The earnings call highlighted notable improvements in financial performance and operational efficiency, driven by strategic innovations and disciplined execution. However, challenges persist in the freight market, with volume declines due to a prolonged recession and potential headwinds from ocean rate normalization. Overall, the positive achievements are slightly offset by the ongoing market challenges.

Company Guidance

During the C.H. Robinson Fourth Quarter 2024 Conference Call, the company highlighted several key metrics and achievements. Despite operating in a historically prolonged freight recession, C.H. Robinson achieved a 79% year-over-year increase in adjusted income from operations for Q4. The company observed a 10.7% rise in adjusted gross profit (AGP) driven by a 25.6% increase in Global Forwarding and a 6.2% increase in North American Surface Transportation (NAST). Ocean and air shipments grew over 5% year-over-year, while productivity in Global Forwarding improved by more than 15%, and headcount was reduced by over 10%. The NAST division experienced a 40% year-over-year increase in adjusted operating income, despite a 1% decline in total volume. The firm also achieved a significant 170 basis point improvement in NAST gross margin. The company remains focused on leveraging its new operating model, dynamic costing and pricing tools, and Generative AI innovations to drive future growth and maintain operational efficiency.

Significant Year-Over-Year Improvement in Q4 Financial Results

C.H. Robinson reported a 79% year-over-year increase in Q4 adjusted income from operations, driven by an increase in adjusted gross profit (AGP) and reduced costs through productivity initiatives.

Global Forwarding Business Performance

Global Forwarding AGP increased by 25.6% year-over-year, with ocean and air shipments each growing by more than 5% for the full year. Productivity improved by more than 15% for the year, with a two-year compounded productivity growth of 30%.

North American Surface Transportation (NAST) Gross Margin Improvement

NAST gross margin improved by 170 basis points year-over-year, and adjusted operating income increased by 40% year-over-year.

Innovation and Automation Achievements

C.H. Robinson scaled process innovations and use of Gen AI, automating more than 10,000 transactions per day, and increasing order tender automation by 1,150 basis points year-over-year.

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CH Robinson (CHRW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CHRW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 31, 2018	2018 (Q2)	- / 1.13	0.78	44.87% (+0.35)	―	―
Oct 30, 2018	2018 (Q3)	- / 1.25	0.85	47.06% (+0.40)	―	―
Jan 29, 2019	2018 (Q4)	- / 1.34	0.854	56.91% (+0.49)	―	―
Apr 30, 2019	2019 (Q1)	- / 1.16	1.01	14.85% (+0.15)	―	―
Jul 30, 2019	2019 (Q2)	- / 1.22	1.13	7.96% (+0.09)	―	―
Oct 29, 2019	2019 (Q3)	- / 1.07	1.25	-14.40% (-0.18)	―	―
Jan 28, 2020	2019 (Q4)	- / 0.73	1.34	-45.52% (-0.61)	―	―
Apr 28, 2020	2020 (Q1)	- / 0.57	1.16	-50.86% (-0.59)	―	―
Jul 28, 2020	2020 (Q2)	- / 1.06	1.22	-13.11% (-0.16)	―	―
Oct 27, 2020	2020 (Q3)	- / 1.00	1.07	-6.54% (-0.07)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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CHRW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 29, 2025	$107.93	$100.44	-6.94%
Oct 30, 2024	$109.00	$102.44	-6.02%
Jul 31, 2024	$87.99	$101.00	+14.79%
May 01, 2024	$70.74	$79.41	+12.26%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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