View ValuationC.H. Robinson Worldwide 향후 성장Future 기준 점검 3/6C.H. Robinson Worldwide (는) 각각 연간 10.2% 및 5.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 41.1% 로 예상됩니다.핵심 정보10.2%이익 성장률13.85%EPS 성장률Logistics 이익 성장0%매출 성장률5.4%향후 자기자본이익률41.14%애널리스트 커버리지Good마지막 업데이트04 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Jun 04C.H. Robinson Launches Lean Ai Engineer for Global Supply Chain OperationsC.H. Robinson has built the first AI technology designed to both operate a shipper’s global supply chain and also continuously assess and improve its performance. Now serving the company’s 4PL Managed Solutions customers, a new Lean AI Engineer works in concert with the Lean AI Planner introduced last year to create one connected system that uniquely enhances a supply chain as it runs. The Lean AI Engineer can assess an entire supply chain in 25 to 30 minutes and determine improvements before performance is impacted – compared to supply chain assessments that typically take up to four weeks and look backward at what has happened instead of what should happen. While the Lean AI Engineer delivers intel, the Lean AI Planner manages shipments through hundreds of interconnected AI agents and in turn feeds more data back to the Lean AI Engineer to develop even smarter refinements. The technology is autonomously handling 92% of 4PL shipments globally across trucking, ocean, air and rail, from the moment an order is created through tendering, routing, delivery, exceptions and carrier payment. As with all AI, success depends on the data and context the system has access to. With 450 in-house software engineers and data scientists, the proprietary context layer of C.H. Robinson’s AI was built by methodically capturing institutional knowledge from workflows and the company’s seasoned freight experts and feeding it to the model on an ongoing basis. C.H. Robinson’s advanced AI takes into account more variables than human analysis or typical software analysis could, and recommendations are more actionable as well as prioritized. At launch, the Lean AI Engineer identifies optimizations and hidden savings. One early adopter learned that switching from a varied shipping schedule to once a week would reduce their loads by 17% across 20 locations for an annual savings of over $1 million. For another, reorganizing their shipments so that one pickup serves three different delivery locations would cut their loads by 81% and save them 40%. In the coming weeks, the Lean AI Engineer will roll out for more customers and begin assessing a multitude of other factors, such as carrier performance. Continuously monitoring carrier behavior across lanes, transportation modes and customers, it will identify leading indicators of degrading performance and recommend corrective actions before service failures happen.Declared Dividend • May 19First quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 5th June 2026 Payment date: 2nd July 2026 Dividend yield will be 0.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is 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 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • May 11First quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 5th June 2026 Payment date: 2nd July 2026 Dividend yield will be 0.5%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is 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 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 09C.H. Robinson Worldwide, Inc. announces Quarterly dividend, payable on July 02, 2026C.H. Robinson Worldwide, Inc. announced Quarterly dividend of USD 0.6300 per share payable on July 02, 2026, ex-date on June 05, 2026 and record date on June 05, 2026.Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$1.23 (vs US$1.12 in 1Q 2025)First quarter 2026 results: EPS: US$1.23 (up from US$1.12 in 1Q 2025). Revenue: US$4.01b (flat on 1Q 2025). Net income: US$147.2m (up 8.8% from 1Q 2025). Profit margin: 3.7% (up from 3.3% in 1Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Global Logistics industry.공시 • Apr 08C.H. Robinson Worldwide, Inc. to Report Q1, 2026 Results on Apr 29, 2026C.H. Robinson Worldwide, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026공시 • Apr 02C.H. Robinson Offers Free Discount Fuel Card And Cash Advances For FuelC.H. Robinson has eased the impact for its network of contract carriers by offering free discount-fuel cards and free cash advances for fuel. The C.H. Robinson Fuel Card unlocks discounts on fuel at thousands of truck stops across the United States. The card offers savings: up to $385 in one fill and up to $9,000 a year per truck. Carriers can apply online in minutes, and approval typically takes three to five business days. The application fee will be waived for carriers applying in April and May. C.H. Robinson offers a cash advance for carriers to help them cover expenses while they’re still on the road. After picking up a load, carriers can receive up to 60% of their pay. The fee will be waived for advances requested on the C.H. Robinson Fuel Card in April and May. A cash advance can be requested in seconds on the Navisphere Carrier app or website. New and existing carriers for C.H. Robinson are eligible. To get the free advance, choose the option of having it loaded on the fuel card. Carriers not already hauling for C.H. Robinson can sign up to get access to the most loads in North America, the C.H. Robinson Fuel Card, fast payment options and easy-to-use technology to keep their business running smoothly.공시 • Mar 25C.H. Robinson Worldwide, Inc., Annual General Meeting, May 07, 2026C.H. Robinson Worldwide, Inc., Annual General Meeting, May 07, 2026.공시 • 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.Recent Insider Transactions • Feb 17Chief Human Resources & ESG Officer recently sold Mex$30m worth of stockOn the 9th of February, Angela Freeman sold around 9k shares on-market at roughly Mex$3,446 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 Mex$87m more than they bought in the last 12 months.이익 및 매출 성장 예측BMV:CHRW * - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202819,2379251,0161,099812/31/202718,0868728649442112/31/202616,890723757774213/31/202616,199599807877N/A12/31/202516,233587844915N/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/A12/31/201915,310577N/A835N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CHRW * 의 연간 예상 수익 증가율(10.2%)이 saving rate(9%)보다 높습니다.수익 vs 시장: CHRW * 의 연간 수익(10.2%)이 MX 시장(8.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: CHRW * 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: CHRW * 의 수익(연간 5.4%)이 MX 시장(연간 6.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: CHRW * 의 수익(연간 5.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: CHRW *의 자본 수익률은 3년 후 41.1%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/09 17:02종가2026/05/19 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스C.H. Robinson Worldwide, Inc.는 38명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Daniel MooreBairdBrandon OglenskiBarclaysChristopher KuhnBenchmark Company35명의 분석가 더 보기
