CHRW
Updated: 24/09/2026, 15:41:14
C.H. Robinson Worldwide, Inc. serves as a global provider of diverse freight transportation and logistics solutions, assisting companies across numerous industries. The organization's business operations are segmented into two key areas: North American Surface Transportation and Global Forwarding. Its comprehensive range of services spans various shipping modalities. This includes brokerage for both full truckload (FTL) and less-than-truckload (LTL) freight, managing everything from single-pallet shipments to full container loads. C.H. Robinson also coordinates intermodal transport, which involves moving goods in containers or trailers through a combination of truck and rail networks, in addition to acting as a non-vessel operating common carrier (NVOCC) for ocean freight and arranging air cargo shipments. The company consistently provides end-to-end door-to-door delivery services. Beyond direct transportation, C.H. Robinson offers specialized logistics services like customs brokerage, managed transportation solutions (TMS), warehousing, and handling small parcel deliveries. These services are supported by an extensive network of approximately 85,000 contracted transportation partners, encompassing motor carriers, railroads, and both air and ocean carriers. Furthermore, C.H. Robinson operates a substantial fresh produce division under the "Robinson Fresh" brand. This unit focuses on the sourcing, sale, and marketing of fresh fruits, vegetables, and other perishable items. These products reach a wide customer base, including grocery retailers, restaurants, produce wholesalers, and foodservice distributors, leveraging a network of independent growers and suppliers. Founded in 1905, C.H. Robinson Worldwide, Inc. maintains its corporate headquarters in Eden Prairie, Minnesota.
No summaries found.
Reported and calculated KPIs plus operational exposure disclosed in the FY 2025 filing.
Revenue
$16.2B
FY 2025 · Reported
Net income
$0.6B
FY 2025 · Reported
Gross margin
N/A
FY — · Reported
Free cash flow
$0.9B
FY 2025 · Calculated
R&D intensity
N/A
FY — · Reported
Share repurchases
$0.4B
FY 2025 · Reported
Other offerings mentioned without separate sales
Area-level product sales are displayed only when the filing reports a product × geography breakdown. Regional totals are not allocated across products by estimation.
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Pins show disclosed operations. The heatmap colors the filing’s reported geographies; regional figures shade the region and are not estimates for each country.
Only locations and quantities explicitly supported by the filing are displayed. A country-level manufacturing percentage or product allocation is shown only when the source discloses it; materiality scores are never presented as production shares.
Company overview
One of the largest global logistics providers; consolidated total revenues of $16.2 billion in 2025; positions itself as a leader in Lean AI supply chains
“one of the largest global logistics providers in the world, with consolidated total revenues of $16.2 billion in 2025”
Global logistics provider with Lean AI positioning
One of the largest global logistics providers, total revenues $16.2B in 2025; truckload, LTL, ocean, air services; Lean AI supply chain positioning
“C.H. Robinson Worldwide, Inc. (“C.H. Robinson,” “the company,” “we,” “us,” or “our”) is one of the largest global logistics providers in the world, with consolidated total revenues of $16.2 billion in 2025.”
Asset-light freight brokerage model
Asset-light third-party logistics provider dependent on independent carriers
“We do not employ the people directly involved in delivering our customers' freight. We depend on independent third parties to provide truck, rail, ocean, and air services”
Business model and pricing structure
Profit driven by spread between customer charges and carrier costs; contracts typically one year or less without volume commitments; fuel largely a pass-through
“Most of our contractual rate commitments are for one year or less and allow for renegotiation... most of these contracts do not include specific volume commitments.”
Reportable segments
Two reportable segments (NAST and Global Forwarding); All Other and Corporate includes Robinson Fresh, Managed Solutions, Other Surface Transportation, and corporate items
“We have two reportable segments, North American Surface Transportation ("NAST") and Global Forwarding, with our remaining operating segments reported as All Other and Corporate.”
