C.H. Robinson (CHRW) Q3 2025 10-Q Quarterly Report
Filed: Oct 31, 2025Period ending Sep 30, 2025
Industrials
Arrangement of Transportation of Freight & CargoSEC EDGAR C.H. Robinson (CHRW) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 31, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
C.H. Robinson Q3 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $4.14B, down 10.9% YoY from $4.64B; Transportation $3.78B (-11.6%), Sourcing $353M (-3.6%) in Q3 2025 vs Q3 2024
- • Operating margin 5.3% vs 3.9% YoY; Adjusted operating margin 31.3% vs 24.5% YoY in Q3 2025
- • Best segment: North American Surface Transportation adjusted gross profits $444.1M, up 5.6% YoY; Worst: Global Forwarding down 18.3% to $191.8M adjusted gross profits
- • Cash from operations $609.1M in 9 months 2025, up from $241.2M prior year; Capital expenditures $54.9M; Share repurchases $240.3M resumed after pause
- • Management expects continued soft market with depressed freight pricing; raised share repurchase authorization by $2B; focus on profitable growth in core segments
Risk Factors
- • No new or changed risk factors since 2024 Annual Report on Form 10-K
- • Carried-forward regulatory risk: compliance with evolving transportation and trade regulations
- • Market risk: freight demand volatility impacting near-term volumes and pricing
- • Operational risk: dependency on technology platforms and potential cybersecurity threats
- • Financial risk: exposure to fuel price fluctuations affecting transportation costs
C.H. Robinson Q3 2025 Quarterly FinancialsXBRL
Revenue
$4.1B
▼ -10.9% YoY▲ +0.0% QoQ
Net Income
$163M
▲ +67.6% YoY▲ +6.9% QoQ
Operating Margin
5.3%
▲ +146bp YoY▲ +12bp QoQ
Net Margin
3.9%
▲ +185bp YoY▲ +25bp QoQ
ROE
8.8%
Total Assets
$5.2B
EPS (Diluted)
$1.34
▲ +67.5% YoY▲ +6.3% QoQ
Operating Cash Flow
$275M
▲ +154.9% YoY▲ +21.3% QoQ
Source: XBRL data from C.H. Robinson Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.
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