C.H. Robinson shares surge 8% as disciplined execution drives Q3 earnings beat

EDEN PRAIRIE, Minn. - C.H. Robinson Worldwide (NASDAQ:CHRW) shares jumped 8.5% in after hours trading Wednesday after the logistics company reported third-quarter earnings that exceeded analyst expectations, demonstrating its ability to outperform in a challenging freight environment.

The global logistics leader posted adjusted earnings of $1.40 per share, surpassing the analyst consensus of $1.30, despite revenue declining 10.9% YoY to $4.1 billion, slightly below the $4.23 billion consensus. The company’s disciplined execution of strategic initiatives helped drive market share gains and margin expansion even as the broader freight market remained soft.

"The third quarter of 2025 was marked by a continued soft freight environment," said President and CEO Dave Bozeman. "But this is a new C.H. Robinson, and we don’t use the macro environment as an excuse. We are a fundamentally different company than we were two years ago, illustrated by the company’s consistent outperformance versus the market."

The company’s North American Surface Transportation (NAST) segment grew combined truckload and LTL volume by approximately 3% YoY, significantly outpacing the market as measured by the Cass Freight Shipment Index, which declined 7.2%. This volume growth, combined with margin expansion, helped NAST achieve a 39% adjusted operating margin.

Despite challenging conditions in Global Forwarding, where ocean adjusted gross profit per shipment decreased 27.5%, the segment expanded gross margins by 380 basis points YoY through improved revenue management discipline.

Overall, the company’s adjusted operating margin increased 680 basis points to 31.3%, while cash generated by operations rose by $167.4 million to $275.4 million. During the quarter, C.H. Robinson returned $189.6 million to shareholders through dividends and stock repurchases.

"With seven consecutive quarters of consistent outperformance through the disciplined execution of the strategy that we shared at our 2024 Investor Day, there is no doubt in our minds that we are on the right path to deliver sustainable outperformance," Bozeman added.

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