C. H. Robinson Keeps Moving Forward While Workers Shrink

In the latest quarter, C.H. Robinson’s North American Surface Transport team saw its staff fall from 4,970 to 4,752 employees. The overall company workforce also dipped, dropping to 11,705 from 12,085 a quarter earlier.

Revenue growth barely kept pace with rising transport costs, leaving the gap between earnings and expenses flat at 2.1% lower than a year ago.

• The firm’s gross profit slipped 1.6% to $646.6 million, and its adjusted gross profit fell 1.9%.
• The operating margin stayed steady at 4.4%, while the adjusted operating margin nudged up by 30 basis points to 26.6%.

Looking back a quarter, the North American Surface Transport segment outperformed:

• Revenue jumped 4.9% and adjusted gross profit rose 4.7%.
• In contrast, the Global Forwarding arm saw revenue drop over 9% and gross profit fall 8.8%.
• Adjusted profits for truckload rose 1.4% and LTL climbed 8.28%, but ocean freight fell 9.4%.

CEO Dave Bozeman highlighted the tightening supply in North American trucking, noting that while some carriers benefit at certain points in the cycle, C.H. Robinson’s long‑term earnings growth remains solid regardless of market swings.