C.H. Robinson Worldwide, Inc. (CHRW) Presents at UBS Global Technology and AI Conference 2025 Transcript
AI hype has fuelled a prolonged market bubble, with excitement concentrated around a few beneficiaries while most companies see little gain. The key distinction is between building AI (capital-heavy, bubble risk) and using AI (productivity-enhancing, cash-generating). Unlike most, C.H. Robinson is already using AI effectively today, not just promising future benefits.
Consistent efforts to reward its shareholders through dividend payments and share repurchases highlight the financial strength of CHRW.
CHRW's consistent efforts to reward its shareholders through dividend payments and share repurchases highlight its financial bliss.
CHRW's Q3 revenues are hurt by the divestiture of its Europe Surface Transportation business, lower pricing and volume in the ocean services.
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.
Although the revenue and EPS for C.H. Robinson (CHRW) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
C.H. Robinson (CHRW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
C.H. Robinson (CHRW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
In the Zacks Transportation --Services industry, EXPD, CHRW and MATX display resilience amid headwinds, primarily the freight downturn.
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
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