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Mar 31, 2025
C.H. Robinson Q1 2025 Earnings Report
C.H. Robinson delivered strong operational improvements and margin expansion despite a soft freight environment.
Key Takeaways
C.H. Robinson posted solid Q1 2025 results, with revenue of $4.05B and net income of $135.3M. Operating income surged 39.1% year-over-year as the company executed cost optimizations and margin improvements. Both truckload and LTL businesses gained share, and adjusted EPS rose to $1.17.
Revenue by Segment
Forward Guidance
C.H. Robinson remains confident in its strategy despite macro uncertainty, continuing to emphasize innovation, automation, and margin expansion.
Positive Outlook
- Expanded adjusted operating margin to 27.6%
- Truckload and LTL businesses outpaced market
- Continued productivity gains and cost optimization
- Improved customer and carrier experience with AI
- Strong increase in cash flow from operations
Challenges Ahead
- Freight market remains soft with low demand
- Revenue declined year-over-year across segments
- Global Forwarding volumes under pressure
- Planning impacted by tariff and trade policy uncertainty
- Lower capital available for aggressive expansion
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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