C.H. Robinson Worldwide, Inc. (CHRW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.81K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call C.H. Robinson Worldwide, Inc. (CHRW) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 7:05 PM EST Company Participants David Bozeman - President, CEO & DirectorDamon Lee - Chief Financial OfficerArun Rajan - Chief Strategy & Innovation Officer Conference Call Participants Guru Gupta Presentation Guru Gupta Good evening. Thanks for joining us at the Morgan Stanley TMT Conference. My name is Guru Gupta. I am the Global Head of Transportation and Logistics Investment Banking Practice for Morgan Stanley. And today, we have joined here by the entire crew from C.H. Robinson. We have Dave Bozeman, who is the CEO; followed by Damon Lee, who's the CFO; and Arun Rajan, who is the Chief Strategy and Innovation Officer. So first of all, thank you for joining us. C.H. Robinson operates in the physical world, not the digital world. You're very well known in the industrial circles in transportation. But for the audience here, maybe start with just describing what C.H. Robinson does and where do you fit within the logistics and supply chain ecosystem? Question-and-Answer Session David BozemanPresident, CEO & Director Yes. Thanks, Guru, and thanks for having us. So glad to be here. So C.H. Robinson, we are one of the largest global logistics platforms, and we're actually the largest in North America. We -- the best way to think about it is we sit in the center of a really complex fragmented market in which you have capacity on one side, that would be our carriers. And on the other side, you have shippers or customers. And we connect those shippers with that capacity. And our job is to make simplicity out of the complex, and it's a very complex market to do that. We do 37 million shipments annually. We have 75,000 customers, relationships with over 450,000 carriers. All of that complexity, we feel we are doing a really nice job now with our technology, with