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Ch Robinson Worldwide (CH:CH1A)
NASDAQ:CH1A

CH Robinson (CH1A) Price & Analysis

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CH1A Stock Chart & Stats

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Bulls Say, Bears Say

Bulls Say
Cash Generation QualityCH Robinson converts earnings into substantial free cash flow (FCF ≈ $858M; FCF/NI ~0.98). Durable cash conversion supports shareholder returns, liquidity and selective reinvestment, providing financial flexibility through freight cycles and enabling execution of strategic initiatives.
Margin Resilience & ProductivityNorth American Surface Transportation margins held up at 14.6% while overall operating margin expanded ~210 bps, driven by targeted repricing and productivity. These structural cost-to-serve improvements and scale gains make margin durability more likely across medium-term freight cycles.
Market Share & Technology AdvantageSustained market-share gains (12 consecutive quarters) reflect network scale, carrier relationships and differentiated service. Coupled with Lean AI and sizable engineering resources, C.H. Robinson can better match capacity, win higher-margin tenders, and deepen durable competitive advantages.
Bears Say
Top-line DeclineA sharp TTM revenue decline (~20.8%) signals persistent demand and pricing headwinds in freight markets. A shrinking revenue base can amplify fixed-cost leverage, limit scale benefits, and constrain long-term growth unless volume or yield trends sustainably recover.
Global Forwarding WeaknessGlobal Forwarding faces structural pressure from excess ocean capacity and lower rates, cutting AGP and volumes. This reduces the diversification benefit of international forwarding and leaves earnings exposed to protracted shipping-cycle volatility and margin compression.
Higher Leverage From BuybacksAggressive share repurchases increased net leverage (net debt/EBITDA ~1.32x), trimming balance-sheet cushion. While still within investment-grade range, higher leverage reduces optionality for countercyclical investment or absorption of deeper freight downturns, raising medium-term financial risk.

CH Robinson News

CH1A FAQ

What was Ch Robinson Worldwide’s price range in the past 12 months?
Currently, no data Available
What is Ch Robinson Worldwide’s market cap?
Ch Robinson Worldwide’s market cap is CHF17.10B.
    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 35 days.
      How were Ch Robinson Worldwide’s earnings last quarter?
      Ch Robinson Worldwide released its earnings results on Apr 29, 2026. The company reported $1.092 earnings per share for the quarter, beating the consensus estimate of $0.997 by $0.095.
        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 does not currently pay dividends.
          What is Ch Robinson Worldwide’s EPS estimate?
          Ch Robinson Worldwide’s EPS estimate is 1.23.
            How many shares outstanding does Ch Robinson Worldwide have?
            Currently, no data Available
            What happened to Ch Robinson Worldwide’s price movement after its last earnings report?
            Ch Robinson Worldwide reported an EPS of $1.092 in its last earnings report, beating expectations of $0.997. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Ch Robinson Worldwide?
              Currently, no hedge funds are holding shares in CH:CH1A
              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 (CH1A) Earnings & Revenues

                CH1A Company Deck

                CH1A 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 CH:CH1A earnings summaries

                CH1A Revenue Breakdown

                71.23%71.23%19.04%9.73%
                71.23% NAST
                19.04% Global Forwarding
                9.73% All Other and Corporate
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                CH1A Stock 12 Month Forecast

                Average Price Target

                $161.50
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