C.H. Robinson(US:CHRW) ZACKS·2025-05-01 00:05Core Insights - C.H. Robinson Worldwide (CHRW) reported a revenue of $4.05 billion for the quarter ended March 2025, reflecting an 8.3% decline year-over-year and a surprise of -6.21% compared to the Zacks Consensus Estimate of $4.31 billion. The EPS was $1.17, up from $0.86 in the same quarter last year, resulting in an EPS surprise of +14.71% [1] Financial Performance - The average employee headcount was 13,347, slightly below the average estimate of 13,579 based on four analysts [4] - Total Revenue for NAST was $2.87 billion, matching the average estimate but showing a -4.4% change year-over-year [4] - Total Revenue for All Other and Corporate was $403.43 million, significantly below the average estimate of $544.32 million, representing a -27.1% year-over-year decline [4] - Total Revenue for Global Forwarding was $774.89 million, also below the average estimate of $893.82 million, indicating a -9.8% change year-over-year [4] Adjusted Gross Profit - Adjusted Gross Profit for All Other and Corporate was $70.14 million, lower than the average estimate of $81.70 million [4] - Adjusted Gross Profit for Global Forwarding was $184.63 million, slightly below the average estimate of $190.22 million [4] - Adjusted Gross Profit for NAST was $418.32 million, exceeding the average estimate of $402.37 million [4] - Adjusted Gross Profit for All Other & Corporate- Robinson Fresh was $37.70 million, above the average estimate of $32.17 million [4] - Adjusted Gross Profit for All Other & Corporate- Managed services was $27.80 million, slightly above the average estimate of $26.58 million [4] - Adjusted Gross Profit for All Other & Corporate- Other surface transportation was $4.60 million, significantly below the average estimate of $14.48 million [4] - Adjusted Gross Profit for NAST- Less-than-truckload (LTL) was $146.40 million, slightly above the average estimate of $143.07 million [4] - Adjusted Gross Profit for NAST- Truckload was $252 million, in line with the average estimate of $251.91 million [4] Stock Performance - C.H. Robinson's shares have returned -14% over the past month, contrasting with the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]