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C.H. Robinson Worldwide, Inc. (CHRW) Presents at Wolfe Re...
2026-05-22 · via All Articles on Seeking Alpha

C.H. Robinson Worldwide, Inc. (CHRW) Wolfe Research 19th Annual Global Transportation & Industrials Conference May 21, 2026 9:10 AM EDT

Company Participants

David Bozeman - President, CEO & Director
Damon Lee - Chief Financial Officer

Conference Call Participants

Scott Group - Wolfe Research, LLC

Presentation

Scott Group
Wolfe Research, LLC

All right. We're going to get going with our next session with C. H. Robinson. Really happy to have you guys back at the conference. We've got Dave Bozeman, President and CEO; Damon Lee, CFO.

There is so much to talk about both industry-wise, C. H. Robinson-wise. So rather than do anything, we're going to jump right into questions, if that's okay?

Question-and-Answer Session

Scott Group
Wolfe Research, LLC

I want to just knock out some like the quick industry things right away. Obviously, like the big news over the last week was the Montgomery ruling. I guess, your initial -- your view of this. What does it mean from -- to your business? What does it mean to your insurance costs? What does it mean to how you change carrier vetting? What does it mean for the industry, large brokers, small broker, industry capacity, very open-ended question, but I think it's obviously like topical right now, we've got to address it. Let's get right into it.

David Bozeman
President, CEO & Director

All right. Let's just -- hey, happy to be here. So thanks for having us. So let's just jump right in, set the record straight where we are. Montgomery case, we expect it to win that case. And we went in to argue to win that case. It didn't go in our favor, but we had a playbook for both sides. We said that, be it favor or not favor. We had a playbook and we executed that playbook because it didn't go in our favor.