C. H. Robinson Worldwide, Inc.
CHRWQ4 2025(CHRW Q3 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$439.7M
AI Revenue (Q)
$406.2M
Total Revenue (Q)
$13.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 total revenue was $4.14B. Headcount further declined to 12,559 (from 14,085 in Q3 2024), an 11% YoY reduction. Operating income surged to $220.8M (from $180.1M in Q3 2024), a 23% increase despite lower total revenue ($4.14B vs $4.64B). NAST operating income was $172.9M on $2.97B revenue (5.82% margin) vs $148.8M on $2.93B (5.07% margin) in Q3 2024. Global Forwarding also improved margins. The margin expansion with fewer employees is consistent with AI-driven pricing optimization and process automation. However, AI remains an internal operational enabler -- CHRW does not sell AI products or services. No separate AI revenue line exists. No management-stated AI dollar figures. Maintaining 3.0%. Math: $4,137M x 3.0% = ~$124M imputed AI contribution.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $4,136,846 thousand for Q3 2025
10-Q, Condensed Consolidated Statements of Operations, three months ended September 30, 2025
NAST segment operating income $172,878 on revenues $2,965,694 (vs $148,767 on $2,934,617 in Q3 2024)
10-Q, Note 8 Segment Reporting, three months ended September 30, 2025
Average employee headcount 12,559 (vs 14,085 in Q3 2024)
10-Q, Note 8 Segment Reporting, three months ended September 30, 2025
Income from operations $220,836 thousand (vs $180,119 in Q3 2024)
10-Q, Condensed Consolidated Statements of Operations, three months ended September 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