C.H. Robinson Worldwide, Inc.

Report azionario NasdaqGS:CHRW

Capitalizzazione di mercato: US$21.7b

C.H. Robinson Worldwide Performance degli utili passati

Criteri Il passato verificati 5/6

Gli utili di C.H. Robinson Worldwide sono diminuiti a un tasso medio annuo di -13%, mentre il settore Logistics ha visto gli utili diminuire a un tasso medio annuo di 1.5%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 7.2%. Il ritorno sul capitale proprio di C.H. Robinson Worldwide è 35.2% e ha margini netti di 3.7%.

Informazioni chiave

-12.97%

Tasso di crescita degli utili

-10.23%

Tasso di crescita dell'EPS

Logistics Crescita del settore19.04%
Tasso di crescita dei ricavi-7.18%
Rendimento del capitale proprio35.15%
Margine netto3.70%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Seeking Alpha Feb 16

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

Summary C.H. Robinson Worldwide has surged over 70% since last July, outperforming the S&P 500 by a wide margin. Q4 2025 earnings showed mixed results: strong North American Surface Transportation offset by weak Global Forwarding performance. CHRW faces potential disruption from Algorhythm Holdings' AI-driven SemiCab platform, but immediate impact appears limited. Valuation analysis based on free cash flow yield suggests CHRW's current pricing is above historical norms. Read the full article on Seeking Alpha
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi Aug 27

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

C.H. Robinson Worldwide, Inc.'s ( NASDAQ:CHRW ) investors are due to receive a payment of $0.62 per share on 2nd of...
Aggiornamento della narrazione 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.
Articolo di analisi Aug 15

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

NasdaqGS:CHRW 1 Year Share Price vs Fair Value Explore C.H. Robinson Worldwide's Fair Values from the Community and...
Articolo di analisi Aug 12

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

The board of C.H. Robinson Worldwide, Inc. ( NASDAQ:CHRW ) has announced that it will pay a dividend on the 2nd of...
Articolo di analisi Aug 04

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

It's been a pretty great week for C.H. Robinson Worldwide, Inc. ( NASDAQ:CHRW ) shareholders, with its shares surging...
Articolo di analisi Jul 24

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

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Articolo di analisi Jul 11

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

Today we're going to take a look at the well-established C.H. Robinson Worldwide, Inc. ( NASDAQ:CHRW ). The company's...
Seeking Alpha Feb 01

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

Summary CHRW shows strong margin expansion and operational efficiency, but overall revenue growth remains poor, especially in the NAST segment, justifying a hold rating. Gross profit grew 10.4% y/y, leading to a 71.1% EBIT growth, with robust adj EPS performance of $1.21, outperforming estimates. Concerns include potential normalization of global freight rates and competition from digital freight platforms like Uber Freight and Convoy. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come C.H. Robinson Worldwide guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:CHRW Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2616,1995995450
31 Dec 2516,2335875560
30 Sep 2516,5056005430
30 Jun 2517,0135345990
31 Mar 2517,3595086000
31 Dec 2417,7254666060
30 Sep 2417,7623476300
30 Jun 2417,4593326160
31 Mar 2417,3973036280
31 Dec 2317,5963256230
30 Sep 2318,4413906350
30 Jun 2320,1165346200
31 Mar 2322,4927855820
31 Dec 2224,6979415880
30 Sep 2226,1321,0745760
30 Jun 2226,3801,0965470
31 Mar 2225,1149415560
31 Dec 2123,1028445260
30 Sep 2121,1507625020
30 Jun 2119,1116514870
31 Mar 2117,2066024860
31 Dec 2016,2075064960
30 Sep 2015,4514585150
30 Jun 2015,0824685080
31 Mar 2015,3634935120
31 Dec 1915,3105774980
30 Sep 1915,6546654740
30 Jun 1916,0906944750
31 Mar 1916,4576844580
31 Dec 1816,6316654500
30 Sep 1816,4536304400
30 Jun 1815,9465734250
31 Mar 1815,3805254210
31 Dec 1714,8695054130
30 Sep 1714,3254754120
30 Jun 1713,8964844050
31 Mar 1713,4865173870
31 Dec 1613,1445133750
30 Sep 1612,9405183550
30 Jun 1613,0045283570
31 Mar 1613,2495223580
31 Dec 1513,4765103590
30 Sep 1513,6224963500
30 Jun 1513,6714823380

Guadagni di qualità: CHRW ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di CHRW (3.7%) CHRW sono più alti rispetto allo scorso anno (2.9%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di CHRW sono diminuiti del 13% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di CHRW nell'ultimo anno ( 17.9% ) supera la media quinquennale ( -13% all'anno).

Guadagni vs Settore: La crescita degli utili CHRW nell'ultimo anno ( 17.9% ) ha superato la percentuale del settore Logistics -1%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 35.2% ) di CHRW è considerato alto.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/08 15:27
Prezzo dell'azione a fine giornata2026/06/08 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

C.H. Robinson Worldwide, Inc. è coperta da 38 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Daniel MooreBaird
Brandon OglenskiBarclays
Christopher KuhnBenchmark Company