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 12% to US$114 in the week since its latest quarterly results. The result was positive overall - although revenues of US$4.1b were in line with what the analysts predicted, C.H. Robinson Worldwide surprised by delivering a statutory profit of US$1.26 per share, modestly greater than expected. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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Taking into account the latest results, the 23 analysts covering C.H. Robinson Worldwide provided consensus estimates of US$16.5b revenue in 2025, which would reflect a measurable 2.7% decline over the past 12 months. Statutory earnings per share are predicted to accumulate 6.7% to US$4.83. In the lead-up to this report, the analysts had been modelling revenues of US$16.6b and earnings per share (EPS) of US$4.65 in 2025. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.

View our latest analysis for C.H. Robinson Worldwide

The consensus price target was unchanged at US$115, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. Currently, the most bullish analyst values C.H. Robinson Worldwide at US$135 per share, while the most bearish prices it at US$71.00. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Of course, another way to look at these forecasts is to place them into context against the industry itself. One more thing stood out to us about these estimates, and it's the idea that C.H. Robinson Worldwide's decline is expected to accelerate, with revenues forecast to fall at an annualised rate of 5.4% to the end of 2025. This tops off a historical decline of 0.9% a year over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenue grow 3.1% per year. So while a broad number of companies are forecast to grow, unfortunately C.H. Robinson Worldwide is expected to see its revenue affected worse than other companies in the industry.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards C.H. Robinson Worldwide following these results. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at US$115, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple C.H. Robinson Worldwide analysts - going out to 2027, and you can see them free on our platform here.

It is also worth noting that we have found 1 warning sign for C.H. Robinson Worldwide that you need to take into consideration.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.