C.H. Robinson Worldwide (CHRW)

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And what's going on with SaaS stocks?

C.H. Robinson’s fourth quarter was shaped by persistent weakness in global freight demand and falling ocean shipping rates, yet the company’s execution on cost control and productivity helped it outperform in key areas. Management attributed the positive results to its lean operating model, proprietary AI-driven processes, and targeted market share gains, particularly in retail and automotive verticals. CEO David Bozeman highlighted, “We grew our total volume by 1% and our truckload volume by approximately 3% year over year, compared to a 7.6% year-over-year decline in the CAS freight shipment index,” emphasizing the company’s ability to capture share even as overall shipment activity contracted.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Freight transportation intermediary C.H. Robinson (NASDAQ:CHRW) fell short of the markets revenue expectations in Q4 CY2025, with sales falling 6.5% year on year to $3.91 billion. Its non-GAAP profit of $1.23 per share was 9.2% above analysts’ consensus estimates.

C.H. Robinson (CHRW) Q4 2025 Earnings Transcript

Freight transportation intermediary C.H. Robinson (NASDAQ:CHRW) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 6.5% year on year to $3.91 billion. Its non-GAAP profit of $1.23 per share was 9.2% above analysts’ consensus estimates.