. Robinson and RXO compare
| C.H. Robinson | RXO | |
|---|---|---|
| Gross revenue (2026 estimated) | $18.4 billion | $6.8 billion |
| Adjusted gross profit (2026 estimated) | $2.9 billion | $1 billion |
| Shippers | 75,000 | 18,000 |
| Carriers | 450,000 | 150,000 |
| Business mix (As of Q2 2026) | 73% North American Surface Transportation, 18% global forwarding, 9% other | 73% truck brokerage, 19% last mile, 8% managed transportation |
Source: C.H. Robinson
The addition of RXO would increase the third-party logistics giant's scale, diversify its customer base and create "compelling cross-selling opportunities," the release said. RXO currently has limited shipper overlap with C.H. Robinson, with the bulk of its revenue coming from customers in retail and e-commerce, industrial and manufacturing, and food and beverage, according to an investor presentation.
"We have built a strong business by staying relentlessly focused on our customers, operating with agility and delivering solutions that help them navigate an increasingly complex supply chain," Drew Wilkerson, RXO chairman and CEO, said in the release. "By bringing together our complementary capabilities, talented teams and shared commitment to service, we will be able to offer customers greater scale, broader capabilities and even more value."
If the acquisition is approved, C.H. Robinson will implement its "Lean AI" operating model and deploy artificial intelligence agents across RXO's workflows, helping create an expected $300 million of net run-rate savings within two years of the deal closing. Other sources of savings will include real estate footprint consolidation and RXO transferring its external services to existing C.H. Robinson vendors, per the presentation.
Navisphere — C.H. Robinson's logistics platform — will be the core system of record for RXO's truckload and less-than-truckload services that overlap with C.H. Robinson, according to Damon Lee, CFO of C.H. Robinson. However, RXO does have "some very interesting technology" tied to its expedited and last-mile services that could potentially be complementary to C.H. Robinson's existing technology, he added during the investor presentation.
