Subtext

C.H. Robinson Worldwide, Inc. CHRW

SectorIndustrials
Transcripts71
Date range2007-10-24 – 2025-04-30
Calls charted71

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-21-10+0+10+212007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q3 · Overall: -3.22007 Q4 · Overall: +6.72008 Q1 · Overall: +0.02008 Q2 · Overall: -3.82008 Q3 · Overall: -2.12008 Q4 · Overall: -0.42009 Q1 · Overall: -8.12009 Q2 · Overall: -2.42009 Q3 · Overall: +0.02009 Q4 · Overall: -0.32010 Q1 · Overall: +1.32010 Q2 · Overall: -0.82010 Q3 · Overall: +1.52010 Q4 · Overall: +0.72011 Q1 · Overall: -0.12011 Q2 · Overall: -0.32011 Q3 · Overall: -0.32011 Q4 · Overall: +1.22012 Q1 · Overall: -3.52012 Q2 · Overall: +3.12012 Q3 · Overall: +0.12012 Q4 · Overall: +2.72013 Q1 · Overall: +4.02013 Q2 · Overall: -0.62013 Q3 · Overall: +2.92013 Q4 · Overall: -0.52014 Q1 · Overall: +1.52014 Q2 · Overall: +1.92014 Q3 · Overall: +4.62014 Q4 · Overall: +7.22015 Q1 · Overall: +1.62015 Q2 · Overall: +8.72015 Q3 · Overall: +6.62015 Q4 · Overall: +5.32016 Q1 · Overall: +6.02016 Q2 · Overall: +4.02016 Q3 · Overall: +7.82016 Q4 · Overall: +11.42017 Q1 · Overall: +3.02017 Q2 · Overall: +1.32017 Q3 · Overall: +3.12017 Q4 · Overall: +0.32018 Q1 · Overall: +8.52018 Q2 · Overall: +9.02018 Q3 · Overall: +10.02018 Q4 · Overall: +8.52019 Q1 · Overall: +6.62019 Q2 · Overall: +3.02019 Q3 · Overall: +5.02019 Q4 · Overall: +1.22020 Q1 · Overall: -2.52020 Q2 · Overall: +3.62020 Q3 · Overall: -3.52020 Q4 · Overall: +10.22021 Q1 · Overall: +5.12021 Q2 · Overall: +7.32021 Q3 · Overall: +4.92021 Q4 · Overall: +13.22022 Q1 · Overall: +6.92022 Q2 · Overall: +5.22022 Q3 · Overall: +4.32022 Q4 · Overall: +9.62023 Q1 · Overall: +11.22023 Q2 · Overall: +18.02023 Q3 · Overall: +11.02023 Q4 · Overall: +1.42024 Q1 · Overall: +1.72024 Q2 · Overall: +16.12024 Q3 · Overall: +13.62024 Q4 · Overall: +12.62025 Q1 · Overall: +12.9
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-44-22+0+22+442007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22008 Q2 · CEO: +0.72008 Q3 · CEO: +2.22008 Q4 · CEO: +4.22009 Q1 · CEO: -6.72009 Q2 · CEO: +1.82009 Q3 · CEO: +3.12009 Q4 · CEO: +5.02010 Q1 · CEO: +3.72010 Q2 · CEO: +2.52010 Q3 · CEO: +5.42010 Q4 · CEO: +6.62011 Q1 · CEO: +2.02011 Q2 · CEO: +3.62011 Q3 · CEO: +2.72011 Q4 · CEO: +4.92012 Q1 · CEO: +0.02012 Q2 · CEO: +5.32012 Q3 · CEO: +6.82012 Q4 · CEO: +6.02013 Q1 · CEO: +8.42013 Q2 · CEO: +5.32013 Q3 · CEO: +9.92013 Q4 · CEO: +0.02014 Q1 · CEO: +5.62014 Q2 · CEO: +7.12014 Q3 · CEO: +9.82014 Q4 · CEO: +14.82015 Q3 · CEO: +10.72016 Q1 · CEO: +8.72016 Q2 · CEO: +8.32016 Q3 · CEO: +13.32016 Q4 · CEO: +19.12017 Q1 · CEO: +7.62017 Q2 · CEO: -0.92017 Q3 · CEO: +8.72017 Q4 · CEO: -2.32018 Q1 · CEO: +3.82018 Q2 · CEO: +4.32018 