Customer end-industries exposed to downturns
Freight volumes concentrated in retail, food, beverage, automotive, industrial, manufacturing, housing, chemicals, and technology industries
“particularly in the retail, food, beverage, automotive, industrial, manufacturing, housing, chemicals, or technology industries”
NAST services
NAST provides truckload and LTL transportation brokerage across North America via offices in the US, Canada, and Mexico
“The primary services provided by NAST include truckload and less than truckload ("LTL") transportation brokerage services.”
Global Forwarding services
Global Forwarding provides ocean freight, air freight, and customs brokerage through an international network plus independent agents
“The primary services provided by Global Forwarding include ocean freight services, air freight services, and customs brokerage.”
Robinson Fresh sourcing
Robinson Fresh provides sourcing of fresh fruits, vegetables, and perishables sourced from around the world
“Robinson Fresh provides sourcing services that primarily include the buying, selling, and/or marketing of fresh fruits, vegetables, and other value-added perishable items.”
Truckload transportation
Truckload business with fuel as largely a pass-through cost affecting adjusted gross profit margin
“we believe fuel costs essentially act as a pass-through cost to our truckload business”
Sourcing business (fresh produce)
Sourcing business dependent on supply/price of fresh produce; makes monetary advances to growers
“Our sourcing business is dependent upon the supply and price of fresh produce. ... To assure access to certain commodities, we occasionally make monetary advances to growers to finance their operations.”
Transportation and logistics service lineup
Full multimodal suite: truckload, LTL, ocean, air, customs, intermodal, Managed Solutions (fee-based), warehousing, and value-added logistics services
“We provide intermodal transportation service, which is the shipment of freight in containers or trailers by a combination of truck and rail. In addition, we provide fee-based Managed Solutions, warehousing services, and other services.”
Managed Solutions (4PL/3PL/TMS)
C.H. Robinson Managed Solutions launched November 2024; absorbed former TMC division consulting and managed transportation services
“In November 2024, we launched C.H. Robinson Managed Solutions™ to address a growing gap in the marketplace for shippers wanting seamless access to 4PL services, 3PL managed transportation, and transportation management system ("TMS") technology from one provider.”
Revenue by service line 2025 vs 2024 vs 2023
Transportation $14,823,804K (2025), Sourcing $1,408,959K; total $16,232,763K vs $17,724,956K (2024) vs $17,596,443K (2023)
“Transportation$14,823,804 $16,353,745 $16,372,660 Sourcing1,408,959 1,371,211 1,223,783 Total revenues16,232,763 17,724,956 17,596,443”
Revenue recognized over transit period
Transportation and logistics revenue recognized over the transit period
“Transportation and logistics revenue is recognized for performance obligations identified in the customer contract as they are satisfied over the contract term, which generally represents the transit period.”
Dependency on contracted motor carriers
Dependence on contracted transportation providers who may fail or face equipment/driver shortages
“A significant number of our contracted transportation providers may go out of business, and we may be unable to secure sufficient equipment or other transportation services to meet our commitments to our customers.”
Dependence on contracted transportation providers
Relies on a network of ~450,000 contracted transportation providers; buys most truckload capacity on a spot market basis
“We purchase most of our truckload services from our contracted truckload carriers on a spot market, or transactional basis, even when we are working with the customer on a contractual basis.”
Human capital metrics
2025 total turnover 19%, voluntary 11%; engagement score 76%; 79% of people leaders tenure 5+ years
“was 19 percent. We actively drive retention by focusing on top drivers for our employees... maintain a voluntary turnover rate of 11 percent”
AI/technology differentiation
Proprietary Navisphere platform plus Lean AI (generative/agentic AI, dynamic costing and pricing) cited as key margin and share-growth contributors
“Our enhancements to our dynamic costing and pricing models are key contributors to expanding our operating margins and growing volume and market share.”
Europe Surface Transportation divestiture
Sale of Europe Surface Transportation business announced July 2024 and closed February 2025
“The sale of our Europe Surface Transportation business was announced in July 2024 and closed in February 2025.”
