Q3 2025 Financial Performance - Total revenues reached $4.1 billion, a decrease of 10.9% year-over-year[8] - Adjusted gross profits were $706 million, down 4.0% year-over-year[8] - Income from operations increased by 22.6% year-over-year to $221 million[8] - Net income per share increased significantly by 67.5% year-over-year to $1.34[8] Segment Performance - North American Surface Transportation (NAST) adjusted gross profits increased by 5.6% year-over-year[12] - Global Forwarding (GF) adjusted gross profits decreased by 18.3% year-over-year[12] - All Other & Corporate adjusted gross profits decreased by 12.2% year-over-year[12] NAST Highlights - NAST total truckload and LTL volume grew by approximately 3.0% year-over-year[6] - Truckload volume increased 3.0% year-over-year[19] - LTL adjusted gross profit per order increased 8.0% year-over-year, and volume increased 2.5% year-over-year[19] Global Forwarding Highlights - Ocean volume declined 7.0% year-over-year, and air tonnage declined 10.0% year-over-year[16] - Customs adjusted gross profit increased 28.6% year-over-year[16] - Air adjusted gross profit increased due to a 17.0% increase in adjusted gross profit per metric ton shipped[27]
C.H. Robinson(CHRW) - 2025 Q3 - Earnings Call Presentation