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C.h. Robinson Worldwide Earnings Calls
| Release date | Oct 29, 2025 |
| EPS estimate | $1.30 |
| EPS actual | $1.40 |
| EPS Surprise | 7.69% |
| Revenue estimate | 3.995B |
| Revenue actual | 4.137B |
| Revenue Surprise | 3.54% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.16 |
| EPS actual | $1.26 |
| EPS Surprise | 8.62% |
| Revenue estimate | 4.201B |
| Revenue actual | 4.137B |
| Revenue Surprise | -1.54% |
| Release date | Apr 30, 2025 |
| EPS estimate | $1.05 |
| EPS actual | $1.17 |
| EPS Surprise | 11.43% |
| Revenue estimate | 4.247B |
| Revenue actual | 4.047B |
| Revenue Surprise | -4.71% |
| Release date | Jan 29, 2025 |
| EPS estimate | $1.11 |
| EPS actual | $1.21 |
| EPS Surprise | 9.01% |
| Revenue estimate | 4.436B |
| Revenue actual | 4.185B |
| Revenue Surprise | -5.66% |
Last 4 Quarters for C.h. Robinson Worldwide
Below you can see how 0HQW.L performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 29, 2025 |
| Price on release | $109.81 |
| EPS estimate | $1.11 |
| EPS actual | $1.21 |
| EPS surprise | 9.01% |
| Date | Price |
|---|---|
| Jan 23, 2025 | $106.73 |
| Jan 24, 2025 | $108.71 |
| Jan 27, 2025 | $109.48 |
| Jan 28, 2025 | $109.06 |
| Jan 29, 2025 | $109.81 |
| Jan 30, 2025 | $102.42 |
| Jan 31, 2025 | $100.60 |
| Feb 03, 2025 | $98.44 |
| Feb 04, 2025 | $98.70 |
| 4 days before | 2.89% |
| 4 days after | -10.12% |
| On release day | -6.73% |
| Change in period | -7.53% |
| Release date | Apr 30, 2025 |
| Price on release | $88.43 |
| EPS estimate | $1.05 |
| EPS actual | $1.17 |
| EPS surprise | 11.43% |
| Date | Price |
|---|---|
| Apr 24, 2025 | $91.84 |
| Apr 25, 2025 | $89.44 |
| Apr 28, 2025 | $89.64 |
| Apr 29, 2025 | $88.10 |
| Apr 30, 2025 | $88.43 |
| May 01, 2025 | $89.75 |
| May 02, 2025 | $90.93 |
| May 05, 2025 | $90.04 |
| May 06, 2025 | $88.96 |
| 4 days before | -3.71% |
| 4 days after | 0.599% |
| On release day | 1.49% |
| Change in period | -3.14% |
| Release date | Jul 30, 2025 |
| Price on release | $98.97 |
| EPS estimate | $1.16 |
| EPS actual | $1.26 |
| EPS surprise | 8.62% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $101.95 |
| Jul 25, 2025 | $103.72 |
| Jul 28, 2025 | $101.38 |
| Jul 29, 2025 | $100.27 |
| Jul 30, 2025 | $98.97 |
| Jul 31, 2025 | $115.57 |
| Aug 01, 2025 | $113.87 |
| Aug 04, 2025 | $115.74 |
| Aug 05, 2025 | $115.24 |
| 4 days before | -2.92% |
| 4 days after | 16.44% |
| On release day | 16.77% |
| Change in period | 13.04% |
| Release date | Oct 29, 2025 |
| Price on release | $130.01 |
| EPS estimate | $1.30 |
| EPS actual | $1.40 |
| EPS surprise | 7.69% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $127.60 |
| Oct 24, 2025 | $126.93 |
| Oct 27, 2025 | $126.60 |
| Oct 28, 2025 | $129.34 |
| Oct 29, 2025 | $130.01 |
| Oct 30, 2025 | $155.00 |
| Oct 31, 2025 | $153.23 |
| Nov 03, 2025 | $151.25 |
| Nov 04, 2025 | $154.00 |
| 4 days before | 1.89% |
| 4 days after | 18.45% |
| On release day | 19.22% |
| Change in period | 20.69% |
C.h. Robinson Worldwide Earnings Call Transcript Summary of Q3 2025
C.H. Robinson reported a strong Q3 2025 driven by continued execution of its lean operating model and advancing AI initiatives. North American Surface Transportation (NAST) grew combined truckload and LTL volume ~3% year-over-year, expanded gross margins for the eighth consecutive quarter and delivered 39% adjusted operating margin (near the 40% mid-cycle target). Global Forwarding faced headwinds from substantially lower ocean rates (ocean AGP per shipment down ~27% from June to September) and softer peak-season demand, but still expanded gross margins through disciplined revenue management and productivity gains. Company-wide productivity has increased >40% since end of 2022 (NAST >40%, Global Forwarding >55% since 2022), headcount is down ~11% versus prior year, and Q3 generated $275M cash from operations. Management raised the 2026 operating income target to $965M–$1.04B (about $6 EPS at the bottom-end assuming zero market growth), citing stronger-than-expected benefits from lean AI and productivity. The Board authorized a new $2B share repurchase program (intended over ~3 years) in addition to the remaining 4.5M shares; Q3 buybacks and dividends returned ~$190M to shareholders. Liquidity remains healthy (~$1.37B) and net debt/EBITDA was 1.17x. Key risks remain: continued ocean rate normalization, trade policy-driven volume dislocations, and localized trucking capacity/policy constraints. Management emphasizes that continued organic margin expansion, market share gains, and further waves of AI-driven productivity underpin their 2026 targets.
