C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Get Free Report) has received an average rating of “Moderate Buy” from the twenty-four analysts that are covering the company, Marketbeat.com reports. One analyst has rated the stock with a sell rating, six have given a hold rating and seventeen have assigned a buy rating to the company. The average 1 year price objective among analysts that have issued ratings on the stock in the last year is $199.4583.
A number of equities analysts have issued reports on the stock. BMO Capital Markets lifted their target price on shares of C.H. Robinson Worldwide from $180.00 to $190.00 and gave the stock a “market perform” rating in a research report on Monday, July 13th. Citizens Jmp began coverage on shares of C.H. Robinson Worldwide in a research report on Wednesday, July 15th. They issued a “market perform” rating and a $235.00 price target on the stock. Susquehanna lifted their price objective on C.H. Robinson Worldwide from $215.00 to $226.00 and gave the stock a “positive” rating in a research report on Tuesday, July 14th. Truist Financial upped their target price on C.H. Robinson Worldwide from $210.00 to $215.00 and gave the company a “buy” rating in a research note on Wednesday, July 15th. Finally, Wells Fargo & Company increased their target price on C.H. Robinson Worldwide from $210.00 to $215.00 and gave the company an “overweight” rating in a report on Thursday, April 30th.
Check Out Our Latest Stock Report on CHRW
Institutional Investors Weigh In On C.H. Robinson Worldwide Several hedge funds have recently modified their holdings of the company. Jones Kertz & Associates Inc. acquired a new stake in shares of C.H. Robinson Worldwide during the fourth quarter worth $1,557,000. Massachusetts Financial Services Co. MA acquired a new position in C.H. Robinson Worldwide in the fourth quarter valued at $3,699,000. New York State Teachers Retirement System increased its stake in C.H. Robinson Worldwide by 6.0% in the fourth quarter. New York State Teachers Retirement System now owns 104,269 shares of the transportation company’s stock valued at $16,762,000 after purchasing an additional 5,877 shares during the last quarter. KBC Group NV lifted its position in C.H. Robinson Worldwide by 8.9% during the fourth quarter. KBC Group NV now owns 214,741 shares of the transportation company’s stock worth $34,522,000 after buying an additional 17,594 shares during the period. Finally, Ritholtz Wealth Management lifted its position in C.H. Robinson Worldwide by 378.8% during the fourth quarter. Ritholtz Wealth Management now owns 10,203 shares of the transportation company’s stock worth $1,640,000 after buying an additional 8,072 shares during the period. 93.15% of the stock is owned by institutional investors and hedge funds.
C.H. Robinson Worldwide Trading Down 1.0% Shares of CHRW stock opened at $207.35 on Thursday. The stock has a market cap of $24.44 billion, a P/E ratio of 41.97, a P/E/G ratio of 1.80 and a beta of 0.91. The company has a quick ratio of 1.59, a current ratio of 1.59 and a debt-to-equity ratio of 0.79. C.H. Robinson Worldwide has a fifty-two week low of $96.89 and a fifty-two week high of $210.33. The business has a fifty day simple moving average of $186.16 and a 200-day simple moving average of $180.44.
C.H. Robinson Worldwide (NASDAQ:CHRW – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The transportation company reported $1.35 EPS for the quarter, topping the consensus estimate of $1.24 by $0.11. The business had revenue of $4.01 billion for the quarter, compared to analyst estimates of $4.05 billion. C.H. Robinson Worldwide had a net margin of 3.70% and a return on equity of 35.49%. During the same period in the previous year, the firm earned $1.17 EPS. The business’s revenue for the quarter was down .9% compared to the same quarter last year. On average, analysts forecast that C.H. Robinson Worldwide will post 6.11 earnings per share for the current fiscal year.
C.H. Robinson Worldwide Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Friday, June 5th were given a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 1.2%. The ex-dividend date was Friday, June 5th. C.H. Robinson Worldwide’s dividend payout ratio is currently 51.01%.
C.H. Robinson Worldwide Company Profile (Get Free Report)
C.H. Robinson Worldwide, Inc is a third-party logistics provider founded in 1905 and headquartered in Eden Prairie, Minnesota. Originally established as a produce brokerage firm, the company has since expanded its offerings to become one of the world’s largest freight and logistics intermediaries. C.H. Robinson leverages a global network of transportation providers, technology platforms, and in-house expertise to connect shippers and carriers across multiple modes of transportation.
The company’s primary services include truckload, less-than-truckload (LTL), intermodal, air and ocean freight, and managed transportation solutions.
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Key Takeaways C.H. Robinson is set to report Q2 results on July 29, with earnings and revenues seen rising y/y. CHRW faces soft freight demand, higher spot and fuel costs, and pressure on truckload margins. C.H. Robinson's disciplined revenue management and strong LTL performance support its prospects. C.H. Robinson Worldwide (CHRW - Free Report) is scheduled to report second-quarter 2026 results on July 29, after market close.
The Zacks Consensus Estimate for the second-quarter 2026 earnings has been revised upward by 1.34% over the past 60 days to $1.51 per share. The consensus mark indicates a 17.05% increase from the second-quarter 2025 actuals. The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $4.37 billion, indicating a 5.6% increase from second-quarter 2025 actuals.
C.H. Robinson has an encouraging earnings surprise history. The company’s earnings have outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 9.37%.
Let’s see how things have shaped up for C.H. Robinson this earnings season.
Factors Likely to Have Influenced CHRW's Q2 PerformanceWe expect CHRW's performance in the to-be-reported quarter to have faced pressure from soft freight demand, elevated truckload spot market costs, lower ocean freight rates due to excess vessel capacity and continued geopolitical and trade-related disruptions affecting global shipping networks.
The Zacks Consensus Estimate for Global Forwarding’s second-quarter 2026 revenues is pegged at $786.04 million, indicating a 1.5% decrease from the year-ago reported figure. For All Other and Corporate (Robinson Fresh, Managed Services and Other Surface Transportation), the second-quarter 2026 revenues are pegged at $412.58 million, indicating a 2% decline from the year-ago reported figure.
Elevated truckload spot market costs, supply-driven capacity constraints, higher fuel costs, rising carrier operating expenses and continued pressure on contractual truckload margins are expected to have put a strain on CHRW's performance in the June-end quarter.
On the contrary, the company's disciplined revenue management practices, coupled with strong LTL performance, are expected to have supported its prospects. The Zacks Consensus Estimate for second-quarter 2026 North American Surface Transportation revenues is pegged at $3.07 billion, indicating a 5.1% increase from the year-ago reported figure.
What Our Model Says About CHRWOur proven model does not predict an earnings beat for C.H. Robinson this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. Which is not the case here. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
CHRW has an Earnings ESP of -1.23% and a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Highlights of CHRW’s Q1 ResultsCHRW reported mixed first-quarter 2026 results, wherein earnings surpassed the Zacks Consensus Estimate while revenues missed the same.
Quarterly earnings per share (EPS) of $1.35 outpaced the Zacks Consensus Estimate of $1.24 and improved 15.4% year over year. Total revenues of $4.01 billion missed the Zacks Consensus Estimate of $4.08 billion and fell 0.8% year over year.
Stocks to ConsiderHere are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Herc Holdings Inc. (HRI - Free Report) has an Earnings ESP of +14.47% and a Zacks Rank #3 at present. HRI is scheduled to report second-quarter 2026 results on July 28, before the market opens.
The Zacks Consensus Estimate for the second-quarter 2026 earnings has been revised upward by 7.04% over the past 60 days to 76 cents per share. The Zacks Consensus Estimate for revenues is pegged at $1.15 billion, indicating a 16.75% increase from the second-quarter 2025 actuals.
Schneider National (SNDR - Free Report) has an Earnings ESP of +1.50% and a Zacks Rank #1 at present. SNDR is scheduled to report second-quarter 2026 earnings on July 30.
The Zacks Consensus Estimate for second-quarter 2026 earnings has remained flat at 22 cents over the past 60 days. SNDR’s earnings beat the Zacks Consensus Estimate in one of the preceding four quarters (missing the mark twice and met the mark once in the remaining three quarters). The average miss is 17.97%.
The market expects C.H. Robinson Worldwide (CHRW - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis trucking company is expected to post quarterly earnings of $1.51 per share in its upcoming report, which represents a year-over-year change of +17.1%.
Revenues are expected to be $4.37 billion, up 5.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.5% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for C.H. Robinson?For C.H. Robinson, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.23%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that C.H. Robinson will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that C.H. Robinson would post earnings of $1.24 per share when it actually produced earnings of $1.35, delivering a surprise of +8.87%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
C.H. Robinson doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Transportation - Services industry, TFI International Inc. (TFII - Free Report) , is soon expected to post earnings of $1.59 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +18.7%. Revenues for the quarter are expected to be $2.17 billion, up 6.7% from the year-ago quarter.
The consensus EPS estimate for TFI International has been revised 3.7% higher over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +0.76%.
When combined with a Zacks Rank of #2 (Buy), this Earnings ESP indicates that TFI International will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
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Stock to Watch: C.H. Robinson Worldwide (CHRW - Free Report) Based in Minnesota, C.H. Robinson Worldwide, Inc. is a third-party logistics company. As an asset-light transportation provider, it offers freight transportation services and logistics solutions across industries. The company’s services range from commitments on a specific shipment to more comprehensive and integrated relationships.
CHRW is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. CHRW has a Growth Style Score of A, forecasting year-over-year earnings growth of 20% for the current fiscal year.
For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.02 to $6.11 per share. CHRW boasts an average earnings surprise of +9.4%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, CHRW should be on investors' short list.
Assetmark Inc. increased its holdings in shares of C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) by 218.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 127,164 shares of the transportation company’s stock after acquiring an additional 87,204 shares during the quarter. Assetmark Inc. owned approximately 0.11% of C.H. Robinson Worldwide worth $21,118,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Vestcor Inc raised its holdings in shares of C.H. Robinson Worldwide by 0.8% in the 4th quarter. Vestcor Inc now owns 6,403 shares of the transportation company’s stock valued at $1,029,000 after acquiring an additional 51 shares in the last quarter. Horizon Investments LLC raised its position in shares of C.H. Robinson Worldwide by 3.1% in the 4th quarter. Horizon Investments LLC now owns 1,950 shares of the transportation company’s stock worth $313,000 after purchasing an additional 58 shares during the last quarter. Signaturefd LLC raised its stake in shares of C.H. Robinson Worldwide by 3.6% in the fourth quarter. Signaturefd LLC now owns 1,700 shares of the transportation company’s stock worth $273,000 after purchasing an additional 59 shares during the last quarter. Brendel Financial Advisors LLC grew its position in C.H. Robinson Worldwide by 2.2% in the 4th quarter. Brendel Financial Advisors LLC now owns 2,896 shares of the transportation company’s stock worth $466,000 after purchasing an additional 61 shares during the period. Finally, Elevation Point Wealth Partners LLC increased its holdings in C.H. Robinson Worldwide by 1.7% during the fourth quarter. Elevation Point Wealth Partners LLC now owns 4,108 shares of the transportation company’s stock valued at $663,000 after buying an additional 69 shares during the last quarter. Hedge funds and other institutional investors own 93.15% of the company’s stock.
