Update shared on27 Aug 2025
Fair value Increased 1.03%C.H. Robinson Worldwide’s consensus price target was modestly raised to $117.56 as analysts cite strong Q2 results, accelerating automation and efficiency gains, and improving operational prospects, offset somewhat by ongoing macro and freight demand uncertainty.
Analyst Commentary
- Strong Q2 earnings beat expectations, driven by solid performance in Forwarding, margin expansion, and cost control.
- Management’s rapid progress on automation and operating efficiencies is improving productivity and supporting market share gains.
- Bullish analysts see meaningful potential for multiple expansion and growing earnings as the business transformation advances.
- Enhanced technology stack and efficiency gains are positioning C.H. Robinson for outperformance upon freight market recovery.
- Macro environment and freight demand remain uncertain, tempering sentiment despite improved operational trends and visibility on targets.
What's in the News
- Repurchased 870,500 shares for $81.24 million, completing 52.75% of its long-term buyback program.
- Expanded item-level supply chain solutions to all customers, offering granular visibility, analytics, and real-time inventory insights, targeting significant supply chain cost savings.
- Launched an AI agent automating freight classification for LTL shipments, boosting automation and service speed amid changes to national freight classification standards.
- Introduced a U.S. Tariff Impact Analysis tool within its platform, offering real-time, SKU-level tariff and duty assessment, addressing heightened customer demand for data-driven cost management.
Valuation Changes
Summary of Valuation Changes for C.H. Robinson Worldwide
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $116.36 to $117.56.
- The Future P/E for C.H. Robinson Worldwide remained effectively unchanged, moving only marginally from 25.35x to 25.62x.
- The Discount Rate for C.H. Robinson Worldwide remained effectively unchanged, at 7.50%.
Disclaimer
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