The earnings call highlighted C.H. Robinson's strong execution and resilience in a challenging freight market, with notable gains in operating margins and productivity. However, significant challenges remain in the Global Forwarding segment due to declining ocean rates and a difficult freight environment. The company maintains a strong financial position and is well-prepared for future growth.

Company Guidance

During the C.H. Robinson Third Quarter 2025 Conference Call, the company provided detailed guidance and performance metrics. Despite a challenging freight environment, C.H. Robinson's North American Surface Transportation (NAST) division achieved a 3% year-over-year increase in combined truckload and LTL volume, outperforming the market's 7.2% decline as indicated by the Cass Freight Shipment Index. The company expanded gross margins for the eighth consecutive quarter, achieving a 39% adjusted operating margin in NAST, nearing the 40% mid-cycle target. In Global Forwarding, gross margins expanded by 380 basis points year-over-year, despite a 27% decline in adjusted gross profit per ocean shipment due to substantial drops in ocean rates. Overall, these results contributed to a 6% increase in NAST adjusted gross profit, while total revenue and adjusted gross profit declined by approximately 11% and 4%, respectively, due to lower ocean rates and the divestiture of the European Surface Transportation business. The company remains confident in its lean AI strategy, which combines a lean operating model with AI-driven innovations to enhance productivity, operating leverage, and customer value.

Resilient Operating Model in Difficult Environment

The company demonstrated strong execution and resilience in a challenging freight environment, growing combined truckload and LTL volume by approximately 3% year-over-year, outperforming the Cass Freight Shipment Index's 7.2% decline.

Consistent Outperformance and Efficiency Gains

C.H. Robinson expanded gross margins in NAST for the eighth consecutive quarter and achieved a 39% adjusted operating margin. Global Forwarding also saw a 380 basis points year-over-year gross margin expansion despite lower ocean rates.

Lean AI Transformation and Productivity Improvements

The company reported a greater than 40% increase in productivity in NAST since the end of 2022, with technology playing a key role. Lean AI strategy is expected to drive further improvements and operating leverage.

Strong Financial Position and Shareholder Returns

C.H. Robinson ended Q3 with approximately $1.37 billion of liquidity and returned $190 million to shareholders through share repurchases and dividends. A new $2 billion share repurchase program was announced.

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
Feb 04, 2026	2025 (Q4)	1.13 / -	1.21	―	―	―
Oct 29, 2025	2025 (Q3)	1.30 / 1.40	1.28	9.37% (+0.12)
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)

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
Oct 29, 2025	$129.38	$154.88	+19.71%
Jul 30, 2025	$97.18	$114.76	+18.09%
Apr 30, 2025	$88.21	$89.26	+1.19%
Jan 29, 2025	$106.04	$98.68	-6.94%

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.