C.H. Robinson Worldwide Earnings Calls

Q4 2024 Beat
$1.21 (10.00%)
Release date Jan 29, 2025
EPS estimate $1.10
EPS actual $1.21
EPS Surprise 10.00%
Revenue estimate 4.436B
Revenue actual 4.185B
Revenue Surprise -5.66%
Q3 2024 Beat
$1.28 (11.30%)
Release date Oct 30, 2024
EPS estimate $1.15
EPS actual $1.28
EPS Surprise 11.30%
Revenue estimate 4.529B
Revenue actual 4.645B
Revenue Surprise 2.55%
Q2 2024 Beat
$1.15 (19.79%)
Release date Jul 31, 2024
EPS estimate $0.96
EPS actual $1.15
EPS Surprise 19.79%
Revenue estimate 4.532B
Revenue actual 4.483B
Revenue Surprise -1.08%
Q1 2024 Beat
$0.86 (38.71%)
Release date May 01, 2024
EPS estimate $0.620
EPS actual $0.86
EPS Surprise 38.71%
Revenue estimate 4.27B
Revenue actual 4.412B
Revenue Surprise 3.34%

Last 4 Quarters for C.H. Robinson Worldwide

Below you can see how CHRW 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.

Q1 2024 Beat
Release date May 01, 2024
Fiscal end date Mar 31, 2024
Price on release $72.09
EPS estimate $0.620
EPS actual $0.86
EPS surprise 38.71%
Date Price
Apr 25, 2024 $70.26
Apr 26, 2024 $70.22
Apr 29, 2024 $71.70
Apr 30, 2024 $71.00
May 01, 2024 $72.09
May 02, 2024 $80.93
May 03, 2024 $81.20
May 06, 2024 $78.75
May 07, 2024 $79.53
4 days before 2.60%
4 days after 10.32%
On release day 12.26%
Change in period 13.19%
Q2 2024 Beat
Release date Jul 31, 2024
Fiscal end date Jun 30, 2024
Price on release $89.05
EPS estimate $0.96
EPS actual $1.15
EPS surprise 19.79%
Date Price
Jul 25, 2024 $89.41
Jul 26, 2024 $89.47
Jul 29, 2024 $89.25
Jul 30, 2024 $89.34
Jul 31, 2024 $89.05
Aug 01, 2024 $102.21
Aug 02, 2024 $98.63
Aug 05, 2024 $98.73
Aug 06, 2024 $99.18
4 days before -0.403%
4 days after 11.38%
On release day 14.78%
Change in period 10.93%
Q3 2024 Beat
Release date Oct 30, 2024
Fiscal end date Sep 30, 2024
Price on release $109.64
EPS estimate $1.15
EPS actual $1.28
EPS surprise 11.30%
Date Price
Oct 24, 2024 $106.73
Oct 25, 2024 $108.12
Oct 28, 2024 $108.94
Oct 29, 2024 $108.00
Oct 30, 2024 $109.64
Oct 31, 2024 $103.04
Nov 01, 2024 $101.82
Nov 04, 2024 $102.65
Nov 05, 2024 $104.93
4 days before 2.73%
4 days after -4.30%
On release day -6.02%
Change in period -1.69%
Q4 2024 Beat
Release date Jan 29, 2025
Fiscal end date Dec 31, 2024
Price on release $107.93
EPS estimate $1.10
EPS actual $1.21
EPS surprise 10.00%
Date Price
Jan 23, 2025 $107.00
Jan 24, 2025 $108.16
Jan 27, 2025 $109.05
Jan 28, 2025 $109.82
Jan 29, 2025 $107.93
Jan 30, 2025 $100.44
Jan 31, 2025 $99.49
Feb 03, 2025 $98.10
Feb 04, 2025 $98.83
4 days before 0.87%
4 days after -8.43%
On release day -6.94%
Change in period -7.64%

C.H. Robinson Worldwide Earnings Call Transcript Summary of Q4 2024

Key Points from C.H. Robinson's Q4 2024 Earnings Call

1. Business Performance and Resilience:

  • Quarterly Growth: Despite facing a prolonged freight recession, C.H. Robinson reported a significant year-over-year improvement in Q4 financial results, with a 79% increase in adjusted income from operations.
  • Operating Model Impact: The new Robinson operating model has improved operational execution and operational accountability, allowing the company to generate higher quality volume and enhanced profitability, even in difficult market conditions.

2. Segment Highlights:

  • North American Surface Transportation (NAST): Achieved a 40% year-over-year increase in adjusted operating income, with an improved gross profit margin by 170 basis points despite a challenging market characterized by a 3.2% decline in freight volumes.
  • Global Forwarding: Saw growth of ocean and air shipments by more than 5% and significantly improved productivity, decoupling headcount growth from volume growth with over 15% productivity improvement year-over-year.

3. Market Conditions and Strategy:

  • The freight market remains competitive, with pricing pressures due to excess capacity. However, C.H. Robinson is prioritizing high-quality volume, maintaining pricing discipline, and leveraging dynamic costing and pricing tools.
  • The company expects demand to improve gradually, with potential opportunities for growth in key market segments, including small and medium businesses (SMBs).

4. Innovation and Technology:

  • The company is deploying generative AI to enhance service delivery and automate processes, achieving significantly increased transaction automation and freeing up human resources.
  • Continuous innovation in digital brokerage capabilities aims to strengthen customer relationships and operational efficiency.

5. Financial Guidance and Cost Management:

  • The upcoming fiscal year guidance includes personnel expenses anticipated to be in the range of $1.375 billion to $1.475 billion, reflecting continued focus on productivity improvements and a disciplined approach to managing costs.
  • Operating leverage is expected to improve as effective management of costs and expenses continues.

6. Keeping an eye on productivity improvements, technology integration, and segment growth will be crucial in evaluating future performance and opportunities for investment.

C.H. Robinson Worldwide Earnings History

Earnings Calendar

FAQ

When is the earnings report for CHRW?
C.H. Robinson Worldwide (CHRW) has scheduled its earnings report for May 07, 2025 after the markets close.

What is the CHRW price-to-earnings (P/E) ratio?
CHRW P/E ratio as of Feb 13, 2025 (TTM) is 25.26.

What is the CHRW EPS forecast?
The forecasted EPS (Earnings Per Share) for C.H. Robinson Worldwide (CHRW) for the first fiscal quarter 2025 is $1.06.

What are C.H. Robinson Worldwide's retained earnings?
On its balance sheet, C.H. Robinson Worldwide reported retained earnings of $4.18 billion for the latest quarter ending Dec 31, 2024.

What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.

Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.

What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
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ABOUT C.H. ROBINSON WORLDWIDE
C.H. Robinson Worldwide
C.H. Robinson Worldwide, Inc., together with its subsidiaries, provides freight transportation services and logistics solutions to companies in various industries worldwide. The company operates in two segments, North American Surface Transportation and Global Forwarding. It offers transportation and logistics services, such as truckload; less than truckload transportation brokerage services, which include the shipment of single or multiple palle...
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