Q3 · CEO: +8.12018 Q4 · CEO: +12.82019 Q1 · CEO: +7.72019 Q2 · CEO: +5.22019 Q3 · CEO: +6.92019 Q4 · CEO: +4.42020 Q1 · CEO: -0.72020 Q2 · CEO: +10.92020 Q3 · CEO: +17.92020 Q4 · CEO: +16.12021 Q1 · CEO: +8.02021 Q2 · CEO: +9.02021 Q3 · CEO: +8.82021 Q4 · CEO: +15.02022 Q1 · CEO: +9.72022 Q2 · CEO: +3.52022 Q3 · CEO: +5.92022 Q4 · CEO: +18.52023 Q1 · CEO: +23.52023 Q2 · CEO: +37.82023 Q3 · CEO: +22.52023 Q4 · CEO: +12.02024 Q1 · CEO: +3.12024 Q2 · CEO: +29.12024 Q3 · CEO: +14.92024 Q4 · CEO: +15.82025 Q1 · CEO: +14.32007 Q3 · CFO: +4.82007 Q4 · CFO: +6.62008 Q1 · CFO: +9.82008 Q2 · CFO: +3.22008 Q3 · CFO: -6.72008 Q4 · CFO: +1.22009 Q2 · CFO: -0.82009 Q3 · CFO: -2.72009 Q4 · CFO: +0.02010 Q1 · CFO: +1.72010 Q2 · CFO: +0.02010 Q3 · CFO: -4.22010 Q4 · CFO: -1.22011 Q1 · CFO: +1.42011 Q2 · CFO: -2.32011 Q3 · CFO: +4.22011 Q4 · CFO: -0.72012 Q1 · CFO: -5.32012 Q2 · CFO: +5.02012 Q3 · CFO: -6.52012 Q4 · CFO: +5.02013 Q2 · CFO: -4.62013 Q3 · CFO: +0.02013 Q4 · CFO: +1.22014 Q1 · CFO: +0.02014 Q2 · CFO: +0.02014 Q3 · CFO: +3.72014 Q4 · CFO: -6.22015 Q2 · CFO: +19.22015 Q3 · CFO: +9.52015 Q4 · CFO: +11.92016 Q1 · CFO: +11.62016 Q2 · CFO: +7.82016 Q3 · CFO: +12.32016 Q4 · CFO: +10.12017 Q1 · CFO: +6.42017 Q2 · CFO: +3.72017 Q3 · CFO: +1.62017 Q4 · CFO: +2.82018 Q2 · CFO: +13.52018 Q3 · CFO: +15.02018 Q4 · CFO: +9.22019 Q1 · CFO: +6.62019 Q2 · CFO: +23.32019 Q3 · CFO: +12.02019 Q4 · CFO: +14.62020 Q1 · CFO: +2.52020 Q2 · CFO: +6.32020 Q3 · CFO: +6.22020 Q4 · CFO: +10.42021 Q1 · CFO: +5.22021 Q2 · CFO: +7.72021 Q3 · CFO: +17.32021 Q4 · CFO: +10.32022 Q1 · CFO: +8.92022 Q2 · CFO: +7.42022 Q3 · CFO: -3.02022 Q4 · CFO: +4.02023 Q1 · CFO: +8.12023 Q2 · CFO: +10.32023 Q3 · CFO: +14.12023 Q4 · CFO: -11.42024 Q1 · CFO: -2.42024 Q2 · CFO: +6.52024 Q3 · CFO: -7.82024 Q4 · CFO: +7.12025 Q1 · CFO: +16.1
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-74-37+0+37+742007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q3 · Prepared remarks: -0.82007 Q4 · Prepared remarks: +5.72008 Q1 · Prepared remarks: -4.42008 Q2 · Prepared remarks: -3.42008 Q3 · Prepared remarks: +5.52008 Q4 · Prepared remarks: +2.52009 Q1 · Prepared remarks: -11.62009 Q2 · Prepared remarks: -6.32009 Q3 · Prepared remarks: -3.82009 Q4 · Prepared remarks: +5.32010 Q1 · Prepared remarks: +6.22010 Q2 · Prepared remarks: +2.82010 Q3 · Prepared remarks: +1.82010 Q4 · Prepared remarks: +12.02011 Q1 · Prepared remarks: +6.72011 Q2 · Prepared remarks: +2.32011 Q3 · Prepared remarks: +1.72011 Q4 · Prepared remarks: +3.42012 Q1 · Prepared remarks: +0.02012 Q2 · Prepared remarks: +5.32012 Q3 · Prepared remarks: +4.62012 Q4 · Prepared remarks: +4.02013 Q1 · Prepared remarks: +5.82013 Q2 · Prepared remarks: -0.72013 Q3 · Prepared remarks: +2.82013 Q4 · Prepared