Wall Street Analysts Forecast Growth A number of research firms recently commented on CHRW. Stifel Nicolaus upped their price target on C.H. Robinson Worldwide from $207.00 to $215.00 and gave the stock a “buy” rating in a research note on Wednesday. Raymond James Financial lowered their price target on C.H. Robinson Worldwide from $210.00 to $203.00 and set an “outperform” rating for the company in a report on Thursday, July 2nd. Truist Financial raised their target price on shares of C.H. Robinson Worldwide from $210.00 to $215.00 and gave the stock a “buy” rating in a report on Wednesday. UBS Group raised their price target on shares of C.H. Robinson Worldwide from $224.00 to $230.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Finally, JPMorgan Chase & Co. lifted their price target on shares of C.H. Robinson Worldwide from $180.00 to $196.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Seventeen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, C.H. Robinson Worldwide has an average rating of “Moderate Buy” and a consensus target price of $198.62.
Check Out Our Latest Stock Report on C.H. Robinson Worldwide
C.H. Robinson Worldwide Stock Performance Shares of CHRW stock opened at $208.50 on Friday. The stock’s 50-day moving average price is $183.71 and its 200 day moving average price is $179.35. C.H. Robinson Worldwide, Inc. has a 52-week low of $96.27 and a 52-week high of $208.83. The stock has a market capitalization of $24.58 billion, a PE ratio of 42.21, a price-to-earnings-growth ratio of 1.80 and a beta of 0.91. The company has a quick ratio of 1.59, a current ratio of 1.59 and a debt-to-equity ratio of 0.79.
C.H. Robinson Worldwide (NASDAQ:CHRW – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The transportation company reported $1.35 earnings per share for the quarter, topping analysts’ consensus estimates of $1.24 by $0.11. C.H. Robinson Worldwide had a net margin of 3.70% and a return on equity of 35.49%. The business had revenue of $4.01 billion for the quarter, compared to analysts’ expectations of $4.05 billion. During the same period in the prior year, the company posted $1.17 EPS. The business’s revenue for the quarter was down .9% on a year-over-year basis. As a group, equities research analysts forecast that C.H. Robinson Worldwide, Inc. will post 6.11 EPS for the current year.
C.H. Robinson Worldwide Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Friday, June 5th were paid a dividend of $0.63 per share. The ex-dividend date of this dividend was Friday, June 5th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.2%. C.H. Robinson Worldwide’s dividend payout ratio is currently 51.01%.
About C.H. Robinson Worldwide (Free Report)
C.H. Robinson Worldwide, Inc is a third-party logistics provider founded in 1905 and headquartered in Eden Prairie, Minnesota. Originally established as a produce brokerage firm, the company has since expanded its offerings to become one of the world’s largest freight and logistics intermediaries. C.H. Robinson leverages a global network of transportation providers, technology platforms, and in-house expertise to connect shippers and carriers across multiple modes of transportation.
The company’s primary services include truckload, less-than-truckload (LTL), intermodal, air and ocean freight, and managed transportation solutions.
Further Reading Five stocks we like better than C.H. Robinson Worldwide Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding CHRW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report).
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C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Get Free Report)’s stock price reached a new 52-week high during trading on Thursday after Truist Financial raised their price target on the stock from $210.00 to $215.00. Truist Financial currently has a buy rating on the stock. C.H. Robinson Worldwide traded as high as $208.70 and last traded at $204.1890, with a volume of 395050 shares changing hands. The stock had previously closed at $197.50.
A number of other equities research analysts have also issued reports on CHRW. Raymond James Financial lowered their target price on C.H. Robinson Worldwide from $210.00 to $203.00 and set an “outperform” rating for the company in a research note on Thursday, July 2nd. Citigroup started coverage on C.H. Robinson Worldwide in a research report on Wednesday. They set a “market outperform” rating on the stock. Susquehanna upped their price target on C.H. Robinson Worldwide from $215.00 to $226.00 and gave the stock a “positive” rating in a report on Tuesday. BMO Capital Markets increased their price objective on shares of C.H. Robinson Worldwide from $180.00 to $190.00 and gave the company a “market perform” rating in a research report on Monday. Finally, Weiss Ratings lowered shares of C.H. Robinson Worldwide from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, May 21st. Seventeen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, C.H. Robinson Worldwide presently has an average rating of “Moderate Buy” and an average target price of $198.62.
Read Our Latest Analysis on CHRW
Key Headlines Impacting C.H. Robinson Worldwide Here are the key news stories impacting C.H. Robinson Worldwide this week:
Positive Sentiment: Truist Financial raised its price target on C.H. Robinson Worldwide to $215 from $210 and reiterated a buy rating, signaling continued confidence in the company’s outlook. Truist price target raise report Positive Sentiment: Stifel Nicolaus also lifted its price target to $215 from $207 and kept a buy rating, adding to the bullish analyst momentum. Stifel price target raise report Positive Sentiment: Citizens JMP initiated coverage with a market perform rating and a $235 target, which is above the current trading level and may still support investor sentiment. Citizens JMP coverage initiation Neutral Sentiment: A Zacks comparison article weighing ZTO Express against CHRW highlights valuation considerations, but it does not appear to include a major new catalyst for the stock. Zacks comparison article Neutral Sentiment: Susquehanna issued a positive forecast for C.H. Robinson Worldwide, reinforcing expectations that analysts see room for further upside. Susquehanna forecast report Institutional Inflows and Outflows Institutional investors have recently modified their holdings of the business. Jones Kertz & Associates Inc. bought a new stake in shares of C.H. Robinson Worldwide in the fourth quarter worth $1,557,000. Massachusetts Financial Services Co. MA bought a new position in C.H. Robinson Worldwide during the 4th quarter valued at $3,699,000. New York State Teachers Retirement System boosted its stake in C.H. Robinson Worldwide by 6.0% during the 4th quarter. New York State Teachers Retirement System now owns 104,269 shares of the transportation company’s stock valued at $16,762,000 after acquiring an additional 5,877 shares during the last quarter. Contravisory Investment Management Inc. acquired a new position in C.H. Robinson Worldwide during the 4th quarter worth $965,000. Finally, Swiss Life Asset Management Ltd grew its holdings in C.H. Robinson Worldwide by 74.3% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 83,796 shares of the transportation company’s stock worth $11,095,000 after acquiring an additional 35,715 shares in the last quarter. Institutional investors and hedge funds own 93.15% of the company’s stock.
C.H. Robinson Worldwide Price Performance The company’s 50-day moving average price is $182.97 and its two-hundred day moving average price is $179.14. The company has a market cap of $24.25 billion, a P/E ratio of 41.65, a P/E/G ratio of 1.70 and a beta of 0.91. The company has a current ratio of 1.59, a quick ratio of 1.59 and a debt-to-equity ratio of 0.79.
C.H. Robinson Worldwide (NASDAQ:CHRW – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The transportation company reported $1.35 EPS for the quarter, topping the consensus estimate of $1.24 by $0.11. The business had revenue of $4.01 billion for the quarter, compared to analysts’ expectations of $4.05 billion. C.H. Robinson Worldwide had a net margin of 3.70% and a return on equity of 35.49%. The company’s quarterly revenue was down .9% compared to the same quarter last year. During the same quarter last year, the company posted $1.17 earnings per share. As a group, sell-side analysts expect that C.H. Robinson Worldwide, Inc. will post 6.11 earnings per share for the current year.
C.H. Robinson Worldwide Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Friday, June 5th were paid a dividend of $0.63 per share. The ex-dividend date was Friday, June 5th. This represents a $2.52 annualized dividend and a yield of 1.2%. C.H. Robinson Worldwide’s dividend payout ratio is presently 51.01%.
C.H. Robinson Worldwide Company Profile (Get Free Report)
C.H. Robinson Worldwide, Inc is a third-party logistics provider founded in 1905 and headquartered in Eden Prairie, Minnesota. Originally established as a produce brokerage firm, the company has since expanded its offerings to become one of the world’s largest freight and logistics intermediaries. C.H. Robinson leverages a global network of transportation providers, technology platforms, and in-house expertise to connect shippers and carriers across multiple modes of transportation.
The company’s primary services include truckload, less-than-truckload (LTL), intermodal, air and ocean freight, and managed transportation solutions.
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Kuehne & Nagel International (OTCMKTS:KHNGY – Get Free Report) and C.H. Robinson Worldwide (NASDAQ:CHRW – Get Free Report) are both large-cap transportation companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, valuation, profitability, institutional ownership, risk, analyst recommendations and earnings.
Insider & Institutional Ownership 93.2% of C.H. Robinson Worldwide shares are held by institutional investors. 0.4% of C.H. Robinson Worldwide shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.
Dividends Kuehne & Nagel International pays an annual dividend of $0.93 per share and has a dividend yield of 1.8%. C.H. Robinson Worldwide pays an annual dividend of $2.52 per share and has a dividend yield of 1.2%. Kuehne & Nagel International pays out 52.8% of its earnings in the form of a dividend. C.H. Robinson Worldwide pays out 51.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. C.H. Robinson Worldwide has increased its dividend for 27 consecutive years.
Profitability This table compares Kuehne & Nagel International and C.H. Robinson Worldwide’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Kuehne & Nagel International 3.52% 38.37% 7.12% C.H. Robinson Worldwide 3.70% 35.49% 12.25% Valuation & Earnings This table compares Kuehne & Nagel International and C.H. Robinson Worldwide”s revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Kuehne & Nagel International $29.53 billion 1.06 $1.06 billion $1.76 29.48 C.H. Robinson Worldwide $16.23 billion 1.49 $587.08 million $4.94 41.65 Kuehne & Nagel International has higher revenue and earnings than C.H. Robinson Worldwide. Kuehne & Nagel International is trading at a lower price-to-earnings ratio than C.H. Robinson Worldwide, indicating that it is currently the more affordable of the two stocks.
