Analysis: CH Robinson + RXO – the market weighs it up

ID 2701643 © Sergey Galushko | Dreamstime.com By Lawrence Lim 6 October 2026 Key takeaway: RXO is forecast to earn about 2 cents of Ebitda on each dollar of revenue this year against about 6 cents at CH Robinson, and the $300m of cost synergies – net savings from combining the two freight brokers – management is targeting would more than close the difference. Shareholders are weighing the payoff against the debt and new shares that come with the deal and the legal uncertainty around it. CH Robinson (CHRW) proudly announced yesterday that ...