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Mar 31
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.
C.H. Robinson
C.H. Robinson
C.H. Robinson Revenue by Segment
C.H. Robinson Revenue by Geographic Location
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