Risk and Volatility Kuehne & Nagel International has a beta of 0.75, meaning that its stock price is 25% less volatile than the S&P 500. Comparatively, C.H. Robinson Worldwide has a beta of 0.91, meaning that its stock price is 9% less volatile than the S&P 500.
Analyst Recommendations This is a breakdown of current ratings for Kuehne & Nagel International and C.H. Robinson Worldwide, as provided by MarketBeat.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Kuehne & Nagel International 2 3 2 0 2.00 C.H. Robinson Worldwide 1 6 17 0 2.67 C.H. Robinson Worldwide has a consensus target price of $198.62, indicating a potential downside of 3.46%. Given C.H. Robinson Worldwide’s stronger consensus rating and higher probable upside, analysts clearly believe C.H. Robinson Worldwide is more favorable than Kuehne & Nagel International.
Summary C.H. Robinson Worldwide beats Kuehne & Nagel International on 13 of the 17 factors compared between the two stocks.
About Kuehne & Nagel International (Get Free Report)
Kuehne + Nagel International AG, together with its subsidiaries, provides integrated logistics services worldwide. The company operates through four segments: Sea Logistics, Air Logistics, Road Logistics, and Contract Logistics. It offers less-than-container load, reefer and project logistics, and flexible container shipping solutions. The company also provides time-critical solutions, sea-air and time-defined products, airside and air charter services, cargo insurance, and customs clearance services. In addition, it offers spare parts logistics, production, and e-commerce logistics, distribution, packaging, and process solutions. Further, the company provides supply chain consulting and order management services. It serves aerospace, automotive, mobility, consumer, healthcare, high-tech and semicon, industrial, and perishables industries. The company was founded in 1890 and is based in Schindellegi, Switzerland. Kuehne + Nagel International AG is a subsidiary of Kuehne Holding AG.
About C.H. Robinson Worldwide (Get Free Report)
C.H. Robinson Worldwide, Inc., together with its subsidiaries, provides freight transportation services, and related logistics and supply chain services in the United States and internationally. It operates through two segments: North American Surface Transportation and Global Forwarding. The company offers transportation and logistics services, such as truckload, less than truckload transportation brokerage services, which include the shipment of single or multiple pallets of freight; intermodal transportation that comprises the shipment service of freight in containers or trailers by a combination of truck and rail; and non-vessel operating common carrier and freight forwarding services, as well as organizes air shipments and provides door-to-door services. It also provides customs brokerage services; and other logistics services, such as fee-based managed, warehousing, small parcel, and other services. It has contractual relationships with approximately 45,000 transportation companies, including motor carriers, railroads, and ocean and air carriers. In addition, the company is involved in the buying, selling, and/or marketing of fresh fruits, vegetables, and other value-added perishable items under the Robinson Fresh brand name. Further, the company offers transportation management services or managed TMS; and other surface transportation services. It provides its fresh produce to grocery retailers, restaurants, produce wholesalers, and foodservice distributors through a network of independent produce growers and suppliers. The company was founded in 1905 and is headquartered in Eden Prairie, Minnesota.
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Investors interested in Transportation - Services stocks are likely familiar with ZTO Express (Cayman) Inc. (ZTO - Free Report) and C.H. Robinson Worldwide (CHRW - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.
Right now, ZTO Express (Cayman) Inc. is sporting a Zacks Rank of #1 (Strong Buy), while C.H. Robinson Worldwide has a Zacks Rank of #3 (Hold). The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that ZTO has an improving earnings outlook. But this is just one factor that value investors are interested in.
Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.
Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.
ZTO currently has a forward P/E ratio of 11.80, while CHRW has a forward P/E of 32.68. We also note that ZTO has a PEG ratio of 0.87. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. CHRW currently has a PEG ratio of 1.72.
Another notable valuation metric for ZTO is its P/B ratio of 1.49. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, CHRW has a P/B of 13.81.
These are just a few of the metrics contributing to ZTO's Value grade of B and CHRW's Value grade of D.
ZTO is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that ZTO is likely the superior value option right now.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: C.H. Robinson Worldwide (CHRW - Free Report) Based in Minnesota, C.H. Robinson Worldwide, Inc. is a third-party logistics company. As an asset-light transportation provider, it offers freight transportation services and logistics solutions across industries. The company’s services range from commitments on a specific shipment to more comprehensive and integrated relationships.
CHRW is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Transportation stock. CHRW has a Momentum Style Score of B, and shares are up 0.9% over the past four weeks.
For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.02 to $6.09 per share. CHRW boasts an average earnings surprise of +9.4%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, CHRW should be on investors' short list.
EDEN PRAIRIE, Minn.--(BUSINESS WIRE)---- $CHRW #CHRobinson--C.H. Robinson Second Quarter 2026 Earnings Release and Conference Call Scheduled for Wednesday, July 29, 2026.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: C.H. Robinson Worldwide (CHRW - Free Report) Based in Minnesota, C.H. Robinson Worldwide, Inc. is a third-party logistics company. As an asset-light transportation provider, it offers freight transportation services and logistics solutions across industries. The company’s services range from commitments on a specific shipment to more comprehensive and integrated relationships.
CHRW is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. CHRW has a Growth Style Score of A, forecasting year-over-year earnings growth of 19.7% for the current fiscal year.
Eight analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.11 to $6.09 per share. CHRW boasts an average earnings surprise of +9.4%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, CHRW should be on investors' short list.
The Zacks Transportation-Services industry continues to face a tough operating environment. Headwinds like weak freight rates, high inflation, and ongoing and geopolitical woes continue to hurt prospects. Even with the interim agreement between the United States and Iran, economic uncertainty remains firmly in place and investor sentiment continues to fluctuate. Adding to these concerns is the prolonged Russia-Ukraine conflict, which has intensified.
That said, there remains an underlying case for long-term optimism. Supported by strong fundamentals, companies such as Expeditors International of Washington (EXPD - Free Report) , C.H. Robinson Worldwide (CHRW - Free Report) and ZTO Express (Cayman) (ZTO - Free Report) are worth keeping an eye on. They are well-positioned to overcome the obstacles and capitalize on opportunities when industry conditions improve.
About the Industry The companies belonging to the Zacks Transportation-Services industry offer transporters, logistics, leasing and maintenance services. Some industry players focus on the business of global logistics management, including international freight forwarding. Third-party logistics entities provide innovative supply-chain solutions. They also focus on services like product sourcing, warehousing and freight shipping. These companies have expertise in trucking, air and ocean transportation. Some players in this industry deliver domestic and international express delivery services. The well-being of the companies in this industrial cohort is directly proportional to the health of the economy. An uptick in manufactured and retail goods, favorable pricing and improvement in global economic conditions bode well for industry participants.
3 Trends Shaping the Future of the Transportation-Services Industry Freight Downturn Persists: Although economic activities picked up from the pandemic gloom, lingering supply-chain disruptions continue to dent stocks in the industry. Below-par freight rates led by the oversupply of capacity are squeezing profit margins, thereby denting the industry’s prospects. Highlighting the weak freight demand, the Cass Freight Shipments Index declined 1.2% year over year in May. This measure has deteriorated year over year each of the past nine months, which confirms the overall declining trend.
Economic Uncertainty Refuses to Fade: The industry’s prospects are highly correlated with the prevalent economic health. Volatile inflation data, geopolitical tensions and labor market concerns have dented consumer confidence and have time and again unsettled markets. In its latest policy meeting, the Fed did not go for a rate cut but held rates at 3.50-3.75%. The central bank, while adopting a hawkish stance, also trimmed its 2026 GDP growth forecast to 2.2% from 2.4%. The recent intensification of the prolonged Russia-Ukraine conflict has aggravated the uncertain scenario.
Cost Cuts to Boost Margins: The industry is facing input cost inflation, transport and logistics costs, and the impact of tariffs. Industry players are constantly implementing cost-reduction actions, which are likely to help sustain margins in this scenario. The companies are focused on streamlining their operations and realigning around high-growth key markets or customer segments to enhance performance.
Zacks Industry Rank Indicates Dull Prospects The Zacks Transportation-Services industry is a 20-stock group within the broader Zacks Transportation sector. The industry currently carries a Zacks Industry Rank #161, which places it in the bottom 35% of 247 Zacks industries.
The group’s Zacks Industry Rank, the average of the Zacks Rank of all member stocks, indicates dismal near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
The industry’s position in the bottom 50% of the Zacks-ranked industries is a result of a negative earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are gradually losing confidence in this group’s earnings growth potential. The industry's earnings estimate for 2026 has decreased 10% year over year.
Before we present a few stocks from the industry that you may want to retain or buy, let’s take a look at the industry’s recent stock market performance and the valuation picture.
Industry Lags S&P 500 and Sector The Zacks Transportation-Services industry has underperformed the Zacks S&P 500 composite and the broader Transportation sector in a year.
The industry has improved 15.3% over this period compared with the S&P 500's appreciation of 24.4% and the broader sector’s uptick of 22.3%.
One-Year Price Performance
Industry's Current Valuation Based on the forward 12-month price-to-sales, a commonly used multiple for valuing transportation services stocks, the industry is currently trading at 1.56X compared with the S&P 500's 5.01X. The value is higher than the sector's trailing 12-month P/S of 1.49X.
Over the past five years, the industry has traded as high as 3.16X, as low as 1.44X and at the median of 1.85X.
Price-to-Sales Ratio (F12M)
3 Transport Services Stocks to Watch Now Expeditors, a leading third-party logistics provider, is based in Seattle, WA. The company currently sports a Zacks Rank# 1 (Strong Buy). EXPD’s earnings beat the Zacks Consensus Estimate in each of the past four quarters, with an average surprise of 14%.
While weak volumes (concerning air-freight tonnage and ocean containers) stemming from soft demand and declining rates are hurting EXPD’s performance, efforts to cut costs in the face of demand weakness are driving its bottom line.
Price and Consensus: EXPD
You can see the complete list of today’s Zacks #1 Rank stocks here.
ZTO Express is a leading player in the field of express delivery in China. This Shanghai-based company went public in 2016. ZTO Express and its network partners provide domestic and international express delivery services. Other value-added services supplement the offerings. In China, it mainly focuses on providing express deliveries of parcels, which mostly weigh below 50 kilograms. The expected delivery time ranges from 24-72 hours.
