)
C. H. Robinson Worldwide (CHRW) investor relations material
C. H. Robinson Worldwide UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and operating model
Operates as a large-scale logistics provider, brokering transactions between shippers and carriers in a two-sided marketplace, handling 37 million shipments annually with over 83,000 customers and 450,000 carriers.
Focuses on both domestic freight brokerage and global forwarding, leveraging a lean operating model and continuous improvement culture.
Transformation efforts have centered on supercharging people and technology, with a strong emphasis on internal system development and domain expertise.
AI strategy and productivity gains
Adopted generative AI and is now moving into agentic AI, automating manual processes like quoting, resulting in a 40% productivity increase since late 2022.
AI-driven quoting reduced processing time from 15–17 minutes to about 30 seconds, enabling response to 100% of quote requests versus 65% previously.
Productivity is measured as shipments per person per day (freight brokerage) and files per person per month (global forwarding), with AI driving significant improvements.
AI benefits are visible in revenue growth, gross margin, and operating margin expansion, with a focus on sustainable, enterprise-wide gains.
Technology stack and AI infrastructure
Uses Microsoft Azure as the primary cloud and LLM provider, with optionality to use Gemini (Google) and Claude (Anthropic) for specific workloads.
Systems are architected with an abstraction layer, allowing seamless switching between LLMs for optimal price-performance without workflow disruption.
Token usage for AI workloads increased 10x year-over-year while costs dropped 25%, benefiting from industry-wide AI infrastructure investments.
Database infrastructure includes Microsoft SQL Server and Snowflake, but heavy traffic is mostly cached and compute-intensive tasks are handled outside the data warehouse.
Next C. H. Robinson Worldwide earnings date
Next C. H. Robinson Worldwide earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Third-Party Logistics
C.H. Robinson is an American company headquartered. It is a transportation company focused on third-party logistics. C.H. Robinson offers freight transportation, warehousing, and related management & services. Its offers for customers include transportation by road, air, ocean, rail, and intermodal solutions. The company is active throughout the Americas, Europe, and Asia, and has its headquarters in Eden Praire, Minnesota.
Founded as a Wholesaler
Founded in 1905, C.H. Robinson began its journey in Grand Forks, North Dakota, originally operating as a wholesale produce company. Over the subsequent decades, the company strategically expanded its service portfolio, gradually transitioning its core focus towards logistics. This evolution was marked by key developments, such as the inclusion of transportation and freight brokerage services. By the late 20th century, C.H. Robinson had firmly established itself as a prominent third-party logistics provider, broadening its operations across continents. Its consistent growth and development are reflected in its vast global network and comprehensive service offerings today, ranging from freight forwarding to intricate supply chain solutions, making it a significant player in the international logistics landscape.
Third-Party Logistics
Third-party logistics (3PL) refers to a business model where companies outsource elements of their distribution and fulfillment services to a specialized provider. In the context of C.H. Robinson, the company offers a comprehensive suite of logistics and supply chain management services. Clients approach C.H. Robinson to manage and optimize these aspects of their supply chain, allowing them to focus on their core business operations. In essence, C.H. Robinson acts as an intermediary between shippers (clients with goods to move) and carriers (entities that transport goods), ensuring smooth and timely logistics operations.
Worldwide Shipping
C.H. Robinson operates extensively on a global scale. Its wide geographical reach allows for the movement of goods across borders with ease, something that the company also uses as a selling point for its customers. Crossing borders with goods can be complex and time-consuming, and by utilizing a company like C.H. Robinson, its customers ensure that everything runs smoothly and according to protocol. Companies with a similar operational model as C.H. Robinson include names such as J.B Hunt and XPO Logistics.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)