Table of Contents Non-accelerated filer ☐ Smaller reporting company ☐ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number: 000-23189 C.H. ROBINSON WORLDWIDE, INC. (Exact name of registrant as specif ...

| --- | --- | --- | --- | --- | |-------------------------------|-------|-------|-------|-----------------------------------------------------------------------| | | | | | | | | | | | | | | | | | | | | | | | | | Q1 2021 Earnings Presentation | | | | Bob Biesterfeld, CEO Mike Zechmeister, CFO Chuck Ives, Director of IR | | April 27, 2021 | | | | | Safe Harbor Statement Except for the historical information contained herein, the matters set forth in this presentation and the accompanying earnings release are ...

Financial Data and Key Metrics Changes - In Q1 2021, the company achieved a 125% growth in earnings per share, driven by profit growth in its two largest segments, North American Surface Transportation (NAST) and Global Forwarding [5][40] - The adjusted gross profit (AGP) per business day increased by 26% year-over-year, with a notable 39% rise in operating income for NAST [5][33] - The first quarter net income reached $173.3 million, up 122% compared to the same period last year [40] Business Line Data and Key Metrics Changes - NAST's AGP per business day increased by 15%, with operating income up 39% year-over-year [5][6] - The truckload volume in NAST decreased by approximately 6.5%, while the less than truckload (LTL) service grew by 17% year-over-year [8][14] - Global Forwarding reported a 118% increase in total revenues, a 67% increase in AGP, and a 658% increase in operating income [17] Market Data and Key Metrics Changes - The macro environment in Q1 was characterized by tight capacity and increased pricing, influenced by supply-side constraints and robust demand [7] - The overall volume per day for NAST grew by 7% year-over-year, slightly below the industry volume growth of approximately 7.5% [16] Company Strategy and Development Direction - The company aims to pursue market share gains while aligning with profitability expectations and continues to invest in innovation and service improvements [50][52] - The strategic focus includes leveraging technology and data analytics to enhance customer and carrier value, with a commitment to sustainability initiatives [27][53] Management's Comments on Operating Environment and Future Outlook - Management expects tight market conditions to persist throughout the year, but anticipates truckload volume growth as market dynamics improve [51][64] - The company is optimistic about sustaining competitive advantages in Global Forwarding due to structural changes and investments made over the past few years [52][79] Other Important Information - The company returned approximately $221 million to shareholders in Q1 through share repurchases and dividends, representing a 45% increase year-over-year [44] - Capital expenditures for Q1 totaled $13.5 million, with expectations for 2021 capital expenditures to be between $55 million and $65 million [43] Q&A Session Summary Question: Volume decline in truckload operations - Management acknowledged a 6.5% decline in truckload volume, attributing it to a challenging year-over-year comparison and emphasized robust growth in the spot market [56][57] Question: Progress on repricing contractual business - Management indicated that approximately half of the contractual business has been repriced to current market levels, with expectations to reach 75%-80% by the end of Q2 [64][66] Question: Sustainability of high performance in forwarding - Management expressed confidence in maintaining strong operating margins in forwarding, aiming for a sustainable 30% operating margin over time [78][79] Question: Monthly net revenue trends for NAST - Management provided insights into AGP per business day trends, with significant year-over-year increases noted in January, February, and March [84] Question: Impact of ocean business contract changes - Management reported no noticeable impact from changes in ocean shipping contracts, highlighting a blend of long-term and short-term commitments in their procurement strategy [87][88]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to _____ Commission File Number: 000-23189 C.H. ROBINSON WORLDWIDE, INC. (Exact name of registrant as specified in its charter) Delaware 41-1883630 (State or other juris ...

| --- | --- | --- | --- | --- | |-------------------------------|-------|-------|-------|-----------------------------------------------------------------------| | | | | | | | | | | | | | | | | | | | | | | | | | Q4 2020 Earnings Presentation | | | | Bob Biesterfeld, CEO Mike Zechmeister, CFO Chuck Ives, Director of IR | | January 27, 2021 | | | | | Safe Harbor Statement Except for the historical information contained herein, the matters set forth in this presentation and the accompanying earnings release ar ...

C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) Q4 2020 Earnings Conference Call January 27, 2021 8:30 AM ET Company Participants Chuck Ives - Director, Investor Relations Bob Biesterfeld - Chief Executive Officer Mike Zechmeister - Chief Financial Officer Conference Call Participants Operator Good morning, ladies and gentlemen, and welcome to the C.H. Robinson Fourth Quarter 2020 Conference Call. At this time, all participants are in a listen-only mode. Following today's presentation, Chuck Ives will facilitat ...

| --- | --- | --- | --- | --- | |-------------------------------|-------|-------|-------|-----------------------------------------------------------------------| | | | | | | | | | | | | | | | | | | | | | | | | | Q3 2020 Earnings Presentation | | | | Bob Biesterfeld, CEO Mike Zechmeister, CFO Chuck Ives, Director of IR | | October 28, 2020 | | | | | Safe Harbor Statement Except for the historical information contained herein, the matters set forth in this presentation and the accompanying earnings release ar ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number: 000-23189 C.H. ROBINSON WORLDWIDE, INC. (Exact name of registrant as specified in its charter) Delaware 41-1883630 (State o ...

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.10 par value CHRW Nasdaq Global Select Market UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commissio ...

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.10 par value CHRW Nasdaq Global Select Market Non-accelerated filer ☐ Smaller reporting company ☐ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE AC ...