C.H. Robinson Worldwide Gestion
Gestion contrôle des critères 3/4
Le PDG C.H. Robinson Worldwide est Dave Bozeman, nommé en Jun2023, a un mandat de 3.25 ans. La rémunération annuelle totale est $ 11.05M, composée du salaire de 10% et des bonus 90%, y compris les actions et options de la société. détient directement 0.11% des actions de la société, d'une valeur de $ 19.68M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.5 ans et 5.2 ans.
Informations clés
Dave Bozeman
Directeur général
US$11.0m
Rémunération totale
| Pourcentage du salaire du PDG | 9.97% |
| Durée du mandat du directeur général | 3.3yrs |
| Propriété du PDG | 0.1% |
| Durée moyenne d'occupation des postes de direction | 3.5yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.2yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Sep 09
C.H. Robinson: The $604 Million Verdict Looks Bigger Than The Economic Risk
Summary 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. At $150, CHRW trades at 23.7x 2026 earnings; a manageable legal environment and continued operational outperformance could justify a Buy rating with low-double-digit upside. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 25
CHRW: Operating Leverage In Tightening Truckload Cycle Will Support Future Margins
The analyst fair value estimate for C.H. Robinson Worldwide has been adjusted to $237 from $230, as analysts weigh stronger operating leverage in recent results against concerns about tighter gross margins and higher insurance and claims costs across the brokerage sector. Analyst Commentary Recent research on C.H. Robinson Worldwide shows a split but active analyst community, with a cluster of bullish analysts citing operating leverage, exposure to a firming truckload market, and improving freight conditions even as others focus on higher insurance and claims risk.
Mise à jour du récit • Aug 11
CHRW: Post Montgomery Liability And Nuclear Verdict Will Likely Cap Freight Upswing
For C.H. Robinson Worldwide, the updated analyst price target framework now points to a fair value of about $131.81, down from $137.10, as analysts balance stronger operating leverage and higher long term freight expectations with a slightly higher discount rate and modestly lower assumed profit margins. Analyst Commentary Recent research on C.H. Robinson Worldwide shows a wide range of views, with price targets stretching from the low US$90s up to the mid US$230s.Mise à jour du récit • Jul 28
CHRW: Freight Upswing Will Likely Clash With Escalating Post Montgomery Liability Risk
Analyst price target for C.H. Robinson Worldwide is raised by about $3, with analysts pointing to a more constructive freight cycle, tighter industry capacity, and company-specific benefits from technology, productivity efforts, and regulatory changes as key supports for the higher valuation inputs. Analyst Commentary Recent research updates on C.H. Robinson Worldwide highlight a generally constructive view on the freight cycle and the stock's positioning, but opinions are not uniform.Mise à jour du récit • Jul 14
CHRW: Rich Freight Hopes Will Likely Clash With Post Montgomery Liability Risks
Analysts have nudged the fair value estimate for C.H. Robinson Worldwide higher from $131.39 to $134.31. This reflects recent price target increases that cite improving freight capacity conditions, stronger truckload spot rates and perceived scale advantages in the post‑Montgomery regulatory backdrop.Mise à jour du récit • Jun 30
CHRW: Lean AI And Montgomery Tailwinds Will Support Future Margins
The analyst price target for C.H. Robinson Worldwide has been adjusted from $224 to $230 as analysts factor in stronger truckload spot rates, benefits tied to the Montgomery decision, and ongoing technology and productivity efforts at the company. Analyst Commentary Recent research on C.H. Robinson Worldwide highlights a more constructive tone from several bullish analysts, who point to a mix of pricing trends, regulatory changes tied to the Montgomery decision, and internal technology and productivity efforts as key supports for the stock.
