NASDAQ$CHRW

C.H.Robinson Worldwide Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

C.H. Robinson reported Q4 2025 total revenue of $3.91B with net income of $136.3M and adjusted EPS of $1.23.

Fourth-quarter total revenue decreased 6.5% to $3.91 billion amid ocean pricing and volume headwinds, partially offset by truckload share gains. Net income was $136.3 million; adjusted diluted EPS rose 1.7% to $1.23 on cost discipline. Full-year adjusted diluted EPS was $5.09 (+12.9%).

  • Q4 revenue $3.91B; net income $136.3M.
  • Adjusted EPS $1.23 (+1.7% YoY).
  • Market share gains in truckload.
  • FY25 adjusted EPS $5.09 (+12.9%).

Headline financials

Total Revenue

$3.91B

Previous: $4.18B-6.5%
EPS (adj)

$1.23

Previous: $1.21+1.7%
Adjusted Operating Margin

27.6%

No prior period
Operating Margin

4.6%

No prior period
Cash from Operations

$305M

No prior period
Effective Tax Rate

18.1%

No prior period
Net Income

$136M

Previous: $149M-8.7%
Operating Income

$181M

Previous: $184M-1.3%
Gross Profit

$643M

Previous: $330M+94.6%

Revenue & EPS history

C.H. Robinson · Revenue · Quarterly

$3.91B

Q4 2025-6.5%vs Q4 2024
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

C.H. Robinson · $3.81B total across 2 segments · Q3 2023

  • NAST
    $3.09B-22.9%
  • Global Forwarding
    $719M-52.4%

Forward guidance

The release discusses CHRW's outlook for upcoming periods, including capital allocation, operating priorities, and market risks.

Tailwinds

  • CHRW cites operational execution and demand trends supporting the outlook.
  • Balance sheet and capital actions aim to fund growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-1.2%

Avg return

Earnings day

-1.2%

Avg return

5 days after

+0.9%

Avg return

30 days after

32%

23 / 72 earnings

Positive

+19.6%

Q3 2025

Best reaction

-14.7%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.5%-10.4%-4.2%
Q4 2025-2.9%+8.4%+0.5%
Q3 2025+19.6%+18.2%+22.8%
Q1 2025+1.2%-1.0%+7.6%
Q4 2024-6.9%-8.4%-5.8%
Q3 2024-4.6%-5.0%-2.2%
Q2 2024+14.4%+10.5%+15.9%
Q1 2024+14.0%+10.9%+21.6%
Q4 2023-14.4%-13.8%-14.0%
Q3 2023-0.5%+0.2%+1.7%
Q2 2023-1.2%+0.6%-11.1%
Q1 2023+4.0%+9.0%+1.8%
Q4 2022+4.2%+2.8%+0.8%
Q3 2022-9.6%-5.9%-1.2%
Q2 2022+8.2%+9.9%+15.5%
Q1 2022+8.9%+6.8%+6.0%
Q4 2021-14.4%-14.6%+1.8%
Q3 2021-0.6%-1.2%+0.1%
Q2 2021-4.3%-3.6%-2.7%
Q1 2021-4.6%-1.1%-1.0%
Q4 2020-7.9%-13.9%-9.4%
Q3 2020-11.1%-11.2%-6.6%
Q2 2020+8.6%+6.9%+12.0%
Q1 2020-3.8%-4.3%+9.2%
Q4 2019-6.4%+3.5%-11.0%
Q3 2019-14.7%-17.3%-13.9%
Q2 2019-1.6%-4.0%-1.1%
Q1 2019-0.5%+3.4%-2.9%
Q4 2018-0.0%+1.1%+4.2%
Q3 2018+2.3%+1.9%+5.4%
Q2 2018+5.4%+5.9%+5.6%
Q1 2018-9.9%-10.3%-5.5%
Q4 2017-5.0%-4.7%-6.9%
Q3 2017+1.3%+1.4%+10.6%
Q2 2017-6.5%-5.6%-3.9%
Q1 2017-6.2%-6.3%-12.5%
Q4 2016-1.8%-1.3%+5.3%
Q3 2016-2.6%-2.2%+7.2%
Q2 2016-4.4%-2.6%-3.7%
Q1 2016-3.7%
Q4 2015-0.5%
Q3 2015-6.2%
Q2 2015+7.9%
Q1 2015-7.0%
Q4 2014-4.0%
Q3 2014+0.6%
Q2 2014+4.5%
Q1 2014+4.3%
Q4 2013-7.9%
Q3 2013-2.6%
Q2 2013-5.6%
Q1 2013-5.2%
Q4 2012-8.4%
Q3 2012-3.8%
Q2 2012+0.3%
Q1 2012+4.3%
Q4 2011-0.1%
Q3 2011-4.0%
Q2 2011-2.0%
Q1 2011+2.4%
Q4 2010-1.4%
Q3 2010-2.1%
Q2 2010-1.0%
Q1 2009+4.9%
Q1 2010-1.0%
Q4 2009-0.2%
Q4 2007-0.2%
Q3 2008+1.3%
Q3 2009+1.3%
Q4 2008-0.2%
Q2 2008-0.2%
Q2 2009-0.2%

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