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C.H. Robinson

NASDAQ: CHRW

Stock price

141.34 USD

(+55.9%) 5 years

Air Freight & LogisticsIntegrated Freight & Logistics

Financial Performance

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5Y price score: 72

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 131.1%

DATE RANGE:

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  • Free cash flow per share

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123.6

52-week range

210.3

141.34

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Required return / cost of capital
%
FCFF terminal growth rate
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Your fair value & Margin of safety

To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

Forecast:

Valuation

Free Cash Flow Yield

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FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

3.9 %

Dividend Yield TTM

1.8 %

Market cap $

$ 16,660

Price / Earnings TTM

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P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

27

Price / Book TTM

10.3

PEG TTM

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Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

1.1

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

7.3 %

68.8 %

131.1 %

Free cash flow per share growth

(85.7) %

125.3 %

58.9 %

Earnings per share growth

23.8 %

29.8 %

37.6 %

Founded: 1,905

Employees: 13,347

Business Summary: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.

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Fair Value Reference Estimate

Latest Earnings Call Takeaways

2026 Q2 (Jul 29, 2026)

1) Strategy & Leadership
- C.H. Robinson continues to execute its Lean AI strategy, achieving productivity improvements of over 60% since the end of 2022.
- The company aims to deliver higher highs and higher lows across freight market cycles, successfully hitting mid-cycle operating margin targets in both North American Surface Transportation (NAST) and Global Forwarding despite a challenging freight market.
- CEO Dave Bozeman emphasized the importance of disciplined execution and the company's commitment to continuous improvement and innovation.

2) Financial & Segment Results
- Total revenues increased by 19.3% year-over-year, with adjusted operating income up 20%.
- NAST volume grew 1.5% year-over-year, outpacing the Cass Freight Shipment Index, which declined by 3.3%.
- Global Forwarding achieved a 33.4% adjusted operating margin, with productivity improvements exceeding 15% year-over-year.
- NAST's gross margin percentage experienced compression due to rising spot rates and fuel costs, but truckload AGP per shipment remained flat year-over-year.

Metric Q2 2026 Q2 2025 YoY Change
Total Revenues 19.3% increase - -
Adjusted Operating Income 20% increase - -
NAST Volume Growth 1.5% - -
Global Forwarding Margin 33.4% - -

3) Problems / Headwinds
- The company faces challenges from a declining freight demand cycle, with the Cass Freight Shipment Index down for the 15th consecutive quarter.
- Truckload linehaul costs increased by 29% year-over-year, impacting contractual margins.
- The rise in spot rates (34% year-over-year) has created pressure on margins, although C.H. Robinson has managed to maintain AGP per shipment.

4) Operational or Product Plans
- C.H. Robinson is focused on enhancing its Lean AI capabilities to automate processes and improve service delivery.
- The company is transitioning from manual workflows to automated systems in Global Forwarding, aiming for faster and more efficient operations.
- Continued investment in technology and AI is expected to further optimize the quote-to-cash lifecycle and improve customer experience.

5) Guidance & Outlook / Investor Angle
- The company remains confident in achieving its 2026 operating income target despite market headwinds, with a range of $964 million to $1.04 billion.
- C.H. Robinson plans to continue its disciplined revenue management practices to navigate the current market dynamics effectively.
- The ongoing legal situation regarding trucking accidents was addressed, with the company expressing confidence in its position and the appeal process.

Bottom line: C.H. Robinson's disciplined execution of its Lean AI strategy has led to strong financial performance despite challenging market conditions. The company is well-positioned to navigate ongoing headwinds and capitalize on future growth opportunities, making it an attractive prospect for shareholders.

Annual Reports, Presentations And IR Contacts

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Annual report links (10K)
2025202420232022202120202019201820172016

C.H. Robinson — Financial Overview, Stock Price, Market Cap

C.H. Robinson is a company. Founded in 1905. As of October 9, 2026, the company's market capitalization is $16660175756 with a current stock price of $141.34.