Rosa: It was a good quarter, but the second-half guide raised real questions - part 2/2
December 19, 2025 • 5m 49s
Ari Rosa (Senior Analyst-Equity Research)
00:00.290
yeah
so
the
transport
sector
has
been
rallying
a
bit
recently
there's
a
couple
of
reasons
for
that
in
this
case
of
CH
robinson
it's
really
a
lot
of
people
are
seeing
this
as
an
AI
play
and
a
lot
of
that
has
to
do
with
the
way
that
chapter
robinson
structures
its
business
where
Ari Rosa (Senior Analyst-Equity Research)
00:14.290
you
know
they
don't
really
own
any
assets
themselves
it's
really
more
about
how
do
we
leverage
technology
to
get
better
at
freight
matching
for
the
broader
transport
sector
you
can
see
some
of
these
actions
that
the
trump
administration
has
taken
in
terms
of
getting
non
Ari Rosa (Senior Analyst-Equity Research)
00:28.050
domiciled
CDLS
off
the
road
right
so
that's
non
US
citizens
restricting
the
number
of
non
US
citizens
who
can
drive
trucks
and
that's
pushing
up
freight
rates
and
so
it's
early
but
it
looks
like
the
setup
for
twenty
twenty
six
is
going
to
be
better
for
transports
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