Description

C.H. Robinson’s Smart Pricing and AI Engine Are Changing How Freight Profits Are Made!

C.H. Robinson faced a challenging macroeconomic environment in the fourth quarter of 2025, marked by weak global freight demand, rising spot costs in trucking, and declining ocean rates. Despite these headwinds, the company demonstrated resilience in navigating the complex landscape. The macro challenges were partly due to the effects of global trade policies, excess vessel capacity in the shipping industry, and disruptions from stricter commercial driver regulations that contributed to the volatility in spot market costs. The company reported a 7% decline in total revenue and a 4% decrease in adjusted gross profit (AGP) year-over-year for the quarter. However, C.H. Robinson’s North American Surface Transportation (NAST) division managed to achieve a 1% growth in total volume and a 3% increase in truckload volume, outpacing the Cass Freight Shipment Index which recorded a year-over-year decline. This indicates C.H. Robinson’s ability to grow its market share despite industry-wide declines.