Seeking Alpha·Sep 10, 2026
C.H. Robinson Worldwide, Inc. (CHRW) Presents at Jefferies Global Industrials Conference 2026 TranscriptC.H. Robinson Worldwide, Inc. (CHRW) Presents at Jefferies Global Industrials Conference 2026 Transcript
C.H. Robinson is emerging from a prolonged freight recession, with 2026Q2 showing a sharp sequential revenue rebound of 19.3% and gross margin expansion to 15.0%, up from 8.7% a year earlier. The company's asset-light model and disciplined cost management have...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue declined 8.4% year-over-year in 2026Q2, but gross margin expanded to 15.0% from 8.7% a year earlier, driving operating income up to $255.7M and EPS growth of 23.8%.
C.H. Robinson Worldwide reported solid first-quarter 2026 results with revenue of US$4,012.93 million and net income of US$147.23 million, indicating robust financial health.
The company completed a long-running buyback program, which can enhance shareholder value and signal confidence in future growth.
C.H. Robinson Worldwide raised its 2026 earnings guidance and announced an increased regular quarterly dividend, reflecting a positive outlook.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $1.61+5.2% vs $1.53 | $4.9B+13.5% vs $4.3B |
Q2 2026 Apr 29, 2026 | $1.35+9.8% vs $1.23 | $4.0B-0.8% vs $4.0B |
Q1 2026 Jan 28, 2026 | $1.23+9.8% vs $1.12 | $3.9B-1.9% vs $4.0B |
Q4 2025 Oct 29, 2025 | $1.40+7.7% vs $1.30 | $4.1B-2.2% vs $4.2B |
C.H. Robinson Worldwide, Inc. (CHRW) Presents at Jefferies Global Industrials Conference 2026 Transcript
C.H. Robinson Worldwide faces headline risk from a $604 million verdict, but insurance and fault allocation significantly limit direct financial exposure. Montgomery v. Caribe Transport II increases legal risk for brokers, but the true impact will be revealed through CHRW's 2027 insurance renewal, not immediate litigation outcomes. CHRW has achieved mid-cycle margins and productivity gains despite freight market weakness, driven by automation and cost reductions, positioning the business for future upside.
C.H. Robinson Worldwide, Inc. (CHRW) Presents at Citi's 2026 Global TMT Conference Transcript
Investors interested in Transportation - Services stocks are likely familiar with TFI International Inc. (TFII) and C.H. Robinson Worldwide (CHRW).
Benchmark CHRW against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for C.H. Robinson Worldwide, Inc. (CHRW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $149.67 | $17.64B | 30.99 | -8.42% | 3.62% | 32.91% | 1.66% | |
| $188.03 | $24.59B | 31.60 | 4.42% | 7.64% | 40.64% | — | |
| $179.92 | $21.12B | 68.15 | 1.05% | 4.71% | 21.57% | — | |
| $15.06 | $476.27M | -4.33 | 0.84% | -11.37% | -320.56% | — | |
| $19.88 | $3.28B | -33.69 | 26.2% | -1.72% | -6.84% | — | |
| $95.81 | $81.39B | 14.61 | -2.46% | 5.08% | 29.02% | — |
C.H. Robinson Worldwide, Inc. (CHRW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
C.H. Robinson Worldwide, Inc. (CHRW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jul 24, 2026·SEC
Jun 2, 2026·SEC
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C.H. Robinson Worldwide, Inc. (CHRW) stock FAQ — growth, dividends, profitability & financials explained
C.H. Robinson Worldwide, Inc. (CHRW) reported $17.00B in revenue for fiscal year 2025. This represents a 958% increase from $1.61B in 1996.
C.H. Robinson Worldwide, Inc. (CHRW) saw revenue decline by 8.4% over the past year.
Yes, C.H. Robinson Worldwide, Inc. (CHRW) is profitable, generating $633.3M in net income for fiscal year 2025 (3.6% net margin).
Yes, C.H. Robinson Worldwide, Inc. (CHRW) pays a dividend with a yield of 1.66%. This makes it attractive for income-focused investors.
C.H. Robinson Worldwide, Inc. (CHRW) has a return on equity (ROE) of 32.9%. This is excellent, indicating efficient use of shareholder capital.
C.H. Robinson Worldwide, Inc. (CHRW) generated $668.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
