C.H. Robinson Worldwide, Inc. (CHRW) Presents at Jefferies Global Industrials Conference 2026 Transcript

SA Transcripts 162.15K Followers Follow C.H. Robinson Worldwide, Inc. ( CHRW ) Jefferies Global Industrials Conference 2026 September 9, 2026 2:50 PM EDT Company Participants Damon Lee - Chief Financial Officer David Bozeman - President, CEO & Director Conference Call Participants Stephanie Benjamin Moore - Jefferies LLC, Research Division Presentation Stephanie Benjamin Moore Jefferies LLC, Research Division All right. Good afternoon, everybody. Welcome. For those of you who do not know me at this point, my name is Stephanie Moore. I'm Jefferies Transportation and Business Services analyst. Thank you for coming to Jefferies 2026 Industrial Conference. We are very pleased to have the team from C.H. Robinson with us today. We have CEO, Dave Bozeman; CFO, Damon Lee. Welcome. Damon Lee Chief Financial Officer Thank you. David Bozeman President, CEO & Director Thank you. Question-and-Answer Session Stephanie Benjamin Moore Jefferies LLC, Research Division Format, fireside chat. I will kick it off with probably what has been the most topical area of question that you've received over the last couple of months or so, but that would be post the Supreme Court ruling on the Montgomery case, there's been a lot of, I think, just uncertainty that investors feel about just what this can mean for the overall brokerage space and C.H. Robinson as a whole. So maybe just to start things off, since the SCOTUS ruling, what processes have changed at C.H. Robinson? David Bozeman President, CEO & Director Why don't you start off? Damon Lee Chief Financial Officer Yes. So I'd say post Montgomery, first of all, I'll just start with, look, we're a Lean company. We have a Lean operating model. All of our major processes are always going through some level of continuous improvement. Carrier vetting is no different. But I would say, post Montgomery, we did not have material changes to our carrier vetting process. So roughly about I'd say less than 3% of our active carriers were