ZTO Express carries a Zacks Rank #2 (Buy). The company has a long-term earnings growth expectation of 13.5%, primarily driven by parcel volume. ZTO Express expects its 2026 parcel volume guidance to be in the range of 42.37-43.52 billion, reflecting an increase of 10-13% year over year.
Price and Consensus: ZTO
C.H. Robinson’s consistent initiatives to reward shareholders through dividends and share repurchases are encouraging. Such shareholder-friendly moves instill investor confidence and positively impact the company's bottom line. A decrease in operating expenses aids CHRW's bottom-line growth.
C.H. Robinson currently carries a Zacks Rank #3 (Hold). CHRW’s AI integration drives real-time pricing, costing and automation through a powerful mix of machine learning, large language models and autonomous agents. By acting on live supply-demand signals with humans in the loop, CHRW boosts margins, speeds execution and strengthens its competitive edge across quoting, booking, tracking and payments.
EDEN PRAIRIE, Minn.--(BUSINESS WIRE)--C.H. Robinson (NASDAQ: CHRW), the global leader in Lean AI supply chains, today announced it has acquired DeSpir Logistics, a specialized provider of secure transportation solutions and cargo escort services for mission-critical, high-value freight across North America.
This acquisition strengthens C.H. Robinson’s capabilities in premium, defensible services where security, compliance, and execution excellence are key decision drivers. This builds on the company’s ability to deliver tailored solutions for highly sensitive, regulated shipments across industries such as healthcare, life sciences, data centers, aerospace, and high-value retail — where precision, pre-planning, and real-time visibility are critical. Demand for these services is accelerating as supply chains become more complex and cargo theft grows more sophisticated.
“With DeSpir, we’re strengthening how we help customers move freight that requires an extra layer of protection. This is the kind of cargo where the stakes are incredibly high, like life-saving pharmaceuticals that must stay within strict temperature ranges, or critical data center equipment that is frequently targeted for theft,” said Adam McDonough, vice president of committed assets. “Think of it like this: C.H. Robinson is the large, highly efficient logistics engine with industry leading safety and fraud prevention, while DeSpir is a specialized operations team within it — designed to handle complex, high-risk, high-value freight with the greatest level of control and precision. This is a specialized service that many of our customers need.”
The acquisition also expands C.H. Robinson’s network of highly vetted, security-focused carriers, further strengthening its ability to move a wider range of high-value freight. To meet the specialized demands of these shipments, drivers undergo individual vetting, maintain required certifications, and are subject to ongoing audits. Unlike traditional carrier networks built primarily for scale, reliability, safety, and flexibility, this closed-loop network is also built for maximum control and security.
In addition, DeSpir enhances the company’s technology portfolio with advanced, high-security capabilities across the life of a shipment, including strengthening real-time monitoring of temperature fluctuations and detecting potential cargo tampering to address risks before they escalate. By applying C.H. Robinson’s Lean AI approach to DeSpir’s high-security platform, the company can further scale these capabilities, unlocking greater visibility, deeper insights, and improved performance across high-stakes supply chains.
“We’re taking very specific, nuanced expertise and coupling it with our scale,” said Michael Castagnetto, president of North American Surface Transportation. “By bringing together highly vetted carriers, advanced technology, and logisticians who know high-value freight inside and out — powered by our Lean AI — we’re able to deliver the level of precision, security, and white-glove service these shipments demand.”
“We’re proud of the team and the specialized capabilities we’ve built at DeSpir,” said John Carr, Managing Partner at DeSpir Logistics. “Joining C.H. Robinson allows us to extend that expertise to more customers, while continuing to deliver the level of control and precision our customers have always expected from us. It’s a strong fit for our people and for what we’ve built.”
The acquisition of DeSpir builds on C.H. Robinson’s disciplined approach to growth, adding targeted capabilities that strengthen its ability to serve complex, high-value segments and key strategic verticals while increasing customer value.
“We’ve been deliberate and disciplined in how we approach M&A,” said Damon Lee, Chief Financial Officer. “Over the past year, we’ve strengthened our operating model, sharpened our focus, and built a more efficient cost structure — putting us in a position to invest with purpose to enhance our value creation. DeSpir brings differentiated expertise, which when combined with C.H. Robinson’s scale, we expect to deliver superior results for our customers, carriers and shareholders.
DeSpir had $62 million in total revenues for the fiscal year ended December 31, 2025. C.H. Robinson purchased DeSpir for approximately $75 million in cash. The acquisition is expected to be slightly accretive in 2026 and will be financed through cash on hand. The deal officially closed today.
About C.H. Robinson
C.H. Robinson is the global leader in Lean AI supply chains. For more than a century, companies everywhere have looked to us to reimagine how goods move. Now, as we redefine what’s next for the industry, that same drive fuels our commitment to Building Tomorrow’s Supply Chains, Today™. Trusted by 75,000 customers and 450,000 contract carriers, we manage 37 million shipments annually, representing $23 billion in freight. We deliver tailored solutions across the world via truckload, less-than-truckload, ocean, air, and more. With our unique combination of human insight and Lean AI working as one, supply chains move faster, smarter, and more sustainably. As a responsible global citizen, we proudly contribute millions to the causes that matter most to our employees. For more information, visit us at chrobinson.com (Nasdaq: CHRW).
About DeSpir Logistics
DeSpir Logistics LLC is the leading specialized transportation provider for high-value, high-risk, and temperature-controlled cargo. Transporting critical assets calls for extraordinary measures and DeSpir leverages proprietary technologies and processes to plan for everything, assume nothing, and execute flawlessly. DeSpir’s service uses Quality Management standards that are based on GDP and TAPA guidelines and informed by our extensive experience with transporting expedited and high value cargo.
Forward-Looking Statements
Except for the historical information contained herein, the matters set forth in this release are forward-looking statements that represent our expectations, beliefs, intentions or strategies concerning future events. These forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from our historical experience or our present expectations, including, but not limited to whether and when the Company will be able to realize the expected financial results of the transaction, and how customers, competitors and employees will react to the transaction, as well as other risks and uncertainties detailed in our Annual and Quarterly Reports. Any forward-looking statement speaks only as of the date on which such statement is made, and we undertake no obligation to update such statements to reflect events or circumstances arising after such date.
Key Takeaways CHRW completed its nearly $75M cash acquisition of DeSpir Logistics on June 22, 2026.CHRW expects the deal to be slightly accretive to earnings in 2026 and expand premium services.CHRW gains security-focused carriers and tech for cargo monitoring, visibility, and analytics. C.H. Robinson (CHRW - Free Report) is strengthening its logistics operations and technological expertise through strategic acquisitions. To this end, C.H. Robinson announced that it has completed the acquisition of DeSpir Logistics for almost $75 million in cash. The transaction was officially completed on June 22, 2026, and will be financed through cash on hand.
DeSpir Logistics is a provider of secure transportation solutions and cargo escort services for mission-critical, high-value freight across North America. DeSpir Logistics had $62 million in total revenues as of Dec. 31, 2025.
How Will C.H. Robinson Benefit?The purchase of DeSpir Logistics is anticipated to be slightly accretive to earnings in 2026.
The purchase enhances C.H. Robinson’s portfolio of premium logistics services, especially in areas where security, regulatory compliance and flawless execution are essential. It further strengthens the company’s ability to support highly sensitive and regulated freight across sectors, including healthcare, life sciences, aerospace, data centers and high-value retail. As supply chains become increasingly complex and cargo theft risks rise, demand for specialized transportation solutions continues to grow.
The transaction also broadens C.H. Robinson’s network of rigorously screened, security-focused carriers. Additionally, DeSpir brings advanced shipment security technologies to C.H. Robinson’s platform. These capabilities include real-time monitoring of temperature conditions and detection of potential cargo tampering, enabling proactive risk management throughout the transportation process. By integrating these tools with C.H. Robinson’s Lean AI framework, the company expects to enhance further visibility, analytics and performance for high-value supply chains.
Adam McDonough, vice president of committed assets at C.H. Robinson, stated, “With DeSpir, we’re strengthening how we help customers move freight that requires an extra layer of protection. This is the kind of cargo where the stakes are incredibly high, like life-saving pharmaceuticals that must stay within strict temperature ranges, or critical data center equipment that is frequently targeted for theft.”
The acquisition aligns with C.H. Robinson’s growth agenda, focusing on targeted investments that enhance capabilities in complex, high-value market segments and strengthen customer offerings.
CHRW’s Zacks Rank & Stocks to ConsiderCHRW currently carries a Zacks Rank #3 (Hold).
Investors interested in the Zacks Transportation sector may consider Expeditors International of Washington, Inc. (EXPD - Free Report) and Teekay Tankers Ltd (TNK - Free Report) .
EXPD currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Expeditors has an expected earnings growth rate of 11.9% for 2026. The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 13.96%.
Teekay Tankers Ltd currently sports a Zacks Rank #1.
TNK has an expected earnings growth rate of 98% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 10.2%.
C.H. Robinson, the global leader in Lean AI supply chains, today announced the launch of BidBoardX™, a digital freight tool that gives carriers direct access to the company’s portfolio of longer-term committed freight opportunities, while giving shippers the strategic carrier base and operational options they need in a fast-evolving economy.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260612658965/en/
In response to customer and carrier desires, BidBoardX brings together two major industry needs:
Carriers have been looking for better access to committed freight, dependable opportunities, and predictable revenue streams. Shippers have been looking for more reliable coverage on critical lanes, a broader pool of carriers that fit their needs, and more consistency in service. Despite these overlapping needs, there has long been a disconnect that sent both sides looking for solutions on the spot market, with all the extra effort and unpredictability involved. BidBoardX closes that disconnect by creating an efficient online marketplace at the industry-leading scale of C.H. Robinson, which connects 450,000 carriers with 75,000 customers and manages 37 million shipments annually.
"C.H. Robinson works with carriers of all sizes that have different needs,” said Adam McDonough, Vice President for Capacity at C.H. Robinson. “Small carriers want consistent, predictable revenue opportunities, while mid- to large-size carriers want to optimize their networks. With BidBoardX, they get direct access to the opportunities that best fit their business needs, including local or short haul, dedicated freight, and our Drop Trailer Plus and 4PL programs. That’s how we connect unmet supply and demand and create significantly more value in the marketplace.”
