C.H. Robinson says its strong Q3 results are a sign of disciplined execution of its strategic initiatives and the growing impact of its lean AI transformation, bringing market share gains, gross margin expansion, and higher operating margins.  

During the company’s October 29 Q3 earning call, Dave Bozeman, C.H. Robinson’s president and chief executive officer, said the results came in spite of a prolonged freight recession and shifting global trade patterns.

Income from operations increased 22.6% to $220.8 million, while the company’s adjusted operating margin increased 680 basis points to 31.3%. it also raised its 2026 operating income target range to $965 million to $1.04 billion.

“With seven consecutive quarters of consistent outperformance through the disciplined execution of the strategy that we shared at our 2024 Investor Day, there is no doubt in our minds that we are on the right path to deliver sustainable outperformance,” said Bozeman. “Our model, with an industry-leading cost to serve, is highly scalable and we expect it will improve further as we harness the evolving power of AI to drive automation across the quote-to-cash lifecycle of a load.” 

C.H. Robinson says that, while others are still experimenting with automation, the company is already applying AI at scale through its “Lean AI” system, and ushering in the next era of logistics with Agentic Supply Chains. 

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