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Investor Presentation | Through Q1 2017
Safe Harbor StatementThis presentation includes forward-looking statements which are subject to risk and uncertainties
that could cause actual results to differ materially, including changes in market demand and
pressures on the pricing for our services, freight levels and increasing costs and availability of
trucking and other transportation alternatives, our ability to integrate the operations of acquired
businesses and those risks and uncertainties detailed in our most recently filed Annual Report on
Form 10-K and Quarterly Report on Form 10-Q.
We have included herein certain non-GAAP financial information, including certain fiscal 2012
information adjusted to reflect an acquisition and a divestiture that occurred during 2012.
Reconciliations of such non-GAAP information to actual results are available in our press release
dated February 5, 2013 furnished as an exhibit to our Form 8-K filing of the same date.
Who we are
Our people, processes, and
technology set us apart
112 years of innovation and still
shaping the future
Global services company
$13.1BTOTAL GROSS
REVENUE
OVER
113KCUSTOMERS
107KCARRIERSAND SUPPLIERS
UNDER CONTRACT
INBOUND LOGISTICS
TOP 3PL6 YEARS IN A ROW
2011 2012 2013 2014 2015 2016
#208ON
FORTUNE
500
North America
3COUNTRIES
10,970EMPLOYEES
South America
Europe Asia
17COUNTRIES
1,215EMPLOYEES
10COUNTRIES
1,748EMPLOYEES
7COUNTRIES
189EMPLOYEES
Oceania
2COUNTRIES
310EMPLOYEES
What we do for
our customersWe create transportation and
supply chain advantages
DRIVE
IMPROVE
MITIGATE
MANAGE
Top 25
13%
WE DELIVER AN AVERAGE OF
3 SERVICES PER TOP 500 CUSTOMER
Diversified Customer Portfolio
Top 100
26%
Top 500
46%
21%
16%
13%13%
13%
7%
5%
5%
Percentage of 2016
Customer Net Revenues
Food & Beverage
Manufacturing
Retail
Chemicals
Auto / Industrial
Paper / Packaging
Professional Services
Technology
Healthcare
Energy / Utilities
Transport
Government / Education
113KOVER
CUSTOMERS
EXTENSIVE INTERMODAL COVERAGE WITH
DIRECT ACCESS TO
NORTH AMERICAN RAILROADS
NVOCC WITHIN THE
GLOBAL OCEAN CARRIER PORTFOLIO
CORE AIR CARRIERS MOVE
OF OUR VOLUME
ROBINSON FRESH
MORE THAN GROWERS
CASES OF FRESH
PRODUCE SOLD ANNUALLY
LARGEST CONTRACTED POOL OF MOTOR CAPACITY IN
NORTH AMERICA WITH ACCESS TO MORE THAN
PIECES OF EQUIPMENT
81%
10%
9%
Motor Carrier Relationships Percentage of 2016 TL Shipments by Carrier Size
Small Carriers
(<100 Trucks)
Medium Carriers
(100-400 Trucks)
Large Carriers
(>400 Trucks)
How we do itPeople, process, and technology
PEOPLE PROCESS TECHNOLOGY
Our people matterEMPLOYEES
Hire really smart people
Create solutions, solve problems
Our process improves outcomesOur Collaborative Outsourcing
solution provided
,
reduction in damages and
decrease in transit time
We deliver solutions like no one else
We optimize to solutions, not assets
Our technology
connects the world
WEB AND MOBILE INTERACTIONS
MONTHLYWITH CUSTOMERS
& CARRIERS
ORGANIZATIONS
CONNECTED TO
OUR SYSTEM
OVER OF PRIMARY
MEANS OF CUSTOMER
INTERACTION IS AUTOMATED
Global TMS
An ecosystem connects employees,
customers, and suppliers for trade
Visibility to every shipment in real time
Why C.H. Robinson?
Our people make a difference
We focus on solutions, not assets
Navisphere® connects the world
Best in class financial returns
Q1 2017 Performance % GROWTH
Q1 2016
Q1 2017
NET REVENUE
INCOME FROM
OPERATIONS
NET INCOME
DILUTED EPS
Q1 2017 Highlights
NAST
TRUCKLOAD
VOLUME
NAST
LTL
VOLUME
NAST
INTERMODAL
VOLUME
GLOBAL
FORWARDING
CUSTOMS VOLUME
ROBINSON FRESH
TRUCKLOAD
VOLUME
GLOBAL
FORWARDING
OCEAN VOLUME
GLOBAL
FORWARDING
AIR VOLUME
Significant in nearly all services
Long-Term Growth Targets
NAST
2014 – 2016 CAGR GROWTH TARGET (1)
GLOBAL
FORWARDING
ROBINSON FRESH
OTHER (2)
NET REVENUE
Enterprise Growth Targets (1)
OPERATING INCOME: net revenue growth
EPS:
(1) Long-term growth targets represent an over time perspective and do not necessarily represent an expected annual growth rate.
(2) Other includes Managed Services, European Surface Transportation, and all other services.
$0
$200
$400
$600
$800
$1,000
06 07 08 09 10 11 12 13 14 15 16
NET REVENUE
7.7% 10-YEAR CAGR(IN MILLIONS)
INCOME FROM OPERATIONS
7.2% 10-YEAR CAGR(IN MILLIONS)
DILUTED EPS FROM CONTINUING OPERATIONS
8.9% 10-YEAR CAGR
$0
$500
$1,000
$1,500
$2,000
$2,500
06 07 08 09 10 11 12 13 14 15 16
$0.00
$1.00
$2.00
$3.00
$4.00
06 07 08 09 10 11 12 13 14 15 16
CAPITAL RETURNED TO SHAREHOLDERS
10.0% 10-YEAR CAGR(IN MILLIONS)
$0
$1,000
$2,000
$3,000
$4,000
$5,000
98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16
(1) Adjusted results excluding Non-Recurring Transaction Impacts related to the acquisition of Phoenix International Freight Services LTD. and Apreo Logistics
S.A. and the divestiture of T-Chek Systems Inc.
(2) Includes a $500 million accelerated share repurchase.
Q1 2016 Q1 2017 Q1 2016 Q1 2017
Q1 2016 Q1 2017Q1 2016 Q1 2017