- C.H. Robinson’s fourth-quarter revenue was $4.18 billion, missing the estimated $4.42 billion, and marked a year-over-year decline of 0.9%.
- Earnings per share (EPS) rose to $1.22 from 26 cents year-over-year, surpassing expectations.
- Transportation revenue came in at $3.87 billion, down 1.5% from the previous year and below the $3.94 billion estimate.
- Sourcing revenue increased by 7.7% to $313.7 million, exceeding the expected $287.1 million.
- The North American Surface Transportation (NAST) segment revenue fell by 6.6% to $2.80 billion, missing the $2.91 billion estimate.
- Global Forwarding revenue rose by 25% to $884.0 million but was below the expected $961 million.
- All Other and Corporate revenue decreased by 2.8% to $498.0 million, underperforming the $536 million estimate.
- Adjusted gross profit increased by 11% to $684.6 million, slightly above the $684 million estimate.
- NAST segment adjusted gross profit rose by 6.2% to $403.8 million, short of the $410.4 million estimate.
- Global Forwarding adjusted gross profit grew by 26% to $203.8 million, surpassing the $196.2 million estimate.
- Adjusted EPS increased significantly to $1.21 compared to 50 cents a year ago, beating the forecast of $1.11.
- The expected full-year effective tax rate for 2025 is projected to be between 18% and 20%.
- Projected capital expenditures for 2025 range from $75 million to $85 million.
- Despite increased purchased transportation costs in a tight trucking market, C.H. Robinson improved its NAST gross profit margin, both year-over-year and sequentially, using dynamic pricing tools.
- Bozeman commended the team’s agility and customer engagement throughout 2024, which helped navigate market disruptions.
- The company’s expanded gross margins led to a 79% increase in fourth-quarter adjusted income from operations.
- Ocean and air shipments grew over 5% year-over-year for each quarter in 2024.
- Market sentiment includes 10 buy recommendations, 13 hold, and 3 sell ratings.
C.H. Robinson Worldwide on Smartkarma
Analysts at Baptista Research on Smartkarma have provided insightful coverage of C.H. Robinson Worldwide. In their report titled “C.H. Robinson Worldwide: These Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond! – Major Drivers,” they highlight the company’s significant gains achieved through a new operating model despite challenges in the freight market. Baptista Research commends C.H. Robinson’s strategic changes and optimizations, showcasing effective internal initiatives and nimble adjustments to external conditions. The analysts aim to evaluate various factors influencing the company’s future price and conduct an independent valuation using a Discounted Cash Flow (DCF) methodology.
Furthermore, in another report titled “C.H. Robinson Worldwide: Leveraging Market Position & Building A Robust Expansion Strategy! – Major Drivers,” Baptista Research discusses the company’s second-quarter 2024 performance review. C.H. Robinson Worldwide, Inc. shared insights on strategic adjustments and improvements to tackle challenges from a freight recession and global market fluctuations. During the quarter, the company focused on refining operational strategies and striving for operational excellence by introducing a new operating model based on lean principles. The analysts provide valuable perspectives on how C.H. Robinson is leveraging its market position and expansion strategy to navigate the evolving market landscape effectively.
A look at C.H. Robinson Worldwide Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 2 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on Smartkarma’s assessment of C.H. Robinson Worldwide, the company’s long-term outlook appears to be moderately positive. With a score of 3 in both Dividend and Growth categories, C.H. Robinson shows promise in terms of providing returns to investors and potential for expansion. Additionally, the Momentum score of 3 indicates that the company is currently moving in a positive direction. However, the lower scores in Value and Resilience, at 2 each, suggest there may be areas for improvement in terms of the company’s current valuation and ability to withstand economic challenges.
C.H. Robinson Worldwide, Inc. specializes in offering transportation services and logistics solutions across various regions globally. With a focus on multimodal transportation, the company has established a widespread presence with offices in North America, Europe, Asia, South America, and the Middle East. C.H. Robinson’s services range from fresh produce sourcing to freight consolidation, highlighting its comprehensive approach to meeting diverse logistics needs in different markets.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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