C. H. Robinson (CHRW) Investor presentation summary

Market position and scale

• Global leader in freight and logistics, operating across truckload, LTL, ocean, and air segments.

• Largest mover of truckload freight in North America and a top-tier LTL brokerage with over $3B in business.

• Manages $23B in freight, with 75,000 active customers and 450,000+ contract carriers across 150+ countries.

• Oversees approximately 37 million annual shipments with a workforce of 12,000 employees.

Financial performance and shareholder returns

• FY2025 revenue was $16.2B, down 8.4% YoY, with adjusted EPS up 12.9% to $5.09.

• Adjusted gross profits reached $2.7B, and adjusted income from operations grew 9.8% to $833.7M.

• Returned $732.9M to shareholders, representing 125% of adjusted net income.

• Authorized an additional $2B share repurchase in October 2025, with $3.2B in share repurchases since 2019.

• Maintained a 14.5% CAGR in dividends per share over 25+ years.

Strategic priorities and operating model

• Focused on growing market share through value-added services, SMB recapture, and a unified customer experience.

• Prioritizes gross margin optimization using proprietary AI, machine learning, and digital brokerage.

• Drives operating leverage and margin expansion via automation, lean operations, and AI-enhanced productivity.

• Implemented a lean operating model in 2024, emphasizing action-oriented problem-solving.