C.H. Robinson Worldwide, Inc. (CHRW) AI Stock Analysis

C.H. Robinson Worldwide, Inc. is a global provider of freight transportation services and logistics solutions, operating through two main segments: North American Surface Transportation and Global Forwarding. Its offerings include truckload and less-than-truckload brokerage, intermodal transport, non-vessel ocean common carrier services, air freight forwarding, customs brokerage, managed warehousing, and small parcel logistics. Supported by a network of approximately 85,000 transportation providers such as motor carriers, railroads, air, and ocean carriers, the company delivers end-to-end supply chain management. In addition, its Robinson Fresh brand buys, sells, and markets fresh produce to grocery retailers, restaurants, wholesalers, and foodservice distributors.

Between FY2021 and FY2025, C.H. Robinson saw its revenue fluctuate, reaching $24.70B in FY2022 before dropping 28.7% to $17.60B in FY2023. Revenue edged up 0.7% to $17.72B in FY2024 but fell 8.4% to $16.23B in FY2025, resulting in a 5-year revenue CAGR of 0.0%. Net income climbed from $325.1M in FY2023 to $587.1M in FY2025, with net margin improving to 3.6% and gross margin reaching 8.4%. Over the trailing twelve months, revenue was $17.00B with an operating margin of 5.3%. In the quarter ended June 30, 2026, revenue increased 19.3% and earnings surged 23.8% year-over-year.

As of June 30, 2026, C.H. Robinson held $154.6M in cash and short-term investments against total debt of $1.97B, resulting in net debt of $1.82B. Shareholders' equity was $1.63B, representing a debt-to-equity ratio of 1.21, while the current ratio was 1.58. In FY2025, operating cash flow reached $914.5M and free cash flow was $894.9M. Cash deployment included $19.6M for capital expenditures, $354.7M for share buybacks, and $301.4M for dividends, contributing to a 5-year share count reduction of 9.7%.

At $139.49, C.H. Robinson trades at a trailing P/E of 26.6x and a forward P/E of 21.5x, compared to medians of 28.5x and 20.1x for its S&P 500 Industrials peers. Its EV/EBITDA of 20.7x sits above the peer median of 17.2x, while its price-to-sales ratio of 1.0x is well below the peer median of 3.3x. Over the past year, the stock returned 12.4%, trailing the S&P 500 return of 16.8%. Over a 5-year period, CHRW returned 65.1%, lagging the index gain of 83.0%.

C.H. Robinson pays a quarterly dividend with an annualized forward payout of $2.52 per share, offering a 1.81% yield. The company has paid dividends for 30 consecutive years, achieving a 5-year annualized dividend growth rate of 4.1%. The dividend is supported by a 45.1% payout ratio, with the latest ex-dividend date on September 4, 2026.

Wall Street coverage on CHRW comprises 14 Strong Buy, 4 Buy, and 5 Hold ratings, with no Sell recommendations. The mean price target is $192.13, indicating an upside of 37.7% from the last close of $139.49. For the fiscal year ending December 31, 2026, consensus estimates project EPS to rise 23.9% to $6.31 on revenue of $18.41B. The company beat EPS consensus in each of the last 4 quarters, with next earnings scheduled for October 28, 2026.

This page is an AI-written research summary of C.H. Robinson Worldwide, Inc. (CHRW). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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