공시 • Jun 04C.H. Robinson Launches Lean Ai Engineer for Global Supply Chain OperationsC.H. Robinson has built the first AI technology designed to both operate a shipper’s global supply chain and also continuously assess and improve its performance. Now serving the company’s 4PL Managed Solutions customers, a new Lean AI Engineer works in concert with the Lean AI Planner introduced last year to create one connected system that uniquely enhances a supply chain as it runs. The Lean AI Engineer can assess an entire supply chain in 25 to 30 minutes and determine improvements before performance is impacted – compared to supply chain assessments that typically take up to four weeks and look backward at what has happened instead of what should happen. While the Lean AI Engineer delivers intel, the Lean AI Planner manages shipments through hundreds of interconnected AI agents and in turn feeds more data back to the Lean AI Engineer to develop even smarter refinements. The technology is autonomously handling 92% of 4PL shipments globally across trucking, ocean, air and rail, from the moment an order is created through tendering, routing, delivery, exceptions and carrier payment. As with all AI, success depends on the data and context the system has access to. With 450 in-house software engineers and data scientists, the proprietary context layer of C.H. Robinson’s AI was built by methodically capturing institutional knowledge from workflows and the company’s seasoned freight experts and feeding it to the model on an ongoing basis. C.H. Robinson’s advanced AI takes into account more variables than human analysis or typical software analysis could, and recommendations are more actionable as well as prioritized. At launch, the Lean AI Engineer identifies optimizations and hidden savings. One early adopter learned that switching from a varied shipping schedule to once a week would reduce their loads by 17% across 20 locations for an annual savings of over $1 million. For another, reorganizing their shipments so that one pickup serves three different delivery locations would cut their loads by 81% and save them 40%. In the coming weeks, the Lean AI Engineer will roll out for more customers and begin assessing a multitude of other factors, such as carrier performance. Continuously monitoring carrier behavior across lanes, transportation modes and customers, it will identify leading indicators of degrading performance and recommend corrective actions before service failures happen.
Declared Dividend • May 19First quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 5th June 2026 Payment date: 2nd July 2026 Dividend yield will be 0.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is 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 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • May 11First quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 5th June 2026 Payment date: 2nd July 2026 Dividend yield will be 0.5%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is 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 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 09C.H. Robinson Worldwide, Inc. announces Quarterly dividend, payable on July 02, 2026C.H. Robinson Worldwide, Inc. announced Quarterly dividend of USD 0.6300 per share payable on July 02, 2026, ex-date on June 05, 2026 and record date on June 05, 2026.
Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$1.23 (vs US$1.12 in 1Q 2025)First quarter 2026 results: EPS: US$1.23 (up from US$1.12 in 1Q 2025). Revenue: US$4.01b (flat on 1Q 2025). Net income: US$147.2m (up 8.8% from 1Q 2025). Profit margin: 3.7% (up from 3.3% in 1Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Global Logistics industry.
공시 • Apr 08C.H. Robinson Worldwide, Inc. to Report Q1, 2026 Results on Apr 29, 2026C.H. Robinson Worldwide, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
공시 • Apr 02C.H. Robinson Offers Free Discount Fuel Card And Cash Advances For FuelC.H. Robinson has eased the impact for its network of contract carriers by offering free discount-fuel cards and free cash advances for fuel. The C.H. Robinson Fuel Card unlocks discounts on fuel at thousands of truck stops across the United States. The card offers savings: up to $385 in one fill and up to $9,000 a year per truck. Carriers can apply online in minutes, and approval typically takes three to five business days. The application fee will be waived for carriers applying in April and May. C.H. Robinson offers a cash advance for carriers to help them cover expenses while they’re still on the road. After picking up a load, carriers can receive up to 60% of their pay. The fee will be waived for advances requested on the C.H. Robinson Fuel Card in April and May. A cash advance can be requested in seconds on the Navisphere Carrier app or website. New and existing carriers for C.H. Robinson are eligible. To get the free advance, choose the option of having it loaded on the fuel card. Carriers not already hauling for C.H. Robinson can sign up to get access to the most loads in North America, the C.H. Robinson Fuel Card, fast payment options and easy-to-use technology to keep their business running smoothly.
공시 • Mar 25C.H. Robinson Worldwide, Inc., Annual General Meeting, May 07, 2026C.H. Robinson Worldwide, Inc., Annual General Meeting, May 07, 2026.
공시 • 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.
Recent Insider Transactions • Feb 17Chief Human Resources & ESG Officer recently sold Mex$30m worth of stockOn the 9th of February, Angela Freeman sold around 9k shares on-market at roughly Mex$3,446 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 Mex$87m more than they bought in the last 12 months.