At C.H. Robinson, we don’t measure success by what we maintain—we measure it by what we improve. Our operating model isn’t built for preservation. It’s built for progress. That mindset drives our financial discipline, our technology investments, and our ability to outperform in any market cycle.
And right now, we’re doing more than outperforming—we’re redefining what performance looks like in logistics.
Lean AI: Built for scale, designed for impact
Lean AI is one of the most powerful levers in our transformation. It’s not a buzzword—it’s a system. We’ve embedded intelligence into our quote-to-cash lifecycle, deploying over 30 AI agents (and growing) that streamline operations, reduce manual touches, and deliver faster, more accurate service to our customers and carriers.
This isn’t about replacing service—it’s about empowering it. Our AI agents work alongside our people, enabling personalized, high-volume execution at scale. Since the end of 2022, we’ve improved productivity by more than 35%, while enhancing cost efficiency and operating leverage. That’s not just internal optimization—it’s better outcomes for our customers.
A strategic advantage that’s still undervalued
As Deutsche Bank recently noted, our stock is trading near its all-time high—and still looks undervalued. We agree. When you consider our scale, our operating model, and our AI capabilities, there’s a valid argument that C.H. Robinson is one of the most compelling AI plays in the industrial space.
We’re not outsourcing transformation. We’ve trained our own engineers in AI, augmented with targeted external talent, and deployed solutions faster and more cost-effectively than traditional consulting models allow. That means domain-specific intelligence, faster implementation, and a more scalable return on investment.
And unlike many companies still experimenting with AI, we’re already seeing substantial, sustainable returns. Our AI is driving growth, improving margins, and enhancing operating income. It’s not theoretical—it’s measurable.
Performance that scales across cycles
In Q2 2025, we delivered EPS of $1.29—beating expectations by over 11%—while reducing operating expenses by more than $30 million year-over-year, delivering a 20% increase in profit year-over-year, and gaining market share. Even in a freight recession, we grew adjusted gross profit and increased volume without increasing headcount. That’s Lean AI in action: technology and talent working in sync to deliver results.
Our operating model doesn’t plateau. It pushes us to improve every day. And when you combine the best people in the industry with the best tech, the scale, and the discipline—we believe we’ve built a business that can outperform in any cycle.
The road ahead
We’re not just investing in tools. We’re investing in transformation. Our finance organization is predictive, not reactive—leveraging real-time data, AI-driven insights, and cross-functional collaboration to make smarter decisions at every level.
At C.H. Robinson, we’re engineering change. Lean AI is helping us move faster, think sharper, and deliver more. And while the market may still be catching up to the full value of what we’ve built, our customers are already seeing the impact.
This is just the beginning.
Work with us
