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

637 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
Operating Margin Expansion & ProductivitySustained productivity gains and operating‑leverage improvements expanded operating margins by ~210bps ex‑restructuring. This structural cost and efficiency improvement supports durable profitability through freight cycles, helping protect cash flow and EPS when volumes soften.
Strong Free Cash Flow GenerationNear‑par FCF to net income demonstrates high earnings quality and ability to convert profits into cash. Consistent cash generation funds dividends, buybacks and tech investment, providing balance‑sheet flexibility and resilience across cyclical demand swings.
Technology / Lean AI ScaleA sizable in‑house AI/engineering capability is a durable competitive asset: automating quote‑to‑cash and procurement improves match, lowers cost‑to‑serve, and increases gross‑profit capture. That tech moat supports margin sustainability and long‑term share gains.
Bears Say
Steep Revenue DeclineA pronounced top‑line contraction reduces absolute gross profit dollars and limits operating‑leverage upside. Persistent demand softness or prolonged cycle weakness can erode market position and make margin targets harder to sustain despite productivity offsets.
Global Forwarding PressureInternational forwarding faces structural overcapacity and weak ocean rates, pressuring AGP and margin contribution. Continued softness in Global Forwarding reduces revenue diversification and exposes the company to cyclical international trade volatility.
Higher Leverage From BuybacksIncreased leverage from large buybacks diminishes balance‑sheet buffer during cyclical revenue declines. While still moderate, higher net leverage reduces flexibility for countercyclical investment or further shareholder returns if cash flows weaken.

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 $21.30B.
      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 61 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., together with its subsidiaries, provides freight transportation services and logistics solutions to companies in various industries worldwide. The company operates in two segments, North American Surface Transportation and Global Forwarding. It offers transportation and logistics services, such as truckload; less than truckload transportation brokerage services, which include the shipment of single or multiple pallets of freight; intermodal transportation that comprise the shipment service of freight in containers or trailers by a combination of truck and rail; and non-vessel ocean common carrier and freight forwarding services, as well as organizes air shipments and provides door-to-door services. The company also offers customs broker services; and other logistics services, such as fee-based managed, warehousing, small parcel, and other services. It has contractual relationships with approximately 85,000 transportation companies, including motor carriers, railroads, and air and ocean carriers. In addition, the company is involved in buying, selling, and/or marketing of fresh produce, including fresh fruits, vegetables, and other value-added perishable items under the Robinson Fresh name. Further, it provides transportation management services or managed TMS; and other surface transportation services. The company offers its fresh produce to grocery retailers, restaurants, produce wholesalers, and foodservice distributors through a network of independent produce growers and suppliers. C.H. Robinson Worldwide, Inc. was founded in 1905 and is headquartered 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

                      $201.00
                      ▲(10.29% Upside)
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style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":186.601,"date":1772323200000,"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 27,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":168.5,"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      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