C. H. Robinson Worldwide, Inc.
CHRWQ3 2025(CHRW Q2 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$371.4M
AI Revenue (Q)
$266.9M
Total Revenue (Q)
$8.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 total revenue was $4.14B. Headcount continued declining to 12,858 (from 14,474 in Q2 2024), a 11% reduction YoY while revenue per employee grew significantly. Operating income improved to $215.9M (vs $178.1M Q2 2024) on lower revenue, reflecting margin expansion consistent with AI-driven efficiency gains. NAST segment operating income rose to $164M (from $141M) despite lower revenue ($2.92B vs $2.99B), suggesting pricing/costing AI is improving margins. Incrementing to 3.0% reflecting demonstrated operational leverage from AI deployment. Math: $4,137M x 3.0% = ~$124M imputed AI contribution.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $4,136,543 thousand for Q2 2025
10-Q, Condensed Consolidated Statements of Operations, three months ended June 30, 2025
NAST segment operating income $163,991 on revenues $2,918,227 (vs $141,102 on $2,989,909 in Q2 2024)
10-Q, Note 8 Segment Reporting, three months ended June 30, 2025
Average employee headcount 12,858 (vs 14,474 in Q2 2024)
10-Q, Note 8 Segment Reporting, three months ended June 30, 2025
AI Products Identified (Ring 1)
Navisphere platform (AI-enhanced freight matching)Generative AI for logistics automationAI-powered dynamic costing modelsML-driven pricing algorithmsManaged Solutions with AI-enabled TMS
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