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Dec 31, 2025
C.H. Robinson Q4 2025 Earnings Report
C.H. Robinson reported a decline in revenue and net income in Q4 2025 amid macroeconomic headwinds, but maintained strong operational discipline.
Key Takeaways
C.H. Robinson faced a challenging freight market in Q4 2025 but managed to outperform the broader industry with improved adjusted operating margin and market share gains in NAST truckload services.
Revenue fell 6.5% YoY to $3.91 billion due to weak freight demand and pricing pressure.
Net income declined 8.7% to $136.3 million, while adjusted EPS rose slightly to $1.23.
Operating income was $181.4 million, down 1.3%, but adjusted operating income rose to $197.4 million.
Cash from operations improved significantly to $305.4 million, a $37.5 million increase YoY.
Revenue by Segment
Forward Guidance
C.H. Robinson anticipates continued challenges in global freight markets in 2026 but remains confident in its Lean AI-driven strategy to deliver improved efficiency and customer value.
Positive Outlook
- Lean AI model expected to drive further productivity gains
- Improved cost-to-serve across business units
- Standardization in Global Forwarding to enhance profitability
- Focus on disciplined revenue and cost management
- Automation and AI agents to scale across enterprise
Challenges Ahead
- Continued weak global freight demand
- Pressure from rising truckload spot rates
- Ocean freight rates under pressure from vessel overcapacity
- Regulatory pressures on driver availability
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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