remarks: -0.52014 Q1 · Prepared remarks: +1.62014 Q2 · Prepared remarks: +1.92014 Q3 · Prepared remarks: +4.52014 Q4 · Prepared remarks: +7.32015 Q1 · Prepared remarks: +1.62015 Q2 · Prepared remarks: +8.82015 Q3 · Prepared remarks: +6.72015 Q4 · Prepared remarks: +5.42016 Q1 · Prepared remarks: +6.02016 Q2 · Prepared remarks: +4.12016 Q3 · Prepared remarks: +8.02016 Q4 · Prepared remarks: +11.62017 Q1 · Prepared remarks: +3.22017 Q2 · Prepared remarks: +1.42017 Q3 · Prepared remarks: +3.12017 Q4 · Prepared remarks: +0.52018 Q1 · Prepared remarks: +8.62018 Q2 · Prepared remarks: +9.22018 Q3 · Prepared remarks: +10.22018 Q4 · Prepared remarks: +8.92019 Q1 · Prepared remarks: +6.82019 Q2 · Prepared remarks: +3.02019 Q3 · Prepared remarks: +5.22019 Q4 · Prepared remarks: +1.22020 Q1 · Prepared remarks: -2.62020 Q2 · Prepared remarks: +3.72020 Q3 · Prepared remarks: -3.22020 Q4 · Prepared remarks: +10.52021 Q1 · Prepared remarks: +13.32021 Q2 · Prepared remarks: +18.92021 Q3 · Prepared remarks: +28.22021 Q4 · Prepared remarks: +16.92022 Q1 · Prepared remarks: +17.12022 Q2 · Prepared remarks: +12.12022 Q3 · Prepared remarks: +4.12022 Q4 · Prepared remarks: +2.02023 Q1 · Prepared remarks: +9.32023 Q2 · Prepared remarks: +23.02023 Q3 · Prepared remarks: +64.52023 Q4 · Prepared remarks: +6.92024 Q1 · Prepared remarks: +28.92024 Q2 · Prepared remarks: +29.12024 Q3 · Prepared remarks: +17.52024 Q4 · Prepared remarks: +22.72025 Q1 · Prepared remarks: +25.52007 Q3 · Q&A responses: -1.02007 Q4 · Q&A responses: +11.42008 Q1 · Q&A responses: +4.52008 Q2 · Q&A responses: -0.82008 Q3 · Q&A responses: -1.12008 Q4 · Q&A responses: +3.02009 Q1 · Q&A responses: -4.52009 Q2 · Q&A responses: +2.22009 Q3 · Q&A responses: +3.92009 Q4 · Q&A responses: +3.32010 Q1 · Q&A responses: +1.72010 Q2 · Q&A responses: +0.52010 Q3 · Q&A responses: +4.72010 Q4 · Q&A responses: -0.42011 Q1 · Q&A responses: +0.02011 Q2 · Q&A responses: +1.62011 Q3 · Q&A responses: +1.72011 Q4 · Q&A responses: +2.82012 Q1 · Q&A responses: -2.02012 Q2 · Q&A responses: +3.92012 Q3 · Q&A responses: +0.62012 Q4 · Q&A responses: +6.22013 Q1 · Q&A responses: +6.72021 Q1 · Q&A responses: +4.52021 Q2 · Q&A responses: +4.92021 Q3 · Q&A responses: +7.12021 Q4 · Q&A responses: +11.82022 Q1 · Q&A responses: +4.72022 Q2 · Q&A responses: +2.12022 Q3 · Q&A responses: +6.42022 Q4 · Q&A responses: +18.72023 Q1 · Q&A responses: +15.82023 Q2 · Q&A responses: +15.62023 Q3 · Q&A responses: +18.32023 Q4 · Q&A responses: -5.52024 Q1 · Q&A responses: -3.42024 Q2 · Q&A responses: +7.62024 Q3 · Q&A responses: +13.92024 Q4 · Q&A responses: +5.42025 Q1 · Q&A responses: +6.2
