C. H. Robinson Worldwide, Inc.
CHRWQ2 2025(CHRW Q1 FY2025)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$309.5M
AI Revenue (Q)
$110.3M
Total Revenue (Q)
$4.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2025 total revenue was $4.05B (down YoY partly due to divestiture of Europe Surface Transportation in Feb 2025). The 10-Q itself contains minimal narrative but the company's AI strategy disclosed in the FY2024 10-K remains in effect. Headcount declined from 14,990 (Q1 2024) to 13,347 (Q1 2025), consistent with AI-driven automation replacing manual tasks. Maintaining 2.5%. Math: $4,047M x 2.5% = ~$101M imputed AI contribution.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $4,046,740 thousand for Q1 2025
10-Q, Condensed Consolidated Statements of Operations, three months ended March 31, 2025
NAST segment operating income $143,671; Global Forwarding $42,943
10-Q, Note 8 Segment Reporting, three months ended March 31, 2025
Average employee headcount 13,347 (vs 14,990 in Q1 2024)
10-Q, Note 8 Segment Reporting, three months ended March 31, 2025
AI Products Identified (Ring 1)
Navisphere platform (AI-enhanced freight matching)Generative AI for logistics automationAI-powered dynamic costing modelsML-driven pricing algorithms
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Robinson Fresh sourcingManual freight brokerageLTL consolidationCustoms brokerage
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix