CHRW

• Income from operations increased 18.4% to $255.7 million; adjusted income from operations increased 19.5% to $263.2 million.
• Diluted EPS increased 23.8% to $1.56; adjusted diluted EPS increased 24.8% to $1.61.
• NAST volume grew ~1.5% year-over-year, outpacing the Cass Freight Shipment Index decline of 3.3%.
• Cash returned to shareholders increased 87.5% to $301.3 million in Q2 2026.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The verdict awarded $604 million in compensatory damages, which could be assessed against the Company.
• The advisory verdict is subject to post-trial proceedings before a final verdict is entered.
• The Company disagrees with the verdict and expects to appeal if it is entered as final.
• The filing was made under Item 7.01 Regulation FD Disclosure.

7.01 Regulation FD Disclosure

• The award includes performance stock units valued at $6 million at target and restricted stock units valued at $1.5 million.
• Performance stock units vest based on strategic, talent development, and financial outperformance milestones over FY2026–FY2030.
• Restricted stock units vest 20% annually over five years, with accelerated vesting on certain terminations.
• The award is subject to the Amended and Restated 2022 Equity Incentive Plan.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• All ten director nominees were elected to one-year terms expiring at the 2027 annual meeting.
• Shareholders approved non-binding say-on-pay for named executive officers (96,144,263 for).
• Deloitte & Touche LLP was ratified as independent auditor for fiscal 2026 (104,781,578 for).
• The Amended and Restated 1997 Employee Stock Purchase Plan was approved (100,201,887 for).

5.07 Submission of Matters to a Vote of Security Holders

• Adjusted income from operations increased 5.6% to $195.9 million; income from operations decreased 0.7% to $175.7 million.
• Diluted EPS increased 9.9% to $1.22; adjusted diluted EPS increased 15.4% to $1.35.
• NAST volume was flat year-over-year, outperforming the 6.2% decline in the Cass Freight Shipment Index.
• Cash returned to shareholders increased 105.6% to $359.8 million; 2026 capital expenditures expected to be $75-85 million.
• Full-year 2026 effective tax rate expected to be 18% to 20%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Adjusted diluted EPS increased 1.7% to $1.23, while GAAP diluted EPS decreased 8.2% to $1.12.
• Adjusted income from operations increased 7.1% to $197.4 million; income from operations decreased 1.3% to $181.4 million.
• NAST total volume increased ~1% and truckload volume ~3%, compared to a 7.6% decline in the Cass Freight Shipment Index.
• Cash generated by operations increased by $37.5 million to $305.4 million; cash returned to shareholders increased 150.7% to $207.7 million.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Diluted EPS increased 67.5% to $1.34; adjusted diluted EPS increased 9.4% to $1.40.
• Total revenues decreased 10.9% to $4.1 billion; gross profits decreased 4.4% to $691.7 million.
• NAST segment income from operations increased 16.2% to $172.9 million; Global Forwarding income from operations decreased 44.4% to $49.0 million.
• Company raised its 2026 operating income target and authorized an additional $2 billion share buyback.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure

• Henry W. 'Jay' Winship resigned from the Board of Directors of C.H. Robinson Worldwide, Inc. on August 25, 2025, effective immediately.
• The 8-K was filed on August 27, 2025, with the event date of August 25, 2025.
• No replacement director or other board changes were announced in this filing.
• The filing also included the cover page as an exhibit in Inline XBRL format.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits