C.H. Robinson reported strong third-quarter 2025 results, marking its seventh straight quarter of outperformance as the company continues to scale its Lean AI strategy across operations. The logistics provider delivered higher earnings and expanded margins despite a prolonged freight downturn and volatile global trade conditions.
Q3 Highlights
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Income from operations rose 22.6% to $220.8M
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Adjusted operating margin increased 680 bps to 31.3%
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Diluted EPS climbed 67.5% to $1.34
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Adjusted diluted EPS increased 9.4% to $1.40
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Operating cash flow jumped to $275.4M, up $167.4M
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2026 operating income target raised to $965M – $1.04B.
President and CEO Dave Bozeman said the company’s disciplined execution and AI-driven operating model continue to drive market share gains and efficiency.
“We are on the right path to deliver sustainable outperformance,” Bozeman said, noting that automation across the quote-to-cash cycle will further enhance scalability and cost performance.
C.H. Robinson is positioning its Lean AI framework, which blends lean operating principles with advanced automation, as a competitive differentiator in supply chain management. The company says it is applying AI at scale to reduce waste, accelerate workflows, and improve customer and carrier outcomes.
Despite ongoing freight softness, low spot rates, and global trade disruptions, leadership reaffirmed confidence in its long-term strategy. CFO Damon Lee said the raised 2026 earnings target reflects the company’s execution discipline and opportunities ahead, even assuming flat market volumes.
