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C.H. Robinson Worldwide, Inc. (CHRW) Presents at Deutsche Bank’s Chicago Industrials Summit Transcript

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C.H. Robinson Worldwide, Inc. (CHRW) Deutsche Bank’s Chicago Industrials Summit August 11, 2026 12:00 PM EDT

Company Participants

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

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Conference Call Participants

Richa Talwar – Deutsche Bank AG, Research Division

Presentation

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Richa Talwar
Deutsche Bank AG, Research Division

Hello, everyone. Welcome to Deutsche Bank Industrial Conference. I’m Richa Harnain, the transportation equity research franchise here. Thanks to everyone for — special thanks to our speakers this morning. Dave Bozeman, CEO of C.H. Robinson and Damon Lee here, CFO. And we have Chuck Ives in the audience as well.

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Question-and-Answer Session

Richa Talwar
Deutsche Bank AG, Research Division

So lots to talk about here, and we really appreciate your time. Maybe you can go ahead and address the elephant in the room first, get that out of the way, the tragic Lupus accident and the unfortunate outcome in large nuclear verdict that was made against you. How are you thinking about next steps? What do you think is most misunderstood regarding the case that’s been weighing on shares?

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David Bozeman
President, CEO & Director

Yes, for sure. Richa, good to see you. Happy to be here. Thanks for having us. So let’s jump into that. We obviously gave some color on our recent quarterly earnings call, but I’ll just double-click and Damon can jump in as well. First and foremost, as we stated before, we totally feel like this was a case in a local jurisdiction within Dallas that was certainly made more on emotion than fact. We strongly believe the facts in this case are one that are on our side. And obviously, our insurance carriers thought the same thing as they had a appellate attorneys in there — in the proceedings.

Plaintiffs’ bar requests were unreasonable to settle

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