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Jun 30
C.H. Robinson Q2 2025 Earnings Report
C.H. Robinson's financial results for the second quarter of 2025 were reported, showing sustained outperformance through disciplined execution of strategic initiatives, leading to market share gains, gross margin expansion, and higher operating margins.
Key Takeaways
C.H. Robinson reported a strong second quarter in 2025, with gross profits increasing by 0.4% to $679.6 million and income from operations rising by 21.2% to $215.9 million. The company's adjusted operating margin significantly improved by 520 basis points to 31.1%, and diluted EPS increased by 20.0% to $1.26. Cash generated from operations also saw a substantial increase of $60.7 million, reaching $227.1 million, demonstrating effective execution of its Lean operating model and strategic initiatives despite a challenging freight market.
Gross profits increased by 0.4% to $679.6 million, reflecting improved adjusted gross profit per transaction in customs, truckload, and LTL services.
Income from operations surged by 21.2% to $215.9 million, driven by both increased adjusted gross profit and decreased operating expenses.
Adjusted operating margin expanded significantly by 520 basis points to 31.1%, indicating enhanced profitability and operational efficiency.
Diluted EPS grew by 20.0% to $1.26, and adjusted diluted EPS increased by 12.2% to $1.29, showcasing strong earnings performance.
C.H. Robinson
C.H. Robinson
C.H. Robinson Revenue by Segment
Revenue by Segment
North American Surface Trans. Revenue
CapyFin.comGlobal Forwarding Revenue
CapyFin.comAll Other & Corporate Revenue
CapyFin.com Forward Guidance
C.H. Robinson expects its full-year effective tax rate for 2025 to be between 18% and 20%. The company also anticipates capital expenditures for 2025 to range from $65 million to $75 million.
Positive Outlook
- Continued focus on disciplined execution of strategic initiatives to drive sustainable outperformance.
- Acceleration of progress by leveraging artificial intelligence to enhance automation across the load lifecycle.
- Industry-leading innovations aimed at improving service, value for customers, and operational performance.
- Lean operating model enabling disciplined approach to deliver value to all stakeholders.
- Anticipated full-year effective tax rate of 18% to 20% for 2025.
Challenges Ahead
- Potential impact of changes in economic conditions, including uncertain consumer demand.
- Risks associated with changes in market demand and pricing pressures for services.
- Uncertainty regarding fuel price fluctuations or shortages.
- Competition and growth rates within the global logistics industry could adversely impact profitability.
- Potential risks related to freight levels and the increasing costs or availability of truck capacity.
Revenue & Expenses
Visualization of income flow from segment revenue to net income