C.H. Robinson Worldwide, Inc.

NasdaqGS:CHRW 株式レポート

時価総額:US$21.3b

C.H. Robinson Worldwide マネジメント

マネジメント 基準チェック /34

C.H. Robinson Worldwideの CEO はDave Bozemanで、 Jun2023年に任命され、 の在任期間は 2.92年です。 の年間総報酬は$ 11.05Mで、 10%給与と90%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.097%を直接所有しており、その価値は$ 20.74M 。経営陣と取締役会の平均在任期間はそれぞれ3.1年と4.8年です。

主要情報

Dave Bozeman

最高経営責任者

US$11.0m

報酬総額

CEO給与比率9.97%
CEO在任期間2.9yrs
CEOの所有権0.1%
経営陣の平均在職期間3.1yrs
取締役会の平均在任期間4.8yrs

経営陣の近況

Recent updates

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.
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
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...
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

CEO報酬分析

C.H. Robinson Worldwide の収益と比較して、Dave Bozeman の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Daveの 総報酬 ($USD 11.05M ) は、 US市場 ($USD 14.80M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Daveの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Dave Bozeman (57 yo)

2.9yrs
在職期間
US$11,045,949
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
David Bozeman
President2.9yrsUS$11.05m0.097%
$ 20.7m
Damon Lee
Chief Financial Officer1.9yrsUS$3.83m0.0072%
$ 1.5m
Dorothy Capers
Chief Legal Officer & Corporate Secretary1yrUS$3.96m0.0034%
$ 719.7k
Michael Short
President of Global Freight Forwarding11yrsUS$3.46m0.0085%
$ 1.8m
Arun Rajan
Chief Strategy & Innovation Officer1.9yrsUS$7.07m0.057%
$ 12.1m
Michael Neill
Chief Technology Officer7.9yrsデータなしデータなし
Charles Ives
Senior Director of Investor Relations6.1yrsデータなしデータなし
Duncan Burns
Chief Communications & Marketing Officerless than a yearデータなしデータなし
Angela Freeman
Chief Human Resources & ESG Officer11.3yrsUS$5.11m0.0094%
$ 2.0m
Jordan Kass
President of Managed Services11.3yrsデータなしデータなし
Michael Castagnetto
President of North American Surface Transportation2.3yrsUS$2.46m0.0073%
$ 1.6m
Jose Rossignoli
President of Robinson Fresh3.3yrsデータなしデータなし
3.1yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: CHRWの経営陣は 経験豊富 であると考えられます ( 3.1年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
David Bozeman
President2.9yrsUS$11.05m0.097%
$ 20.7m
Mary J. Guilfoile
Independent Director13.6yrsUS$356.25k0.0026%
$ 560.0k
Mark Goodburn
Independent Director4yrsUS$363.03k0.0019%
$ 410.9k
Michael McGarry
Independent Director2yrsUS$343.75k0%
$ 0
Timothy Gokey
Independent Director8.6yrsUS$347.97k0%
$ 0
Kermit Crawford
Independent Director5.7yrsUS$356.25k0.00085%
$ 181.0k
Edward Feitzinger
Independent Directorless than a yearUS$175.13kデータなし
Jodeen Kozlak
Independent Chairman13.3yrsUS$493.75k0%
$ 0
Paula Tolliver
Independent Director7.6yrsUS$347.25k0%
$ 0
Paige Robbins
Independent Director2yrsUS$344.88k0%
$ 0
4.8yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: CHRWの 取締役会経験豊富 であると考えられます ( 4.8年の平均在任期間)。


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2026/05/21 20:36
終値2026/05/21 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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。41

アナリスト機関
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