C. H. ROBINSON WORLDWIDE, INC. (CHRW)

C.H. Robinson Worldwide, Inc. is one of the largest global logistics providers, with consolidated total revenues of $16.2 billion in 2025. The company arranges freight transportation and related logistics and supply chain services across truckload, less-than-truckload (LTL), ocean, air, and other modes. It earns a profit from the difference between what it charges customers for the totality of services and what it pays transportation providers to move the freight. It positions itself around what it calls Lean AI, applying generative and agentic AI, machine learning and data science, together with its Lean-based Robinson Operating Model, to automate steps such as price quotes, order processing and appointment setting. Its proprietary Navisphere transportation management platform ties this together.

The company has two reportable segments plus an All Other and Corporate group. North American Surface Transportation (NAST) provides truckload and LTL brokerage across the United States, Canada and Mexico. Global Forwarding provides ocean freight, air freight and customs brokerage through offices in North America, Europe, Asia, Oceania, South America and the Middle East, and also contracts with independent agents worldwide. All Other and Corporate includes Robinson Fresh, which buys, sells and markets fresh fruits, vegetables and other perishable items. It also includes Managed Solutions (launched in November 2024, offering 4PL, 3PL managed transportation and TMS technology) and Other Surface Transportation, which was primarily the Europe Surface Transportation business sold in February 2025. Value-added services include freight consolidation, drop trailer, cross-border logistics, customs brokerage and trade compliance, supply chain consulting, warehousing, intermodal and cargo insurance. Transportation services made up about 95 percent of 2025 adjusted gross profits and sourcing about five percent. Truckload was the largest mode at about $1.05 billion, followed by LTL at $610 million and ocean at $433 million.

In 2025 the company served about 75,000 customers, ranging from Fortune 100 companies to small businesses across many industries, down from 83,000 in 2024 because of the Europe divestiture. The largest customer was about two percent of revenue. Small businesses can book freight online through Freightquote. Sourcing customers include grocery retailers, restaurants, foodservice distributors and produce wholesalers. The company handled about 37 million shipments and $23 billion of freight in 2025. Services are priced on a spot or contractual basis, with most contracts lasting a year or less and typically lacking volume commitments.

C.H. Robinson owns very little transportation equipment and does not employ the people who deliver freight. Instead it relies on a network of more than 450,000 contract carriers, mostly motor carriers, along with railroads and ocean and air carriers. Its largest trucking provider was under one percent of transportation cost, and carriers with fewer than 100 trucks moved about 72 percent of truckload shipments. It operates as a licensed NVOCC, an Indirect Air Carrier and a customs broker. About 800 technologists support its technology, including a fleet of more than 30 AI agents. It competes in a fragmented, highly competitive industry against asset-based carriers, freight brokers, forwarders, NVOCCs, digital freight platforms and, in produce, brokers, growers and wholesalers. The company was founded in 1905.