earnings
confidence high
sentiment positive
materiality 0.65
C.H. Robinson Q4 2025: NAST truckload volumes +3% vs -7.6% market; adjusted EPS $1.23
C. H. ROBINSON WORLDWIDE, INC.
2025-FY EPS
reported $4.83
vs consensus $1.14
▲ beat
(+322.6%)
- Adjusted diluted EPS of $1.23, up 1.7% YoY; GAAP diluted EPS of $1.12, down 8.2% YoY.
- NAST truckload volume increased ~3% YoY vs Cass Freight Index decline of 7.6%; total NAST volume up ~1%.
- Adjusted income from operations increased 7.1% to $197.4M; GAAP income from operations decreased 1.3% to $181.4M.
- Cash generated by operations increased $37.5M to $305.4M; cash returned to shareholders increased 150.7% to $207.7M.
- Adjusted gross profit margin improved 20 bps to 14.6%.