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CH Robinson (CHRW)
NASDAQ:CHRW
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.16Last Year’s EPS
1.15Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 9.06%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
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.
CHRW Earnings History
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 |
|---|---|---|---|
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.
FAQ
When does CH Robinson (CHRW) report earnings?
CH Robinson (CHRW) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is CH Robinson (CHRW) earnings time?
CH Robinson (CHRW) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CHRW EPS forecast?
CHRW EPS forecast for the fiscal quarter 2025 (Q2) is 1.16.
