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C.H. Robinson Worldwide, Inc. (CHRW) Q3 2025 Earnings Call Transcript

Q3: 2025-10-29 Earnings Summary

EPS of $1.40 beats by $0.10

 | Revenue of $4.14B (-10.93% Y/Y) misses by $80.79M

C.H. Robinson Worldwide, Inc. (CHRW) Q3 2025 Earnings Call October 29, 2025 5:30 PM EDT

Company Participants

Charles Ives – Senior Director of Investor Relations
David Bozeman – President, CEO & Director
Michael Castagnetto – President of North American Surface Transportation
Arun Rajan – Chief Strategy & Innovation Officer
Damon Lee – Chief Financial Officer

Conference Call Participants

Richa Talwar
Thomas Wadewitz – UBS Investment Bank, Research Division
Scott Group – Wolfe Research, LLC
Bascome Majors – Susquehanna Financial Group, LLLP, Research Division
Jonathan Chappell – Evercore ISI Institutional Equities, Research Division
Christian Wetherbee – Wells Fargo Securities, LLC, Research Division
Ken Hoexter – BofA Securities, Research Division

Presentation

Operator

Good afternoon, ladies and gentlemen, and welcome to the C.H. Robinson Third Quarter 2025 Conference Call. [Operator Instructions] As a reminder, this conference is being recorded, Wednesday, October 29, 2025. I would now like to turn the conference over to Chuck Ives, Senior Director of Investor Relations.

Charles Ives
Senior Director of Investor Relations

Thank you, and good afternoon, everyone. On the call with me today is Dave Bozeman, our President and Chief Executive Officer; Michael Castagnetto, our President of North American Surface Transportation Arun Rajan, our Chief Strategy and Innovation Officer; and Damon Lee, our Chief Financial Officer.

I’d like to remind you that our remarks today contain forward-looking statements. Slide 2 in today’s presentation list factors that could cause our actual results to differ from management’s expectations. Our earnings presentation slides are supplemental to our earnings release and can be found in the Investors section of our website at investor.chrobinson.com. Today’s remarks also contain certain non-GAAP measures, and reconciliations of those measures to GAAP measures are included in the presentation. With that, I’ll turn the call over to Dave.

David Bozeman
President, CEO & Director

Thank you, Chuck. Good afternoon, everyone, and thank you for joining us today. I’ve met with

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