Divestiture of Europe Surface Transportation business
Europe Surface Transportation business divested; key driver of revenue decline and expense reductions in 2025
“Total revenues decreased 8.4 percent to $16.2 billion, primarily driven by the divestiture of our Europe Surface Transportation business”
Dynamic pricing and costing capabilities investment
Advancing dynamic pricing/costing capabilities and cost optimization; AGP per transaction improved in LTL, truckload, customs
“we continued to advance our dynamic pricing and costing capabilities, navigating both the prolonged softness in demand and the rising cost environment that emerged toward year‑end”
Sustainability and alternative fuels
Exceeded 40% Scope 1/2 carbon-intensity reduction goal two years early; Alternative Fuel Program across all modes with 3M+ miles logged
“In 2023, we announced the completion of our science-aligned, below 2°C goal to reduce our Scope 1 and 2 carbon intensity by 40 percent by 2025.”
Fuel cost volatility
Fuel price fluctuations and supply interruptions impact adjusted gross profit margin
“Changing fuel costs and interruptions of fuel supplies may have an impact on our adjusted gross profit margin.”
Ocean pricing expected to remain under pressure
Ocean pricing expected to stay pressured amid excess vessel capacity, weak demand, Red Sea conflict, evolving trade policies
“Despite this uncertainty, we expect ocean pricing to remain under pressure until global freight demand meaningfully improves.”
Cybersecurity risk
Company is an attractive cyberattack target given supply-chain interconnection; past incidents disclosed
“These incidents have occurred in the past and may happen again, potentially causing material service outages”
Credit loss exposure to customers
Allowance for credit losses $14.4M at year-end 2025; 2025 provision $8.6M, write-offs $8.2M; macro environment considered
“Balance, December 31, 2025$14,420”
Cyclicality of transportation industry
Transportation industry historically experiences cyclical fluctuations tied to economic recessions and customer business cycles
“The transportation industry historically has experienced cyclical fluctuations in financial results due to economic recessions, downturns in business cycles of our customers, interest rate fluctuations, currency fluctuations”
Technological disruption and AI adoption competition
Intense competition from asset-based carriers, brokers, tech-driven matching platforms; AI/automation adoption pace is a competitive risk
“Competitors are leveraging advanced digital platforms, AI-driven freight matching, and automation to improve efficiency and reduce costs”
Tariff/trade policy exposure to freight volumes
Spot/transactional freight exposure to supply chain disruptions, economic conditions, and tariff/trade policy changes
“A significant portion of our freight is comprised of transactional or spot market opportunities. The market may be impacted by supply chain disruptions, overall economic conditions, or changes in trade policies such as tariffs.”
Working capital tied to business model
Higher volumes/rates increase working capital needs due to DSO exceeding DPO
“generally has a higher length of days sales outstanding than days payables outstanding”
Grower advance credit risk
Advances to growers carry crop-dependent repayment risk
“Repayment of these advances is dependent upon the growers' ability to grow and harvest marketable crops.”
Company relies on independent third-party carriers for all transportation capacity; carrier failures or shortages directly impair service delivery.
“We depend on independent third parties to provide truck, rail, ocean, and air services”
C.H. Robinson does not own most freight capacity; it purchases transportation from a wide variety of contracted carriers, making carrier capacity and rates the core cost and supply dependency.
“Carrier capacity in the North America surface transportation market continued to contract toward the end of 2025 as carriers exited the market.”
Truckload and LTL brokerage capacity is purchased from ~450,000 contracted carriers, mostly on spot terms, creating dependence on carrier availability and rates
“utilizing a network of contracted transportation providers, including, but not limited to, contracted motor carriers, railroads, and ocean and air carriers”
Customer downturns in retail, food, automotive, industrial, and other industries reduce freight volumes and operating results.
“if a downturn in our customers' business cycles causes a reduction in the volumes of freight shipped by those customers, particularly in the retail, food, beverage, automotive, industrial, manufacturing, housing, chemicals, or technology industries”
Recession reduces freight volumes, increases customer credit risk, and risks carrier failures.
“Economic recession could have a significant, adverse impact on our business.”
AI, machine learning, and dynamic costing/pricing models are positioned as core differentiators driving margins, volume, and market share
“Lean AI is our unique and disciplined method of applying artificial intelligence, at scale, to achieve tangible business results.”
Competitors using AI-driven matching and automation could pressure rates and margins if the company fails to keep pace.
