View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsC.H. Robinson Worldwide 将来の成長Future 基準チェック /26C.H. Robinson Worldwide利益と収益がそれぞれ年間9.5%と4.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に36.6% 13%なると予測されています。主要情報9.5%収益成長率12.97%EPS成長率Logistics 収益成長17.1%収益成長率4.5%将来の株主資本利益率36.60%アナリストカバレッジGood最終更新日03 Mar 2026今後の成長に関する最新情報お知らせ • Oct 30C.H. Robinson Worldwide, Inc. Raises Earnings Guidance for the Year 2026C.H. Robinson Worldwide, Inc. raised earnings guidance for the year 2026. For the year, the company originally expects to increase operating income by $350 million to $450 million versus its 2023 adjusted operating income of $553 million. Now, the company increased that expectation by roughly $50 million despite market dynamics that have created greater headwinds than the company originally anticipated. This results in a new 2026 operating income target range of $965 million to $1.04 billion. The bottom end of this range, which assumes 0 market volume growth, equates to approximately $6 of earnings per share.すべての更新を表示Recent updatesお知らせ • Mar 11C.H. Robinson Unveils Lean AI Supply Chain CapabilitiesC.H. Robinson has expanded its artificial intelligence capabilities with an advantage that can’t be replicated: the largest and richest set of real-world logistics data in the industry. With over 100 trillion proprietary data points generated across decades of global operations – and growing with every shipment executed – the company has built an AI engine that is reasoning, deciding and acting in complex supply chains. For the first time, C.H. Robinson is disclosing the scale of the proprietary data behind its Lean AI operating system, which is built in house and embeds intelligence directly into how logistics gets done for its 75,000 customers. Hundreds of connected AI agents are fed by the unrivaled scale, scope and depth of C.H. Robinson’s data on 37 million shipments a year and enriched by operational context. Lean AI embeds intelligence directly into critical shipment workflows—including pricing, planning, orders, appointments, capacity, routing, tracking, documents and invoicing—while addressing persistent industry pain points such as freight classification and missed pickups. This work is executed by hundreds of AI agents across C.H. Robinson’s operations, autonomously performing millions of real-world shipping tasks. Orchestrated by the Always-on Logistics Planner™, these AI agents operate in sync across the shipment lifecycle, enabling faster decisions, more predictable outcomes and premium service at global scale. This coordinated system of agents is driving proven customer value. C.H. Robinson analyzed truckload shipments across its network and found clear, measurable gains when AI is applied across connected steps. Shipments handled by its AI-powered orders and appointments workflows resulted in: up to 23% faster speed to market for customer shipments. The faster an order is processed, the faster an ideal appointment for pickup and delivery can be secured, the faster an ideal carrier can be selected. An up to 35% increase in shipments picked up on time. More reliable pickups improve warehouse and loading dock throughput, reduce fines for arriving too early or late, reduce downstream delays and rescheduling, and allow for more accurate ETAs and inventory planning. AI-recommended loads are also booked four times faster—proof that a connected AI system operating at scale, powered by Robinson’s unmatched dataset, is improving execution across global supply chains.Declared Dividend • Feb 16Fourth quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 6th March 2026 Payment date: 2nd April 2026 Dividend yield will be 1.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Feb 13Chief Human Resources & ESG Officer recently sold €1.4m worth of stockOn the 9th of February, Angela Freeman sold around 9k shares on-market at roughly €168 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.4m more than they bought in the last 12 months.お知らせ • Feb 06C.H. Robinson Worldwide, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 2, 2026C.H. Robinson Worldwide, Inc. (“C.H. Robinson”) announced that its Board of Directors declared a regular quarterly cash dividend of 63 cents ($0.63) per share, payable on April 2, 2026, to shareholders of record on March 6, 2026.Reported Earnings • Jan 29Full year 2025 earnings released: EPS: US$4.88 (vs US$3.89 in FY 2024)Full year 2025 results: EPS: US$4.88 (up from US$3.89 in FY 2024). Revenue: US$16.2b (down 8.4% from FY 2024). Net income: US$587.1m (up 26% from FY 2024). Profit margin: 3.6% (up from 2.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.