Logistics company CH Robinson's Q3 revenue misses estimates

CH Robinson Worldwide

29/10/2025 20:39

Overview

CH Robinson Q3 revenue declined 10.9%, missing analyst expectations

Adjusted EPS for Q3 beats consensus, rising 9.4%

Diluted EPS increased 67.5%

Outlook

Company expects capital expenditures for 2025 to be $65 mln to $75 mln

Company anticipates full-year effective tax rate of 18% to 20%

Result Drivers

STRATEGIC INITIATIVES - Co attributes market share gains and margin expansion to disciplined execution of strategic initiatives

NAST PERFORMANCE - NAST segment saw 3% volume growth and margin expansion despite market decline, driven by improved productivity and operating leverage

GLOBAL FORWARDING CHALLENGES - Global Forwarding faced headwinds from declining ocean rates and shipment volumes, impacting adjusted gross profits

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$4.1 bln
$4.22 bln (20 Analysts)
Q3 Adjusted EPS
Beat
$1.40
$1.30 (23 Analysts)
Q3 EPS
$1.34
Q3 Net Income
$163 mln
Q3 Adjusted Operating Margin
31.30%
Q3 Operating Expenses
$485.20 mln
Q3 Operating Income
$220.80 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 10 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy"

Wall Street's median 12-month price target for CH Robinson Worldwide Inc is $144.00, about 11.1% above its October 28 closing price of $128.07

The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw3HLj12a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)