C.H. Robinson said transportation adjusted gross profits decreased in Q3 2025, citing lower adjusted gross profit per transaction in ocean services and the divestiture of its Europe Surface Transportation business as primary factors. It added that higher adjusted gross profit per transaction in LTL and customs, as well as higher volume in truckload services, partially offset these declines.

1. 01

   C.H. Robinson said transportation adjusted gross profits decreased in Q3 2025, citing lower adjusted gross profit per transaction in ocean services and the divestiture of its Europe Surface Transportation business as primary factors. It added that higher adjusted gross profit per transaction in LTL and customs, as well as higher volume in truckload services, partially offset these declines.

2. 02

   The company said its effective income tax rate was 20.6% for Q3 2025, lower than 32.4% for Q3 2024. Interest expense was $15.8 million, a decrease of $6.3 million, which the company attributed to a lower average debt balance and lower variable interest rates.

3. 03

   C.H. Robinson said personnel expenses for Q3 2025 included $9.7 million in severance and related personnel expenses associated with its 2025 Restructuring Program. Severance and related personnel expenses for Q3 2024 were $2.9 million, and a $57.0 million loss related to the divestiture of its Europe Transportation business was included in other SG&A expenses.

4. 04

   The company said cash and cash equivalents as of September 30, 2025 were $136.8 million. It also said the board approved an additional $2.0 billion for its share repurchase program on October 28, 2025, which it currently expects to execute over approximately 3 years.

Key figures

Quarter ended September 30, 2025

Revenue

$4.1B

Operating income

$221M

Net income

$163M

EPS

$1.34

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.