C.H. Robinson's Q2 Earnings Beat but Revenue Falls as Shares Rank 338th in Trading Activity

On August 29, 2025, C.H. Robinson Worldwide (CHRW) closed at $128.70, down 0.46% during regular trading but up 0.23% in after-hours trading. The stock saw a trading volume of 2.26 million shares, a 32.34% increase from the previous day, ranking it 338th in market activity. The company reported mixed Q2 2025 results, with earnings per share (EPS) of $1.29 exceeding the Zacks Consensus Estimate of $1.17 and rising 12.2% year-over-year. However, total revenue fell short at $4.13 billion, down 7.7% year-over-year, driven by the divestiture of its Europe Surface Transportation business, reduced ocean pricing, and lower fuel surcharges in truckload services. Adjusted gross profits increased by 0.8% to $693.2 million, supported by higher margins in customs, truckload, and LTL services, while operating expenses dropped 6.3% to $477.3 million. The adjusted operating margin expanded to 31.1%, a 520 basis point increase year-over-year.

Segmental performance revealed mixed trends. North American Surface Transportation revenue declined 2.4% to $2.91 billion, impacted by lower fuel surcharges, while Global Forwarding revenue fell 13.4% to $797.8 million due to reduced ocean pricing. Adjusted gross profits in LTL, air, and customs services grew by 4.4%, 11.5%, and 31.7% respectively, offsetting declines in truckload and ocean services. Cash flow from operations improved to $227.1 million, up from $166.4 million in the prior-year quarter, with $160.7 million returned to shareholders through dividends and buybacks. The company maintains a Zacks Rank #3 (Hold), suggesting expectations of in-line returns in the near term.

Backtest results indicate CHRW’s 12-month trailing return as of August 29, 2025, was 26.18%, outperforming the S&P 500’s 9.84%. The stock’s 1-year return stood at 28.08%, compared to the index’s 15.53%. Analyst estimates have trended upward recently, though the Zacks Rank remains neutral. The company’s forward P/E ratio is 27.25, with a PEG ratio of 2.81, reflecting moderate growth expectations relative to valuation.