C H Robinson Worldwide Inc Stock Price, News & Analysis

C.H. Robinson reported strong Q1 2025 results, with notable improvements in key financial metrics. The company's gross profits increased 1.5% to $657.4 million, while income from operations rose 39.1% to $176.9 million. Diluted earnings per share grew 42.3% to $1.11.

Under CEO Dave Bozeman's leadership, the company demonstrated market share gains in both truckload and less-than-truckload segments. The North American Surface Transportation division saw a 5.3% increase in adjusted gross profits to $418.3 million, despite a 4.4% revenue decline. Global Forwarding achieved a 2.5% growth in adjusted gross profits to $184.6 million.

The company's strategic focus on AI innovation and automation across operations has improved customer service while increasing operational efficiency. Cash generated from operations significantly improved to $106.5 million, compared to a $33.3 million cash use in Q1 2024. The company returned $175 million to shareholders through dividends and stock repurchases.

C.H. Robinson has achieved a significant milestone by performing over 3 million shipping tasks using its fleet of generative AI agents. The company's proprietary tech tools have automated various aspects of shipment lifecycle, reducing speed-to-market from hours to seconds.

Key achievements include:

• Over 1 million price quotes delivered by AI
• 1 million orders processed by AI in March
• 5,200+ customers receiving load acceptance in under 90 seconds
• 30% monthly increase in LTL quotes delivered by AI

The company has expanded its AI capabilities to include price quotes, order processing, trucking capacity acquisition, appointment setting, and load tracking. A new AI agent launched in January 2025 processes carrier capacity emails, with February showing a nearly 10x increase in truck uploads. The implementation of generative AI contributed to a 30% productivity increase across 2023 and 2024.

C.H. Robinson, a global logistics leader managing 37 million shipments annually, has appointed Dorothy Capers as the new Chief Legal Officer and Secretary, effective May 5. Capers brings extensive experience in business transformation, corporate law, and governance from her previous roles at major publicly traded companies.

Most recently, Capers served as Senior Vice President and General Counsel at Xylem Inc., a Fortune 500 water technology company with a $30 billion market cap. Prior to that, she was Global General Counsel at National Express, a UK-listed transportation firm with $3.5 billion in revenue, where she expanded her expertise in mergers and acquisitions, commercial and regulatory matters.

Capers replaces former Chief Legal Officer and Secretary Ben Campbell, who departed C.H. Robinson at the end of 2024.

C.H. Robinson (Nasdaq: CHRW) has announced it will release its first quarter 2025 financial results after market close on Wednesday, April 30, 2025. The company will host a conference call and webcast from 5:00 PM to 6:00 PM Eastern Time on the same day to discuss the quarterly results and address questions from the investment community.

Investors can access presentation slides and the audio webcast through the company's investor relations website at http://investor.chrobinson.com. Those wishing to participate via telephone should dial 877-269-7756 ten minutes before the start time. An audio replay will be made available on the company's investor website.

C.H. Robinson (NASDAQ: CHRW) has announced its upcoming participation in the J.P. Morgan 2025 Industrials Conference. The company will engage in a fireside chat scheduled for Tuesday, March 11, 2025, at 9:00 a.m. Eastern Time.

Investors and interested parties can access a live webcast of the discussion through the company's investor relations website at investor.chrobinson.com. For those unable to attend the live session, a replay will be made available within 24 hours after the event concludes.

C.H. Robinson (NASDAQ: CHRW) has announced a quarterly cash dividend of $0.62 per share. The dividend will be paid on April 1, 2025, to shareholders of record as of March 7, 2025. The company highlighted its track record of increasing annual dividends for more than 25 consecutive years. As of February 5, 2025, C.H. Robinson had approximately 118.7 million shares outstanding.

C.H. Robinson (NASDAQ: CHRW) has announced its upcoming participation in the Stifel 2025 Transportation & Logistics Conference. The company will engage in a fireside chat scheduled for Tuesday, February 11, 2025, at 4:40 p.m. Eastern Time.

Investors and interested parties can access a live webcast of the discussion through investor.chrobinson.com. The company will maintain a recording of the webcast on their platform for twelve months following the live event, ensuring extended accessibility for stakeholders.

C.H. Robinson (CHRW) reported strong Q4 2024 financial results with significant year-over-year profitability improvements. Gross profits increased 10.4% to $672.9 million, while income from operations surged 71.1% to $183.8 million. The company achieved a diluted EPS of $1.22, marking a 369.2% increase.

For the full year 2024, gross profits rose 5.8% to $2.7 billion, with operating income up 30% to $669.1 million. The company demonstrated improved operational efficiency with adjusted operating margin increasing 440 basis points to 24.2%. Cash generated from operations in Q4 increased by $220.6 million to $267.9 million.

The North American Surface Transportation (NAST) segment saw a 6.2% increase in adjusted gross profits despite a 6.6% revenue decline. Global Forwarding performed strongly with a 24.7% revenue increase and a 129.6% jump in operating income. The company maintained disciplined execution and focused on productivity improvements, resulting in a 9.5% reduction in average employee headcount.

C.H. Robinson (Nasdaq: CHRW) has announced its upcoming fourth quarter 2024 earnings release, scheduled for Wednesday, January 29, 2025, after market close. The company will host a conference call from 5:00 PM to 6:00 PM Eastern Time on the same day to discuss quarterly results and engage with the investment community.

Investors can access presentation slides and a live audio webcast through the company's investor relations website at http://investor.chrobinson.com. Those wishing to participate via telephone should dial 877-269-7756 ten minutes before the start time. An audio replay will be made available on the company's investor website.