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C.H. Robinson Worldwide, Inc. (CHRW)

124.61 -2.82 (-2.21%)
At close: 4:00:01 PM EDT
124.61 0.00 (0.00%)
After hours: 4:00:16 PM EDT
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CHRW Q3 2026 earnings call
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15m ago
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C.H. Robinson delivered a strong third quarter, with revenue, adjusted earnings per share, and operating margins exceeding expectations. Investors remain focused on higher insurance and compliance costs, weaker operating cash flow, and execution risks surrounding the proposed RXO acquisition.

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  • Previous Close 127.43
  • Open 127.47
  • Bid 124.77 x 100
  • Ask 132.19 x 200
  • Day's Range 122.21 - 128.41
  • 52 Week Range 122.21 - 210.33
  • Volume 4,329,917
  • Avg. Volume 1,774,204
  • Market Cap (intraday) 14.388B
  • Beta (5Y Monthly) 0.95
  • PE Ratio (TTM) 22.37
  • EPS (TTM) 5.57
  • Earnings Date (est.) Jan 27, 2027
  • Forward Dividend & Yield 2.52 (1.98%)
  • 1y Target Est 182.78
  • Morningstar Rating Rating available with Stock Picks access

C.H. Robinson Worldwide, Inc., together with its subsidiaries, provides freight transportation and related logistics and supply chain services in the United States and internationally. It operates in two segments, North American Surface Transportation and Global Forwarding. The company 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 comprises the shipment service of freight in containers or trailers by a combination of truck and rail; and non-vessel operating common carrier and freight forwarding services, as well as organizes indirect air carrier and freight forwarder providing door-to-door services. It also provides customs brokerage services; and other logistics services, such as fee-based managed, warehousing, supply chain consulting and optimization services, and other services. In addition, the company is involved in the buying, selling, and/or marketing of fresh fruits, vegetables, and other value-added perishable items under the Robinson Fresh trade name. Further, the company offers transportation management and other surface transportation services. It provides fresh produce to grocery retailers, restaurants, produce wholesalers. C.H. Robinson Worldwide, Inc. was founded in 1905 and is headquartered in Eden Prairie, Minnesota.

www.chrobinson.com

11,118

Full Time Employees

December 31

Fiscal Year Ends

Industrials

Sector

Performance Overview

Trailing total returns as of 10/30/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

CHRW
21.62%
S&P 500 (^GSPC)
10.73%

1-Year Return

CHRW
18.32%
S&P 500 (^GSPC)
11.11%

3-Year Return

CHRW
65.36%
S&P 500 (^GSPC)
81.91%

5-Year Return

CHRW
43.88%
S&P 500 (^GSPC)
64.59%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q3 FY26
Revenue 5.36B
Earnings 198.47M
Profit Margin 3.70%

Q4

FY25

Q1

FY26

Q2

FY26

Q3

FY26

0
1B
2B
3B
4B
5B
3.5%
3.6%
3.7%

Analyst Insights

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Top Analyst

Truist Securities
56/100
Latest Rating
Buy

Analyst Price Targets

131.00
182.78 Average
124.61 Current
235.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 10/29/2026
Analyst JP Morgan
Rating Action Maintains
Rating Overweight
Price Action Lowers
Price Target 198 -> 174

Statistics

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Valuation Measures

Annual
As of 10/29/2026
  • Market Cap

    14.71B

  • Enterprise Value

    16.67B

  • Trailing P/E

    22.88

  • Forward P/E

    17.82

  • PEG Ratio (current)

    12.93

  • Price/Sales (ttm)

    0.84

  • Price/Book (mrq)

    9.43

  • Enterprise Value/Revenue

    0.92

  • Enterprise Value/EBITDA

    16.97

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    3.67%

  • Return on Assets (ttm)

    10.20%

  • Return on Equity (ttm)

    38.92%

  • Revenue (ttm)

    18.22B

  • Net Income Avi to Common (ttm)

    668.81M

  • Diluted EPS (ttm)

    5.57

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    193.13M

  • Total Debt/Equity (mrq)

    136.28%

  • Levered Free Cash Flow (ttm)

    377.16M

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Company Insights

Fair Value

124.61 Current

Dividend Score

0 Low
Sector Avg.
100 High

Hiring Score

0 Low
Sector Avg.
100 High

Insider Sentiment Score

0 Low
Sector Avg.
100 High

Research Reports

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  • C.H. Robinson Earnings: Pricing Momentum Persists, but Insurance and Claims Risk Rising

    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.

  • Raising target price to $136.00

    CH Robinson Worldwide Inc has an Investment Rating of HOLD; a target price of $136.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of Medium; and a Value Subrating of Low.

  • Raising target price to $134.00

    CH Robinson Worldwide Inc has an Investment Rating of HOLD; a target price of $134.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of Medium; and a Value Subrating of Low.

  • Raising target price to $131.00

    CH Robinson Worldwide Inc has an Investment Rating of HOLD; a target price of $131.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of Medium; and a Value Subrating of Low.

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