“Competitors are leveraging advanced digital platforms, AI-driven freight matching, and automation to improve efficiency and reduce costs”
Red Sea avoidance by carriers extended transit times and strained networks; disruptions elevated 2024 ocean rates, and their normalization contributed to depressed 2025 ocean pricing and revenues.
“Despite carriers’ ongoing avoidance of the Suez Canal, which has resulted in longer transit times and strain on global networks, vessel capacity has remained elevated.”
Shifting trade and tariff policies drove short periods of ocean rate volatility, front-loading, and air freight pricing sensitivity to tariff developments.
“overall air freight pricing remains sensitive to tariff developments and broader economic conditions, including cost-efficient ocean freight rates.”
Customer freight needs flow through Navisphere and automated TMS connections, which also power carrier selection and freight consolidation
“either directly or through highly automated connections established between Navisphere and the customers' transportation management system”
Weak global consumer demand and excess vessel capacity depressed ocean freight rates; weak demand conditions temper the pace of a surface transportation upcycle.
“overall ocean freight rates and volumes declined from the elevated levels observed in 2024, primarily due to excess vessel capacity and weak global consumer demand.”
Fuel cost fluctuations drive carrier pricing and adjusted gross profit margin, though largely a pass-through in truckload.
“fluctuating fuel prices may result in a decreased adjusted gross profit margin”
Changes in trade policies such as tariffs can impact spot freight market volumes.
“The market may be impacted by supply chain disruptions, overall economic conditions, or changes in trade policies such as tariffs”
Company states its global multimodal perspective is critical in supporting shippers through market volatility and supply chain disruptions, framing disruption as both risk and demand driver
“Our global perspective across all links in the supply chain is critical in supporting shippers through market volatility and global supply chain disruptions.”
Geopolitical and macroeconomic factors, including evolving trade policies and the Red Sea conflict, create persistent uncertainty in the forwarding market outlook.
“Looking ahead, uncertainty persists due to geopolitical and macroeconomic factors, including evolving trade policies, the Red Sea conflict, and carriers’ ability to effectively manage excess capacity.”
Lower fuel surcharges in truckload services contributed to the 8.4% total revenue decline; truckload pricing/costing metrics exclude fuel surcharges, underscoring fuel as a distinct cost/revenue pass-through.
“in addition to lower pricing and volume in our ocean services and lower fuel surcharges in our truckload services.”
Sourcing revenue growth in 2025 was driven by increased case volume with retail and foodservice customers.
“Our sourcing total revenue and direct costs increased, driven by increased case volume with retail and foodservice customers.”
Fuel costs are largely passed through to customers via fuel surcharge agreements on prearranged truckload rates, mitigating but not eliminating fuel cost exposure
“the underlying linehaul portion of the rate is usually accompanied by a fuel surcharge agreement that allows for fuel to primarily be a pass-through cost.”
Sourcing business depends on fresh produce supply and price, affected by weather, growing conditions, and volatile commodity prices.
“The supply and price of fresh produce is affected by weather and growing conditions, including but not limited to, flood, drought, freeze, insects, disease”
Ocean (NVOCC), air (IAC), and customs brokerage services operate under government licensing and regulation
“Our customs brokers are licensed and regulated by U.S. Customs and Border Protection and other authoritative governmental agencies”
Seasonal reduction in shipments after winter holidays influences results of operations.
“customers reduce shipments during and after the winter holiday season”
Global operations across six continents imply multi-currency freight flows, though the filing excerpt does not quantify currency exposure
“Global Forwarding provides transportation and logistics services through an international network of offices in North America, Europe, Asia, Oceania, South America, and the Middle East”
Accumulated other comprehensive loss of $77.7M at Dec 31, 2025 primarily comprises foreign currency adjustments; 2025 OCI of $32.7M was driven primarily by SGD, AUD, and EUR fluctuations; company recorded an $11.2M net FX revaluation loss.
“Other comprehensive income was $32.7 million for the twelve months ended December 31, 2025, driven primarily by fluctuations in the Singapore Dollar, Australian Dollar, and the Euro.”
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