お知らせ • Jan 07C.H. Robinson Worldwide, Inc. to Report Q4, 2025 Results on Jan 28, 2026C.H. Robinson Worldwide, Inc. announced that they will report Q4, 2025 results After-Market on Jan 28, 2026Declared Dividend • Nov 26Third quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 5th December 2025 Payment date: 5th January 2026 Dividend yield will be 1.7%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Nov 10Third quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 5th December 2025 Payment date: 5th January 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 08C.H. Robinson Worldwide, Inc. Appoints Edward G. Feitzinger to Serve on Audit Committee, Effective November 6, 2025C.H. Robinson Worldwide, Inc. announced on November 6, 2025, the Board of Directors appointed Mr. Edward G. Feitzinger to serve on the Audit Committee of the Board of Directors.お知らせ • Nov 07C.H. Robinson Worldwide, Inc. Increases Quarterly Cash Dividend, Payable on January 5, 2026C.H. Robinson Worldwide, Inc. announced that its Board of Directors declared an increase to its regular quarterly cash dividend to 63 cents ($0.63) per share, payable on January 5, 2026, to shareholders of record on December 5, 2025.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$1.36 (vs US$0.81 in 3Q 2024)Third quarter 2025 results: EPS: US$1.36 (up from US$0.81 in 3Q 2024). Revenue: US$4.14b (down 11% from 3Q 2024). Net income: US$163.0m (up 68% from 3Q 2024). Profit margin: 3.9% (up from 2.1% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €135, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Logistics industry in Europe. Total returns to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €78.62 per share.お知らせ • Oct 30C.H. Robinson Worldwide, Inc. Raises Earnings Guidance for the Year 2026C.H. Robinson Worldwide, Inc. raised earnings guidance for the year 2026. For the year, the company originally expects to increase operating income by $350 million to $450 million versus its 2023 adjusted operating income of $553 million. Now, the company increased that expectation by roughly $50 million despite market dynamics that have created greater headwinds than the company originally anticipated. This results in a new 2026 operating income target range of $965 million to $1.04 billion. The bottom end of this range, which assumes 0 market volume growth, equates to approximately $6 of earnings per share.お知らせ • Oct 22C.H. Robinson Unveils the Agentic Supply Chain, Enabling Companies in Every Industry to Instantly Deploy AIC.H. Robinson announced the arrival of the Agentic Supply Chain: an intelligent ecosystem that continuously thinks, learns, adapts and acts. Going beyond automation, this is the most advanced form of artificial intelligence in logistics. It understands context, makes decisions in real time and self-optimizes global supply chains at scale. C.H. Robinson's Always-On Logistics Planner™?, a digital workforce of 30+ connected AI agents, is already performing millions of shipping tasks that defy automation for decades. Now with Agentic Supply Chain™? Solutions, the company offers a logistics platform with deeper intelligence and broader impact - from planning and procurement to delivery and replenishment. Customers leveraging an Agentic Supply Chain are already seeing tangible benefits and will see more as C.H. Robinson's AI agents grow in number, surface more insights, and continue to operate more predictively and proactively. Benefits include: Faster speed-to-market: When shipment planning and booking are reduced from hours to seconds, it secures more favorable rates, carriers and delivery appointments for customers' freight. Smarter cost optimization: Dynamic mode and lane selection, pricing and freight consolidation help customers capture hidden savings. Better visibility and control: A unified view of freight coupled with predictive insights and recommendations enables proactive decision-making. Greater agility and resilience: Always-on service allows instant response to shifts in demand and shifts in market conditions. Systems anticipate disruptions and reroute freight before delays occur. More bandwidth: With agentic AI managing more of their supply chain, customers can redirect the time and talent of their workforce to other business priorities. C.H. Robinson architected the Agentic Supply Chain by combining advanced AI technology, the largest logistics dataset in the world and the expertise of the industry's best logisticians - working in sync with its Lean operating model. This disciplined approach, known as Lean AI, drives smarter, faster and continuously improving supply chains. With over 37 million shipments annually - more than 100,000 per day - C.H. Robinson operates at a scale that uniquely positions it to train AI on real-world complexity and deploy agents that make more intelligent decisions. The Agentic Supply Chain builds on the AI models and AI agents C.H. Robinson began deploying for thousands of customers starting in 2023.Buy Or Sell Opportunity • Oct 10Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €109. The fair value is estimated to be €139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.