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C. H. Robinson Worldwide (CHRW) investor relations material
C. H. Robinson Worldwide Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Achieved strong Q3 2025 performance and market share gains despite a soft freight environment, with NAST and Global Forwarding expanding gross margins and operating leverage through disciplined Lean AI strategy and automation.
Productivity and operating leverage improved, supporting margin targets and decoupling headcount from volume growth.
Income from operations rose 22.6% year-over-year to $221M, and net income increased 67.6% to $163M.
Financial highlights
Q3 2025 total revenues were $4.1B, down 10.9% year-over-year, mainly due to lower ocean rates and the Europe Surface Transportation divestiture.
Adjusted gross profits were $706M, down 4% year-over-year; NAST AGP increased 5.6% to $444M, while Global Forwarding AGP declined 18.3% to $192M.
Income from operations rose 22.6% to $221M; adjusted net income per share increased 67.5% to $1.34, with adjusted diluted EPS up 9.4% to $1.40.
Q3 personnel expenses were $349.3M, including $9.7M in workforce reduction charges; average headcount was down 10.8% year-over-year.
Generated $275.4M in cash from operations and ended Q3 with $1.37B in liquidity; net debt to EBITDA leverage improved to 1.17x.
Outlook and guidance
2025 personnel expenses expected at $1.3–$1.4B and SGA at $550–$600M; capital expenditures projected at $65–$75M.
Effective tax rate for 2025 expected to be 18–20%.
Raised 2026 operating income target by $50M to $965M–$1.04B, with FY26 EPS expected to reach ~$6.00 if market growth is flat.
Double-digit productivity increases expected in both NAST and Global Forwarding for 2026, with benefits over-indexed to the second half.
Quantify Lean AI's impact on operating leverage?
Global Forwarding: Ocean GP per shipment outlook?
NAST: How is volume growth achieved with lower headcount?
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Next C. H. Robinson Worldwide earnings date
Q4 20255 Feb, 2026
Next C. H. Robinson Worldwide earnings date
Q4 20255 Feb, 2026
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Frequently asked questions
Third-Party Logistics
C.H. Robinson is an American company headquartered. It is a transportation company focused on third-party logistics. C.H. Robinson offers freight transportation, warehousing, and related management & services. Its offers for customers include transportation by road, air, ocean, rail, and intermodal solutions. The company is active throughout the Americas, Europe, and Asia, and has its headquarters in Eden Praire, Minnesota.
Founded as a Wholesaler
Founded in 1905, C.H. Robinson began its journey in Grand Forks, North Dakota, originally operating as a wholesale produce company. Over the subsequent decades, the company strategically expanded its service portfolio, gradually transitioning its core focus towards logistics. This evolution was marked by key developments, such as the inclusion of transportation and freight brokerage services. By the late 20th century, C.H. Robinson had firmly established itself as a prominent third-party logistics provider, broadening its operations across continents. Its consistent growth and development are reflected in its vast global network and comprehensive service offerings today, ranging from freight forwarding to intricate supply chain solutions, making it a significant player in the international logistics landscape.
Third-Party Logistics
Third-party logistics (3PL) refers to a business model where companies outsource elements of their distribution and fulfillment services to a specialized provider. In the context of C.H. Robinson, the company offers a comprehensive suite of logistics and supply chain management services. Clients approach C.H. Robinson to manage and optimize these aspects of their supply chain, allowing them to focus on their core business operations. In essence, C.H. Robinson acts as an intermediary between shippers (clients with goods to move) and carriers (entities that transport goods), ensuring smooth and timely logistics operations.
Worldwide Shipping
C.H. Robinson operates extensively on a global scale. Its wide geographical reach allows for the movement of goods across borders with ease, something that the company also uses as a selling point for its customers. Crossing borders with goods can be complex and time-consuming, and by utilizing a company like C.H. Robinson, its customers ensure that everything runs smoothly and according to protocol. Companies with a similar operational model as C.H. Robinson include names such as J.B Hunt and XPO Logistics.
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