C.H. Robinson Worldwide, Inc.

C.H. Robinson Worldwide, Inc.

CHRW

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Market Cap$21.06B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
C.H. Robinson Worldwide, Inc.C.H. Robinson Worldwide, Inc.35.71.4%35%1.31

Earnings Call Q1 2026

April 29, 2026 - AI Summary

Strong First Quarter Performance: C.H. Robinson reported a 15% year-over-year increase in adjusted earnings per share, despite a significant rise in truckload spot market costs. The company managed to maintain an operating margin expansion by capturing transactional volumes at higher margins and improving cost of hire advantage. Q1 NAST gross margin held steady at 14.6%, despite absorbing elevated capacity costs.
Growth in Contractual Truckload Volume: The mix of contractual truckload volume increased from approximately 65% in Q1 2025 to about 70% in Q1 2026, indicating a strong focus on contractual business amid a challenging market environment characterized by higher spot rates and tender rejection rates. The company's volume outpaced the Cass Freight Shipment Index, supporting its market share growth for the 12th consecutive quarter.
Technological Advancements and Lean AI Strategy: C.H. Robinson’s proprietary lean AI strategy is transforming operations, aiming to maximize value and minimize waste. This unique approach positions the company to achieve automated operations and scalability, with expectations of continuing productivity improvements. With a 50% increase in shipments per person per day since the end of 2022, the efficiency gains are notable.

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$211.00

Target Price by Analysts

16.7% upsideC.H. Robinson Worldwide Target Price DetailsTarget Price
$47.65

Current Fair Value

73.6% downside

Overvalued by 73.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$21.06 Billion
Enterprise Value$22.57 Billion
Dividend Yield$2.50 (1.40%)
Earnings per Share$4.88
Beta0.94
Outstanding Shares119,803,000

Return

Return on Equity35.15%ROE
Return on Assets11.44%
Return on Invested Capital22.43%

Valuation & Multiples

P/E Ratio35.73P/E Ratio
PEG405.19PEG
Price to Sales1.34Price to Sales
Price to Book Ratio12.91Price to Book Ratio
Enterprise Value to Revenue1.39
Enterprise Value to EBIT30.14
Enterprise Value to Net Income37
Total Debt to Enterprise0.07
Debt to Equity0.98Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 29, 2026
EPS Estimate
$1.23
Average shareholder expectation
Revenue Estimate
$4.05 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 29, 2026
EPS Estimate
$1.49
Average shareholder expectation
Revenue Estimate
$4.27 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.4173 16.39%
Total Calls2,677,108 15.98%
Total Puts1,117,129 39.68%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %102.12% 0.75%
Total Invested$20.36B 2.13%
Investors Holding914 66.00%

ESG Score

No data

About C.H. Robinson Worldwide, Inc.

15,262 employees
CEO: Robert Biesterfeld

C.H. Robinson is an American Fortune 500 provider of multimodal transportation services and third-party logistics . The company offers freight transportation, transportation management, brokerage and warehousing. It offers truckload, les...

Relevant Senate Committees

Finance

This powerful committee controls taxation and trade policy. Corporate tax rates directly impact C.H. Robinson's profitability, and trade policies (tariffs, agreements) significantly influence the volume and cost of international freight, a core component of its global business.

Appropriations

This committee directly allocates discretionary federal spending. Its decisions on funding for infrastructure projects, defense programs, and other federal initiatives directly translate into demand for C.H. Robinson's transportation and logistics services, impacting its order books.

Health, Education, Labor, and Pensions

This committee regulates labor laws. With over 15,000 employees, C.H. Robinson is directly affected by policies on minimum wage, union regulations, and workplace safety, all of which significantly impact its operating costs.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, the FCC, FTC, and FAA. It directly regulates transportation (air freight, trucking safety, rail) and general business practices, profoundly impacting C.H. Robinson's multimodal operations and regulatory compliance.

Energy and Natural Resources

This committee oversees national energy policy. Fuel costs (diesel, jet fuel, bunker fuel) are a primary operating expense for C.H. Robinson's trucking, air, and ocean freight services. Energy policy decisions directly impact these critical input costs.

Environment and Public Works

This committee regulates federal highway programs and environmental policies. C.H. Robinson's extensive multimodal operations (truckload, intermodal, ocean) are highly dependent on robust infrastructure and are subject to environmental regulations (e.g., emissions standards for vehicles and vessels).

Foreign Relations

C.H. Robinson operates globally and handles significant international air and ocean freight. Policies on sanctions, trade agreements, and foreign relations directly impact international shipping routes, operational costs, and demand for global logistics services.