お知らせ • Oct 07C.H. Robinson Worldwide, Inc. to Report Q3, 2025 Results on Oct 29, 2025C.H. Robinson Worldwide, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025お知らせ • Sep 22C.H. Robinson Worldwide, Inc.(NasdaqGS:CHRW) dropped from FTSE All-World Index (USD)C.H. Robinson Worldwide, Inc.(NasdaqGS:CHRW) dropped from FTSE All-World Index (USD)Buy Or Sell Opportunity • Sep 16Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €112. The fair value is estimated to be €142, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.お知らせ • Sep 11C.H. Robinson Introduces Cross-Border Freight Consolidation ServiceC.H. Robinson has introduced a new service that can save cross-border shippers up to 40% and gives them visibility to their freight up to 48 hours earlier. It uniquely combines freight consolidation in Mexico, cross-border transport, customs brokerage and bonded warehousing with the largest network of carriers and AI-optimized delivery across the United States and Canada. The new service was designed to overcome inherent inefficiencies in cross-border supply chains. Trucks crossing from Mexico into the United States are often under-utilized and sometimes carry just a single pallet. That's because Mexico law requires all freight on a truck to be cleared by the same customs broker - inhibiting consolidation of less-than-truckload (LTL) freight from different suppliers or manufacturers, even when it's headed to the same destination. Now, LTL freight can be consolidated at a secure facility in Mexico and move cost-effectively on a single truck to the border and on a single truck across, seamlessly overseen by C.H. Robinson's customs team. Using artificial intelligence, C.H. Robinson's proprietary Optimizer technology then determines the best way to combine and route the freight to its final destinations. Key benefits of the streamlined service include: Earlier inbound visibility: "A company's freight from central Mexico's industrial hubs takes a day or two to get to the border and another eight to 24 hours to cross, due to long waiting lines and frequent disruptions. When their various suppliers ship to them using different carriers, customs brokers and tech, they rarely have upstream visibility," said Cornmesser. This helps ensure the smooth flow of materials to a just-in-time manufacturer and is especially beneficial when they need freight expedited. With up to 48 hours extra visibility, can pull freight from different locations closer to the receiver, expedite freight that's further along in transit or at the very least obtain a more competitive rate for an expedite from consolidation center". Significant cost savings: While the cost of getting freight to the border is reduced, cost savings with the new service also come beyond the border with optimized deconsolidation, consolidation and delivery. With continuous real-time data inputs, C.H. Robinson' Optimizer is able to dynamically choose the right mode, right route, right carrier and right day to move the freight. Trucks, travel time and miles are minimized. Traiff utilization is maximized. Tariff mitigation: "At a time when supply chains are strained by new and higher tariffs, the new cross-border service can provide some relief," said Ben Bidwell, senior director for customs. "We can move freight in bond, meaning it can enter the United States through a bonded warehouse to defer U.S. tariffs for better cash flow or even eliminate tariffs if the freight is passing through to Canada. Because auto parts and components are one of the top items flowing across the Mexico border, this is particularly attractive for automotive supply chains subject to the 50% tariffs on items containing aluminum or steel." As heavy users of consolidation, retailers that import food and beverages from Mexico would also benefit from the new cross-border service, as would healthcare companies that rely on medical equipment made in Mexico or any industrial manufacturer that relies on parts, components or electronics made in Mexico.業績と収益の成長予測XTRA:CH1A - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202818,9478901,0091,089612/31/202717,6988418259352212/31/202616,5997217308142212/31/202516,233587844915N/A9/30/202516,505600807877N/A6/30/202517,013534641710N/A3/31/202517,359508581649N/A12/31/202417,725466435509N/A9/30/202417,762347213288N/A6/30/202417,459332311386N/A3/31/202417,397303364444N/A12/31/202317,596325648732N/A9/30/202318,4413901,3621,458N/A6/30/202320,1165341,7681,878N/A3/31/202322,4927851,7891,919N/A12/31/202224,6979411,5221,650N/A9/30/202226,1321,074834953N/A6/30/202226,3801,096143254N/A3/31/202225,11494154138N/A12/31/202123,1028442495N/A9/30/202121,150762115181N/A6/30/202119,1116512786N/A3/31/202117,206602331384N/A12/31/202016,207506445499N/A9/30/202015,451458489549N/A6/30/202015,082468821885N/A3/31/202015,363493566637N/A12/31/201915,310577765835N/A9/30/201915,654665N/A888N/A6/30/201916,090694N/A941N/A3/31/201916,457684N/A849N/A12/31/201816,631665N/A793N/A9/30/201816,453630N/A695N/A6/30/201815,946573N/A542N/A3/31/201815,380525N/A492N/A12/31/201714,869505N/A384N/A9/30/201714,325475N/A371N/A6/30/201713,896484N/A432N/A3/31/201713,486517N/A518N/A12/31/201613,144513N/A529N/A9/30/201612,940518N/A631N/A6/30/201613,004528N/A714N/A3/31/201613,249522N/A722N/A12/31/201513,476510N/A718N/A9/30/201513,622496N/A673N/A6/30/201513,671482N/A636N/A3/31/201513,628463N/A599N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CH1Aの予測収益成長率 (年間9.5% ) は 貯蓄率 ( 1.7% ) を上回っています。