C.H. Robinson Profitable Growth Strategy
31
→ North American Surface
Transportation (NAST)
61%
Market Leader Competitively Advantaged via Scale
• Leading position in secularly growing 3PL industry
• Driving profitable growth
.
Truckload volume has grown Y/Y in six out of the last eight
quarters
Adjusted gross profit has grown Y/Y in nine out of the last ten
quarters
• Leading tech capabilities enhancing scalability and
information advantages
Most connected and efficient marketplace
Real time, dynamic pricing tools
Enhanced digital products for customers and carriers
Streamlining processes to lower cost to serve and drive
scalability
Revenue
©2023 C.H. Robinson Worldwide, Inc. All rights reserved.
$4,000
$3,000
$2,000
$1,000
$0
90
C.H. Robinson Business Segment
Q1'18
Q2'18
Q3'18
Q4'18
Q1'19
Q2'19
Q3'19
Q4'19
Q1'20
Q2'20
Q3'20
Q4'20
Q1'21
Q2'21
Q3'21
Q4'21
Q1'22
Q2'22
Q3'22
Q4'22
Q1'23
(millions)
FY'20
FY'21
FY'22
Revenue
$11,313
$14,508
$15,827
Adj Gross Profit
$1,517
$1,793
$2,197
Income from Operations
$508
$585
$833
$500
$400
$300
$200
$100
$0
C.H. ROBINSON
Operating IncomeView entire presentation