CHRW's recent revenue rebound, with reported revenue up 29.5% year over year to $5.4B in 2026Q3 and gross margin recovering from 7.7% in 2026Q1 to 15.1%, suggests a cyclical upturn in freight spreads that may prove early-stage rather than durable.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue reached $5.4B in 2026Q3, up 29.5% year over year, with gross margin recovering to 15.1% and operating margin at 5.1%, though diluted EPS of $1.67 may reflect a freight-tightening cycle rather than a lasting shift in pricing power.
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $1.80+2.9% vs $1.75 | $5.4B+9.0% vs $4.9B |
Q3 2026 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 |
UPS, Old Dominion, C.H. Robinson and JetBlue gear up for Q3 earnings amid fuel cost pressures, freight demand shifts and macroeconomic uncertainty.
Fee Only Financial Planning L.C. acquired a new position in C.H. Robinson Worldwide, Inc. (NASDAQ: CHRW) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 7,666 shares of the transportation company's stock, valued at approximately $1,134,000. C.H. Robinson Worldwide comprises
Financial Management Professionals Inc. grew its position in shares of C.H. Robinson Worldwide, Inc. (NASDAQ: CHRW) by 7,308.5% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,371 shares of the transportation company's stock after buying an additional 4,312 shares
Dudley Capital Management LLC acquired a new position in shares of C.H. Robinson Worldwide, Inc. (NASDAQ: CHRW) in the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 13,377 shares of the transportation company's stock, valued at approximately $1,979,000. A number of other hedge funds have also
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 |
|---|---|---|---|---|---|---|---|
| $125.33 | $14.77B | 22.25 | -8.42% | 3.67% | 39.59% | 1.98% | |
| $184.61 | $24.15B | 23.06 | 4.42% | 7.86% | 45.73% | 0.82% | |
| $176.95 | $20.78B | 41.51 | 1.05% | 5.69% | 26.31% | — | |
| $16.64 | $526.24M | -1.89 | 0.84% | -11.37% | -320.56% | — | |
| $27.60 | $4.55B | -53.95 | 26.2% | -1.35% | -5.8% | — | |
| $108.30 | $92B | 20.87 | -2.46% | 4.84% | 28.45% | 5.86% |
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)
Nov 4, 2026·SEC
Oct 28, 2026·SEC
Oct 5, 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 $18.22B in revenue over the trailing twelve months. Revenue was $16.23B in fiscal year 2025. That is 911% more than the $1.61B of fiscal year 1996.
C.H. Robinson Worldwide, Inc. (CHRW) grew revenue by 10.4% over the trailing twelve months, compared with the twelve months before.
Yes. C.H. Robinson Worldwide, Inc. (CHRW) earned $668.8M in net income over the trailing twelve months (a 3.7% net margin).
Yes. C.H. Robinson Worldwide, Inc. (CHRW) pays a dividend that yields 1.98% at the current price, a moderate yield.
C.H. Robinson Worldwide, Inc. (CHRW) had a return on equity (ROE) of 39.6% over the trailing twelve months. That is well above the market's typical 10-15%.
C.H. Robinson Worldwide, Inc. (CHRW) generated $505.9M in free cash flow over the trailing twelve months.