収益対市場: CH1Aの収益 ( 9.5% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: CH1Aの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: CH1Aの収益 ( 4.5% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: CH1Aの収益 ( 4.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CH1Aの 自己資本利益率 は、3年後には高くなると予測されています ( 36.6 %)成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/03/21 19:58終値2026/03/17 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋C.H. Robinson Worldwide, Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。38 アナリスト機関Daniel MooreBairdBrandon OglenskiBarclaysChristopher KuhnBenchmark Company35 その他のアナリストを表示
お知らせ • Oct 30C.H. Robinson Worldwide, Inc. Raises Earnings Guidance for the Year 2026C.H. Robinson Worldwide, Inc. raised earnings guidance for the year 2026. For the year, the company originally expects to increase operating income by $350 million to $450 million versus its 2023 adjusted operating income of $553 million. Now, the company increased that expectation by roughly $50 million despite market dynamics that have created greater headwinds than the company originally anticipated. This results in a new 2026 operating income target range of $965 million to $1.04 billion. The bottom end of this range, which assumes 0 market volume growth, equates to approximately $6 of earnings per share.
お知らせ • Mar 11C.H. Robinson Unveils Lean AI Supply Chain CapabilitiesC.H. Robinson has expanded its artificial intelligence capabilities with an advantage that can’t be replicated: the largest and richest set of real-world logistics data in the industry. With over 100 trillion proprietary data points generated across decades of global operations – and growing with every shipment executed – the company has built an AI engine that is reasoning, deciding and acting in complex supply chains. For the first time, C.H. Robinson is disclosing the scale of the proprietary data behind its Lean AI operating system, which is built in house and embeds intelligence directly into how logistics gets done for its 75,000 customers. Hundreds of connected AI agents are fed by the unrivaled scale, scope and depth of C.H. Robinson’s data on 37 million shipments a year and enriched by operational context. Lean AI embeds intelligence directly into critical shipment workflows—including pricing, planning, orders, appointments, capacity, routing, tracking, documents and invoicing—while addressing persistent industry pain points such as freight classification and missed pickups. This work is executed by hundreds of AI agents across C.H. Robinson’s operations, autonomously performing millions of real-world shipping tasks. Orchestrated by the Always-on Logistics Planner™, these AI agents operate in sync across the shipment lifecycle, enabling faster decisions, more predictable outcomes and premium service at global scale. This coordinated system of agents is driving proven customer value. C.H. Robinson analyzed truckload shipments across its network and found clear, measurable gains when AI is applied across connected steps. Shipments handled by its AI-powered orders and appointments workflows resulted in: up to 23% faster speed to market for customer shipments. The faster an order is processed, the faster an ideal appointment for pickup and delivery can be secured, the faster an ideal carrier can be selected. An up to 35% increase in shipments picked up on time. More reliable pickups improve warehouse and loading dock throughput, reduce fines for arriving too early or late, reduce downstream delays and rescheduling, and allow for more accurate ETAs and inventory planning. AI-recommended loads are also booked four times faster—proof that a connected AI system operating at scale, powered by Robinson’s unmatched dataset, is improving execution across global supply chains.
Declared Dividend • Feb 16Fourth quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 6th March 2026 Payment date: 2nd April 2026 Dividend yield will be 1.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Feb 13Chief Human Resources & ESG Officer recently sold €1.4m worth of stockOn the 9th of February, Angela Freeman sold around 9k shares on-market at roughly €168 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.4m more than they bought in the last 12 months.