Committed freight refers to planned, higher-volume shipments with defined timelines and expectations. For instance, it could mean a series of 400 loads between two cities, within a certain timeframe, on specific days of the week. This is the kind of steady, repeatable freight that carriers can plan around and for which shippers need coverage they can count on.
The same way C.H. Robinson’s network comprises carriers of all sizes, it also includes tens of thousands of shippers – ranging from small businesses to global enterprises – all with their own specific logistics needs. For carriers, finding these companies’ committed freight opportunities has historically been a manual process that involved long phone or email exchanges, with limited visibility into what was available. Through BidBoardX, available on C.H. Robinson’s digital platform, certified carriers in C.H. Robinson’s network can search for freight that previously wasn’t accessible to them, submit bids and track their activity – all through one user-friendly online interface. As a result:
Carriers can find more freight, thanks to C.H. Robinson’s industry-leading scale. They can use advanced search tools to find the opportunities best fit for them and bid on deals of various sizes. They can go beyond one-off transactions and build strong relationships with leading shippers. BidBoardX builds on C.H. Robinson’s Carrier Commitment: delivering more loads, smarter solutions and personalized support. By lowering the barriers to entry for committed freight, it levels the playing field for carriers of all sizes in the C.H. Robinson network, reduces friction, and saves significant time and effort. This allows carriers to spend more time moving loads instead of searching for them.
At the same time, it preserves the crucial human element by involving C.H. Robinson’s trusted experts in the process. As they review and finalize bids, they help ensure that carriers and shippers are a good fit for each other. For shippers, this is an extra layer of assurance that the carriers moving their freight meet strict safety standards.
“The carrier market has long been built around fragmented, transactional decisions,” said Michael Castagnetto, C.H. Robinson’s President of North American Surface Transportation. “What we’re doing with BidBoardX is creating a more structured, network-driven approach that helps carriers build their business with greater stability, while giving shippers more dependable outcomes. At our scale, that is the kind of improvement that can drive meaningful impact across the supply chain.”
BidBoardX is available today. Carriers can sign up via the C.H. Robinson carrier platform.
About C.H. Robinson
C.H. Robinson is the global leader in Lean AI supply chains. For more than a century, companies everywhere have looked to us to reimagine how goods move. Now, as we redefine what’s next for the industry, that same drive fuels our commitment to Building Tomorrow’s Supply Chains, Today™. Trusted by 75,000 customers and 450,000 contract carriers, we manage an unmatched 37 million shipments annually, representing $23 billion in freight. We deliver tailored solutions across the world via truckload, less-than-truckload, ocean, air and more. With our unique combination of human insight and Lean AI working as one, supply chains move faster, smarter and more sustainably. As a responsible global citizen, we proudly contribute millions to the causes that matter most to our employees. For more information visit www.chrobinson.com. (Nasdaq: CHRW)
View source version on businesswire.com: https://www.businesswire.com/news/home/20260612658965/en/
New C.H. Robinson self-service digital freight tool offers more loads and less complexity, connecting unmet shipper and carrier needs
EDEN PRAIRIE, Minn.--(BUSINESS WIRE)--C.H. Robinson, the global leader in Lean AI supply chains, today announced the launch of BidBoardX™, a digital freight tool that gives carriers direct access to the company’s portfolio of longer-term committed freight opportunities, while giving shippers the strategic carrier base and operational options they need in a fast-evolving economy.
In response to customer and carrier desires, BidBoardX brings together two major industry needs:
Carriers have been looking for better access to committed freight, dependable opportunities, and predictable revenue streams. Shippers have been looking for more reliable coverage on critical lanes, a broader pool of carriers that fit their needs, and more consistency in service. Despite these overlapping needs, there has long been a disconnect that sent both sides looking for solutions on the spot market, with all the extra effort and unpredictability involved. BidBoardX closes that disconnect by creating an efficient online marketplace at the industry-leading scale of C.H. Robinson, which connects 450,000 carriers with 75,000 customers and manages 37 million shipments annually.
"C.H. Robinson works with carriers of all sizes that have different needs,” said Adam McDonough, Vice President for Capacity at C.H. Robinson. “Small carriers want consistent, predictable revenue opportunities, while mid- to large-size carriers want to optimize their networks. With BidBoardX, they get direct access to the opportunities that best fit their business needs, including local or short haul, dedicated freight, and our Drop Trailer Plus and 4PL programs. That’s how we connect unmet supply and demand and create significantly more value in the marketplace.”
Committed freight refers to planned, higher-volume shipments with defined timelines and expectations. For instance, it could mean a series of 400 loads between two cities, within a certain timeframe, on specific days of the week. This is the kind of steady, repeatable freight that carriers can plan around and for which shippers need coverage they can count on.
The same way C.H. Robinson’s network comprises carriers of all sizes, it also includes tens of thousands of shippers – ranging from small businesses to global enterprises – all with their own specific logistics needs. For carriers, finding these companies’ committed freight opportunities has historically been a manual process that involved long phone or email exchanges, with limited visibility into what was available. Through BidBoardX, available on C.H. Robinson’s digital platform, certified carriers in C.H. Robinson’s network can search for freight that previously wasn’t accessible to them, submit bids and track their activity – all through one user-friendly online interface. As a result:
Carriers can find more freight, thanks to C.H. Robinson’s industry-leading scale. They can use advanced search tools to find the opportunities best fit for them and bid on deals of various sizes. They can go beyond one-off transactions and build strong relationships with leading shippers. BidBoardX builds on C.H. Robinson’s Carrier Commitment: delivering more loads, smarter solutions and personalized support. By lowering the barriers to entry for committed freight, it levels the playing field for carriers of all sizes in the C.H. Robinson network, reduces friction, and saves significant time and effort. This allows carriers to spend more time moving loads instead of searching for them.
At the same time, it preserves the crucial human element by involving C.H. Robinson’s trusted experts in the process. As they review and finalize bids, they help ensure that carriers and shippers are a good fit for each other. For shippers, this is an extra layer of assurance that the carriers moving their freight meet strict safety standards.
“The carrier market has long been built around fragmented, transactional decisions,” said Michael Castagnetto, C.H. Robinson’s President of North American Surface Transportation. “What we’re doing with BidBoardX is creating a more structured, network-driven approach that helps carriers build their business with greater stability, while giving shippers more dependable outcomes. At our scale, that is the kind of improvement that can drive meaningful impact across the supply chain.”
BidBoardX is available today. Carriers can sign up via the C.H. Robinson carrier platform.
About C.H. Robinson
C.H. Robinson is the global leader in Lean AI supply chains. For more than a century, companies everywhere have looked to us to reimagine how goods move. Now, as we redefine what’s next for the industry, that same drive fuels our commitment to Building Tomorrow’s Supply Chains, Today™. Trusted by 75,000 customers and 450,000 contract carriers, we manage an unmatched 37 million shipments annually, representing $23 billion in freight. We deliver tailored solutions across the world via truckload, less-than-truckload, ocean, air and more. With our unique combination of human insight and Lean AI working as one, supply chains move faster, smarter and more sustainably. As a responsible global citizen, we proudly contribute millions to the causes that matter most to our employees. For more information visit www.chrobinson.com. (Nasdaq: CHRW)
In a world where logistics chains are becoming more automated and complex, choosing the right exposure can define a portfolio. You may be deciding between C.H. Robinson Worldwide (CHRW +1.38%) and GXO Logistics (GXO 0.22%) today.
C.H. Robinson is a global leader in third-party freight brokerage, focusing on connecting shippers with carriers without owning many trucks. GXO Logistics specializes in tech-heavy contract logistics, managing massive warehouse operations for major brands. While both serve the movement of goods, their business models and financial health differ significantly in 2026.
C.H. Robinson Worldwide operates as a specialized broker within the industrial stocks sector, matching freight loads with transportation capacity. It serves nearly 75,000 customers globally and relies on a massive network of carrier partners to move goods. No single customer accounts for more than approximately 2% of total revenue, which helps limit the impact if one partner leaves.
In FY 2025, the company reported revenue of nearly $16.2 billion, down roughly 8% from the previous year. Despite the lower top-line figure, net income reached approximately $587 million for the year. This resulted in a net margin improvement over the prior two fiscal years.
As of its December 2025 balance sheet, the debt-to-equity ratio is 0.9x. This metric shows the company's total debt relative to its shareholder equity. The current ratio is nearly 1.5x, indicating the company has enough assets to cover its debts due within one year. Free cash flow for the year was roughly $894.9 million, providing significant liquidity for operations.
The case for GXO LogisticsGXO Logistics focuses on contract logistics and supply chain optimization using advanced automation and AI. The company operates in 27 countries and manages nearly 869 locations across sectors such as e-commerce and omnichannel retail. Its top five customers combined account for roughly 20% of total revenue, while no single customer accounts for more than 6%.
During FY 2025, revenue reached approximately $13.2 billion, up nearly 12.5% from the prior year. However, the company reported a net income of only $32.0 million. This resulted in a net margin of roughly 0.2%, suggesting that higher operating costs or expansion expenses are currently weighing on the bottom line.
Based on the December 2025 balance sheet, the debt-to-equity ratio is 2.6x. The current ratio is roughly 0.8x, meaning the company has fewer liquid assets than liabilities due within the next twelve months. Free cash flow for the period was nearly $110,000, which is significantly lower than that of its brokerage-focused competitor.
Risk profile comparisonC.H. Robinson faces significant risks from technology and cybersecurity, as a failure to protect its operating systems could lead to customer losses. The company relies on third-party transportation providers and could suffer if these partners fail to fulfill obligations. It also faces intense competition from FedEx Corp (FDX +0.09%) and United Parcel Service Inc (UPS 0.62%), as well as new internet-based freight brokers that may push rates lower.
GXO Logistics faces risks associated with its rapid growth and the integration of large acquisitions. The company depends heavily on labor and faces potential costs from union organizing or rising wages. Because GXO often uses fixed-price contracts, it may struggle to pass on these costs to customers. It also competes against Amazon.com Inc (AMZN 1.24%) in the tech-driven warehousing space, where failure to innovate could harm its market position.
Valuation comparisonGXO Logistics appears cheaper based on its future earnings and sales estimates, though C.H. Robinson offers much higher profitability and cash flow generation.
