Core Viewpoint - C.H. Robinson Worldwide, Inc. reported mixed second-quarter 2025 results, with earnings exceeding estimates while revenues fell short [2][3]. Financial Performance - Quarterly earnings per share were $1.29, surpassing the Zacks Consensus Estimate of $1.17, and improved by 12.2% year over year [3]. - Total revenues amounted to $4.13 billion, missing the Zacks Consensus Estimate of $4.22 billion, and decreased by 7.7% year over year due to the divestiture of the Europe Surface Transportation business, lower pricing in ocean services, and reduced fuel surcharges in truckload services [3]. - Adjusted gross profits grew by 0.8% year over year to $693.2 million, driven by higher adjusted gross profit per transaction in customs, truckload, and less than truckload (LTL) services, partially offset by the divestiture and lower ocean service volumes [4]. Segment Performance - North American Surface Transportation revenues were $2.91 billion, down 2.4% year over year, attributed to lower fuel surcharges in truckload services, with adjusted gross profits growing 3% to $432.24 million [5]. - Global Forwarding revenues fell 13.4% year over year to $797.80 million due to lower pricing in ocean services, while adjusted gross profits increased by 1.9% to $187.58 million [6]. - Revenues from other sources decreased by 26.5% year over year to $420.51 million, with adjusted gross profits from transportation services totaling $693.23 million, up 0.8% from the prior year [7][8]. Balance Sheet and Cash Flow - At the end of Q2, cash and cash equivalents were $155.99 million, up from $129.94 million in the previous quarter, while long-term debt slightly increased to $922.31 million [9]. - Cash generated from operations was $227.1 million, up from $166.4 million in the year-ago quarter, driven by a $60.7 million increase in cash flow [10]. - The company returned $160.7 million to shareholders, including $74.9 million in cash dividends and $85.8 million through share repurchases [10]. Market Outlook - Estimates for C.H. Robinson have trended upward over the past month, indicating a positive outlook [11][13]. - The company holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [13].