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C.H. Robinson Worldwide, Inc.NasdaqGS:CHRW 株式レポート

時価総額 US$22.4b
株価
n/a
1Y93.7%
7D5.9%
1D-0.7%
ポートフォリオ価値
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C.H. Robinson Worldwide, Inc.

NasdaqGS:CHRW 株式レポート

時価総額:US$22.4b

C.H. Robinson Worldwide(CHRW)株式概要

C.H.ロビンソン・ワールドワイド社は、その子会社とともに、米国内外で貨物輸送、関連ロジスティクス、サプライチェーン・サービスを提供している。 詳細

CHRW ファンダメンタル分析
スノーフレーク・スコア
評価0/6
将来の成長2/6
過去の実績5/6
財務の健全性4/6
配当金4/6

CHRW Community Fair Values

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C.H. Robinson Worldwide, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要C.H. Robinson Worldwide
過去の株価
現在の株価US$189.85
52週高値US$203.34
52週安値US$96.27
ベータ0.91
1ヶ月の変化3.13%
3ヶ月変化12.33%
1年変化93.67%
3年間の変化99.30%
5年間の変化103.77%
IPOからの変化3,275.11%

最新ニュース

ナラティブの更新 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.
Seeking Alpha Jun 26

C.H. Robinson: A Nice Bolt-On Deal, As Expectations Run High

Summary C.H. Robinson's shares have doubled in a year, outpacing modest operational improvements and raising valuation concerns. The recent bolt-on acquisition of DeSpir Logistics is accretive but adds just 0.4% to sales, highlighting limited fundamental impact. C.H. Robinson's AI-driven margin gains and execution improvements are positive, but expectations for 2026 earnings appear stretched versus market realities. At 30x earnings and a 3% yield, C.H. Robinson's risk-reward skews negative given tepid revenue growth and a decade of mediocre performance. Read the full article on Seeking Alpha

Recent updates

ナラティブの更新 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.
Seeking Alpha Jun 26

C.H. Robinson: A Nice Bolt-On Deal, As Expectations Run High

Summary C.H. Robinson's shares have doubled in a year, outpacing modest operational improvements and raising valuation concerns. The recent bolt-on acquisition of DeSpir Logistics is accretive but adds just 0.4% to sales, highlighting limited fundamental impact. C.H. Robinson's AI-driven margin gains and execution improvements are positive, but expectations for 2026 earnings appear stretched versus market realities. At 30x earnings and a 3% yield, C.H. Robinson's risk-reward skews negative given tepid revenue growth and a decade of mediocre performance. Read the full article on Seeking Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

株主還元

CHRWUS LogisticsUS 市場
7D5.9%1.8%1.6%
1Y93.7%22.1%18.6%

業界別リターン: CHRW過去 1 年間で22.1 % の収益を上げたUS Logistics業界を上回りました。

リターン対市場: CHRW過去 1 年間で18.6 % の収益を上げたUS市場を上回りました。

価格変動

Is CHRW's price volatile compared to industry and market?
CHRW volatility
CHRW Average Weekly Movement5.6%
Logistics Industry Average Movement8.4%
Market Average Movement7.3%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.2%

安定した株価: CHRW 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: CHRWの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
190511,705Dave Bozemanwww.chrobinson.com

C.H.ロビンソン・ワールドワイド社は、その子会社とともに、米国内外で貨物輸送、関連ロジスティクス、サプライチェーン・サービスを提供している。北米陸上輸送とグローバル・フォワーディングの2つのセグメントで事業を展開している。同社は、トラック積み荷、単一または複数のパレット貨物の出荷を含むトラック積み荷未満の輸送仲介サービス、トラックと鉄道の組み合わせによるコンテナまたはトレーラー貨物の出荷サービスからなる複合一貫輸送、非船舶運航の普通運送事業者および貨物運送事業者などの輸送およびロジスティクスサービスを提供し、また、ドア・ツー・ドアのサービスを提供する間接航空運送事業者および貨物運送事業者を組織している。また、通関サービスや、有料管理、倉庫保管、サプライチェーンコンサルティング、最適化サービスなどのロジスティクスサービスも提供している。加えて、同社はロビンソン・フレッシュの商号の下、新鮮な果物、野菜、その他付加価値のある生鮮品の売買、マーケティングに携わっている。さらに、輸送管理やその他の地上輸送サービスも提供している。食料品小売店、レストラン、青果卸売業者に生鮮食品を提供している。C.H.ロビンソン・ワールドワイド社は1905年に設立され、ミネソタ州イーデン・プレーリーに本社を置いている。

C.H. Robinson Worldwide, Inc. 基礎のまとめ

C.H. Robinson Worldwide の収益と売上を時価総額と比較するとどうか。
CHRW 基礎統計学
時価総額US$22.38b
収益(TTM)US$599.01m
売上高(TTM)US$16.20b
37.4x
PER(株価収益率
1.4x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
CHRW 損益計算書(TTM)
収益US$16.20b
売上原価US$14.81b
売上総利益US$1.39b
その他の費用US$789.85m
収益US$599.01m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)5.08
グロス・マージン8.57%
純利益率3.70%
有利子負債/自己資本比率78.8%

CHRW の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.3%
現在の配当利回り
50%
配当性向

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2026/07/05 23:36
終値2026/07/02 00:00
収益2026/03/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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. 21 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 MooreBaird
Brandon OglenskiBarclays
Christopher KuhnBenchmark Company