MetricC.H. Robinson WorldwideGXO LogisticsSector BenchmarkForward P/E31.1x16.5x29.8xP/S ratio1.4x0.4xn/aSector benchmark uses the SPDR XLI sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?These companies sit in slightly different parts of the logistics industry. GXO Logistics provides a more tech-focused consulting and services business, including warehousing products for clients.
C.H. Robinson Worldwide is a broker of services, including truckload, less-than-truckload, and other carrier services, such as rail, ship, and air freight.
CHRW comes at a higher forward price-to-earnings multiple of more than 31, compared to 16.5 for GXO and 29.8 for the sector, but the premium comes from management utilizing AI to make its brokerage platform more efficient. C.H. Robinson is also working to earn shipper loyalty by providing no-fee cash advances to help manage rising fuel costs. The company is also more exposed to the less-than-truckload (LTL) market, which is finally seeing pricing power after what has been described as the industry’s longest bear market ever. A thriving market for any segment of its client base is good for a broker.
CHRW’s asset-light model is also a plus compared to GXO’s model. Logistics and shipping are cyclical businesses, and having non-fixed costs means C.H. Robinson Worldwide can pivot quickly to reduce its costs when the economic tide turns against it.
C.H. Robinson Worldwide (CHRW - Free Report) reported $4.01 billion in revenue for the quarter ended March 2026, representing a year-over-year decline of 0.8%. EPS of $1.35 for the same period compares to $1.17 a year ago.
The reported revenue represents a surprise of -1.58% over the Zacks Consensus Estimate of $4.08 billion. With the consensus EPS estimate being $1.25, the EPS surprise was +8.47%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how C.H. Robinson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Average employee headcount: 11,705 compared to the 11,824 average estimate based on two analysts.Total Revenues- NAST: $2.95 billion versus the three-analyst average estimate of $2.9 billion. The reported number represents a year-over-year change of +2.8%.Total Revenues- All Other and Corporate: $400.88 million versus the three-analyst average estimate of $385.13 million. The reported number represents a year-over-year change of -0.6%.Total Revenues- Global Forwarding: $664.73 million versus the three-analyst average estimate of $704.85 million. The reported number represents a year-over-year change of -14.2%.Adjusted Gross Profit- NAST: $431.08 million versus $417.14 million estimated by three analysts on average.Adjusted Gross Profit- Global Forwarding: $162.29 million versus $172.75 million estimated by three analysts on average.Adjusted Gross Profit- All Other & Corporate: $67.13 million versus the three-analyst average estimate of $68.61 million.Adjusted Gross Profit- All Other & Corporate- Managed Solutions: $29.6 million versus $30.87 million estimated by two analysts on average.Adjusted Gross Profit- All Other & Corporate- Robinson Fresh: $37.5 million versus the two-analyst average estimate of $38.46 million.View all Key Company Metrics for C.H. Robinson here>>>
Shares of C.H. Robinson have returned +13.2% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
C.H. Robinson Worldwide Inc (CHRW) Q1 2026 Earnings Call Highlights: Navigating Market Challenges with Strategic Gains Despite revenue declines, C.H. Robinson Worldwide Inc (CHRW) achieved a 15% increase in adjusted EPS and expanded operating margins, driven by strategic initiatives and Lean AI implementation. Summary
Adjusted Earnings Per Share: Increased 15% year over year.NAST Gross Margin: Maintained at 14.6% in Q1.Global Forwarding Gross Margin: Expanded by 60 basis points year over year.Revenue: Declined approximately 1% year over year.Adjusted Gross Profit (AGP): Declined approximately 2% year over year.Personnel Expenses: $352.7 million, including $18.8 million of restructuring charges.SG&A Expenses: $132.1 million, excluding $1.5 million in restructuring charges.Operating Margin: Expanded by 210 basis points year over year, excluding restructuring costs.Cash from Operations: Generated $68.6 million in Q1.Liquidity: Approximately $1.24 billion at the end of Q1.Net Debt-to-EBITDA Ratio: 1.32 times at the end of Q1.Shareholder Returns: $360 million returned in Q1, including $280.7 million of share repurchases and $79 million of dividends.
Release Date: April 29, 2026
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points C.H. Robinson Worldwide Inc CHRW reported a 15% year-over-year increase in adjusted earnings per share for Q1 2026, despite higher truckload spot market costs.The company gained market share in its North American Surface Transportation (NAST) business for the 12th consecutive quarter.C.H. Robinson Worldwide Inc (CHRW) successfully implemented its Lean AI strategy, which has led to improved productivity and cost efficiency.The Global Forwarding team expanded gross margins by 60 basis points year over year, despite challenges in the international freight market.The company maintained its NAST gross margin percentage at 14.6% in Q1, despite absorbing higher costs of capacity and fuel. Negative Points C.H. Robinson Worldwide Inc (CHRW) experienced a 12% year-over-year decline in Global Forwarding adjusted gross profit due to lower transaction volumes and ocean services.The company's total revenue and adjusted gross profit declined approximately 1% and 2% year over year, respectively.Q1 personnel expenses included $18.8 million in restructuring charges related to workforce reductions.The company faced significant increases in truckload spot market costs, which rose approximately 19% year over year.The macro environment presented challenges, with the Cass Freight Shipment Index down 6.2% year over year, indicating broader market pressures. Q & A Highlights Q: How does C.H. Robinson view the impact of cycle improvement rates on their business, and what is their response to the Montgomery case?
A: David Bozeman, CEO, stated that the Montgomery case is expected to be won, emphasizing its importance for industry safety and consistency in regulations. Regarding cycle improvement rates, Michael Castagnetto, President of NAST, highlighted the company's successful repricing efforts and strong bid activity, positioning them well to manage higher costs and maintain customer relationships.
Q: Can you elaborate on the reduction in headcount and its impact on sales and productivity?
A: David Bozeman explained that the reduction in headcount was primarily due to increased efficiencies in the order-to-cash process, allowing the company to focus more on customer-facing roles. Damon Lee, CFO, added that they are committed to achieving double-digit productivity improvements, driven by Lean AI and technology adoption, with a focus on continuous improvement.
Q: How is C.H. Robinson managing the mix of contract and spot business in the current market environment?
A: Michael Castagnetto noted that while the company aims for a balanced mix over time, the current focus is on servicing contractual obligations and selectively capturing transactional business at favorable margins. The strategy is to maintain flexibility and adapt to market conditions, ensuring customer satisfaction and profitability.
Q: What is the outlook for Global Forwarding in terms of AI deployment and market conditions?
A: Arun Rajan, Chief Strategy and Innovation Officer, stated that the Lean AI strategy used in NAST is being deployed in Global Forwarding, with significant runway for improvement. Despite global disruptions, the team has managed to mitigate impacts effectively, maintaining service levels and customer satisfaction.
Q: How does C.H. Robinson view the potential impact of the Montgomery case on market share and industry dynamics?
A: David Bozeman emphasized the importance of a favorable ruling for industry consistency and safety standards. While acknowledging potential insurance implications, he stressed that the company is prepared for any outcome and focused on maintaining its competitive position and market share.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Key Takeaways C.H. Robinson posted Q1 2026 EPS of $1.35, up 15.4% Y/Y, while revenue fell 0.8% to $4.01B.CHRW cited share gains, revenue management, cost-of-hire edge and Lean AI productivity for EPS growth.For 2026, C.H. Robinson expects capital expenditures between $75 million and $85 million. C.H. Robinson Worldwide, Inc. (CHRW - Free Report) reported mixed first-quarter 2026 results, wherein earnings surpassed the Zacks Consensus Estimate while revenues missed the same.
Quarterly earnings per share (EPS) of $1.35 outpaced the Zacks Consensus Estimate of $1.24 and improved 15.4% year over year. C.H. Robinson reported earnings growth on the back of market share gains, revenue management, a cost of hire advantage versus the market and productivity improvements (aided by its Lean AI strategy).
Total revenues of $4.01 billion missed the Zacks Consensus Estimate of $4.08 billion and fell 0.8% year over year, owing to the lower volume in the company’s ocean and truckload services and lower pricing in the ocean services. These were, however, partially offset by higher pricing in CHRW’s truckload and less than truckload (LTL) services.
Adjusted gross profits fell 1.9% year over year to $660.5 million in the first quarter, owing to lower adjusted gross profit per transaction and lower volume in ocean services. This was partially offset by higher adjusted gross profit per transaction in the company’s LTL services.
Adjusted income from operations grew 5.6% year over year to $195.9 million. Adjusted operating margin of 26.6% grew 30 basis points from the year-ago reported quarter.
Operating expenses decreased 2.3% year over year to $484.8 million. Personnel expenses grew 1.2% year over year to $352.7 million, owing to higher restructuring charges related to workforce reductions, partially offset by cost optimization efforts and productivity improvements. Other selling, general and administrative (SG&A) expenses decreased 10.6% year over year to $132.1 million, owing to a prior year impairment charge on CHRW’s Kansas City regional center lease resulting from the execution of a sublease agreement on a portion of the building. In addition, other SG&A expenses declined across several expense categories in 2026 due to cost optimization efforts.
CHRW’s Q1 Segmental ResultsNorth American Surface Transportation’s total revenues were $2.94 billion (up 2.8% year over year) in the first quarter, owing tohigher pricing in CHRW’s truckload and LTL services. Adjusted gross profit of the segment grew 3% year over year to $431.07 million.
Total revenues from Global Forwarding fell 14.2% year over year to $664.73 million, owing to lower pricing and volume in the company’s ocean services. Adjusted gross profits fell 12.1% year over year to $162.29 million.
Revenues from other sources (Robinson Fresh, Managed Services and Other Surface Transportation) decreased 0.6% year over year to $400.88 million.
Below, we present the division of adjusted profits among the service lines (on an enterprise basis).
Transportation: The unit (comprising Truckload, LTL, Ocean, Air, Customs and Other logistics services) delivered an adjusted gross profit of $628.40million in the quarter under review, down 1.9% from the prior-year figure.
Adjusted gross profits of LTL, Customs and Other logistics services grew 10.1%, 20.1% and 6.6%, year over year, respectively. Truckload, Ocean and Air’s adjusted gross profits declined 4.1%, 22% and 0.3% year over year, respectively.
Balance-Sheet DataCHRW exited the first quarter with cash and cash equivalents of $159.66 million compared with $160.87 million at the end of the prior quarter. Long-term debt was $1.34 billion compared with $1.09 billion at the end of the prior quarter.
