财务数据和关键指标变化 - 第一季度总收入为44亿美元,调整后毛利为6.58亿美元,同比下降4%,主要由于NAST业务下降7%所致 [35] - 3月份调整后毛利同比增长7%,反映了公司执行力的改善 [36] - 人工成本同比下降2.2%,主要由于成本优化措施和人员精简所致 [37][38] - 资本支出同比下降16.6%,更加集中于技术投入 [48] 各条业务线数据和关键指标变化 - NAST卡车运输业务量同比下降0.5%,优于市场指数 [14] - NAST卡车运输业务毛利率提升,得益于定价纪律和采购成本控制 [11][14] - NAST LTL业务运单量同比增长3% [15] - 全球货代业务海运运单量增长7%,但平均毛利率下降4% [18] 各个市场数据和关键指标变化 - 受红海地区冲突和巴拿马运河限制的影响,海运价格在第一季度大幅上涨 [17][18] - 随着运力调整和新船舶投放,海运价格已从2月份的峰值有所下降,但仍高于2023年水平 [18] 公司战略和发展方向及行业竞争 - 公司正在部署新的精益运营模式,提升执行力、问责制和决策速度 [9][10] - 通过提高生产效率、简化流程、部署AI等技术,公司正在优化成本结构,提升运营杠杆 [19][20][21][39][40] - 公司专注于北美卡车运输、LTL以及全球海运和空运四大核心业务线,力争在这些领域持续增加市场份额 [55] 管理层对经营环境和未来前景的评论 - 尽管面临持续的运输衰退,但管理层对公司改善执行力和盈利能力保持乐观 [8][52][53][56] - 公司将继续专注于提高生产效率、简化流程、部署创新技术,为未来市场反弹做好准备 [25][53][54][55] 其他重要信息 - 公司在过去4个季度的客户满意度指数创历史新高,有助于市场份额的增长 [22][23][24] - 公司拥有1.7亿美元的现金和8.42亿美元的流动性,资产负债表保持健康 [48][49] 问答环节重要的提问和回答 问题1 **Scott Group 提问** 询问新的运营模式的具体内容 [58][59][60][61][62][63][64][65][66][67] **Dave Bozeman 回答** 解释了新的精益运营模式如何提升公司的纪律、问责制和执行力 [59][60][61][62][63][64][65][66][67][70][71] 问题2 **Stephanie Moore 提问** 询问支持新运营模式实施的具体措施 [87][88][89][90][91][92][93][94][95][96][97] **Dave Bozeman、Mike Zechmeister、Arun Rajan 回答** 详细介绍了公司采取的简化决策、提升生产效率、部署AI等具体措施 [89][90][91][92][93][94][95][96][97][99][100][101][102][103][104][105] 问题3 **Jonathan Chappell 提问** 询问公司在当前竞争环境下的市场份额增长情况 [125][126][127][128][129] **Arun Rajan、Dave Bozeman 回答** 分析了公司执行力提升和行业竞争格局变化对市场份额增长的影响 [126][127][129]

Dave Bozeman, President & CEO Arun Rajan, Chief Operating Officer Mike Zechmeister, Chief Financial Officer Chuck Ives, Director of Investor Relations Q1 2024 Earnings Presentation May 1, 2024 1 Safe Harbor Statement ...

C.H. Robinson Worldwide (CHRW) reported $4.41 billion in revenue for the quarter ended March 2024, representing a year-over-year decline of 4.3%. EPS of $0.86 for the same period compares to $0.98 a year ago. The reported revenue represents a surprise of +4.83% over the Zacks Consensus Estimate of $4.21 billion. With the consensus EPS estimate being $0.60, the EPS surprise was +43.33%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations t ...

C.H. Robinson Worldwide (CHRW) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.60 per share. This compares to earnings of $0.98 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 43.33%. A quarter ago, it was expected that this trucking company would post earnings of $0.80 per share when it actually produced earnings of $0.50, delivering a surprise of -37.50%. Over the last four qu ...