Mise à jour du récit • Jun 16
CHRW: AI Productivity And Scale Will Shape Post Montgomery Freight Cycle Balance
The analyst price target for C.H. Robinson Worldwide has inched higher to reflect modestly adjusted fair value assumptions and growing Street conviction that stronger truckload spot rates and scale benefits in the post Montgomery regulatory environment can support the company’s technology and productivity push. Analyst Commentary Recent research points to a more constructive tone around C.H. Robinson, with several firms lifting ratings or targets while still flagging execution and regulatory risks that could affect how the stock trades versus its peers.Mise à jour du récit • Jun 01
CHRW: Scale And AI Productivity Programs Will Shape Post Montgomery Freight Cycle Outcomes
Analysts have nudged their average price target for C.H. Robinson Worldwide slightly higher to about $197 from roughly $196, reflecting growing confidence in the company's scale advantages and ongoing technology and productivity transformation following recent research updates and the post-Montgomery regulatory backdrop. Analyst Commentary Recent research has skewed more positive on C.H. Robinson, with several firms raising ratings or targets while still flagging real execution and regulatory risks.Mise à jour du récit • May 02
CHRW: AI Execution And Capital Returns Will Support Measured Freight Cycle Recovery
The analyst price target for C.H. Robinson Worldwide has been adjusted from $193.52 to $195.52. This reflects updated assumptions on revenue growth, profit margins and future P/E in light of mixed recent Street research that includes several target increases alongside cuts and rating changes.Mise à jour du récit • Apr 17
CHRW: AI Execution And Tightening Truckload Supply Will Support Future Margins
Analysts have trimmed the C.H. Robinson Worldwide fair value estimate by $1 to $224, reflecting slightly higher discount rate assumptions and modestly adjusted expectations for revenue growth, profit margins, and future P/E, as well as recent cuts to Street price targets and the removal of the stock from a tactical outperform list. Analyst Commentary Street research on C.H. Robinson Worldwide has been active, with recent moves spanning both higher and lower price targets, as well as a change in one firm's tactical list placement.Mise à jour du récit • Apr 02
CHRW: Tightening Truckload Supply And AI Execution Will Support Future Margins
Analyst price targets for C.H. Robinson have been adjusted, with the model now pointing to a fair value of $225.00. Analysts are factoring in slightly lower discount rates, modestly higher revenue growth expectations, and a small tweak to future P/E and profit margin assumptions following a mix of recent target increases and reductions across the Street.Mise à jour du récit • Mar 19
CHRW: Elevated Freight Expectations Will Likely Struggle Against Softer Seasonality Risks
Analysts have nudged the fair value estimate for C.H. Robinson Worldwide to $131.39 from $130.54, reflecting Street price target increases supported by slightly higher assumed revenue growth, modestly stronger profit margins, a lower discount rate, and a marginally reduced future P/E multiple. Analyst Commentary Recent Street research on C.H. Robinson Worldwide skews positive on price targets, but the tone is not uniformly bullish.Mise à jour du récit • Mar 05
CHRW: Margin Discipline And AI Initiatives Will Support Balanced Freight Cycle Recovery
The analyst fair value estimate for C.H. Robinson Worldwide has been revised from $153.36 to $193.52. This change reflects a reset in assumptions on margins and future P/E that aligns with a broad wave of higher price targets from firms across the Street.Mise à jour du récit • Feb 19
CHRW: Truckload Supply Tightening And Cost Discipline Will Support Future Margins
We are lifting our C.H. Robinson Worldwide fair value estimate to $225 from $210 as analysts broadly raise price targets, citing updated earnings assumptions, a higher profit margin outlook, and a slightly richer future P/E multiple, offset by a modestly higher discount rate and more measured revenue growth expectations. Analyst Commentary Bullish analysts have been lifting their price targets on C.H. Robinson Worldwide across a wide range of research updates, pointing to a mix of earnings power, margin potential, and valuation support.Mise à jour du récit • Feb 05
CHRW: Elevated Freight Hopes Will Likely Outrun Tightening Truckload Capacity
Analysts have collectively lifted their price targets on C.H. Robinson Worldwide, supporting a fair value estimate shift from about US$109.07 to US$130.54 as they factor in a slightly lower discount rate, a higher projected profit margin, and a richer future P/E multiple despite more modest revenue growth assumptions. Analyst Commentary Street research on C.H. Robinson Worldwide has recently tilted toward higher price targets, but the tone is not uniformly upbeat.Mise à jour du récit • Jan 22
CHRW: Truckload Supply Recovery And Margin Execution Will Support Bullish Case
