C.H. Robinson

Recent actions indicate improved discipline and focus: divested European Surface Transportation (closing Feb 1, 2025), concentrated on core modes, and resumed repurchases with a new $2.0 billion authorization approved Oct 28, 2025. Capex remains lean (~$75–85 million guided), with priority on software and automation tied to operating leverage.

The dividend policy balances return of capital with flexibility; buybacks should be opportunistic given cyclicality. M&A posture is selective, with culture fit and returns emphasized in filings. Stock‑based comp is present but not egregious for a services/tech‑enabled firm; share count edged down in 2025 as buybacks resumed.