C.H. Robinson CEO Dave Bozeman on AI: We're an undervalued AI play in the industrial space

AI and Automation - CH Robinson views itself as an undervalued AI play in the industrial space, leveraging AI to transform operations [6] - The company's AI initiatives are centered around a lean operating model, industry-leading technology (agentic and generative AI), and experienced logisticians [4] - AI is driving the quote-to-cash process, automating over 3 million shipping tasks [4][5] - AI implementation has led to a 35% productivity increase in the last two years [5] - The company has reduced headcount by double digits over the last three years while increasing freight volumes [2][3] Market Position and Strategy - CH Robinson is the largest truck brokerage in the US, holding approximately 12% of the North American market [2] - The company manages 35 million shipments annually for 83,000 customers [8] - CH Robinson uses AI to provide customers with visibility and insights into their supply chains, helping them navigate tariffs and other uncertainties [8][9] - The company maintains strong relationships with all major rail companies and anticipates continued collaboration despite rail consolidation trends [11][12] Financial Performance - CH Robinson's shares rallied more than 25% after reporting earnings in July [1]