Analysts have lifted their price target on C.H. Robinson Worldwide to US$210 from US$136. This reflects updated views on revenue growth, profit margins and a higher future P/E multiple, even as they factor in a slightly higher discount rate and a mix of cautious and bullish research commentary across the transport and logistics group.Mise à jour du récit • Jan 07
CHRW: Elevated Freight Expectations Will Likely Outrun Margin And Demand Normalization
Narrative Update: C.H. Robinson Worldwide (CHRW) The updated analyst price targets for C.H. Robinson, supported by recent model changes and new 2026 and 2027 estimates, lift our fair value reference from about $88.54 to roughly $109.07, as analysts highlight operating margin progress, profit growth, and exposure to potential truckload and rail M&A themes. Analyst Commentary Recent research updates around C.H. Robinson point to a cluster of higher price targets, with analysts updating their models through 2026 and 2027 and emphasizing operating margin trends, profit growth in recent quarters, and exposure to potential truckload and rail M&A themes.Article d’analyse • Dec 31
C.H. Robinson Worldwide (NASDAQ:CHRW) Could Become A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Mise à jour du récit • Dec 14
CHRW: Operating Margin Discipline And AI Supply Chain Investments Will Support Future Resilience
Analysts have nudged their average fair value estimate for C.H. Robinson Worldwide slightly higher, from about $152 to roughly $153, citing recent price target increases that reflect operating margin expansion, raised 2026 income goals, and the company’s resilient, defensive positioning in a still-choppy freight market. Analyst Commentary Street research remains broadly constructive on C.H. Robinson, with most recent updates skewing toward higher price targets and supportive ratings even as the freight backdrop stays mixed.Mise à jour du récit • Nov 30
CHRW: Operating Margin Focus And Cost Discipline Will Sustain Resilience Amid Market Uncertainty
Analysts have raised their price targets for C.H. Robinson Worldwide by as much as $41, citing improved operating margins, sustained profit growth, and a more positive outlook driven by recent earnings results. Analyst Commentary Analyst perspectives on C.H. Robinson Worldwide reflect a mix of optimism about the company’s operational execution and caution regarding market outlooks and valuation after a period of strong share price appreciation.Mise à jour du récit • Nov 16
CHRW: Operating Margin Expansion And Cost Discipline Will Drive Resilience Amid Freight Headwinds
The analyst consensus price target for C.H. Robinson Worldwide increased from $150.31 to $152.20. Analysts cited operating margin expansion, profit growth, and a more defensive business model as factors supporting improved expectations, despite near-term challenges in freight markets.Mise à jour du récit • Nov 01
CHRW: Operating Margins And Cost Controls Will Drive Resilience Amid Freight Headwinds
The consensus analyst price target for C.H. Robinson Worldwide has been raised by approximately $14 to $150. This reflects growing optimism among analysts regarding the company’s operating margin improvements and strategic positioning, despite ongoing challenges in the freight market.Mise à jour du récit • Oct 18
AI Automation And Digital Tools Will Transform Global Logistics
The analyst price target for C.H. Robinson Worldwide has increased from $126.32 to $136.23. Analysts cite stabilizing freight market conditions, cost discipline, and ongoing efficiency gains as key factors supporting a moderately more positive outlook.Mise à jour du récit • Oct 04
AI Automation And Digital Tools Will Transform Global Logistics
The analyst price target for C.H. Robinson Worldwide has risen from $118.88 to $126.32. Analysts cite continued margin improvement and ongoing efficiency gains as key drivers of their upward revisions.Mise à jour du récit • Sep 19
AI Automation And Digital Tools Will Transform Global Logistics
C.H. Robinson Worldwide's consensus price target was modestly raised to $118.88 as analysts highlighted strong Q2 margin expansion, improved cost controls, and increased operating efficiencies that are expected to drive future outperformance despite a challenging freight environment. Analyst Commentary Q2 earnings surpassed expectations, driven by robust margin expansion and stronger-than-anticipated performance in Forwarding operations.Mise à jour du récit • Aug 27
AI Automation And Digital Tools Will Transform Global Logistics
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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$633m |
| Mar 31 2026 | n/a | n/a | US$599m |
| Dec 31 2025 | US$11m | US$1m | US$587m |
| Sep 30 2025 | n/a | n/a | US$600m |
| Jun 30 2025 | n/a | n/a | US$534m |
| Mar 31 2025 | n/a | n/a | US$508m |
| Dec 31 2024 | US$9m | US$1m | US$466m |
| Sep 30 2024 | n/a | n/a | US$347m |
| Jun 30 2024 | n/a | n/a | US$332m |
| Mar 31 2024 | n/a | n/a | US$303m |
| Dec 31 2023 | US$28m | US$500k | US$325m |
Rémunération vs marché: La rémunération totale de Dave ($USD 11.05M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).
