The earnings call reflects a positive sentiment with significant highlights in operational performance, productivity gains, and shareholder returns, despite challenges posed by trade policies and a tough freight market environment.

Company Guidance -

Q3 2025

In the C.H. Robinson Second Quarter 2025 Conference Call, the company provided robust guidance highlighting several key metrics and strategic initiatives. The firm reported a 21% year-over-year increase in Q2 income from operations, driven by market share growth in North American Surface Transportation (NAST) and Global Forwarding, alongside improved gross margins and productivity. Despite operating in an elongated freight cycle trough, C.H. Robinson is approaching its mid-cycle operating margin targets, underpinned by a lean operating model and innovative technology, including AI-driven automation that has increased productivity by over 35% since the end of 2022. The company has adjusted its 2025 personnel and SG&A expense guidance to $1.3-$1.4 billion and $550-$600 million, respectively, citing strong cost management and productivity gains. In addition, C.H. Robinson returned approximately $161 million to shareholders through dividends and share repurchases in Q2, supported by a net debt-to-EBITDA leverage of 1.40x, indicating strong financial health and confidence in their strategic trajectory.

Consistent Outperformance and Transformation

The company has achieved 6 consecutive quarters of consistent outperformance through a disciplined execution of a new lean operating model. They have demonstrated the ability to responsibly grow market share and expand margins even in the elongated trough of the freight cycle.

Significant Increase in Income from Operations

C.H. Robinson delivered a 21% year-over-year increase in their enterprise's Q2 income from operations, driven by market share growth, ongoing AGP optimization, disciplined cost management, and productivity initiatives.

Productivity and Efficiency Gains

The company reported a 35% increase in productivity since the end of 2022, achieved through the implementation of AI and other technologies, leading to significant operational improvements and cost reductions.

Strong Liquidity and Shareholder Returns

The company ended Q2 with approximately $1.22 billion of liquidity and returned approximately $161 million of cash to shareholders in Q2 through share repurchases and dividends.

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
Oct 29, 2025	2025 (Q3)	1.29 / -	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.