お知らせ • Feb 06C.H. Robinson Worldwide, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 2, 2026C.H. Robinson Worldwide, Inc. (“C.H. Robinson”) announced that its Board of Directors declared a regular quarterly cash dividend of 63 cents ($0.63) per share, payable on April 2, 2026, to shareholders of record on March 6, 2026.
Reported Earnings • Jan 29Full year 2025 earnings released: EPS: US$4.88 (vs US$3.89 in FY 2024)Full year 2025 results: EPS: US$4.88 (up from US$3.89 in FY 2024). Revenue: US$16.2b (down 8.4% from FY 2024). Net income: US$587.1m (up 26% from FY 2024). Profit margin: 3.6% (up from 2.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
お知らせ • Jan 07C.H. Robinson Worldwide, Inc. to Report Q4, 2025 Results on Jan 28, 2026C.H. Robinson Worldwide, Inc. announced that they will report Q4, 2025 results After-Market on Jan 28, 2026
Declared Dividend • Nov 26Third quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 5th December 2025 Payment date: 5th January 2026 Dividend yield will be 1.7%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Nov 10Third quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 5th December 2025 Payment date: 5th January 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 08C.H. Robinson Worldwide, Inc. Appoints Edward G. Feitzinger to Serve on Audit Committee, Effective November 6, 2025C.H. Robinson Worldwide, Inc. announced on November 6, 2025, the Board of Directors appointed Mr. Edward G. Feitzinger to serve on the Audit Committee of the Board of Directors.
お知らせ • Nov 07C.H. Robinson Worldwide, Inc. Increases Quarterly Cash Dividend, Payable on January 5, 2026C.H. Robinson Worldwide, Inc. announced that its Board of Directors declared an increase to its regular quarterly cash dividend to 63 cents ($0.63) per share, payable on January 5, 2026, to shareholders of record on December 5, 2025.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$1.36 (vs US$0.81 in 3Q 2024)Third quarter 2025 results: EPS: US$1.36 (up from US$0.81 in 3Q 2024). Revenue: US$4.14b (down 11% from 3Q 2024). Net income: US$163.0m (up 68% from 3Q 2024). Profit margin: 3.9% (up from 2.1% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €135, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Logistics industry in Europe. Total returns to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €78.62 per share.
お知らせ • Oct 30C.H. Robinson Worldwide, Inc. Raises Earnings Guidance for the Year 2026C.H. Robinson Worldwide, Inc. raised earnings guidance for the year 2026. For the year, the company originally expects to increase operating income by $350 million to $450 million versus its 2023 adjusted operating income of $553 million. Now, the company increased that expectation by roughly $50 million despite market dynamics that have created greater headwinds than the company originally anticipated. This results in a new 2026 operating income target range of $965 million to $1.04 billion. The bottom end of this range, which assumes 0 market volume growth, equates to approximately $6 of earnings per share.
お知らせ • Oct 22C.H. Robinson Unveils the Agentic Supply Chain, Enabling Companies in Every Industry to Instantly Deploy AIC.H. Robinson announced the arrival of the Agentic Supply Chain: an intelligent ecosystem that continuously thinks, learns, adapts and acts. Going beyond automation, this is the most advanced form of artificial intelligence in logistics. It understands context, makes decisions in real time and self-optimizes global supply chains at scale. C.H. Robinson's Always-On Logistics Planner™?, a digital workforce of 30+ connected AI agents, is already performing millions of shipping tasks that defy automation for decades. Now with Agentic Supply Chain™? Solutions, the company offers a logistics platform with deeper intelligence and broader impact - from planning and procurement to delivery and replenishment. Customers leveraging an Agentic Supply Chain are already seeing tangible benefits and will see more as C.H. Robinson's AI agents grow in number, surface more insights, and continue to operate more predictively and proactively. Benefits include: Faster speed-to-market: When shipment planning and booking are reduced from hours to seconds, it secures more favorable rates, carriers and delivery appointments for customers' freight. Smarter cost optimization: Dynamic mode and lane selection, pricing and freight consolidation help customers capture hidden savings. Better visibility and control: A unified view of freight coupled with predictive insights and recommendations enables proactive decision-making. Greater agility and resilience: Always-on service allows instant response to shifts in demand and shifts in market conditions. Systems anticipate disruptions and reroute freight before delays occur. More bandwidth: With agentic AI managing more of their supply chain, customers can redirect the time and talent of their workforce to other business priorities. C.H. Robinson architected the Agentic Supply Chain by combining advanced AI technology, the largest logistics dataset in the world and the expertise of the industry's best logisticians - working in sync with its Lean operating model. This disciplined approach, known as Lean AI, drives smarter, faster and continuously improving supply chains. With over 37 million shipments annually - more than 100,000 per day - C.H. Robinson operates at a scale that uniquely positions it to train AI on real-world complexity and deploy agents that make more intelligent decisions. The Agentic Supply Chain builds on the AI models and AI agents C.H. Robinson began deploying for thousands of customers starting in 2023.
