The earnings call presented a balanced outlook with significant achievements in market share growth, income from operations, and productivity gains, despite challenges from tariff uncertainties and a declining freight shipment index.

Company Guidance

In the first quarter of fiscal year 2025, C.H. Robinson reported a 39% year-over-year increase in income from operations, demonstrating significant progress in capturing market share and expanding margins. The North American Surface Transportation (NAST) segment outperformed the market with a 1% decline in volume compared to a broader market decrease of 6.3% year-over-year, while achieving a 140 basis point improvement in gross margin. Despite a challenging freight environment, the company leveraged technology and strategic initiatives, such as their AI-driven tools, which resulted in a 30% increase in productivity over the past two years. Additionally, the Global Forwarding segment experienced a diversification in trade lanes, reducing reliance on the China-U.S. trade line from 35% pre-pandemic to less than 25% in 2024, which helped mitigate the impact of new tariffs and trade policy uncertainties. Overall, C.H. Robinson's efforts in automation, strategic pricing, and operational discipline have positioned them well to handle current market volatilities and continue their path of growth and efficiency improvements.

Significant Increase in Q1 Income from Operations

Overall, we delivered a 39% year-over-year increase in our enterprise's Q1 income from operations, showcasing disciplined execution of strategies.

Market Share Growth in NAST

The NAST team delivered market share growth in both truckload and LTL in Q1, resulting in year-over-year expansion of gross and operating profit margin despite a challenging freight market.

Enhanced Productivity and Operational Efficiency

Productivity increased by over 30% from 2023 to 2024, with a continued focus on leveraging AI and automation to drive further operational leverage.

Successful Diversification of Trade Lanes

Reduced dependence on the China to U.S. trade lane from 35% to less than 25%, with higher growth in trade lines serving Europe, Southeast Asia, Oceania, and India.

Strong Financial Position and Shareholder Returns

Returned $175 million to shareholders in Q1 through share repurchases and dividends, with a net debt to EBITDA leverage of 1.54x.

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CH Robinson (CHRW) Earnings, Revenues Date & History

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CHRW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 23, 2025	2025 (Q2)	1.17 / -	1.15	―	―	―
Apr 30, 2025	2025 (Q1)	1.05 / 1.17	0.86	36.05% (+0.31)
Jan 29, 2025	2024 (Q4)	1.11 / 1.21	0.5	142.00% (+0.71)
Oct 30, 2024	2024 (Q3)	1.15 / 1.28	0.84	52.38% (+0.44)
Jul 31, 2024	2024 (Q2)	0.95 / 1.15	0.9	27.78% (+0.25)
May 01, 2024	2024 (Q1)	0.63 / 0.86	0.98	-12.24% (-0.12)
Jan 31, 2024	2023 (Q4)	0.81 / 0.50	1.03	-51.46% (-0.53)
Nov 01, 2023	2023 (Q3)	0.81 / 0.84	1.78	-52.81% (-0.94)
Aug 02, 2023	2023 (Q2)	0.92 / 0.90	2.518	-64.26% (-1.62)
Apr 26, 2023	2023 (Q1)	0.99 / 0.98	2.05	-52.20% (-1.07)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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CHRW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 30, 2025	$89.22	$90.28	+1.19%
Jan 29, 2025	$107.25	$99.80	-6.95%
Oct 30, 2024	$108.31	$101.79	-6.02%
Jul 31, 2024	$87.44	$100.36	+14.78%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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