C.H. Robinson (CHRW) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | April 30, 2025, 7:00 PM

For the quarter ended March 2025, C.H. Robinson Worldwide (CHRW) reported revenue of $4.05 billion, down 8.3% over the same period last year. EPS came in at $1.17, compared to $0.86 in the year-ago quarter.

The reported revenue represents a surprise of -6.21% over the Zacks Consensus Estimate of $4.31 billion. With the consensus EPS estimate being $1.02, the EPS surprise was +14.71%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how C.H. Robinson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Average employee headcount: 13,347 compared to the 13,579 average estimate based on four analysts.
  • Total Revenue- NAST: $2.87 billion versus $2.87 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -4.4% change.
  • Total Revenue- All Other and Corporate: $403.43 million compared to the $544.32 million average estimate based on five analysts. The reported number represents a change of -27.1% year over year.
  • Total Revenue- Global Forwarding: $774.89 million compared to the $893.82 million average estimate based on five analysts. The reported number represents a change of -9.8% year over year.
  • Adjusted Gross Profit- All Other and Corporate: $70.14 million versus $81.70 million estimated by five analysts on average.
  • Adjusted Gross Profit- Global Forwarding: $184.63 million versus $190.22 million estimated by five analysts on average.
  • Adjusted Gross Profit- NAST: $418.32 million versus the five-analyst average estimate of $402.37 million.
  • Adjusted Gross Profit- All Other & Corporate- Robinson Fresh: $37.70 million compared to the $32.17 million average estimate based on four analysts.
  • Adjusted Gross Profit- All Other & Corporate- Managed services: $27.80 million compared to the $26.58 million average estimate based on three analysts.
  • Adjusted Gross Profit- All Other & Corporate- Other surface transportation: $4.60 million compared to the $14.48 million average estimate based on three analysts.
  • Adjusted Gross Profit- NAST- Less-than-truckload (LTL): $146.40 million compared to the $143.07 million average estimate based on two analysts.
  • Adjusted Gross Profit- NAST- Truckload: $252 million compared to the $251.91 million average estimate based on two analysts.
View all Key Company Metrics for C.H. Robinson here>>>

Shares of C.H. Robinson have returned -14% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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