Buy Or Sell Opportunity • Oct 10Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €109. The fair value is estimated to be €139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
お知らせ • Oct 07C.H. Robinson Worldwide, Inc. to Report Q3, 2025 Results on Oct 29, 2025C.H. Robinson Worldwide, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025
お知らせ • Sep 22C.H. Robinson Worldwide, Inc.(NasdaqGS:CHRW) dropped from FTSE All-World Index (USD)C.H. Robinson Worldwide, Inc.(NasdaqGS:CHRW) dropped from FTSE All-World Index (USD)
Buy Or Sell Opportunity • Sep 16Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €112. The fair value is estimated to be €142, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.
お知らせ • Sep 11C.H. Robinson Introduces Cross-Border Freight Consolidation ServiceC.H. Robinson has introduced a new service that can save cross-border shippers up to 40% and gives them visibility to their freight up to 48 hours earlier. It uniquely combines freight consolidation in Mexico, cross-border transport, customs brokerage and bonded warehousing with the largest network of carriers and AI-optimized delivery across the United States and Canada. The new service was designed to overcome inherent inefficiencies in cross-border supply chains. Trucks crossing from Mexico into the United States are often under-utilized and sometimes carry just a single pallet. That's because Mexico law requires all freight on a truck to be cleared by the same customs broker - inhibiting consolidation of less-than-truckload (LTL) freight from different suppliers or manufacturers, even when it's headed to the same destination. Now, LTL freight can be consolidated at a secure facility in Mexico and move cost-effectively on a single truck to the border and on a single truck across, seamlessly overseen by C.H. Robinson's customs team. Using artificial intelligence, C.H. Robinson's proprietary Optimizer technology then determines the best way to combine and route the freight to its final destinations. Key benefits of the streamlined service include: Earlier inbound visibility: "A company's freight from central Mexico's industrial hubs takes a day or two to get to the border and another eight to 24 hours to cross, due to long waiting lines and frequent disruptions. When their various suppliers ship to them using different carriers, customs brokers and tech, they rarely have upstream visibility," said Cornmesser. This helps ensure the smooth flow of materials to a just-in-time manufacturer and is especially beneficial when they need freight expedited. With up to 48 hours extra visibility, can pull freight from different locations closer to the receiver, expedite freight that's further along in transit or at the very least obtain a more competitive rate for an expedite from consolidation center". Significant cost savings: While the cost of getting freight to the border is reduced, cost savings with the new service also come beyond the border with optimized deconsolidation, consolidation and delivery. With continuous real-time data inputs, C.H. Robinson' Optimizer is able to dynamically choose the right mode, right route, right carrier and right day to move the freight. Trucks, travel time and miles are minimized. Traiff utilization is maximized. Tariff mitigation: "At a time when supply chains are strained by new and higher tariffs, the new cross-border service can provide some relief," said Ben Bidwell, senior director for customs. "We can move freight in bond, meaning it can enter the United States through a bonded warehouse to defer U.S. tariffs for better cash flow or even eliminate tariffs if the freight is passing through to Canada. Because auto parts and components are one of the top items flowing across the Mexico border, this is particularly attractive for automotive supply chains subject to the 50% tariffs on items containing aluminum or steel." As heavy users of consolidation, retailers that import food and beverages from Mexico would also benefit from the new cross-border service, as would healthcare companies that rely on medical equipment made in Mexico or any industrial manufacturer that relies on parts, components or electronics made in Mexico.