The earnings call reflected a strong quarter with consistent outperformance and productivity gains, driven by strategic initiatives and technological advancements. However, uncertainties related to trade policies and tariffs present ongoing challenges, especially in global forwarding.

Company Guidance

During the C.H. Robinson Second Quarter 2025 Conference Call, the company reported a 21% year-over-year increase in enterprise Q2 income from operations. NAST outpaced the market in both truckload and LTL, with truckload volume flat and LTL volume up approximately 1.5% year-over-year. The NAST operating margin was approximately 38%, reflecting a year-over-year increase. C.H. Robinson's gross margins expanded by 80 basis points, and the company achieved a 35% productivity increase since 2022, contributing to improved efficiency and customer service. The operating expenses decreased by 6.3%, and personnel expenses were down due to productivity and cost optimization efforts. The company has lowered its guidance for 2025 personnel expenses to $1.3-$1.4 billion and SG&A expenses to $550-$600 million. C.H. Robinson is leveraging AI innovations to enhance operational performance and customer experience, with advancements in automation and dynamic pricing contributing to market share growth and margin expansion.

Consistent Outperformance

C.H. Robinson achieved 6 consecutive quarters of consistent outperformance, demonstrating the effectiveness of their new operating model and disciplined execution strategy.

NAST Market Share Growth

The North American Surface Transportation (NAST) segment outgrew the market in both truckload and LTL, contributing to a year-over-year gross margin improvement of 80 basis points.

21% Increase in Q2 Income from Operations

C.H. Robinson reported a 21% year-over-year increase in enterprise Q2 income from operations, driven by market share growth and margin expansion.

Record Productivity Gains

Since the end of 2022, the company has delivered a more than 35% increase in productivity, enhancing efficiency and lowering cost to serve.

Advancements in AI and Technology

Significant investments in AI and technology have led to improved service, gross margins, and business model scalability. Innovations include AI agents and agentic AI technology.

CH Robinson (CHRW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CHRW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	1.30 / -	1.28	―	―	―
Jul 30, 2025	2025 (Q2)	1.16 / 1.29	1.15	12.17% (+0.14)
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)

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

CHRW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$97.65	$115.32	+18.10%
Apr 30, 2025	$88.64	$89.69	+1.18%
Jan 29, 2025	$106.55	$99.16	-6.94%
Oct 30, 2024	$107.61	$101.13	-6.02%

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.