C.H. Robinson

How is C.H. Robinson turning things around? CFO Lee has a few ideas

The stock performance of the few 3PLs that are publicly traded tells a stark story in the past 12 months.

RXO (NYSE: RXO), which in its most recent two quarters posted losses, is down about 31% in the past year. Landstar (NASDAQ: LSTR), which has yet to report its first-quarter earnings and is considered mostly a 3PL but with some unique characteristics, is down 25.5% during those 12 months.

C.H. Robinson (NASDAQ: CHRW), which a little more than a year ago was reported to be one of the most...

https://www.freightwaves.com/news/how-is-c-h-robinson-turning-things-around-cfo-lee-has-a-few-ideas

Leadership at C.H. Robinson celebrates a one-year milestone by posting another strong quarter

First quarter 2025 earnings at C.H. Robinson were always going to be of outsized importance in sizing up the performance of CEO Dave Bozeman, who will hit his two-year anniversary in the top spot in late June.

A year ago, C.H. Robinson announced first quarter 2024 earnings that shocked markets. While year-over-year comparisons to 2023 were still decidedly negative, the sequential improvement over the fourth quarter of 2023 was significant, and Wall Street rewarded Bozeman’s achievements with a...

https://www.freightwaves.com/news/leadership-at-c-h-robinson-celebrates-a-one-year-milestone-by-posting-another-strong-quarter

First look: C.H. Robinson made more money on less revenue in Q1

Total first-quarter revenue for C.H. Robinson was down 8.3%, to just over $4 billion, according to an earnings report released Wednesday afternoon. But income from operations rose to $176.9 million from $137.1 million, an increase of 39.1%.

Diluted earnings per share were $1.11. Non-GAAP earnings were $1.17 per share. That is more than what SeekingAlpha said was the consensus forecast of $1.05. However, SeekingAlpha also said the consensus estimate on revenue was $4.25 billion, and C.H. Robinson

https://www.freightwaves.com/news/first-look-c-h-robinson-made-more-money-on-less-revenue-in-q1

Stolen load of cellphones involving RXO may be another key broker liability case

A case involving giant 3PL RXO has the potential to add another decision to the body of law regarding broker liability.

RXO (NYSE: RXO) brokered a shipment of cellphones for phone reseller PCS Wireless. The shipment was booked a few months before RXO was spun off as a standalone 3PL by XPO, and RXO is identified in the initial lawsuit as “f/k/a” – formerly known as – XPO (NYSE: XPO).

The shipment totaled about 54,000 phones with a value of approximately $11.5 million. They were to move from Texas...

https://www.freightwaves.com/news/stolen-load-of-cellphones-involving-rxo-may-be-another-key-broker-liability-case

In a weak quarter for brokerages, RXO’s stock price takes a pounding after earnings

(A quick summary of some key points of RXO’s earnings can be found here.)

With four publicly-traded freight brokerages now having reported earnings for the fourth quarter, the overall picture was not pretty.

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https://www.freightwaves.com/news/in-a-weak-quarter-for-brokerages-rxos-stock-price-takes-a-pounding-after-earnings

C.H. Robinson’s Q4 performance soars year on year but slows sequentially

For the first look at the C.H. Robinson earnings, please go to this article.

The focus on C.H. Robinson’s financial performance over much of 2024 was not so much the usual comparison of year-on-year results, but how the giant brokerage was doing sequentially as it implemented sweeping change under CEO Dave Bozeman, on the job since mid-2023.

The fourth-quarter earnings report for C.H. Robinson (NASDAQ: CHRW) released late Wednesday showed what was expected: vast improvement year on year by...

https://www.freightwaves.com/news/c-h-robinsons-q4-performance-soars-year-on-year-but-slows-sequentially

C.H. Robinson fourth-quarter earnings: first look

With comparisons on a year-to-year basis for C.H. Robinson having been strong for several quarters, investors had turned to sequential comparisons to see how the overhaul of the giant 3PL was progressing under CEO David Bozeman, who has been in his role since June 2023. 

The latest quarterly earnings of C.H. Robinson released Wednesday showed some slowdown using the comparison to the third quarter as a guide. But there were also gains. Profitability comparisons to a year earlier were extremely...

https://www.freightwaves.com/news/c-h-robinson-fourth-quarter-earnings-first-look

Una desconexión: el EBITDA de Triumph Payments es máximo histórico, pero las acciones de Triumph Financial se desploman ante las ganancias

una-desconexion:-el-ebitda-de-triumph-payments-es-maximo-historico,-pero-las-acciones-de-triumph-financial-se-desploman-ante-las-ganancias

Varias métricas publicadas en las ganancias trimestrales del banco Triumph Financial, centrado en el transporte por carretera, mostraron una empresa que tuvo un cuarto trimestre sólido según algunas mediciones operativas, pero Wall Street no estuvo de acuerdo. Acciones bancarias en el último año, medidas por el Índice de bancos S&P Dow Joneshan aumentado alrededor del […]

Esta entrada Una desconexión: el EBITDA de Triumph Payments es máximo histórico, pero las acciones de Triumph Financial se...

https://fullavantenews.com/una-desconexion-el-ebitda-de-triumph-payments-es-maximo-historico-pero-las-acciones-de-triumph-financial-se-desploman-ante-las-ganancias/?lang=es

A disconnect: EBITDA at Triumph Payments is all-time high, but Triumph Financial’s stock plummets on earnings

Various metrics released in the quarterly earnings of trucking-focused bank Triumph Financial showed a company that had a strong fourth quarter by some operational measurements, but Wall Street didn’t agree.

Banking stocks in the last year, as measured by the S&P Dow Jones Banks Index, have risen about 45% in the last year. In the last year, however, Triumph Financial is up less than 2%.

That weak trend continued Thursday in the wake of the earnings report released late Wednesday, with the stock...

https://www.freightwaves.com/news/a-disconnect-ebitda-at-triumph-payments-is-all-time-high-but-triumph-financials-stock-plummets-on-earnings

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