C.H. Robinson 14701 Charlson Rd. Eden Prairie, MN 55347 www.chrobinson.com FOR INQUIRIES, CONTACT: Chuck Ives, Director of Investor Relations Email: chuck.ives@chrobinson.com FOR IMMEDIATE RELEASE C.H. Robinson Reports 2024 First Quarter Results Eden Prairie, MN, May 1, 2024 - C.H. Robinson Worldwide, Inc. (“C.H. Robinson”) (Nasdaq: CHRW) today reported financial results for the quarter ended March 31, 2024. First Quarter Key Metrics: • Gross profits decreased 4.5% year-over-year to $647.5 million, but incr ...

C.H. Robinson Worldwide (CHRW) is scheduled to report first-quarter 2024 results on May 1, after market close. C.H. Robinson lagged the Zacks Consensus Estimate in two of the preceding four quarters, the average miss being 9.51%. CHRW has outpaced the Zacks Consensus Estimate in one of the remaining quarters and met the mark in another quarter. Let’s see how things have shaped up for C.H. Robinson this earnings season. Q1 Expectations The Zacks Consensus Estimate for C.H. Robinson’s first-quarter 2024 reven ...

CHRW公司业绩 - CHRW的营收受到海洋和卡车服务价格下降的影响，面临软货运市场的挑战[1] - 2023年第四季度，CHRW的盈利和总收入均未达预期，受到海洋和卡车服务价格下降的影响[5] - CHRW过去12个月下跌23.3%，表现不佳[4] - 公司在技术投资方面的举措可能会影响其短期利润[6] CHRW公司评级 - CHRW目前持有Zacks排名4（卖出），短期动量评分为F，显示其短期不吸引力[3] - CHRW所属行业的Zacks行业排名为238，位于Zacks行业中的倒数6%[7] KEX公司情况 - 投资者可以考虑KEX和AL等股票，这两只股票目前持有Zacks排名2（买入）[9] - KEX在盈利方面表现良好，过去四个季度均超过Zacks共识预期[10] - KEX的2024年盈利预期在过去60天内上调了0.83%，预计盈利增长率为32.80%[11] AL公司情况 - 投资者可以考虑KEX和AL等股票，这两只股票目前持有Zacks排名2（买入）[9] - AL受益于舰队持续增长和销售活动增加[12] - AL的2024年盈利预期在过去60天内提高了25.80%[12] - AL的2024年预期盈利增长率为29.96%，过去四个季度的平均盈利惊喜率为20.15%[13]

C.H. Robinson (CHRW) is currently grappling with a host of intricate challenges, a scenario that we believe has significantly diminished its attractiveness as an investment opportunity. Let’s delve deeper. Southward Earnings Estimate Revision: The Zacks Consensus Estimate for current-quarter earnings has been revised 22.6% downward over the past 60 days. For the current year, the consensus mark for earnings has moved 13.4% south in the same time frame. The unfavorable estimate revisions indicate brokers’ la ...

EDEN PRAIRIE, Minn.--(BUSINESS WIRE)--C.H. Robinson Worldwide, Inc. (“C.H. Robinson”) (Nasdaq: CHRW), a leading global logistics provider, today announced that the Board of Directors, upon recommendation of the Governance Committee, has nominated new directors, Michael McGarry and Paige Robbins, to stand for election to the Board at the company’s 2024 annual meeting of stockholders. The company also announced that Scott Anderson and James Stake have each decided not to stand for re-election to the Board of ...

财务表现 - CHRW 第四季度每股收益为50美分，低于预期，同比下降[3][4] - 总收入为42.19亿美元，同比下降16.7% [3] - 营运费用同比下降15.4%，调整后的毛利润同比下降19.5% [4] - 北美陆面运输部门的总收入为30亿美元，同比下降15.8% [5] - 全球货运部门的总收入下降30% [6] - 运输部门的调整后毛利润在本季度下降了20.3% [7][8] 现金流和资本支出 - CHRW 第四季度的现金流为47.3百万美元 [10] - 资本支出为16.1百万美元，向股东返还现金74.1百万美元 [11] - 2024年的资本支出预计在8500万至9500万美元之间 [12] 估值和展望 - CHRW 的估值已经下调了22.69%，整体VGM评分为B [13][14] - 根据Zacks Rank 5 (Strong Sell)的评级，预计未来几个月该股票的回报将低于平均水平 [16]