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Sep 30
C.H. Robinson Q3 2025 Earnings Report
C.H. Robinson reported strong Q3 2025 performance with improved profitability despite lower revenues.
Key Takeaways
C.H. Robinson delivered higher net income and EPS in Q3 2025 despite revenue declines, driven by disciplined cost control and strategic execution across business segments.
Net income rose 67.6% YoY to $162.99 million despite revenue declining by 10.9%
Adjusted EPS increased to $1.40 from $1.28 a year ago
Cash from operations surged to $275.4 million, up $167.4 million YoY
Adjusted operating margin expanded to 31.3%, up 680 basis points YoY
C.H. Robinson
C.H. Robinson
C.H. Robinson Revenue by Segment
Revenue by Segment
NAST Revenue
CapyFin.comGlobal Forwarding Revenue
CapyFin.comAll Other & Corp Revenue
CapyFin.com Forward Guidance
C.H. Robinson expects further operational leverage, continued productivity improvements, and additional gains from AI initiatives, though it anticipates continued challenges in the freight and ocean markets.
Positive Outlook
- Continued progress on Lean AI initiatives to drive automation
- Targeting 40% mid-cycle adjusted operating margin in NAST
- Achieved 30% margin target in Global Forwarding despite market headwinds
- Gross margin expansion for 8 consecutive quarters
- Expecting scalable improvements in cost to serve model
Challenges Ahead
- Soft freight environment continues to pressure volumes
- Ocean rates declined sharply, affecting profitability
- Global Forwarding volume and rate dynamics remain headwinds
- Freight index at lowest Q3 level since 2009
- Excess vessel capacity continues to depress pricing
Revenue & Expenses
Visualization of income flow from segment revenue to net income