C.H. Robinson posts stronger-than-expected Q2 results

C.H. Robinson reported better-than-expected second-quarter financial results this week, with CEO Dave Bozeman crediting the company’s new operating model and continued transformation efforts.

“I’m proud of our team for embracing our new operating model and the discipline needed to improve our say-do ratio and to generate higher highs and higher lows across market cycles,” Bozeman said during an earnings call with analysts.

The company posted net income of US$152.5 million, or $1.26 per share, with adjusted earnings of $1.29 per share — surpassing analyst expectations. Total revenue reached $4.1 billion, with adjusted gross profits of $693 million and adjusted income from operations at $220 million.

C.H. Robinson highlighted margin improvements and enhanced cost management strategies introduced at its December 2024 Investor Day. It also pointed to ongoing investments in AI‑driven logistics tools, which are automating millions of shipping tasks and boosting productivity.

Despite ongoing market headwinds, the results drew a positive response from investors and underscored what the company described as its “resilience and adaptability.”

Bozeman noted the company is “not waiting for market recovery but rather continuing to transform and lead through a tough environment with grit, innovation and a relentless focus on the customer.”