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CH Robinson Posts Q4 Gains Amid Weak Market

[ February 11, 2026   //   Gary Burrows ]

C.H. Robinson Worldwide Inc. closed out 2025 with another quarter of outperformance, gaining market share and expanding margins despite one of the weakest freight environments in more than a decade.

The Eden Prairie, Minnesota-based logistics provider said disciplined execution and its “Lean AI” operating model helped offset declining demand, volatile pricing and excess capacity across major transportation modes.

C.H. Robinson reported net income of about US$136.3 million and operating income of US$141.3 million on US$3.91 billion in revenue, reflecting resilience in a weak freight market and disciplined execution that helped offset lower volumes and rates.

C.H. Robinson continued to outperform broader industry trends despite persistent macroeconomic pressure.

The Cass Freight Shipment Index fell year over year for the 13th consecutive quarter and reached its lowest fourth-quarter level since 2009. Trucking spot rates surged late in the year amid tighter capacity and winter disruptions, while ocean shipping remained weighed down by weak demand and oversupply.

“Our focus on differentiated service, disciplined execution and continuous improvement has enabled us to consistently outperform,” said Dave Bozeman, president and CEO.

Company-wide productivity continued to increase, with double-digit gains in NAST and high single-digit gains in global forwarding for the full year. Revenue fell 7 percent in the quarter, largely due to lower ocean rates, while adjusted gross profit declined 4 percent.

For the full year 2025, the company posted about US$16.2 billion in revenue and net income of about US$587.1 million, compared with US$17.7 billion in revenue and US$465.6 million in net income in 2024, underscoring improved profitability despite overall market challenges.

Tags: C.H. Robinson Worldwide Inc., Cass Freight Shipment Index