Michael Castagnetto
President, North American Surface Transportation, C.H. Robinson
“For the 13th consecutive quarter, our year-over-year NAST volume growth outpaced Cass Freight Shipment Index.”
“We were able to deliver a truckload AGP per load that was approximately flat year-over-year.”
“Our contractual repricing activity is continuing into Q3 as spot rates are expected to remain at elevated levels and spike again during the Q4 holidays.”
“75%-85% of truckload freight moves on contracts.”
Michael Castagnetto
One-line summary: Runs C.H. Robinson's North American Surface Transportation segment; source for broker unit-economics resilience through the 2026 spot-cost spike.
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Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On broker-negligent-hiring-liability-to-freight-capacity-bifurcation:
"For the 13th consecutive quarter, our year-over-year NAST volume growth outpaced Cass Freight Shipment Index." — 2026-07-29-earnings-chrw-q2-fy2026 (2026-07-29)
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On broker-negligent-hiring-liability-to-freight-capacity-bifurcation:
"We were able to deliver a truckload AGP per load that was approximately flat year-over-year." — 2026-07-29-earnings-chrw-q2-fy2026 (2026-07-29)
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On driver-supply-removal-to-truckload-contract-rate-inflection:
"Our contractual repricing activity is continuing into Q3 as spot rates are expected to remain at elevated levels and spike again during the Q4 holidays." — 2026-07-29-earnings-chrw-q2-fy2026 (2026-07-29)
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On driver-supply-removal-to-truckload-contract-rate-inflection:
"75%-85% of truckload freight moves on contracts." — 2026-07-29-earnings-chrw-q2-fy2026 (2026-07-29)
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