C.H. Robinson Falls Short of Q2 Sales Targets, but Beats EPS Estimates

C.H. Robinson Worldwide (NASDAQ:CHRW) reported Q2 CY2025 revenue of $4.14 billion, a 7.7% YoY decline, missing analyst estimates of $4.16 billion. Non-GAAP profit of $1.29 per share was 11.4% above estimates. The company's operating margin increased to 5.2% from 4% in the same quarter last year. CEO Dave Bozeman stated that the company is on the right path to deliver sustainable outperformance in all market cycles.

C.H. Robinson Worldwide Inc. (NASDAQ:CHRW) released its Q2 CY2025 earnings report, revealing a mixed performance with revenue falling short of analyst expectations. The logistics and transportation company reported a 7.7% year-over-year (YoY) decline in revenue to $4.14 billion, missing estimates of $4.16 billion. Despite the revenue shortfall, the company's non-GAAP profit per share of $1.29 was 11.4% above analyst consensus estimates. The company's operating margin improved to 5.2% from 4% in the same quarter last year.

President and CEO Dave Bozeman emphasized the company's strategy of disciplined execution and process optimization, stating that the company is on the right path to deliver sustainable outperformance in all market cycles. The company's focus on digital adoption, yield management, and strategic initiatives has contributed to its consistent operational improvements over the past six quarters.

Looking ahead, sell-side analysts expect revenue to remain flat over the next 12 months, indicating that the company's newer products and services may not yet be fully driving top-line performance. However, the company's operating margin trend and improved profitability metrics suggest potential for continued operational improvements.

Reference List:
[1] https://www.investing.com/news/company-news/ch-robinson-q2-2025-slides-profit-jumps-21-despite-revenue-decline-93CH-4161234
[2] https://finance.yahoo.com/news/c-h-robinson-worldwide-nasdaq-221953864.html