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

642 Followers

CHRW Stock Chart & Stats

$182.24
$0.00(0.00%)
At close: 4:00 PM EST
$182.24
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Margin ResilienceSustained operating and net margins despite a cyclical revenue decline indicate durable pricing discipline and cost control. Management’s repricing, targeted capture of higher-margin transactional volume and operating-margin expansion (ex-restructuring +210bps) support long-term profit sustainability.
Strong Cash GenerationHigh absolute free cash flow with near parity to net income shows strong cash conversion quality. That liquidity enabled ~$1.24B of available liquidity and ~$360M of shareholder returns in Q1, demonstrating capacity to fund buybacks, dividends, and investments through cycles.
Technology & Productivity AdvantageSignificant in-house AI/engineering scale plus double-digit productivity gains and >50% shipments-per-person improvement underpin durable operating leverage. Persistent market-share gains for a dozen quarters reflect technology-enabled service differentiation and lower long-run cost-to-serve.
Bears Say
Top-line DeclineSustained revenue and AGP declines reduce scale economics and limit margin expansion potential. Prolonged demand weakness compresses brokerage spreads and growth runway, making margin and cash-generation durability more dependent on continued aggressive cost and repricing actions.
Global Forwarding HeadwindsExcess vessel capacity and depressed ocean rates are structural industry factors that pressure forwarding volumes and per-transaction economics. Weakness in this diversified revenue source raises volatility in aggregate AGP and limits upside from international forwarding in the near-to-medium term.
Higher Leverage From BuybacksElevated leverage from discretionary buybacks reduces financial flexibility to weather freight cyclicality. If revenue and AGP remain pressured, higher net leverage constrains strategic optionality for capital allocation, increases refinancing sensitivity, and raises downside risk in tougher quarters.

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 $92.36 and its highest was $203.34 in the past 12 months.
    What is Ch Robinson Worldwide’s market cap?
    Ch Robinson Worldwide’s market cap is $22.20B.
      When is Ch Robinson Worldwide’s upcoming earnings report date?
      Ch Robinson Worldwide’s upcoming earnings report date is Aug 05, 2026 which is in 34 days.
        How were Ch Robinson Worldwide’s earnings last quarter?
        Ch Robinson Worldwide released its earnings results on Apr 29, 2026. The company reported $1.35 earnings per share for the quarter, beating the consensus estimate of $1.233 by $0.117.
          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 1.51%. See more information on Ch Robinson Worldwide dividends here
              What is Ch Robinson Worldwide’s EPS estimate?
              Ch Robinson Worldwide’s EPS estimate is 1.52.
                How many shares outstanding does Ch Robinson Worldwide have?
                Ch Robinson Worldwide has 117,873,040 shares outstanding.
                  What happened to Ch Robinson Worldwide’s price movement after its last earnings report?
                  Ch Robinson Worldwide reported an EPS of $1.35 in its last earnings report, beating expectations of $1.233. Following the earnings report the stock price went down -2.478%.
                    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

                      Q1 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

                      $199.22
                      ▲(9.32% Upside)
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style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":167.924,"date":1775001600000,"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 20,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  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 24,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      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