CH Robinson Worldwide Inc

chrobinson.com

What Do They Do?

Arranges truck, ocean and air freight and related logistics services for businesses; sources fresh produce for grocery retailers, restaurants and food-service distributors.

How Do They Make Money?

Freight customers are charged a generally fixed price for moving goods, due after delivery; produce buyers are charged a generally fixed price when the produce is received, with payment due afterward.

revenue

Segment	Share	Revenue	How money arrives
Transportation Sold outright	91% FY2022: 95%		Sold outright
Sourcing Sold outright	8.7% FY2022: 4.8%		Sold outright

Who Are Their Customers?

Freight customers send orders to their account teams directly or through automated links to their transportation systems. Produce buyers include grocery and food-service businesses.

Do Revenues Turn Into Profits?

Yes. It kept 4 cents of every revenue dollar as net income in FY2025 and turned 6 cents into free cash flow.

Operating income, FY2025

5% of revenue

▲ +19% vs FY2024 ($669.1M, 4%)

Net income, FY2025

4% of revenue

▲ +26% vs FY2024 ($465.7M, 3%)

Free cash flow, FY2025

6% of revenue

▲ +84% vs FY2024 ($486.4M, 3%)

How Are They Changing?

Since the FY2025 annual report

Latest quarter: Q2 FY2026, the three months to Jun 30, 2026

Revenue: ▲ +19%; vs $4.1B in Q2 FY2025
Net income: ▲ +23%; vs $152.5M in Q2 FY2025

Transportation and logistics services share of revenue vs 90.6% in Q2 FY2025

Shrinking. Revenue fell 30% in 4 years, from $23.1B in FY2021 to $16.2B in FY2025, about 8% a year.

Managed logistics offer The company introduced a combined offer of supply-chain management, managed transportation and transportation-management software; consulting and day-to-day logistics management formerly offered through its TMC division are part of Managed Solutions.

Europe transport sale The Europe Surface Transportation business was sold, removing its European truckload and groupage services from the portfolio.

Revenue over time

Transportation Sourcing

$25B$12.5B$0

FY2021 FY2022 FY2023 FY2024 FY2025

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