C.H. Robinson posts mixed Q2 results; Shares up 2%

Published 30/07/2025, 21:56
 C.H. Robinson posts mixed Q2 results; Shares up 2%

EDEN PRAIRIE, Minn. - C.H. Robinson Worldwide Inc. (NASDAQ:CHRW) reported second-quarter earnings that exceeded analyst expectations, driving shares up 2.4% as the logistics company continues to demonstrate the effectiveness of its transformation strategy.

The company reported adjusted earnings per share of $1.29, beating the analyst consensus of $1.16, while revenue declined 7.7% to $4.14 billion compared to the same period last year, slightly below the consensus estimate of $4.17 billion. Despite the revenue decline, C.H. Robinson’s income from operations increased 21.2% to $215.9 million, and adjusted operating margin expanded by 520 basis points to 31.1%.

"We are not waiting for a market recovery to improve our financial results, and the strategies that our Robinson team is executing are not only working, but they are built to be effective in any market environment," said President and CEO Dave Bozeman. "We’re still in the early innings of our transformation journey, but we have demonstrated our ability to responsibly grow market share and expand margins at the same time."

The company’s North American Surface Transportation (NAST) segment outperformed the market in both truckload and less-than-truckload (LTL) services. NAST adjusted gross profits increased 3.0% to $432.2 million, with LTL adjusted gross profits rising 4.4% driven by a 3.0% increase in adjusted gross profit per order and a 1.5% increase in volume.

Global Forwarding adjusted gross profits increased 1.9% to $187.6 million, with customs adjusted gross profits surging 31.7%. The segment’s income from operations increased 25.3% to $51.3 million.

C.H. Robinson has focused on cost optimization, with operating expenses decreasing 6.3% to $477.3 million. Personnel expenses fell 7.2% to $335.3 million as average employee headcount declined 11.2% year-over-year.

During the quarter, the company returned $160.7 million to shareholders through $74.9 million in dividends and $85.8 million in stock repurchases. Cash generated from operations increased by $60.7 million to $227.1 million compared to the same period last year.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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