C.H. Robinson Worldwide (CHRW) reported $4.64 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 7%. EPS of $1.28 for the same period compares to $0.84 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $4.5 billion, representing a surprise of +3.16%. The company delivered an EPS surprise of +14.29%, with the consensus EPS estimate being $1.12. While investors closely watch year-over-year changes in headline numbers -- revenue and ear ...

业绩总结 - 第三季度总收入为46亿美元，同比增长7.0%[8] - 调整后毛利润为7.35亿美元，同比增长15.8%[8] - 调整后运营收入为2.42亿美元，同比增长58.7%[8] - 2024年第三季度总收入为4,644,641千美元，同比增长6.9%[38] - 2024年第三季度调整后毛利润为735,253千美元，调整后毛利率为15.8%[40] - 2024年第三季度运营收入为180,119千美元，运营利润率为3.9%[40] - 2024年九个月总收入为13,540,300千美元，同比增长1.2%[38] 用户数据 - NAST的调整后毛利润率为14.3%，较去年同期提高180个基点[11] - 海洋运输的调整后毛利润为1.63亿美元，同比增长57.4%[17] - 空运的调整后毛利润为3310万美元，同比增长11.4%[17] - 全球转运的调整后毛利润同比增长38.1%至2.35亿美元[17] - 2024年第三季度运输收入为4,278,300千美元，同比增长6.2%[38] 未来展望 - 公司预计到2024年底，生产力将实现超过30%的复合增长[5] - 2024年第三季度调整后运营利润率为24.5%[40] 新产品和新技术研发 - 通过优化收益，卡车运输的每个装载的调整后毛利润同比增长21.0%[11] 负面信息 - 2024年第三季度总资产为3,026,031千美元，同比下降4.3%[33] - 2024年第三季度的平均员工人数为3,938，同比下降6.6%[35] - 2023年第三季度重组费用为3,000千美元，主要与裁员相关[44] - 2023年前九个月重组费用为19,700千美元，主要与裁员相关[44] - 外汇损失（剥离业务前税）为5,112千美元[44] 其他新策略和有价值的信息 - 2024年第三季度资本分配增加2%至77百万美元[25] - 2024年第三季度现金流来自运营为1,318百万美元[25]

C.H. Robinson Worldwide (CHRW) came out with quarterly earnings of $1.28 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $0.84 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 14.29%. A quarter ago, it was expected that this trucking company would post earnings of $0.95 per share when it actually produced earnings of $1.15, delivering a surprise of 21.05%. Over the last four qua ...

财务业绩 - 总收入同比增长7.0%，达到46.45亿美元[39] - 营业利润同比增长58.7%，达到1.80亿美元[39] - 调整后营业利润同比增长75.1%，达到2.42亿美元[41] - 调整后营业利润率同比提升1120个基点至32.9%[41] - 调整后净利润同比增长28.1%，达到3.96亿美元[43] - 调整后每股收益同比增长28.1%，达到3.30美元[43] 业务表现 - NAST业务调整后营业利润率为35.8%[41] - 转运业务调整后营业利润率为38.1%[41] - 第三季度NAST业务收入为29.35亿美元，同比下降4.9%[50][51] - 第三季度全球货运业务收入为11.41亿美元，同比增长58.8%[50][51] 成本管控 - 公司继续优化成本结构，第三季度平均员工人数同比下降9.6%[6][19][21] - 公司新的运营模式提升了执行力和生产效率，有助于在行业低迷时期保持强劲业绩[3] 财务状况 - 公司第三季度净收入为31.64亿美元，同比增长7.5%[57] - 公司第三季度营业活动产生的现金流为2.41亿美元[57] - 公司第三季度资产总额为56.13亿美元，较上年末增加7.4%[56] - 公司第三季度应收账款净额为26.30亿美元，较上年末增加10.4%[56] - 公司第三季度合同资产净额为2.73亿美元，较上年末增加43.9%[56] - 公司第三季度现金及现金等价物为1.32亿美元，较上年末减少9.5%[56] - 公司第三季度长期债务为14.11亿美元，较上年末减少0.6%[56] - 公司第三季度股东权益为16.40亿美元，较上年末增加15.6%[56] - 公司第三季度营业活动产生的现金流较上年同期减少64.7%[57] - 公司第三季度投资活动使用的现金流较上年同期减少11.3%[57] 业务分部表现 - 第三季度Robinson Fresh调整后毛利增加18.1%至3670万美元，主要由于为零售和餐饮客户提供的综合供应链解决方案增加[1] - 第三季度Managed Services调整后毛利下降5.0%，主要由于交易量下降[1] - 第三季度Other Surface Transportation调整后毛利下降14.7%至1530万美元，主要由于欧洲整车运输调整后毛利下降17.0%[1] 税务 - 第三季度有效税率为32.4%，高于去年同期的11.7%，主要由于本季度税前利润较高以及非经常性离散项目的影响，部分被与股票激励相关的税收优惠和更高的美国税收抵免所抵消[3] - 公司预计2024年全年有效税率将为18%至20%[3] 资本回报 - 第三季度向股东返还现金7710万美元，其中7300万美元为现金股利，410万美元为股票回购[4] - 公司计划剥离欧洲地面运输业务[43]