CHRW generated $68.6 million of cash from operations in the first quarter of 2026, down from $106.5 million generated in the year-ago quarter. The $37.9 million downside in cash flow generation was owing to a $62.4 million decrease in cash generated by changes in net operating working capital.
In the first quarter of 2026, CHRW rewarded its shareholders with $359.8 million, which includes $280.7 million in the form of share repurchases and $79 million through cash dividends.
Capital expenditures were $15 million in the reported quarter.
For 2026, capital expenditures for 2026 are anticipated to be between $75 million and $85 million.
Currently, CHRW carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Q1 Performances of Other Transportation CompaniesDelta Air Lines (DAL - Free Report) reported first-quarter 2026 earnings (excluding $1.08 from non-recurring items) of 64 cents per share, which beat the Zacks Consensus Estimate of 61 cents. Earnings increased 39.1% on a year-over-year basis due to high labor costs. Adjusted revenues in the March-end quarter were $14.2 billion, beating the Zacks Consensus Estimate of $14 billion and increasing on a year-over-year basis.
United Airlines Holdings, Inc. (UAL - Free Report) reported solid first-quarter 2026 results wherein the company’s earnings and revenues beat the Zacks Consensus Estimate as well as improved on a year-over-year basis.
UAL's first-quarter 2026 adjusted earnings per share (EPS) (excluding 95 cents from non-recurring items) of $1.19 surpassed the Zacks Consensus Estimate of $1.08 and increased 30.8% on a year-over-year basis. The reported figure lies within the guided range of $1.00-$1.50.
Operating revenues of $14.6 billion outpaced the Zacks Consensus Estimate of $14.3 billion and increased 10.5% year over year. Passenger revenues (which accounted for 90.1% of the top line) increased 11% year over year to $13.1 billion. UAL flights transported 42,486 passengers in the first quarter, up 4.1% year over year.
Cargo revenues fell 1.6% year over year to $422 million. Revenues from other sources rose 10.5% year over year to $1.02 billion.
J.B. Hunt Transport Services (JBHT - Free Report) posted first-quarter 2026 earnings per share of $1.49, up 27% from $1.17 a year ago. The result topped the Zacks Consensus Estimate by $0.04, a 2.8% surprise.
Operating revenues totaled $3.06 billion, rising 4.6% year over year. Revenues beat the consensus mark of $2.94 billion, resulting in a 3.9% surprise, as demand proved resilient across several service offerings, led by Intermodal volume growth and higher revenue per load in select highway-related businesses.
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With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: C.H. Robinson Worldwide (CHRW - Free Report) Based in Minnesota, C.H. Robinson Worldwide Inc. is a third-party logistics company. As a asset-light transportation provider, C.H. Robinson provides freight transportation services and logistic solutions to companies across a range of industries. The company's services range from commitments on a specific shipment to more comprehensive and integrated relationships.
CHRW is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. CHRW has a Growth Style Score of A, forecasting year-over-year earnings growth of 18.1% for the current fiscal year.
For fiscal 2026, two analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.02 to $6.01 per share. CHRW boasts an average earnings surprise of +9.4%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, CHRW should be on investors' short list.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.93% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: C.H. Robinson Worldwide (CHRW - Free Report) Based in Minnesota, C.H. Robinson Worldwide Inc. is a third-party logistics company. As a asset-light transportation provider, C.H. Robinson provides freight transportation services and logistic solutions to companies across a range of industries. The company's services range from commitments on a specific shipment to more comprehensive and integrated relationships.
CHRW is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Transportation stock. CHRW has a Momentum Style Score of A, and shares are up 0.6% over the past four weeks.
Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.08 to $6.07 per share. CHRW boasts an average earnings surprise of +9.4%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, CHRW should be on investors' short list.
Church & Dwight (NYSE:CHD) Director Robert Shearer Sells 8,600 SharesChurch & Dwight Co., Inc. (NYSE:CHD - Get Free Report) Director Robert Shearer sold 8,600 shares of the business's stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $97.97, for a total transaction of $842,542.00. Following the completion of the sale, the director directly owned 30,678 shares in the company, valued at $3,005,523.66. This trade represents a 21.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.
Bank of America has added FedEx (NYSE:FDX | FDX Price Prediction) to its “US 1 List,” a collection of its best investment ideas. The move, announced May 11, is a high-conviction symbolic signal even without a fresh price target attached. For long-term investors, the inclusion reframes FedEx stock as one of Wall Street’s preferred industrial transformation plays heading into the second half of the year.
Notably, Bank of America also added two other names to its US 1 List on the same day: Corning (NYSE:GLW) and C.H. Robinson (NASDAQ:CHRW). The grouping hints at a coordinated thesis across freight, parcel, and AI-linked components.
Ticker Company Firm Action Old Rating New Rating Old Target New Target FDX FedEx Bank of America Added to US 1 List n/a n/a n/a n/a The Analyst’s Case The US 1 List is hand-picked by analysts, which is what makes this analyst upgrade signal carry weight. Bank of America’s thesis rests on continued structural margin gains from the DRIVE program, deeper Ground and Express integration, stabilizing e-commerce and B2B parcel demand, and restored pricing power after post-pandemic volume normalization.
The simultaneous addition of CHRW stock reinforces the read. Two logistics names landing together suggests Bank of America’s research team sees freight and parcel volumes troughing, with logistics often acting as an early-cycle indicator for broader industrial activity.
Company Snapshot FedEx carries a market cap of $90.92 billion and just posted a Q3 FY2026 adjusted EPS of $5.25 versus $4.13 consensus on revenue of $24 billion, up 8.3% year over year. Management raised FY2026 adjusted EPS guidance to $16.05 to $16.85 and now targets more than $1 billion in permanent transformation cost reductions.
Strategically, the FedEx Freight spin-off is planned for June 1, 2026, alongside a fiscal year-end shift to December 31. CEO Raj Subramaniam stated, “[O]ur network and digital transformation is enabling us to make supply chains smarter for everyone.”
Why the Move Matters Now FedEx stock trades at around $381, with shares up roughly 75% over the past year and a forward P/E ratio of 17x. The consensus analyst target sits near $402, and Wall Street currently carries 16 Buy and 2 Strong Buy ratings.
Macro signals also align. FedEx’s U.S. retail sales hit $752.1 billion in March, up 2.4% month over month, supporting parcel demand. Peer UPS (NYSE:UPS), by contrast, is mid-transformation with Q1 2026 revenue down 1.3% year over year, sharpening FedEx’s relative momentum.
What It Means for Your Portfolio The bull case for FedEx stock rests on network optimization, pricing discipline, and normalizing e-commerce volumes. The bear case includes Amazon‘s (NASDAQ:AMZN) expanding logistics network, execution risk on DRIVE, and the freight shipment volume decline of 6% heading into the spin-off.
For prudent investors, the US 1 List inclusion isn’t a green light to chase FedEx stock, but it does validate a multi-year transformation story now showing tangible margin traction. Moderate position sizing and patience through FedEx’s June spin-off may suit prudent investor portfolios best.
Investors interested in stocks from the Transportation - Services sector have probably already heard of ZTO Express (Cayman) Inc. (ZTO) and C.H. Robinson Worldwide (CHRW).
EDEN PRAIRIE, Minn.--(BUSINESS WIRE)---- $CHRW #CHRobinson--C.H. Robinson to Participate in Wolfe Research Global Transportation & Industrials Conference.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: C.H. Robinson Worldwide (CHRW - Free Report) Based in Minnesota, C.H. Robinson Worldwide Inc. is a third-party logistics company. As a asset-light transportation provider, C.H. Robinson provides freight transportation services and logistic solutions to companies across a range of industries. The company's services range from commitments on a specific shipment to more comprehensive and integrated relationships.
CHRW is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. CHRW has a Growth Style Score of A, forecasting year-over-year earnings growth of 19.7% for the current fiscal year.
For fiscal 2026, seven analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.10 to $6.09 per share. CHRW boasts an average earnings surprise of +9.4%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, CHRW should be on investors' short list.
AI Broke the Trucks: 3 Transports to Buy After the AI PanicC.H. Robinson Worldwide NASDAQ: CHRW executives said the freight brokerage industry could see accelerated consolidation following the Montgomery ruling, while emphasizing that the company does not expect a material financial hit from higher insurance costs.
Speaking at the Wolfe Research conference, President and CEO Dave Bozeman said C.H. Robinson “expected to win” the Montgomery case and had prepared plans for either outcome. He said the company has “one of the safest networks in the industry” and described its carrier vetting process as among the strongest in the sector.
Get CHRW alerts:
Is the Grinch Stealing This Year's Holiday Season Jobs? Bozeman said C.H. Robinson carries $137 million in auto liability coverage and $86 million in general liability coverage. He said the ruling may create a “headwind” for smaller, less-scaled brokers and potentially some smaller carriers.
“You need a trusted scaled broker to stand up and really drive this,” Bozeman said. “We are that trusted scaled broker.”
Executives Expect Industry Consolidation Chief Financial Officer Damon Lee said the ruling could pressure small and medium-sized brokers through higher insurance costs and reduced shipper confidence, given increased liability concerns.
“We do believe this will lead to a consolidation in the industry,” Lee said, adding that C.H. Robinson expects to be “that consolidator.”
Lee said C.H. Robinson is locked in on insurance coverage for 2026, with the next renewal negotiations expected in the second half of 2026 and any related impact likely felt in 2027. He said insurance costs are currently less than one-half of 1% of gross revenue, so even a “demonstrable increase” would not be material to the company.
Lee also characterized higher insurance expenses as a transitory cost that would ultimately be passed through from brokers to shippers and then to consumers.
Bozeman said C.H. Robinson currently handles more than 37 million shipments annually and brokers roughly 500 million miles for every severe incident. He said the company does not plan wholesale changes to its carrier vetting process, but will continue to improve it.
Bozeman said C.H. Robinson partners with Highway and GenLogs, uses proprietary technology and has stopped “hundreds” of chameleon carriers from accessing its network. He said the company has a “99.9% fraud-free” network and leads a consortium of companies focused on fraud prevention.
Freight Market Strategy Focuses on Contract and Spot Asked about spot and contract volumes, Bozeman said C.H. Robinson is focused on both parts of the market rather than relying only on spot freight.
“We’re winning in both spot and we’re winning in contract,” Bozeman said, noting that 75% to 80% of freight moves on contract. “Spot alone is fleeting.”
