C.H. Robinson/$CHRW

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About C.H. Robinson

C.H. Robinson is a top-tier non-asset-based third-party logistics provider with a significant focus on domestic freight brokerage (about 64% of net revenue), which reflects mostly truck brokerage but also rail intermodal. Additionally, the firm operates a large air and ocean forwarding division (26%), which has grown organically and via tuck-in acquisitions over the years. The remainder of revenue consists of transportation management services and a legacy produce-sourcing operation.
Ticker
$CHRW
Sector
Mobility
Primary listing
NASDAQ
Employees
11,599

C.H. Robinson Metrics

BasicAdvanced
$17B
28.08
$5.24
0.94
$2.51
1.71%

What the Analysts think about C.H. Robinson

Analyst ratings (Buy, Hold, Sell) for C.H. Robinson stock.
Analyst projections of the future price of C.H. Robinson stock.

Bulls say / Bears say

C.H. Robinson is taking market share even while freight demand is weak. In Q2, North American Surface Transportation volume rose 1.5% year on year against a 3.3% fall in the Cass index, while adjusted operating income increased 20%. (C.H. Robinson, C.H. Robinson)
The Lean AI programme is becoming a measurable earnings advantage rather than just a technology promise. Productivity has improved by more than 60% since the end of 2022, helping Q2 adjusted operating income rise 20% with average headcount down 16.6% in Global Forwarding and operating margins reaching 40.9% in NAST and 33.4% in Global Forwarding, excluding restructuring. (C.H. Robinson, C.H. Robinson)
The DeSpir Logistics acquisition adds a higher-value specialist service to Robinson’s network. The company paid about $75 million in cash for a business with $62 million of 2025 revenue and expects the deal to be slightly accretive in 2026, with applications in areas such as life sciences, data centres and aerospace. (C.H. Robinson)
Freight demand remains a major cyclical headwind. The Cass Freight Shipment Index had declined year on year for 15 consecutive quarters by Q2, while the company’s first-quarter Global Forwarding revenue fell 14.2% and adjusted operating income fell 26.2%. (C.H. Robinson, C.H. Robinson)
Higher truckload costs can squeeze Robinson before customer pricing catches up. Q2 truckload linehaul costs rose 29% year on year, truckload adjusted gross profit fell 1.4%, and operating cash flow dropped to $35.9 million from $227.1 million as working capital absorbed the impact of higher freight rates. (FreightWaves, C.H. Robinson)
Legal exposure could create a material liability and distract from capital returns. A Q2 filing summary reported a $604 million verdict involving the company, alongside restructuring charges expected to continue through early 2028, adding uncertainty despite management’s confidence in the appeal process. (StockTitan, C.H. Robinson)
Data summarised monthly by Lightyear AI. Last updated on 23 Sept 2026.

C.H. Robinson Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

C.H. Robinson Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

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