C. H. ROBINSON WORLDWIDE Business Summary

C.H. Robinson Worldwide, Inc. (CHRW) is a premier global third-party logistics (3PL) provider operating an asset-light business model that generates revenue through transactional spreads between shipper rates and carrier costs. The company’s core business is divided into four segments: North American Surface Transportation (NAST), providing truckload and less-than-truckload (LTL) brokerage; Global Forwarding, managing international air and ocean freight; Managed Solutions, offering outsourced supply chain management (4PL); and Robinson Fresh, focused on perishable produce sourcing. Following the strategic divestiture of its European surface transportation unit in early 2025, CHRW has concentrated resources on its "Lean AI" transformation to decouple operational costs from volume. The company maintains a dominant market position as the largest truckload broker in North America, competing directly with Expeditors International, J.B. Hunt, and RXO by leveraging its proprietary Navisphere technology platform to manage over 19 million annual shipments. Leadership is led by President and CEO Dave Bozeman, an industry veteran whose pedigree includes senior roles at Amazon Transportation Services, Ford, and Caterpillar. Bozeman is supported by CFO Damon Lee, formerly of GE Aerospace, and Chief Strategy and Innovation Officer Arun Rajan, a former Zappos and Amazon executive who oversees the firm’s "Agentic AI" initiatives. The management team also includes Michael W. Neill as Chief Technology Officer and Michael Castagnetto as President of NAST. The company’s strategic direction is overseen by a board of directors featuring notable figures like Edward G. Feitzinger, a 2025 appointee with extensive logistics technology experience from Amazon and UTi Worldwide. This leadership group is focused on driving structural margin expansion and reclaiming the company’s "blue chip" status through aggressive digital automation and operational rigor.