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C. H. Robinson Worldwide
C. H. Robinson Worldwide (CHRW) investor relations material
C. H. Robinson Worldwide Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary28 Jan, 2026
Executive summary
Delivered strong performance and market share gains despite significant macroeconomic headwinds, including weak global freight demand, rising trucking spot costs, and declining ocean rates.
Productivity improvements and cost reductions were driven by Lean AI initiatives, process automation, and proprietary technology, resulting in double-digit productivity gains in NAST and high single-digit gains in Global Forwarding.
Focused on best-in-class service, profitable share gains, and cost optimization through technology and Lean principles.
NAST total volume grew 1% and truckload volume rose 3%, outperforming the Cass Freight Shipment Index's 7.6% decline.
Global Forwarding expanded gross margins by 120 basis points year-over-year through improved revenue management.
Financial highlights
Q4 2025 total revenues were $3.9B, down 6.5%–7% year-over-year, mainly due to the divestiture of Europe Surface Transportation and lower pricing in ocean and truckload services.
Adjusted gross profits for Q4 2025 were $657M, down 4.0% year-over-year; income from operations was $181M, down 1.3% year-over-year.
Adjusted income from operations rose 7.1% year-over-year to $197M; net income per share was $1.12, down 8.2% year-over-year, while adjusted net income per share was $1.23, up 1.7%.
Q4 personnel expenses (excluding restructuring) were $321.8M, down 8.2% year-over-year; average headcount down 12.9%.
Cash generated by operations increased by $37.5M to $305.4M; cash returned to shareholders surged 150.7% to $207.7M.
Outlook and guidance
2026 financial targets include $400M–$500M incremental adjusted operating income and mid-30s enterprise operating margin.
2026 adjusted EPS target of ~$6.00, assuming flat market growth and $964M adjusted operating income.
2026 capital expenditures expected at $75M–$85M; personnel expenses at $1.25B–$1.35B; SG&A at $540M–$590M; depreciation/amortization at $95M–$105M.
Full-year 2026 effective tax rate projected at 18%–20%; Q1 tax rate below 15% due to stock-based compensation.
Double-digit productivity improvements targeted for both NAST and Global Forwarding in 2026, especially in the second half.
Detail Lean AI's specific cost reduction drivers
Global Forwarding's strategy for ocean freight
Balance of share buybacks vs. CapEx growth
AI's role in decoupling headcount from volume
Future margin vs. market share strategy
Builder culture's competitive moat impact
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Next C. H. Robinson Worldwide earnings date
Q1 202629 Apr, 2026
C. H. Robinson Worldwide
Next C. H. Robinson Worldwide earnings date
Q1 202629 Apr, 2026
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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.
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