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Ch Robinson Worldwide (CHRW)
NASDAQ:CHRW
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CH Robinson (CHRW) Price & Analysis

647 Followers

CHRW Stock Chart & Stats

$186.50
-$9.88(-5.30%)
At close: 4:00 PM EDT
$186.50
-$9.88(-5.30%)

Bulls Say, Bears Say

Bulls Say
Margin ImprovementSustained margin expansion over multiple years indicates stronger pricing discipline and cost control, improving earnings quality. Higher gross and operating margins create durable cash earnings that support reinvestment, dividends, and strategic flexibility through freight cycles.
Cash ConversionNear‑par cash conversion shows the business reliably turns accounting profits into cash, supporting capital returns and investment. This consistent FCF profile strengthens resilience to cyclical dips and funds productivity initiatives without needing structural external financing.
Tech & Productivity ScaleRapid, company‑wide deployment of custom AI and automation materially increases shipments per person and lowers cost‑to‑serve. These durable productivity gains create a structural cost advantage versus peers, enabling margin resilience and scalable service capabilities as volumes normalize.
Bears Say
Revenue CyclicalityMeaningful YoY revenue and AGP declines underscore persistent demand cyclicality in freight markets. Even with margin improvements, top‑line volatility makes forecasting and capacity utilization harder, pressuring long‑term revenue visibility and the ability to sustain growth without structural volume recovery.
Elevated LeverageModerate‑to‑elevated leverage and a shrinking equity base reduce balance‑sheet cushion, limiting flexibility for large adverse events or strategic investments. Higher net debt/EBITDA after buybacks increases refinancing and covenant sensitivity during weaker freight cycles, constraining long‑term optionality.
Legal OverhangA potential $604M judgment introduces material uncertainty for cash flows, capital allocation, and regulatory/legal costs. If upheld, it could force asset reallocation, raise borrowing costs, or curtail buybacks/dividends, making long‑term planning and investor returns conditional on litigation outcomes.

CH Robinson News

CHRW FAQ

What was Ch Robinson Worldwide’s price range in the past 12 months?
Ch Robinson Worldwide lowest stock price was $116.65 and its highest was $210.33 in the past 12 months.
    What is Ch Robinson Worldwide’s market cap?
    Ch Robinson Worldwide’s market cap is $17.33B.
      When is Ch Robinson Worldwide’s upcoming earnings report date?
      Ch Robinson Worldwide’s upcoming earnings report date is Nov 04, 2026 which is in 84 days.
        How were Ch Robinson Worldwide’s earnings last quarter?
        Ch Robinson Worldwide released its earnings results on Jul 29, 2026. The company reported $1.61 earnings per share for the quarter, beating the consensus estimate of $1.526 by $0.084.
          Is Ch Robinson Worldwide overvalued?
          According to Wall Street analysts Ch Robinson Worldwide’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Ch Robinson Worldwide pay dividends?
            Ch Robinson Worldwide pays a Quarterly dividend of $0.63 which represents an annual dividend yield of 1.73%. See more information on Ch Robinson Worldwide dividends here
              What is Ch Robinson Worldwide’s EPS estimate?
              Ch Robinson Worldwide’s EPS estimate is 1.69.
                How many shares outstanding does Ch Robinson Worldwide have?
                Ch Robinson Worldwide has 116,851,260 shares outstanding.
                  What happened to Ch Robinson Worldwide’s price movement after its last earnings report?
                  Ch Robinson Worldwide reported an EPS of $1.61 in its last earnings report, beating expectations of $1.526. Following the earnings report the stock price went down -15.442%.
                    Which hedge fund is a major shareholder of Ch Robinson Worldwide?
                    Currently, no hedge funds are holding shares in CHRW
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Ch Robinson Worldwide

                      C.H. Robinson Worldwide, Inc. serves as a global provider of diverse freight transportation and logistics solutions, assisting companies across numerous industries. The organization's business operations are segmented into two key areas: North American Surface Transportation and Global Forwarding. Its comprehensive range of services spans various shipping modalities. This includes brokerage for both full truckload (FTL) and less-than-truckload (LTL) freight, managing everything from single-pallet shipments to full container loads. C.H. Robinson also coordinates intermodal transport, which involves moving goods in containers or trailers through a combination of truck and rail networks, in addition to acting as a non-vessel operating common carrier (NVOCC) for ocean freight and arranging air cargo shipments. The company consistently provides end-to-end door-to-door delivery services. Beyond direct transportation, C.H. Robinson offers specialized logistics services like customs brokerage, managed transportation solutions (TMS), warehousing, and handling small parcel deliveries. These services are supported by an extensive network of approximately 85,000 contracted transportation partners, encompassing motor carriers, railroads, and both air and ocean carriers. Furthermore, C.H. Robinson operates a substantial fresh produce division under the "Robinson Fresh" brand. This unit focuses on the sourcing, sale, and marketing of fresh fruits, vegetables, and other perishable items. These products reach a wide customer base, including grocery retailers, restaurants, produce wholesalers, and foodservice distributors, leveraging a network of independent growers and suppliers. Founded in 1905, C.H. Robinson Worldwide, Inc. maintains its corporate headquarters in Eden Prairie, Minnesota.

                      CH Robinson (CHRW) Earnings & Revenues

                      CHRW Company Deck

                      CHRW Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call emphasized resilient earnings and margin expansion driven by disciplined revenue management, rapid Lean AI adoption, strong productivity gains, and consistent market-share growth despite a challenging freight backdrop. Key positives include a 15% rise in adjusted EPS, NAST margin resilience (14.6%), operating margin expansion (210 bps), and robust shareholder returns, while negatives include a ~12% YoY decline in revenue and AGP, higher spot and fuel costs (spot costs +~19% YoY), and Global Forwarding volume/AGP pressure. Overall, management reaffirmed full-year targets and expressed confidence in execution and the ability to perform in varied market conditions.View all CHRW earnings summaries

                      CHRW Revenue Breakdown

                      71.23%71.23%19.04%9.73%
                      71.23% NAST
                      19.04% Global Forwarding
                      9.73% All Other and Corporate
                      tipranks

                      CHRW Stock 12 Month Forecast

                      Average Price Target

                      $202.17
                      ▲(8.40% Upside)
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style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":176.694,"date":1777593600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 19,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":179.276,"date":1780272000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 21,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      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