C.H. Robinson Worldwide, Inc.

NasdaqGS:CHRW Rapport sur les actions

Capitalisation boursière : US$21.4b

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 2.92 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 0.097% des actions de la société, d'une valeur de $ 20.87M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.1 ans et 4.8 ans.

Informations clés

Dave Bozeman

Directeur général

US$11.0m

Rémunération totale

Pourcentage du salaire du PDG9.97%
Durée du mandat du directeur général2.9yrs
Propriété du PDG0.1%
Durée moyenne d'occupation des postes de direction3.1yrs
Durée moyenne du mandat des membres du conseil d'administration4.8yrs

Mises à jour récentes de la gestion

Recent updates

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.

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.

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.

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.

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.

C.H. Robinson: The AI Scare Is An Overreaction (Rating Upgrade)

Feb 16

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.

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.

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.

C.H. Robinson Worldwide (NASDAQ:CHRW) Could Become A Multi-Bagger

Dec 31
C.H. Robinson Worldwide (NASDAQ:CHRW) Could Become A Multi-Bagger

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.

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.

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.

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.

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.

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.

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.

C.H. Robinson Worldwide (NASDAQ:CHRW) Has Announced A Dividend Of $0.62

Aug 27
C.H. Robinson Worldwide (NASDAQ:CHRW) Has Announced A Dividend Of $0.62

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.

There's Reason For Concern Over C.H. Robinson Worldwide, Inc.'s (NASDAQ:CHRW) Massive 25% Price Jump

Aug 15
There's Reason For Concern Over C.H. Robinson Worldwide, Inc.'s (NASDAQ:CHRW) Massive 25% Price Jump

C.H. Robinson Worldwide (NASDAQ:CHRW) Has Affirmed Its Dividend Of $0.62

Aug 12
C.H. Robinson Worldwide (NASDAQ:CHRW) Has Affirmed Its Dividend Of $0.62

C.H. Robinson Worldwide, Inc. Just Recorded A 8.3% EPS Beat: Here's What Analysts Are Forecasting Next

Aug 04
C.H. Robinson Worldwide, Inc. Just Recorded A 8.3% EPS Beat: Here's What Analysts Are Forecasting Next

The Returns At C.H. Robinson Worldwide (NASDAQ:CHRW) Aren't Growing

Jul 24
The Returns At C.H. Robinson Worldwide (NASDAQ:CHRW) Aren't Growing

At US$101, Is It Time To Put C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) On Your Watch List?

Jul 11
At US$101, Is It Time To Put C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) On Your Watch List?

Unpleasant Surprises Could Be In Store For C.H. Robinson Worldwide, Inc.'s (NASDAQ:CHRW) Shares

May 15
Unpleasant Surprises Could Be In Store For C.H. Robinson Worldwide, Inc.'s (NASDAQ:CHRW) Shares

C.H. Robinson Worldwide: Still Many Concerns Weighing On The Stock

Feb 01

Analyse de la rémunération des PDG

Comment la rémunération de Dave Bozeman a-t-elle évolué par rapport aux bénéfices de C.H. Robinson Worldwide?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$599m

Dec 31 2025US$11mUS$1m

US$587m

Sep 30 2025n/an/a

US$600m

Jun 30 2025n/an/a

US$534m

Mar 31 2025n/an/a

US$508m

Dec 31 2024US$9mUS$1m

US$466m

Sep 30 2024n/an/a

US$347m

Jun 30 2024n/an/a

US$332m

Mar 31 2024n/an/a

US$303m

Dec 31 2023US$28mUS$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 14.57M ).

Rémunération et revenus: La rémunération de Dave a augmenté de plus de 20 % au cours de l'année écoulée.


PDG

Dave Bozeman (57 yo)

2.9yrs
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

NomPositionTitularisationCompensationPropriété
David Bozeman
President2.9yrsUS$11.05m0.097%
$ 20.9m
Damon Lee
Chief Financial Officer1.9yrsUS$3.83m0.0072%
$ 1.5m
Dorothy Capers
Chief Legal Officer & Corporate Secretary1yrUS$3.96m0.0013%
$ 278.5k
Michael Short
President of Global Freight Forwarding11yrsUS$3.46m0.0085%
$ 1.8m
Arun Rajan
Chief Strategy & Innovation Officer1.9yrsUS$7.07m0.057%
$ 12.2m
Michael Neill
Chief Technology Officer7.9yrspas de donnéespas de données
Charles Ives
Senior Director of Investor Relations6.1yrspas de donnéespas de données
Duncan Burns
Chief Communications & Marketing Officerless than a yearpas de donnéespas de données
Angela Freeman
Chief Human Resources & ESG Officer11.3yrsUS$5.11m0.0094%
$ 2.0m
Jordan Kass
President of Managed Services11.3yrspas de donnéespas de données
Michael Castagnetto
President of North American Surface Transportation2.3yrsUS$2.46m0.0073%
$ 1.6m
Jose Rossignoli
President of Robinson Fresh3.3yrspas de donnéespas de données
3.1yrs
Durée moyenne de l'emploi
53yo
Âge moyen

Gestion expérimentée: L'équipe de direction de CHRW est considérée comme expérimentée (ancienneté moyenne 3.1 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
David Bozeman
President2.9yrsUS$11.05m0.097%
$ 20.9m
Mary J. Guilfoile
Independent Director13.6yrsUS$356.25k0.0026%
$ 563.5k
Mark Goodburn
Independent Director4yrsUS$363.03k0.0019%
$ 413.5k
Michael McGarry
Independent Director2yrsUS$343.75k0.00094%
$ 201.4k
Timothy Gokey
Independent Director8.6yrsUS$347.97k0.019%
$ 4.0m
Kermit Crawford
Independent Director5.7yrsUS$356.25k0.00085%
$ 182.1k
Edward Feitzinger
Independent Directorless than a yearUS$175.13kpas de données
Jodeen Kozlak
Independent Chairman13.3yrsUS$493.75k0.022%
$ 4.7m
Paula Tolliver
Independent Director7.6yrsUS$347.25k0.012%
$ 2.5m
Paige Robbins
Independent Director2yrsUS$344.88k0.00094%
$ 201.4k
4.8yrs
Durée moyenne de l'emploi
61.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de CHRW sont considérés comme expérimentés (ancienneté moyenne 4.8 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/01 04:27
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale 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 41 analystes. 21 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.

AnalysteInstitution
Daniel MooreBaird
Brandon OglenskiBarclays
Brandon OglenskiBarclays