Lee said C.H. Robinson’s North American Surface Transportation business has outgrown the market for 12 consecutive quarters. He said the company expects the current bid season to be strong in both volume and pricing.
Lee said C.H. Robinson is a “fundamentally different company” than it was in the last upcycle, citing changes in processes, culture and efficiency. He said in the first quarter, spot costs were up close to 20% year over year, while the company maintained flat margins from an adjusted gross profit perspective.
“We believe our operating leverage for C.H. Robinson will rival the asset players when volume returns to this market,” Lee said.
$6 Earnings Target Reaffirmed Lee reiterated the company’s $6 earnings target, while clarifying that C.H. Robinson does not issue formal guidance. He said the target assumes a zero-growth freight market.
“Even if the market is a headwind, it doesn’t mean we give up on our $6 target,” Lee said. “We will absolutely fight in the trenches every single day to make up any market headwind we have.”
Executives also addressed the company’s margin targets in North American Surface Transportation. Bozeman said it is logical that margins could exceed the 40% mid-cycle target, but said the company is balancing margin expansion with opportunities to reinvest in growth.
Lee said C.H. Robinson wants the optionality to pursue market share once margins are above 40%, rather than committing to a higher formal margin target.
Productivity Gains Tied to Lean and AI Bozeman said C.H. Robinson has improved labor productivity by 50% in North American Surface Transportation and 45% in global forwarding since the end of 2022. He said the company does not separate the benefits of Lean operating practices from artificial intelligence, describing the relationship as “symbiotic.”
One example, Bozeman said, is transactional quoting. He said the company previously responded to 60% of transactional quotes, while a new quoting agent now responds to 100% of those requests. He said response time has been reduced to 31 seconds from 32 seconds, while providing more detailed responses and freeing employees for more customer-facing work.
Lee said there is “no cap” on productivity because C.H. Robinson has automated only a fraction of thousands of processes and tens of thousands of subprocesses. He said a large increase in transactional quote requests could be absorbed by technology without a material increase in headcount.
M&A and Forwarding in Focus Lee said C.H. Robinson now believes it is ready to pursue mergers and acquisitions after spending the past two years improving its cost-to-serve model, processes and technology. He said potential transactions could include specialized smaller businesses or a scaled broker with an attractive book of business but challenged cost structure.
“We’re going to be the consolidator of this industry,” Lee said.
On global forwarding, Bozeman said C.H. Robinson began its transformation with North American Surface Transportation and is now moving its technology stack into forwarding. He said the company is focused on reducing friction in the order-to-cash process, increasing productivity and improving speed and agility in that segment.
Bozeman said C.H. Robinson is not immune to broader ocean freight market forces, while adding that air freight has a different operating cadence and that the company is competing well in that business.
About C.H. Robinson Worldwide NASDAQ: CHRWC.H. Robinson Worldwide, Inc is a third-party logistics provider founded in 1905 and headquartered in Eden Prairie, Minnesota. Originally established as a produce brokerage firm, the company has since expanded its offerings to become one of the world's largest freight and logistics intermediaries. C.H. Robinson leverages a global network of transportation providers, technology platforms, and in-house expertise to connect shippers and carriers across multiple modes of transportation.
The company's primary services include truckload, less-than-truckload (LTL), intermodal, air and ocean freight, and managed transportation solutions.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in C.H. Robinson Worldwide Right Now?Before you consider C.H. Robinson Worldwide, you'll want to hear this.
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Investors looking for stocks in the Transportation - Services sector might want to consider either ZTO Express (Cayman) Inc. (ZTO - Free Report) or C.H. Robinson Worldwide (CHRW - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.
We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.
ZTO Express (Cayman) Inc. has a Zacks Rank of #2 (Buy), while C.H. Robinson Worldwide has a Zacks Rank of #3 (Hold) right now. This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that ZTO is likely seeing its earnings outlook improve to a greater extent. However, value investors will care about much more than just this.
Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
ZTO currently has a forward P/E ratio of 11.93, while CHRW has a forward P/E of 29.20. We also note that ZTO has a PEG ratio of 1.10. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. CHRW currently has a PEG ratio of 1.54.
Another notable valuation metric for ZTO is its P/B ratio of 1.4. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, CHRW has a P/B of 12.31.
Based on these metrics and many more, ZTO holds a Value grade of A, while CHRW has a Value grade of D.
ZTO has seen stronger estimate revision activity and sports more attractive valuation metrics than CHRW, so it seems like value investors will conclude that ZTO is the superior option right now.
As the global leader in Lean AI supply chains, C.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.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260520874794/en/
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 breakthrough here is that it’s one closed-loop AI system,” said Jordan Kass, President of Managed Solutions. “It will run continuously, improve the operation it’s running and heal itself when something breaks — without an alert or a human noticing a problem first. The Lean AI Planner executes in real time while the Lean AI Engineer studies the results, identifies patterns, adapts logic and influences future decisions. Just like we launched Managed Solutions to break down the barriers between TMS, 3PL and 4PL services, this technology ends the need for separate supply chain intelligence and orchestration tools. It’s what businesses with complex logistics have wanted for decades.”
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.
“This level of premium logistics service has traditionally depended on talented people to manage complexity, make smart decisions day to day and intervene during disruption,” said Kass. “The problem was that talent didn’t scale. We’ve changed that by encoding expertise in the technology itself. Shippers will get infinite talent and expertise, consistently applied across every shipment, regardless of who’s available in what time zone or how much their shipping volume grows or spikes. Their team and our team can focus on strategic priorities and driving the best business results.”
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.
“Our technology truly understands your supply chain from the inside out, because the AI leverages all the data on all the steps of your shipping end to end, not just the parts of your supply chain that disparate tools see,” said Kass. “It also has the benefit of being trained on the unique context we have from orchestrating your freight – the large and small details about your goods, your procedures, each pickup and delivery location, your carriers, your routing and risk tolerance. That’s how the Lean AI Engineer knows which improvements are right for you, instead of making generic or theoretical recommendations. If you’re an auto-parts maker shipping cross-border to a just-in-time assembly line five days a week, it won’t suggest how much you could save by shipping once a week.”
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.
“Supply chains do not generally suffer from a lack of information. They suffer from the gap between knowing and doing,” said Arun Rajan, Chief Strategy and Innovation Officer. “Tech that sits above or outside of a supply chain can aggregate data, harmonize signals and recommend. But it relies on someone else to execute on the signals and someone else to learn whether those actions worked. Our tech closes the gap, delivering 24/7 premium service with one unified system no one else can match.”
ABOUT C.H. ROBINSON
C.H. Robinson is the global leader in Lean AI supply chains. For more than a century, companies everywhere have looked to us to reimagine how goods move. Now, as we redefine what’s next for the industry, that same drive fuels our commitment to Building Tomorrow’s Supply Chains, Today™. Trusted by 75,000 customers and 450,000 carriers, we manage an unmatched 37 million shipments annually, representing $23 billion in freight. We deliver tailored solutions across the world via truckload, less-than-truckload, ocean, air and more. With our unique combination of human insight and Lean AI working as one, supply chains move faster, smarter and more sustainably. As a responsible global citizen, we proudly contribute millions to the causes that matter most to our employees. Find out more at chrobinson.com. (Nasdaq: CHRW)
View source version on businesswire.com: https://www.businesswire.com/news/home/20260520874794/en/
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: C.H. Robinson Worldwide (CHRW - Free Report) Based in Minnesota, C.H. Robinson Worldwide Inc. is a third-party logistics company. As a asset-light transportation provider, C.H. Robinson provides freight transportation services and logistic solutions to companies across a range of industries. The company's services range from commitments on a specific shipment to more comprehensive and integrated relationships.
CHRW is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. CHRW has a Growth Style Score of A, forecasting year-over-year earnings growth of 19.7% for the current fiscal year.
For fiscal 2026, seven analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.10 to $6.09 per share. CHRW boasts an average earnings surprise of +9.4%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, CHRW should be on investors' short list.
Key Takeaways C.H. Robinson launched Lean AI Engineer to evaluate and improve supply chains in real time. CHRW says its AI platform autonomously manages 92% of global 4PL shipments. C.H. Robinson reports early customer gains with lower shipment volumes and transport costs. C.H. Robinson Worldwide’s (CHRW - Free Report) latest AI innovation strengthens its position as a technology leader in logistics by introducing a closed-loop system that not only manages supply chain operations but also continuously evaluates and improves them. The combination of the Lean AI Planner and the newly launched Lean AI Engineer enables real-time execution and optimization, reducing assessment times from weeks to minutes. This capability allows customers to identify inefficiencies and implement improvements before disruptions affect performance, enhancing supply chain resilience and operational efficiency.
The technology’s ability to autonomously manage 92% of global 4PL shipments across trucking, ocean, air and rail highlights the scalability of C.H. Robinson’s AI-driven platform. By embedding logistics expertise directly into the system, the company reduces reliance on manual intervention and enables customers to handle growing shipment volumes more effectively. This automation can improve service consistency while allowing logistics teams to focus on higher-value strategic initiatives.
The Lean AI Engineer also offers meaningful cost-saving opportunities through data-driven optimization. Early customer results demonstrate significant efficiency gains, including lower shipment volumes and reduced transportation costs. By leveraging proprietary data, customer-specific operating parameters and institutional knowledge accumulated across its logistics network. This enables C.H. Robinson to deliver tailored recommendations that are more practical and actionable than generic analytics solutions.
The launch further reinforces C.H. Robinson’s long-term growth strategy centered on digital transformation and AI adoption. As the company expands the platform’s capabilities to areas such as carrier performance monitoring and predictive disruption management, it is well-positioned to deepen customer relationships and enhance service quality. This should strengthen its competitive advantage in the increasingly technology-driven global logistics market.
CHRW’s Share Price PerformanceCHRW’s shares have gained 14.9% in the past six months compared with the Transportation - Services industry’s 11.7% growth.
Image Source: Zacks Investment Research
CHRW’s Zacks RankCHRW currently carries a Zacks Rank #3 (Hold).
Stocks to ConsiderInvestors interested in the Zacks Transportation sector may consider Expeditors International of Washington, Inc. (EXPD - Free Report) and International Seaways (INSW - Free Report) .
EXPDcurrently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Expeditors has an expected earnings growth rate of 11.9% for the current year. The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 13.96%.
INSW currently sports a Zacks Rank #1.
INSW has an expected earnings growth rate of more than 100% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 33.93%.