Rémunération et revenus: La rémunération de Dave a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Dave Bozeman (58 yo)
3.3yrs
Titularisation
US$11,045,949
Compensation
Mr. David P. Bozeman, also known as Dave, serves as President of C.H. Robinson Worldwide, Inc. since June 2023 and serves as its Chief Executive Officer and Director from June 26, 2023. He serves as Indepe...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 3.3yrs | US$11.05m | 0.11% $ 19.7m | |
| Chief Financial Officer | 2.3yrs | US$3.83m | 0.011% $ 2.0m | |
| Chief Legal Officer & Corporate Secretary | 1.3yrs | US$3.96m | 0.0034% $ 608.8k | |
| President of Global Freight Forwarding | 11.3yrs | US$3.46m | 0.026% $ 4.7m | |
| Chief Strategy & Innovation Officer | 2.3yrs | US$7.07m | 0.057% $ 10.2m | |
| Chief Technology Officer | 8.3yrs | pas de données | pas de données | |
| Senior Director of Investor Relations | 6.4yrs | pas de données | pas de données | |
| Chief Communications & Marketing Officer | less than a year | pas de données | pas de données | |
| Chief Human Resources & ESG Officer | 11.7yrs | US$5.11m | 0.0095% $ 1.7m | |
| President of Managed Services | 11.7yrs | pas de données | pas de données | |
| President of North American Surface Transportation | 2.7yrs | US$2.46m | 0.0074% $ 1.3m | |
| President of Robinson Fresh | 3.7yrs | pas de données | pas de données |
3.5yrs
Durée moyenne de l'emploi
54.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de CHRW est considérée comme expérimentée (ancienneté moyenne 3.5 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 3.3yrs | US$11.05m | 0.11% $ 19.7m | |
| Independent Director | 13.9yrs | US$356.25k | 0.0027% $ 473.1k | |
| Independent Director | 4.3yrs | US$363.03k | 0.0019% $ 348.1k | |
| Independent Director | 2.3yrs | US$343.75k | 0% $ 0 | |
| Independent Director | 8.9yrs | US$347.97k | 0% $ 0 | |
| Independent Director | 6yrs | US$356.25k | 0.00086% $ 153.5k | |
| Independent Director | 1.1yrs | US$175.13k | 0% $ 0 | |
| Independent Chairman | 13.6yrs | US$493.75k | 0% $ 0 | |
| Independent Director | 7.9yrs | US$347.25k | 0% $ 0 | |
| Independent Director | 2.3yrs | US$344.88k | 0% $ 0 |
5.2yrs
Durée moyenne de l'emploi
63yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de CHRW sont considérés comme expérimentés (ancienneté moyenne 5.2 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/14 01:13 |
| Cours de l'action en fin de journée | 2026/09/14 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
C.H. Robinson Worldwide, Inc. est couverte par 39 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Daniel Moore | Baird |
| Brandon Oglenski | Barclays |
| David Vernon | Bernstein |