Following a Texas court's $604 million compensatory damages verdict against C.H. Robinson, CHRW stock dropped 9.25% ($19), RXO dropped 7.71% ($2.14), and LSTR dropped 3.68% ($7.65).

This verdict, in Lipe vs. Lupus Superior, follows the Supreme Court's May ruling in Montgomery vs. Caribe Transport II, which removed Federal Aviation Administration Authorization Act (F4A) safety exceptions for 3PLs. Previously, 3PLs could argue that F4A protected them from liability in such cases. The jury decision suggests FMCSA Satisfactory safety ratings for carriers may no longer fully shield brokers from liability, creating uncertainty for carrier selection processes.