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.52$5.04$7.552007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: $2.872014 Q2: $3.002014 Q3: $3.222014 Q4: $3.362015 Q1: $3.502015 Q2: $3.472015 Q3: $3.682015 Q4: $3.762016 Q1: $3.862016 Q2: $3.922016 Q3: $3.832016 Q4: $3.712017 Q1: $3.752017 Q2: $3.712017 Q3: $3.522017 Q4: $3.712018 Q1: $4.602018 Q2: $4.592018 Q3: $4.822018 Q4: $4.982019 Q1: $5.112019 Q2: $5.102019 Q3: $4.872019 Q4: $4.372020 Q1: $3.722020 Q2: $3.282020 Q3: $3.972020 Q4: $4.232021 Q1: $4.432021 Q2: $5.042021 Q3: $5.302021 Q4: $6.052022 Q1: $6.162022 Q2: $6.822022 Q3: $7.212022 Q4: $5.722023 Q1: $4.792023 Q2: $4.412023 Q3: $4.172023 Q4: $3.902024 Q1: $3.442024 Q2: $3.882024 Q3: $4.562024 Q4: $4.91

Forward P/E

14.2520.6026.952007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: 17.612014 Q2: 21.212014 Q3: 21.162014 Q4: 21.392015 Q1: 21.452015 Q2: 18.452015 Q3: 18.952015 Q4: 17.092016 Q1: 18.952016 Q2: 18.502016 Q3: 17.552016 Q4: 20.652017 Q1: 20.962017 Q2: 18.292017 Q3: 20.562017 Q4: 23.662018 Q1: 19.522018 Q2: 19.762018 Q3: 20.092018 Q4: 16.842019 Q1: 17.442019 Q2: 16.352019 Q3: 17.812019 Q4: 17.792020 Q1: 17.442020 Q2: 23.982020 Q3: 26.072020 Q4: 21.622021 Q1: 21.502021 Q2: 19.142021 Q3: 17.112021 Q4: 17.182022 Q1: 16.572022 Q2: 15.132022 Q3: 15.262022 Q4: 16.822023 Q1: 20.372023 Q2: 21.452023 Q3: 20.942023 Q4: 21.762024 Q1: 21.922024 Q2: 22.052024 Q3: 22.382024 Q4: 21.68

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q1 tone ↓ -5.6 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q3 tone ↓ -2.1 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↑ +3.8 fwd EPS ↓ -0.09 Tone rose while the forward EPS estimate was cut.
  • 2016 Q4 tone ↑ +3.5 fwd EPS ↓ -0.12 Tone rose while the forward EPS estimate was cut.
  • 2017 Q1 tone ↓ -8.3 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↓ -2.7 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↑ +2.1 fwd EPS ↓ -0.23 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +6.2 fwd EPS ↓ -0.44 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↓ -7.1 fwd EPS ↑ +0.69 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -5.2 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -2.4 fwd EPS ↑ +0.26 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -6.3 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +5.3 fwd EPS ↓ -1.49 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↑ +6.8 fwd EPS ↓ -0.38 Tone rose while the forward EPS estimate was cut.
  • 2024 Q3 tone ↓ -2.5 fwd EPS ↑ +0.67 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-30+12.9——View →
2024 Q42025-01-29+12.6$4.9121.7View →
2024 Q32024-10-30+13.6$4.5622.4View →
2024 Q22024-07-31+16.1$3.8822.1View →
2024 Q12024-05-01+1.7$3.4421.9View →
2023 Q42024-01-31+1.4$3.9021.8View →
2023 Q32023-11-01+11.0$4.1720.9View →
2023 Q22023-08-02+18.0$4.4121.4View →