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Inferra AI / Company / CHRW

C.H. Robinson

CHRW · Industrials

Last earnings Oct 28, 2026

Key results

Adjusted operating marginquarter

39%

This resulted in a 39% adjusted operating margin in NAST and further progress toward our 40% mid-cycle adjusted operating margin target for NAST.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

This improvement in our operating leverage enabled us to achieve our 30% mid-cycle adjusted operating margin target in the third quarter, despite the difficult market conditions.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Total revenuequarter

10.9%

2 Summary of Third Quarter of 2025 Results Compared to the Third Quarter of 2024 Total revenues decreased 10.9% to $4.1 billion, primarily driven by lower pricing and volume in our ocean services, the divestiture of our Europe Surface Transportation business, and lower pricing in our truckload services.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Adjusted operating margin (1) of 31.3% increased 680 basis points.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Net incomequarter

$163.0 million

Net income totaled $163.0 million, up 67.6% from a year ago.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Growthquarter

up 67.6%

Net income totaled $163.0 million, up 67.6% from a year ago.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

EPSquarter

$1.34

Diluted EPS of $1.34 increased 67.5%.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Adjusted EPSquarter

$1.40

Adjusted diluted EPS (1) of $1.40 increased 9.4%.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Total revenueytd

9.0%

3 Summary of 2025 Year-to-Date Results Compared to 2024 Total revenues decreased 9.0% to $12.3 billion, primarily driven by the divestiture of our Europe Surface Transportation business, in addition to lower pricing and volume in our ocean services and lower fuel surcharges in our truckload services.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Total revenueQ3 2025

$12.3 billion

3 Summary of 2025 Year-to-Date Results Compared to 2024 Total revenues decreased 9.0% to $12.3 billion, primarily driven by the divestiture of our Europe Surface Transportation business, in addition to lower pricing and volume in our ocean services and lower fuel surcharges in our truckload services.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

AI analysis

Q3 2025 · reported Oct 29, 2025

Based on: Earnings release + Q3 2025 deck + parent 8-K — transcript not held

Total revenue · Q3 2025
$12.3B
EX-99 · Oct 29, 2025
EPS · Q3 2025
$1.34
EX-99 · Oct 29, 2025
Net income · Q3 2025
$163.0M
EX-99 · Oct 29, 2025
Adjusted operating margin · Q3 2025
39%
EX-99 · Oct 29, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Adjusted operating margin39%——
Total revenue10.9%——
Net income$163.0 million——
Growthup 67.6%——
EPS$1.34——
Adjusted EPS$1.40——

EX-99 · Oct 29, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Adjusted operating margin39%

Capital allocation

Dividend$74.7M
Capex$18.6M

Interest and other income expense, net totaled $15.6 million of expense, consisting primarily of $15.8 million of interest expense, which decreased $6.3 million versus last year due to a lower average debt balance and lower variable interest rates.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Robinson Reports 2025 Third Quarter Results Eden Prairie

Based on: Earnings release + Q3 2025 deck + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Interest and other income expense, net totaled $15.6 million of expense, consisting primarily of $15.8 million of interest expense, which decreased $6.3 million versus last year due to a lower average debt balance and lower variable interest rates.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Interest and other income expense, net totaled $57.7 million of expense, primarily consisting of $49.4 million of interest expense, which decreased $17.6 million versus last year, due to a lower average debt balance and lower variable interest rates.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Other Income Statement Items Interest and other income expense, net totaled $15.6 million of expense, consisting primarily of $15.8 million of interest expense, which decreased $6.3 million versus the third quarter of 2024 due to a lower average debt balance and lower variable interest rates.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

In the third quarter of 2025, cash returned to shareholders totaled $189.6 million, with $74.7 million in cash dividends and $114.9 million in repurchases of common stock.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Capital expenditures totaled $18.6 million in the quarter.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Capital expenditures for 2025 are expected to be $65 million to $75 million.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Strategy & priorities

Third Quarter Highlights Sustained outperformance delivered by disciplined execution of the company's strategic initiatives, generating demonstrable market share gains, gross margin expansion, and higher operating margins Income from operations increased 22.6% to $220.8 million Adjusted operating margin (1) increased 680 basis points to 31.3% Diluted earnings per share (EPS) increased 67.5% to $1.34 Adjusted diluted EPS (1) increased 9.4% to $1.40 Cash generated by operations increased by $167.4 million to $275.4 million (1) Adjusted operating margin and adjusted diluted EPS are non-GAAP financial measures.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Our third quarter results provide another proof point of the disciplined execution of our strategy.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

With seven consecutive quarters of consistent outperformance through the disciplined execution of the strategy that we shared at our 2024 Investor Day, there is no doubt in our minds that we are on the right path to deliver sustainable outperformance.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Except for the historical information contained herein, the matters set forth in this release are forward-looking statements that represent our expectations, beliefs, intentions or strategies concerning future events.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Accordingly, the discussion of our results of operations often focuses on the changes in our adjusted gross profit.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Risks & headwinds

We are not immune to the market, and the volume and rate dynamics in Global Forwarding are certainly headwinds we are facing.

SEC original ↗C.H. Robinson — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Documents

Earnings deck slides

0 decks with slide view

C.H. Robinson — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

C.H. Robinson — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

C.H. Robinson — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

C.H. Robinson — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

C.H. Robinson — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

C.H. Robinson — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

C.H. Robinson — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

C.H. Robinson — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

C.H. Robinson — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Named in the company’s own filings

People Inc (PPLI)“6 Table of Contents We often compete with respect to price, scope of services, or a combination thereof, but believe that our most significant competitive advantages are: People and relationships: Our knowledgeable, dedicated, and empowered people act as an extension of our customers teams to innovate and execute their supply chain strategies.”

Filings

27 documents

Earnings releases

11 documents

Presentations

9 documents

Transcripts

0 documents

No transcripts for C.H. Robinson are held in this edition of the library.

Mentioned by

3 companies

Other tracked companies whose held documents mention C.H. Robinson by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.