Core Insights - C.H. Robinson has significantly increased its financial projections for 2026 due to its aggressive adoption of AI, which has positively influenced investor sentiment [1][3] - The company's quarterly earnings report was described as "impressive," with non-GAAP earnings per share rising to $1.40, a 9.4% increase from the same quarter in 2024 [2] - The stock price surged by approximately 12.85% to $146, marking an all-time high and reflecting a more than 100% increase since April 2024 [7][8] Financial Projections - The revised forecast for operating income in 2026 is now set between $965 million and $1.04 billion, an increase from the previous estimate made in December [5][6] - The baseline for this forecast is based on an adjusted operating income of $553 million for 2023, with an additional $50 million added due to the company's strategic execution [6] - For the nine months ending in the third quarter, operating income reached $613.6 million, up from $485.3 million in 2024, with third-quarter income at $220.8 million compared to $180.1 million a year earlier [7]

For the quarter ended September 2025, C.H. Robinson Worldwide (CHRW) reported revenue of $4.14 billion, down 10.9% over the same period last year. EPS came in at $1.40, compared to $1.28 in the year-ago quarter.The reported revenue represents a surprise of -3.6% over the Zacks Consensus Estimate of $4.29 billion. With the consensus EPS estimate being $1.29, the EPS surprise was +8.53%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to ...

C. H. Robinson Worldwide (NasdaqGS:CHRW) Q3 2025 Earnings Call October 29, 2025 05:30 PM ET Company ParticipantsAndrew Cox - Research AssociateDamon Lee - CFOScott Group - Managing DirectorChris Wetherbee - Managing Director and Head of Transportation and Shipping ResearchJonathan Chappell - Senior Managing DirectorRicha Harnain - DirectorDave Bozeman - CEOMichael Castagnetto - President of North American Surface TransportationKen Hoexter - Managing DirectorChuck Ives - Senior Director of Investor Relations ...

C. H. Robinson Worldwide (NasdaqGS:CHRW) Q3 2025 Earnings Call October 29, 2025 05:30 PM ET Speaker2Good afternoon, ladies and gentlemen, and welcome to the C.H. Robinson Worldwide third quarter 2025 conference call. At this time, all participants are in a listen-only mode. Following the company's prepared remarks, we will open the line for a live question and answer session. To ask a question, please press Star one on your telephone. If anyone needs assistance at any time during the conference, please pres ...

C.H. Robinson Worldwide (CHRW) came out with quarterly earnings of $1.4 per share, beating the Zacks Consensus Estimate of $1.29 per share. This compares to earnings of $1.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +8.53%. A quarter ago, it was expected that this trucking company would post earnings of $1.17 per share when it actually produced earnings of $1.29, delivering a surprise of +10.26%.Over the last four quart ...

Q3 2025 Earnings Presentation October 29, 2025 2024 INVESTOR DAY Safe Harbor Statement Except for the historical information contained herein, the matters set forth in this presentation are forward-looking statements that represent our expectations, beliefs, intentions or strategies concerning future events. These forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from our historical experience or our present expectations, including ...

The financial performance of C.H. Robinson (NASDAQ: CHRW) continued to rip higher in the third quarter, with various levels of profitability and performance improved even as there was no sign of a market turnaround as measured by some of the company’s data. Wall Street, which already has made C.H. Robinson an investment darling–up about 30% in just the last three months alone, and about 20% in the last year–sent the stock soaring in the first hour after the earnings release. At approximately 4:30 pm EDT, ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.C.H. Robinson Worldwide, Inc. (NASDAQ: CHRW ) stock has gained 25.7% since my last report , performing just slightly below the S&P 500’s ( SP500 ) 27.7% gain. I believe that it demonstrates that upgrading the stock fromDhierin runs the investing gr ...

Core Insights - C.H. Robinson Worldwide, Inc. (CHRW) is set to report its third-quarter 2025 results on October 29, with earnings estimated at $1.29 per share, reflecting a 0.77% downward revision over the past 60 days, while revenues are projected at $4.29 billion, indicating a 7.6% decrease from the same quarter in 2024 [1][10] Earnings Performance - C.H. Robinson has a strong earnings surprise history, having outperformed the Zacks Consensus Estimate in the last four quarters with an average beat of 11.83% [2] - The company's second-quarter 2025 results showed mixed performance, with earnings of $1.29 per share exceeding the Zacks Consensus Estimate of $1.17, while total revenues of $4.13 billion fell short of the estimate of $4.22 billion, marking a 7.7% year-over-year decline [7][8] Revenue Estimates - North American Surface Transportation revenue for Q3 is estimated at $2.96 billion, reflecting a 0.8% increase year-over-year [4] - Global Forwarding's Q3 revenue is projected at $799.6 million, indicating a significant 29.9% decrease from the previous year, primarily due to lower pricing in ocean services [4] - Revenues from All Other and Corporate segments are estimated at $460.6 million, representing a 19% decline year-over-year, attributed to lower transaction volumes and the divestiture of the Europe Surface Transportation business [5] Influencing Factors - The anticipated performance for CHRW in Q3 is expected to be significantly affected by the divestiture of its Europe Surface Transportation business, reduced volumes in North America truckload services, and lower pricing in ocean services [3]

Core Insights - FreightWaves announced the winners of the 2026 FreightTech 25 awards, recognizing innovative companies in transportation and logistics for the eighth consecutive year [1] Group 1: Award Process - Nominations for the FreightTech awards were opened earlier in the year, leading to a shortlist of 100 companies, the FreightTech 100, which was evaluated by approximately 80 industry judges [2] - Judges created ranked lists, and a points system was used to determine the FreightTech 25, with first-place votes earning 25 points and descending to 1 point for the 25th place [3] Group 2: Notable Winners - Highway secured the top position for its focus on solving carrier identity, marking its second consecutive win in the FreightTech 25 [4] - DAT Freight and Analytics, after acquiring Convoy, Trucker Tools, and Outgo, achieved the 10 spot, while C.H. Robinson, through the deployment of agentic AI, made its first appearance at 13 [4] - Repowr, under new CEO Chris Hines, debuted at 12, and Transflo made its first appearance after launching an AI workflow that saves customers millions [5] Group 3: Acquisitions and Rankings - Triumph's acquisitions of Greenscreens and ISO contributed to its 4 finish, highlighting the impact of strategic acquisitions on rankings [6] - The list included eight tech-enabled transportation providers, such as Amazon Freight (6) and C.H. Robinson (13), as well as three autonomous truck companies, including Aurora Driverless Trucks (2) [7]