C.H. Robinson (CHRW) is scheduled to report third-quarter 2024 results on Oct. 30 after market close. Find the latest EPS estimates and surprises on Zacks Earnings Calendar. C.H. Robinson has an impressive earnings surprise history, having surpassed the Zacks Consensus Estimate in three of the trailing four quarters and missed once. The average beat is 7.3%. The Zacks Consensus Estimate for CHRW's soon-to-be-reported quarter's earnings has been revised upward by 3.70% in the past 60 days to $1.12 per share. ...

文章核心观点 - Zacks Premium是一个流行的研究服务,可以帮助投资者成为更聪明、更自信的投资者,提供Zacks Rank和Zacks Industry Rank、Zacks 1 Rank List、Equity Research报告和Premium股票筛选等 [1] - Zacks Style Scores是与Zacks Rank配套的指标,根据价值、成长和动量特征对股票进行评分,评分越高表示股票的表现越好 [2][3][4] - Zacks Rank是一个成功的股票评级模型,结合Zacks Style Scores可以帮助投资者选择最有潜力的股票 [5][6][7] 公司分析 - C.H. Robinson Worldwide Inc.是一家第三方物流公司,提供货运运输服务和物流解决方案 [8] - 该公司目前Zacks Rank为3(Hold),VGM评分为B,动量评分为A,最近60天内有5名分析师上调了2024财年的盈利预测 [8][9]

C.H. Robinson Worldwide (CHRW) is benefiting from its commendable cost-cutting initiatives. Shareholderfriendly initiatives are encouraging. However, high capex may play spoilsport. Factors Favoring CHRW C.H. Robinson's proactive cost-cutting initiatives bode well for the company. The fall in operating expenses is boosting the company's bottom line. In the first half of 2024,operating expenses decreased 1.7% year over year to $1 billion. Personnel expenses decreased 2.6% to $740.3 million, primarily due to ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering C.H. Robinson Worldwide (CHRW) , which belongs to the Zacks Transportation - Services industry. This trucking company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 32.19%. For the most recent quarter, C.H. Robinson was expected to post earnings of $ ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, October 8th: HCI Group (HCI) This company which is engaged in diverse business activities, including property and casualty insurance, information technology, real estate and reinsurance, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 8.0% over the last 60 days. HCI Group's shares gained 12.9% over the last three month compared with the ...

On Oct. 1, 2024, dockworkers at ports on the U.S. East Coast and Gulf Coast commenced their first large-scale strike in nearly five decades after contract renewal negotiations broke down. Nearly 50,000 U.S. port workers, represented by the International Longshoremen's Association or ILA across the East and Gulf Coast, started their work stoppage after their current six-year contract expired on Sept. 30. The labor action by the dockworkers will not only disrupt activities at some of the United States' larges ...